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Obsidian Personal Planning Solutions

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

Top 5 stock holdings are VTV, IJR, SPSB, SPIB, SPDW, and represent 31.78% of Obsidian Personal Planning Solutions's stock portfolio.
Added to shares of these 10 stocks: IJR, SPIB, VTV, VMBS, CGGR, SPSB, SPYG, EFG, SPDW, CIBR.
Started 5 new stock positions in ESGU, VOOG, AVGO, ADBE, NVDA.
Reduced shares in these 10 stocks: BRK.B, FOUR, AMGN, , MSFT, UPS, DE, DFS, , CAMT.
Sold out of its positions in COR, AMGN, DE, DFS, CRM, FOUR, UPS.
Obsidian Personal Planning Solutions was a net buyer of stock by $5.9M.
Obsidian Personal Planning Solutions has $164M in assets under management (AUM), dropping by 7.58%.
Central Index Key (CIK): 0001909128

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Portfolio Holdings for Obsidian Personal Planning Solutions

Obsidian Personal Planning Solutions holds 97 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	8.4	$14M	+4%	86k	160.41	View chart
Ishares Tr Core S&p Scp Etf (IJR)	7.1	$12M	+8%	110k	106.66	View chart
Spdr Ser Tr Portfolio Short (SPSB)	6.4	$11M	+4%	353k	29.70	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	5.5	$9.0M	+7%	277k	32.56	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	4.4	$7.2M	+5%	204k	35.08	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	4.2	$6.9M	+6%	86k	80.13	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	4.1	$6.7M	+10%	147k	45.40	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	3.8	$6.2M	+6%	121k	51.09	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	3.7	$6.1M	+4%	111k	55.23	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	3.7	$6.0M	+8%	183k	32.89	View chart
Ishares Tr Eafe Grwth Etf (EFG)	3.5	$5.8M	+7%	57k	102.30	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.4	$5.6M	+6%	72k	77.76	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	3.1	$5.1M	+8%	90k	56.42	View chart
Spdr Ser Tr Aerospace Def (XAR)	2.7	$4.4M	+6%	32k	139.98	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	2.7	$4.4M	+5%	116k	37.95	View chart
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM)	2.6	$4.3M	+4%	125k	34.49	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	2.6	$4.3M	+9%	114k	37.67	View chart
Apple (AAPL)	2.3	$3.8M		18k	210.62	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	1.8	$2.9M	+4%	33k	88.31	View chart
Ishares U S Etf Tr Blackrock Short (MEAR)	1.7	$2.8M		56k	50.15	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.7	$2.8M		26k	104.55	View chart
Vanguard Index Fds Growth Etf (VUG)	1.5	$2.5M		6.8k	374.02	View chart
Microsoft Corporation (MSFT)	1.4	$2.3M	-8%	5.3k	446.98	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$1.6M		32k	49.42	View chart
International Business Machines (IBM)	0.6	$1.0M		6.0k	172.95	View chart
Costco Wholesale Corporation (COST)	0.6	$950k	-4%	1.1k	849.99	View chart
Pepsi (PEP)	0.6	$922k	-15%	5.6k	164.93	View chart
Amazon (AMZN)	0.6	$921k		4.8k	193.25	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$849k		19k	43.76	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$617k	-37%	1.5k	406.93	View chart
Caterpillar (CAT)	0.3	$573k		1.7k	333.10	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$563k		3.1k	182.15	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$559k		2.5k	226.23	View chart
Camtek Ord (CAMT)	0.3	$548k	-24%	4.4k	125.24	View chart
Texas Instruments Incorporated (TXN)	0.3	$543k	-2%	2.8k	194.53	View chart
JPMorgan Chase & Co. (JPM)	0.3	$523k		2.6k	202.23	View chart
Danaher Corporation (DHR)	0.3	$519k		2.1k	249.88	View chart
Procter & Gamble Company (PG)	0.3	$512k		3.1k	164.92	View chart
Meta Platforms Cl A (META)	0.3	$499k		989.00	504.22	View chart
Union Pacific Corporation (UNP)	0.3	$497k	-7%	2.2k	226.28	View chart
Marriott Intl Cl A (MAR)	0.3	$488k		2.0k	241.77	View chart
Honeywell International (HON)	0.3	$484k		2.3k	213.54	View chart
Visa Com Cl A (V)	0.3	$471k	-11%	1.8k	262.47	View chart
McDonald's Corporation (MCD)	0.3	$445k		1.7k	254.79	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$431k		3.6k	118.60	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$401k		2.2k	183.42	View chart
