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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 :
8 |
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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 |
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SPY |
Standard & Poors Depository... |
2 |
- |
$528.69 |
$33,994,000 |
64,989 |
20.15% |
-8,539,000 |
-24,496 |
0.001 |
Closed - End Fund - E... |
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VOO |
Vanguard S&P 500 Etf |
3 |
- |
$485.97 |
$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 |
- |
$80.00 |
$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 |
- |
$54.68 |
$14,828,000 |
287,369 |
8.79% |
-2,450,000 |
-54,227 |
0.003 |
N/A |
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GLD |
streetTRACKS Gold Trust |
7 |
- |
$220.03 |
$5,978,000 |
29,061 |
3.54% |
-2,039,000 |
-12,875 |
0.007 |
Closed - End Fund - E... |
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TIP |
iShares Lehman TIPS Bond |
10 |
- |
$106.68 |
$3,628,000 |
33,779 |
2.15% |
-562,000 |
-5,199 |
0.002 |
Closed - End Fund - E... |
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EFA |
iShares TR MSCI EAFE Indx FD |
13 |
- |
$81.36 |
$1,345,000 |
16,848 |
0.8% |
-378,000 |
-6,023 |
0.002 |
Closed - End Fund - E... |
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