Obsidian Personal Planning Solutions

Obsidian Personal Planning Solutions as of Sept. 30, 2022

Portfolio Holdings for Obsidian Personal Planning Solutions

Obsidian Personal Planning Solutions holds 39 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 14.3 $7.8M 63k 123.47
Ishares Tr Core S&p Scp Etf (IJR) 10.3 $5.6M 65k 87.18
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 6.8 $3.7M 77k 48.03
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 6.7 $3.6M 73k 50.09
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 6.5 $3.6M 139k 25.80
Ishares Tr Eafe Grwth Etf (EFG) 5.0 $2.7M 37k 72.55
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.9 $2.7M 40k 66.42
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM) 4.6 $2.5M 18k 142.51
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 4.5 $2.5M 18k 138.79
Apple (AAPL) 4.2 $2.3M 16k 138.19
Vanguard World Fds Health Car Etf (VHT) 3.5 $1.9M 8.6k 223.73
Select Sector Spdr Tr Sbi Materials (XLB) 3.2 $1.7M 25k 68.02
Vanguard Index Fds Growth Etf (VUG) 3.1 $1.7M 7.8k 213.97
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.4 $1.3M 43k 31.03
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.4 $1.3M 36k 36.35
Pepsi (PEP) 1.8 $1.0M 6.1k 163.27
Microsoft Corporation (MSFT) 1.5 $833k 3.6k 232.88
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $729k 20k 36.49
International Business Machines (IBM) 1.3 $697k 5.9k 118.76
Amazon (AMZN) 1.2 $640k 5.7k 113.07
Texas Instruments Incorporated (TXN) 1.0 $547k 3.5k 154.78
Danaher Corporation (DHR) 0.8 $448k 1.7k 258.21
Honeywell International (HON) 0.7 $406k 2.4k 167.01
Wisdomtree Tr Us Total Dividnd (DTD) 0.7 $392k 7.2k 54.20
Johnson & Johnson (JNJ) 0.7 $387k 2.4k 163.22
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $377k 4.0k 94.91
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $351k 1.3k 267.12
Procter & Gamble Company (PG) 0.6 $313k 2.5k 126.21
Union Pacific Corporation (UNP) 0.6 $306k 1.6k 194.78
Spdr Ser Tr S&p Biotech (XBI) 0.5 $266k 3.4k 79.40
Raytheon Technologies Corp (RTX) 0.5 $258k 3.2k 81.75
Ishares Tr Rus 1000 Etf (IWB) 0.5 $252k 1.3k 197.03
Marriott Intl Cl A (MAR) 0.5 $248k 1.8k 140.27
Verizon Communications (VZ) 0.4 $235k 6.2k 37.89
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $223k 1.7k 128.53
Costco Wholesale Corporation (COST) 0.4 $219k 464.00 471.98
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.4 $218k 4.0k 53.97
Merck & Co (MRK) 0.4 $209k 2.4k 86.15
At&t (T) 0.3 $190k 12k 15.35