OLYMPUS WEALTH MANAGEMENT, LLC
CIK 1995674 · Holdings on Dec 31, 2023 · First reported Feb 23, 2024
Top ten holdings
Q4 2023- IEFA24.59%
- SPY21.83%
- VOO15.95%
- SCHD11.28%
- IEMG8.87%
- GLD4.11%
- IJH2.32%
- TIP2.15%
- DBC2.03%
- XLRE1.30%
Share classes counted separately94.43%
Portfolio value by quarter
Top 10 holdings 22
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $47.91M | 24.59% | 681.07K shares | — | ↗▾ | |
| 02 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $42.53M | 21.83% | 89.48K shares | — | ↗▾ | |
| 03 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $31.07M | 15.95% | 71.14K shares | — | ↗▾ | |
| 04 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $21.98M | 11.28% | 288.68K shares | — | ↗▾ | |
| 05 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $17.28M | 8.87% | 341.60K shares | — | ↗▾ | |
| 06 | GLDSPDR GOLD SHARESGOLD SHS View history and evidence | $8.02M | 4.11% | 41.94K shares | — | ↗▾ | |
| 07 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $4.53M | 2.32% | 16.34K shares | — | ↗▾ | |
| 08 | TIPISHARES TIPS BOND ETFTIPS BD ETF View history and evidence | $4.19M | 2.15% | 38.98K shares | — | ↗▾ | |
| 09 | DBCINVESCO DB COMMODITY INDEX TUNIT View history and evidence | $3.95M | 2.03% | 179.06K shares | — | ↗▾ | |
| 10 | XLRESS REAL ESTATE SELECT SECTORRL EST SEL SEC View history and evidence | $2.54M | 1.30% | 63.45K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| GSBD GOLDMAN SACHS BDC INC | Non-derivative | — | — | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1995674 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Feb 23, 2024
Amendments and versions
{
"amendments_merged": [
{
"action": "REPLACE",
"accession": "0001995674-24-000003",
"cover_total": 194869815,
"filing_date": "2024-02-23",
"claimed_type": "RESTATEMENT",
"confidential": false,
"positions_added": 0,
"positions_restated": 0,
"positions_cancelled": 3
}
],
"prior_versions": [
{
"accession": "0001995674-24-000001",
"filing_date": "2024-02-14",
"confidential": false,
"cover_table_value_total_raw": 199511029
}
],
"cover_table_value": 194869815
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.