Obsidian Personal Planning Solutions

Obsidian Personal Planning Solutions as of Dec. 31, 2022

Portfolio Holdings for Obsidian Personal Planning Solutions

Obsidian Personal Planning Solutions holds 40 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 14.2 $8.9M 63k 140.37
Ishares Tr Core S&p Scp Etf (IJR) 9.8 $6.1M 65k 94.64
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 6.8 $4.2M 79k 53.49
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 6.6 $4.1M 139k 29.69
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 6.3 $3.9M 77k 50.66
Schwab Strategic Tr Us Dividend Eq (SCHD) 5.2 $3.2M 43k 75.53
Ishares Tr Eafe Grwth Etf (EFG) 5.1 $3.1M 38k 83.75
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 4.6 $2.9M 18k 155.17
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM) 4.5 $2.8M 18k 158.65
Apple (AAPL) 4.2 $2.6M 20k 129.91
Vanguard World Fds Health Car Etf (VHT) 3.7 $2.3M 9.4k 248.09
Select Sector Spdr Tr Sbi Materials (XLB) 3.2 $2.0M 25k 77.68
Vanguard Index Fds Growth Etf (VUG) 2.7 $1.7M 7.9k 213.16
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.4 $1.5M 36k 41.97
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.3 $1.4M 43k 32.96
Microsoft Corporation (MSFT) 1.9 $1.2M 4.8k 239.75
Pepsi (PEP) 1.8 $1.2M 6.4k 180.71
International Business Machines (IBM) 1.3 $827k 5.9k 140.91
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $792k 20k 38.98
Texas Instruments Incorporated (TXN) 0.9 $584k 3.5k 165.25
Honeywell International (HON) 0.8 $521k 2.4k 214.32
Johnson & Johnson (JNJ) 0.8 $507k 2.9k 176.53
Amazon (AMZN) 0.8 $475k 5.7k 83.92
Costco Wholesale Corporation (COST) 0.7 $457k 1.0k 456.54
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $409k 3.8k 108.17
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $406k 1.3k 308.98
Procter & Gamble Company (PG) 0.7 $406k 2.7k 151.49
Danaher Corporation (DHR) 0.6 $404k 1.5k 265.61
Wisdomtree Tr Us Total Dividnd (DTD) 0.6 $398k 6.6k 60.69
Spdr Ser Tr S&p Biotech (XBI) 0.6 $368k 4.4k 82.98
Raytheon Technologies Corp (RTX) 0.5 $319k 3.2k 101.08
Verizon Communications (VZ) 0.5 $306k 7.8k 39.46
Union Pacific Corporation (UNP) 0.5 $303k 1.5k 206.83
JPMorgan Chase & Co. (JPM) 0.4 $275k 2.1k 133.89
Merck & Co (MRK) 0.4 $269k 2.4k 110.88
Marriott Intl Cl A (MAR) 0.4 $263k 1.8k 148.76
McDonald's Corporation (MCD) 0.4 $250k 947.00 263.99
Home Depot (HD) 0.4 $239k 757.00 315.72
At&t (T) 0.4 $228k 12k 18.42
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.4 $223k 3.7k 60.35