Obsidian Personal Planning Solutions

Latest statistics and disclosures from Obsidian Personal Planning Solutions's latest quarterly 13F-HR filing:

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Positions held by Obsidian Personal Planning Solutions consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Obsidian Personal Planning Solutions

Obsidian Personal Planning Solutions holds 105 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio Intrmd (SPIB) 9.6 $21M -13% 643k 33.30
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Ishares Tr Core S&p Scp Etf (IJR) 6.1 $14M +3% 136k 100.13
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Vanguard Index Fds Value Etf (VTV) 6.0 $13M -16% 80k 166.48
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J P Morgan Exchange Traded F Income Etf (JPIE) 5.7 $13M NEW 279k 46.03
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Schwab Strategic Tr Us Dividend Eq (SCHD) 4.8 $11M +70% 415k 25.82
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 4.4 $9.9M +7% 262k 37.86
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Ishares Tr Eafe Grwth Etf (EFG) 4.0 $9.0M +20% 87k 104.36
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 3.7 $8.4M -2% 181k 46.32
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 3.6 $8.0M 97k 82.00
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Capital Group Growth Etf Shs Creation Uni (CGGR) 3.4 $7.7M +4% 221k 34.84
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Ishares Tr Fltg Rate Nt Etf (FLOT) 3.3 $7.5M +2% 147k 50.92
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Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 3.3 $7.3M 122k 60.02
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 3.3 $7.3M +4% 110k 66.54
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Ishares Tr Ibonds 27 Trm Ts (IBTH) 3.2 $7.1M NEW 314k 22.57
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Spdr Ser Tr Aerospace Def (XAR) 3.1 $6.9M +11% 41k 170.96
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Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 2.5 $5.6M +26% 71k 79.20
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.3 $5.1M -9% 129k 39.39
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Vanguard World Health Car Etf (VHT) 1.9 $4.3M NEW 17k 255.89
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Apple (AAPL) 1.6 $3.7M -2% 17k 212.49
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Select Sector Spdr Tr Energy (XLE) 1.6 $3.6M NEW 45k 80.50
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.5 $3.4M 68k 49.71
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Select Sector Spdr Tr Sbi Materials (XLB) 1.5 $3.3M 39k 83.89
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Ishares U S Etf Tr Short Maturity M (MEAR) 1.5 $3.3M 65k 50.11
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Select Sector Spdr Tr Financial (XLF) 1.2 $2.6M NEW 54k 48.76
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Vanguard Index Fds Growth Etf (VUG) 1.0 $2.3M -2% 6.1k 378.32
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Microsoft Corporation (MSFT) 0.9 $2.0M 5.1k 395.26
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Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM) 0.9 $2.0M -54% 63k 30.81
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $1.6M 31k 52.87
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International Business Machines (IBM) 0.6 $1.4M 6.0k 241.82
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Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.5 $1.2M -76% 30k 39.17
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Costco Wholesale Corporation (COST) 0.5 $1.1M 1.1k 994.50
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Amazon (AMZN) 0.4 $981k 5.3k 184.42
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $807k 1.5k 533.43
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $803k -5% 18k 45.25
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $790k +3% 1.6k 509.85
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Pepsi (PEP) 0.3 $737k -2% 5.4k 135.58
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JPMorgan Chase & Co. (JPM) 0.3 $621k 2.5k 244.62
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Visa Com Cl A (V) 0.3 $602k 1.7k 345.41
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McDonald's Corporation (MCD) 0.2 $542k 1.7k 319.59
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Meta Platforms Cl A (META) 0.2 $541k 985.00 549.00
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $520k +15% 4.2k 124.40
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Select Sector Spdr Tr Technology (XLK) 0.2 $518k 2.5k 209.98
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $516k 3.2k 158.82
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Caterpillar (CAT) 0.2 $499k 1.6k 309.27
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Raytheon Technologies Corp (RTX) 0.2 $499k 4.0k 126.13
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Union Pacific Corporation (UNP) 0.2 $467k 2.2k 215.66
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Texas Instruments Incorporated (TXN) 0.2 $447k 2.8k 160.05
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Honeywell International (HON) 0.2 $432k -3% 2.1k 210.50
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $423k -5% 758.00 557.96
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CSX Corporation (CSX) 0.2 $422k +89% 15k 28.07
