Obsidian Personal Planning Solutions

Obsidian Personal Planning Solutions as of June 30, 2022

Portfolio Holdings for Obsidian Personal Planning Solutions

Obsidian Personal Planning Solutions holds 42 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 13.9 $8.1M 62k 131.87
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 9.8 $5.7M 110k 52.28
Ishares Tr Core S&p Scp Etf (IJR) 9.8 $5.7M 62k 92.41
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 6.6 $3.9M 75k 51.39
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 6.4 $3.7M 130k 28.84
Ishares Tr Eafe Grwth Etf (EFG) 5.0 $2.9M 37k 80.49
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM) 4.6 $2.7M 17k 154.95
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 4.4 $2.6M 17k 148.22
Apple (AAPL) 3.9 $2.3M 17k 136.72
Vanguard World Fds Health Car Etf (VHT) 3.4 $2.0M 8.6k 235.56
Vanguard Index Fds Growth Etf (VUG) 3.2 $1.9M 8.5k 222.86
Select Sector Spdr Tr Sbi Materials (XLB) 3.1 $1.8M 25k 73.62
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 2.5 $1.5M 36k 40.80
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.4 $1.4M 41k 34.78
Pepsi (PEP) 1.7 $1.0M 6.1k 166.64
Microsoft Corporation (MSFT) 1.6 $919k 3.6k 256.92
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.5 $877k 21k 41.65
International Business Machines (IBM) 1.4 $829k 5.9k 141.25
Select Sector Spdr Tr Technology (XLK) 1.3 $776k 6.1k 127.13
Amazon (AMZN) 1.1 $622k 5.9k 106.14
Texas Instruments Incorporated (TXN) 0.9 $537k 3.5k 153.65
Danaher Corporation (DHR) 0.7 $434k 1.7k 253.50
Wisdomtree Tr Us Total Dividnd (DTD) 0.7 $428k 7.4k 57.90
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $415k 4.1k 101.72
Johnson & Johnson (JNJ) 0.7 $414k 2.3k 177.68
Honeywell International (HON) 0.7 $413k 2.4k 173.68
Ishares Tr Rus 1000 Etf (IWB) 0.7 $391k 1.9k 207.76
Ishares Tr S&p 500 Val Etf (IVE) 0.7 $383k 2.8k 137.57
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $359k 1.3k 273.21
Procter & Gamble Company (PG) 0.6 $350k 2.4k 143.86
Union Pacific Corporation (UNP) 0.6 $326k 1.5k 213.35
Ishares Tr Core Msci Eafe (IEFA) 0.5 $304k 5.2k 58.82
Verizon Communications (VZ) 0.5 $303k 6.0k 50.78
Raytheon Technologies Corp (RTX) 0.5 $303k 3.2k 96.01
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $270k 778.00 347.04
At&t (T) 0.4 $259k 12k 20.93
Marriott Intl Cl A (MAR) 0.4 $245k 1.8k 135.73
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $241k 1.3k 188.58
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.4 $231k 4.0k 57.19
Costco Wholesale Corporation (COST) 0.4 $222k 464.00 478.45
Merck & Co (MRK) 0.4 $221k 2.4k 91.10
Wisdomtree Tr Currncy Int Eq (DDWM) 0.3 $201k 7.2k 27.91