OLYMPUS WEALTH MANAGEMENT, LLC
Q4 2024 13F Holdings
- Locationcottonwood heights, UT
- Num holdings
17
- Value ($000)
$274,664
- Date Filed01/17/2025
- Form type13F-HR
- CIK0001995674
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $66.76M | 24 % | 113,916 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $56.63M | 21 % | 805,772 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $42.82M | 16 % | 79,469 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $28.93M | 11 % | 1,058,927 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $22.09M | 8 % | 423,013 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $10.60M | 4 % | 43,780 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $7.72M | 3 % | 123,971 | ||
XLRE SELECT SECTOR SPDR TR | RL EST SEL SEC | 81369Y860 | $7.54M | 3 % | 185,349 | ||
JMUB J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 | $6.65M | 2 % | 132,553 | ||
TIP ISHARES TR | TIPS BD ETF | 464287176 | $6.38M | 2 % | 59,835 |
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