Raytheon Technologies Corp (RTX)	0.2	$397k		4.0k	100.39	View chart
Lam Research Corporation (LRCX)	0.2	$381k		358.00	1064.85	View chart
PPG Industries (PPG)	0.2	$371k		2.9k	125.89	View chart
Bank of America Corporation (BAC)	0.2	$365k		9.2k	39.77	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$363k		1.7k	218.04	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$363k		4.6k	78.05	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$355k		649.00	547.23	View chart
Johnson & Johnson (JNJ)	0.2	$355k		2.4k	146.16	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$343k		1.5k	229.56	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.2	$329k		7.7k	42.96	View chart
Merck & Co (MRK)	0.2	$329k		2.7k	123.80	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$324k		1.8k	182.52	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$313k	+14%	626.00	500.29	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$311k		3.1k	100.65	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$310k		2.5k	123.80	View chart
Waste Management (WM)	0.2	$309k		1.5k	213.34	View chart
Abbvie (ABBV)	0.2	$308k		1.8k	171.52	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$304k		9.2k	33.00	View chart
Applied Materials (AMAT)	0.2	$296k		1.3k	235.99	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$293k	+20%	1.2k	242.10	View chart
NVIDIA Corporation (NVDA)	0.2	$260k	NEW	2.1k	123.54	View chart
Chevron Corporation (CVX)	0.2	$259k		1.7k	156.42	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$256k		2.4k	106.55	View chart
AFLAC Incorporated (AFL)	0.2	$254k	+8%	2.8k	89.31	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$251k		4.2k	60.30	View chart
Duke Energy Corp Com New (DUK)	0.2	$251k		2.5k	100.23	View chart
CSX Corporation (CSX)	0.2	$250k	-2%	7.5k	33.45	View chart
Yum! Brands (YUM)	0.2	$249k	-16%	1.9k	132.46	View chart
Verizon Communications (VZ)	0.2	$249k		6.0k	41.24	View chart
American Express Company (AXP)	0.1	$245k		1.1k	231.55	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.1	$244k		3.4k	70.83	View chart
Home Depot (HD)	0.1	$243k		705.00	344.24	View chart
McKesson Corporation (MCK)	0.1	$242k		414.00	584.04	View chart
Valero Energy Corporation (VLO)	0.1	$235k		1.5k	156.76	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$233k	-13%	3.0k	76.70	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$233k		1.8k	132.05	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$232k		929.00	250.13	View chart
Cisco Systems (CSCO)	0.1	$231k		4.9k	47.51	View chart
Wisdomtree Tr Currncy Int Eq (DDWM)	0.1	$229k		6.7k	34.06	View chart
Wisdomtree Tr Mortgage Plus Bd (MTGP)	0.1	$225k	+2%	5.2k	43.13	View chart
Broadcom (AVGO)	0.1	$225k	NEW	140.00	1605.53	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$223k		3.3k	68.14	View chart
Adobe Systems Incorporated (ADBE)	0.1	$222k	NEW	400.00	555.54	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$221k		2.6k	85.66	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$212k	-10%	4.4k	48.55	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$211k		1.2k	182.01	View chart
At&t (T)	0.1	$209k		11k	19.11	View chart
Linde SHS (LIN)	0.1	$208k		474.00	438.81	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$207k		1.2k	175.78	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$205k	NEW	615.00	333.45	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$203k	NEW	1.7k	119.32	View chart

Past Filings by Obsidian Personal Planning Solutions

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

Obsidian Personal Planning Solutions 2024 Q2 filed July 25, 2024
Obsidian Personal Planning Solutions 2024 Q1 filed May 9, 2024
Obsidian Personal Planning Solutions 2023 Q4 filed Feb. 1, 2024
Obsidian Personal Planning Solutions 2023 Q2 filed Nov. 27, 2023
Obsidian Personal Planning Solutions 2023 Q3 restated filed Nov. 27, 2023
Obsidian Personal Planning Solutions 2023 Q3 filed Nov. 16, 2023
Obsidian Personal Planning Solutions 2023 Q1 filed April 11, 2023
Obsidian Personal Planning Solutions 2022 Q4 filed Jan. 18, 2023
Obsidian Personal Planning Solutions 2022 Q3 filed Oct. 11, 2022
Obsidian Personal Planning Solutions 2022 Q2 filed July 19, 2022

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