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Marriott Intl Cl A (MAR) 0.2 $396k -17% 1.7k 238.58
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Danaher Corporation (DHR) 0.2 $389k 2.0k 199.31
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $372k 1.5k 248.90
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Bank of America Corporation (BAC) 0.2 $363k 9.1k 39.88
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $356k 1.6k 216.15
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Capital Group Dividend Value Shs Creation Uni (CGDV) 0.2 $356k 10k 34.94
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Alphabet Cap Stk Cl C (GOOG) 0.2 $348k 2.2k 160.89
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Johnson & Johnson (JNJ) 0.2 $345k 2.2k 156.31
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Abbvie (ABBV) 0.2 $342k 1.8k 195.10
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Procter & Gamble Company (PG) 0.2 $336k 2.1k 162.57
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Waste Management (WM) 0.2 $336k 1.4k 233.36
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Blackstone Group Inc Com Cl A (BX) 0.1 $329k 2.5k 131.71
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $328k +4% 4.2k 77.66
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $317k +19% 5.0k 63.86
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Wisdomtree Tr Us Total Dividnd (DTD) 0.1 $312k +30% 4.2k 74.44
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $310k 3.1k 100.41
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $310k 1.7k 179.98
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AFLAC Incorporated (AFL) 0.1 $310k 2.9k 108.67
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At&t (T) 0.1 $307k 11k 27.70
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $301k -2% 1.2k 256.09
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McKesson Corporation (MCK) 0.1 $295k 414.00 712.79
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American Express Company (AXP) 0.1 $279k 1.0k 266.41
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Ishares Tr Us Aer Def Etf (ITA) 0.1 $276k 1.8k 156.91
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Cisco Systems (CSCO) 0.1 $272k 4.7k 57.73
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Yum! Brands (YUM) 0.1 $270k -4% 1.8k 150.44
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Mastercard Incorporated Cl A (MA) 0.1 $265k 484.00 547.81
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Duke Energy Corp Com New (DUK) 0.1 $263k 2.2k 122.02
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Camtek Ord (CAMT) 0.1 $261k -8% 4.0k 65.34
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Metropcs Communications (TMUS) 0.1 $260k 1.1k 246.95
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $258k 3.3k 78.90
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Verizon Communications (VZ) 0.1 $252k 5.7k 44.06
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AmerisourceBergen (COR) 0.1 $250k 854.00 292.67
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Progressive Corporation (PGR) 0.1 $249k 883.00 281.74
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Broadcom (AVGO) 0.1 $249k 1.3k 192.47
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Select Sector Spdr Tr Communication (XLC) 0.1 $247k 2.6k 95.44
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Deere & Company (DE) 0.1 $247k 532.00 463.56
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Home Depot (HD) 0.1 $243k -3% 675.00 360.49
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Ishares Tr National Mun Etf (MUB) 0.1 $242k 2.3k 104.73
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Wal-Mart Stores (WMT) 0.1 $239k +10% 2.5k 97.25
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Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $238k 1.3k 177.18
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Bank of New York Mellon Corporation (BK) 0.1 $237k 2.9k 80.41
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Merck & Co (MRK) 0.1 $235k 2.8k 85.20
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Wisdomtree Tr Yield Enhancd Us (AGGY) 0.1 $232k +8% 5.4k 43.26
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Discover Financial Services (DFS) 0.1 $227k 1.2k 182.67
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Wisdomtree Tr Currncy Int Eq (DDWM) 0.1 $226k -12% 6.0k 37.90
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TJX Companies (TJX) 0.1 $224k -2% 1.7k 128.68
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Sherwin-Williams Company (SHW) 0.1 $223k 631.00 352.92
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $221k -6% 890.00 247.96
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Linde SHS (LIN) 0.1 $214k 473.00 453.23
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First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM) 0.1 $212k NEW 6.7k 31.40
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Ishares Gold Tr Ishares New (IAU) 0.1 $210k NEW 3.4k 62.17
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $210k 615.00 340.75
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $209k NEW 2.8k 73.50
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $206k 2.6k 79.18
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $205k 2.6k 78.78
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Past Filings by Obsidian Personal Planning Solutions

SEC 13F filings are viewable for Obsidian Personal Planning Solutions going back to 2022