OLYMPUS WEALTH MANAGEMENT, LLC
Nilai portofolio QoQ: +30.7% 13F tidak mengungkapkan kas
Bobot 10 kepemilikan teratas92,10%
Bobot 25 kepemilikan teratas100,00%
Posisi di atas 1%15
Jumlah posisi efektif7,1
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2025: 0,75% Perkiraan pembelian $52.777.687 · penjualan $1.963.522
Posisi baru1
Meningkat12
Menurun6
Tertutup0
Nilai Portofolio
$297.7M
Posisi
21
Per tanggal
30 Juni 2025 Data per Q2 2025
Rincian sektor
Portofolio lengkap 21 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| IEFA | $68.384.403 | 22,97% | 819.171 | $17.816.473 | Naik ×1 | ||
| VOO | $64.583.273 | 21,70% | 113.697 | $18.555.247 | Naik ×2 | ||
| SPY | $40.174.487 | 13,50% | 65.023 | $3.730.307 | Turun ×2 | ||
| SPYM | $31.577.078 | 10,61% | 434.407 | $15.425.243 | Naik ×1 | ||
| IEMG | $21.252.778 | 7,14% | 354.036 | $5.076.140 | Naik ×1 | ||
| IJH | $13.387.714 | 4,50% | 215.861 | $3.312.565 | Naik ×2 | ||
| SCHD | $12.669.830 | 4,26% | 478.107 | $546.428 | Naik ×1 | ||
| IWF | $10.709.069 | 3,60% | 25.223 | $3.323.727 | Naik ×2 | ||
| JMUB | $5.815.261 | 1,95% | 117.149 | $117.749 | Naik ×1 | ||
| MUNI | $5.600.593 | 1,88% | 109.046 | $140.188 | Naik ×2 | ||
| GLD | $4.706.280 | 1,58% | 15.439 | $3.827 | Turun ×2 | ||
| SPSM | $3.923.947 | 1,32% | 92.111 | $1.150.707 | Naik ×1 | ||
| PDBC | $3.617.495 | 1,22% | 277.415 | $722.698 | Naik ×2 | ||
| DBC | $3.296.789 | 1,11% | 151.160 | $-442.182 | Turun ×2 | ||
| EFA | $3.023.136 | 1,02% | 33.820 | $-164.446 | Turun ×2 | ||
| GLDM | $2.283.044 | 0,77% | 34.845 | $1.039.179 | Naik ×1 | ||
| XLRE | $820.818 | 0,28% | 19.817 | $-283.266 | Turun ×2 | ||
| GSBD | $701.190 | 0,24% | 62.328 | $-23.685 | |||
| VONG | $461.634 | 0,16% | 4.227 | Naik ×1 | |||
| TIP | $461.281 | 0,15% | 4.192 | $-563.655 | Turun ×2 | ||
| JCPI | $229.815 | 0,08% | 4.763 | $572 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| VONG | $461.634 | 4.227 | 0,16% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| VOO | Beli lebih banyak | +24K | +$18.6M |
| IEFA | Beli lebih banyak | +151K | +$17.8M |
| SPYM | Beli lebih banyak | +189K | +$15.4M |
| IEMG | Beli lebih banyak | +54K | +$5.1M |
| SPY | Dipangkas | -127 | +$3.7M |
| IWF | Beli lebih banyak | +5K | +$3.3M |
| IJH | Beli lebih banyak | +43K | +$3.3M |
| SPSM | Beli lebih banyak | +24K | +$1.2M |
| GLDM | Beli lebih banyak | +15K | +$1.0M |
| PDBC | Beli lebih banyak | +65K | +$723K |