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| Name: |
OLYMPUS WEALTH MANAGEMENT LLC |
| City: |
COTTONWOOD HEIGHTS |
| State: |
UT |
| Zip: |
84047 |
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data |
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| Holdings
Found :
24 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IEFA |
Ishares Core Msci Eafe |
1 |
- |
$0.00 |
$41,424,000 |
558,119 |
24.55% |
-6,489,000 |
-122,948 |
0.005 |
N/A |
|
|
SPY |
Standard & Poors Depository... |
2 |
- |
$500.35 |
$33,994,000 |
64,989 |
20.15% |
-8,539,000 |
-24,496 |
0.001 |
Closed - End Fund - E... |
|
|
VOO |
Vanguard S&P 500 Etf |
3 |
- |
$459.93 |
$26,436,000 |
54,994 |
15.67% |
-4,636,000 |
-16,142 |
0.006 |
Closed - End Fund - E... |
|
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SCHD |
Schwab US Dividend Equity ETF |
4 |
- |
$76.89 |
$19,185,000 |
237,933 |
11.37% |
-2,792,000 |
-50,751 |
0.079 |
N/A |
|
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IEMG |
Ishares Core Msci Emerging ... |
5 |
- |
$51.69 |
$14,828,000 |
287,369 |
8.79% |
-2,450,000 |
-54,227 |
0.003 |
N/A |
|
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JMUB |
Jpmorgan Municipal Etf |
6 |
New |
$0.00 |
$6,094,000 |
120,109 |
3.61% |
6,094,000 |
120,109 |
0.133 |
N/A |
|
|
GLD |
streetTRACKS Gold Trust |
7 |
- |
$213.79 |
$5,978,000 |
29,061 |
3.54% |
-2,039,000 |
-12,875 |
0.007 |
Closed - End Fund - E... |
|
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DBC |
Invesco DB Commodity Tracki... |
8 |
- |
$23.00 |
$5,406,000 |
235,361 |
3.2% |
1,460,000 |
56,302 |
0.306 |
Closed - End Fund - Debt |
|
|
IJH |
iShares S&P MidCap 400 Index |
9 |
- |
$57.16 |
$3,889,000 |
64,034 |
2.31% |
-640,000 |
47,694 |
0.028 |
Closed - End Fund - E... |
|
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TIP |
iShares Lehman TIPS Bond |
10 |
- |
$105.01 |
$3,628,000 |
33,779 |
2.15% |
-562,000 |
-5,199 |
0.002 |
Closed - End Fund - E... |
|
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IWF |
iShares Russell 1000 Growth |
11 |
- |
$321.67 |
$3,490,000 |
10,353 |
2.07% |
1,161,000 |
2,671 |
0.004 |
Closed - End Fund - E... |
|
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XLRE |
Real Estate Select Sector S... |
12 |
- |
$36.21 |
$2,524,000 |
63,850 |
1.5% |
-18,000 |
399 |
0.01 |
N/A |
|
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EFA |
iShares TR MSCI EAFE Indx FD |
13 |
- |
$77.10 |
$1,345,000 |
16,848 |
0.8% |
-378,000 |
-6,023 |
0.002 |
Closed - End Fund - E... |
|
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GSBD |
Goldman Sachs Bdc, Inc. |
14 |
- |
$15.64 |
$481,000 |
32,099 |
0.29% |
481,000 |
32,099 |
0.032 |
N/A |
|
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BRK.B |
Berkshire Hathaway B |
23 |
Closed |
$398.58 |
$0 |
0 |
0% |
-685,000 |
-1,921 |
0 |
Property & Casualty I... |
|
|
PDBC |
Invesco Actively Managd ETF |
19 |
Closed |
$13.89 |
$0 |
0 |
0% |
-883,000 |
-66,359 |
0 |
N/A |
|
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BNDX |
Vanguard Total Internationa... |
22 |
Closed |
$48.41 |
$0 |
0 |
0% |
-262,000 |
-5,306 |
0 |
N/A |
|
|
VWO |
Vanguard Emerging Markets S... |
15 |
Closed |
$42.22 |
$0 |
0 |
0% |
-946,000 |
-23,023 |
0 |
Closed - End Fund - E... |
|
|
HYG |
iShares iBoxx $ High Yield ... |
18 |
Closed |
$76.29 |
$0 |
0 |
0% |
-266,000 |
-3,437 |
0 |
Closed - End Fund - E... |
|
|
VTV |
Vanguard Value VIPERS |
21 |
Closed |
$156.02 |
$0 |
0 |
0% |
-2,338,000 |
-15,641 |
0 |
Closed - End Fund - E... |
|
|
AGG |
iShares Barclays Agency Bond |
17 |
Closed |
$95.27 |
$0 |
0 |
0% |
-366,000 |
-3,685 |
0 |
Closed - End Fund - E... |
|
|
STIP |
Ishares Barclays 0-5 Year T... |
16 |
Closed |
$98.69 |
$0 |
0 |
0% |
-212,000 |
-2,153 |
0 |
N/A |
|
|
BIZD |
Vaneck Vectors Bdc Income Etf |
20 |
Closed |
$16.80 |
$0 |
0 |
0% |
-438,000 |
-27,309 |
0 |
N/A |
|
|
HYMB |
Spdr Nuveen S&p High Yi... |
24 |
Closed |
$25.12 |
$0 |
0 |
0% |
-424,000 |
-16,750 |
0 |
N/A |
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