0001995674-23-000015.txt : 20231116
0001995674-23-000015.hdr.sgml : 20231116
20231116105005
ACCESSION NUMBER: 0001995674-23-000015
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20231116
DATE AS OF CHANGE: 20231116
EFFECTIVENESS DATE: 20231116
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: OLYMPUS WEALTH MANAGEMENT, LLC
CENTRAL INDEX KEY: 0001995674
IRS NUMBER: 462066292
STATE OF INCORPORATION: UT
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-23433
FILM NUMBER: 231412944
BUSINESS ADDRESS:
STREET 1: 6985 UNION PARK CENTER
STREET 2: SUITE 435
CITY: COTTONWOOD HEIGHTS
STATE: UT
ZIP: 84047
BUSINESS PHONE: 801-449-9600
MAIL ADDRESS:
STREET 1: 6985 UNION PARK CENTER
STREET 2: SUITE 435
CITY: COTTONWOOD HEIGHTS
STATE: UT
ZIP: 84047
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001995674
XXXXXXXX
06-30-2022
06-30-2022
OLYMPUS WEALTH MANAGEMENT, LLC
6985 UNION PARK CENTER
SUITE 435
COTTONWOOD HEIGHTS
UT
84047
13F HOLDINGS REPORT
028-23433
000173715
801-80761
N
Scott Bird
Manager
801.449.9602
Scott Bird
Cottonwood Heights
UT
11-16-2023
0
12
179214155
false
INFORMATION TABLE
2
owm13fq22022.xml
ISHARES TR
CORE MSCI EAFE
46432F842
43300995
735786
SH
SOLE
0
0
735786
SPDR S&P 500 ETF TR
TR UNIT
78462F103
40285259
106787
SH
SOLE
0
0
106787
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
20681502
288727
SH
SOLE
0
0
288727
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
18331595
52847
SH
SOLE
0
0
52847
ISHARES INC
CORE MSCI EMKT
46434G103
17491386
356531
SH
SOLE
0
0
356531
ISHARES TR
TIPS BD ETF
464287176
15044330
132072
SH
SOLE
0
0
132072
SPDR GOLD TR
GOLD SHS
78463V107
8459898
50219
SH
SOLE
0
0
50219
INVESCO DB COMMDY INDX TRCK
UNIT
46138B103
6223904
233630
SH
SOLE
0
0
233630
ISHARES TR
MSCI EAFE ETF
464287465
4289210
68638
SH
SOLE
0
0
68638
ISHARES TR
CORE S&P MCP ETF
464287507
4231235
18703
SH
SOLE
0
0
18703
GOLDMAN SACHS BDC INC
SHS
38147U107
497028
29585
SH
SOLE
0
0
29585
ISHARES TR
RUS 1000 GRW ETF
464287614
377813
1728
SH
SOLE
0
0
1728