Obsidian Personal Planning Solutions

Obsidian Personal Planning Solutions as of March 31, 2023

Portfolio Holdings for Obsidian Personal Planning Solutions

Obsidian Personal Planning Solutions holds 53 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 12.9 $8.9M 64k 138.11
Ishares Tr Core S&p Scp Etf (IJR) 9.2 $6.3M 65k 96.70
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 6.7 $4.6M 144k 32.12
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 6.3 $4.3M 78k 55.36
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 6.0 $4.1M 79k 52.40
Ishares Tr Eafe Grwth Etf (EFG) 5.2 $3.6M 38k 93.68
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.7 $3.2M 44k 73.16
Apple (AAPL) 4.5 $3.1M 19k 164.90
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 4.2 $2.9M 19k 156.78
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM) 4.2 $2.9M 18k 162.77
Vanguard World Fds Health Car Etf (VHT) 3.2 $2.2M 9.3k 238.47
Select Sector Spdr Tr Sbi Materials (XLB) 3.0 $2.1M 25k 80.66
Vanguard Index Fds Growth Etf (VUG) 2.8 $1.9M 7.7k 249.42
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.3 $1.6M 35k 45.17
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.3 $1.6M 46k 34.13
Microsoft Corporation (MSFT) 2.1 $1.5M 5.1k 288.32
Pepsi (PEP) 1.4 $966k 5.3k 182.30
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $869k 22k 40.40
International Business Machines (IBM) 1.1 $769k 5.9k 131.09
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $668k 2.2k 308.70
Costco Wholesale Corporation (COST) 0.9 $627k 1.3k 496.87
Texas Instruments Incorporated (TXN) 0.7 $502k 2.7k 186.01
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $487k 4.6k 105.50
Amazon (AMZN) 0.7 $483k 4.7k 103.29
Honeywell International (HON) 0.7 $465k 2.4k 191.12
Danaher Corporation (DHR) 0.7 $464k 1.8k 252.04
Johnson & Johnson (JNJ) 0.6 $427k 2.8k 155.02
Union Pacific Corporation (UNP) 0.6 $419k 2.1k 201.26
Procter & Gamble Company (PG) 0.6 $389k 2.6k 148.68
Spdr Ser Tr S&p Biotech (XBI) 0.6 $385k 5.1k 76.21
McDonald's Corporation (MCD) 0.5 $350k 1.3k 279.61
Marriott Intl Cl A (MAR) 0.5 $339k 2.0k 166.04
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.5 $332k 1.7k 194.89
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $331k 2.1k 158.76
Raytheon Technologies Corp (RTX) 0.5 $309k 3.2k 97.93
Wisdomtree Tr Us Total Dividnd (DTD) 0.4 $304k 5.0k 60.59
Verizon Communications (VZ) 0.4 $297k 7.6k 38.89
Select Sector Spdr Tr Technology (XLK) 0.4 $294k 1.9k 151.01
PPG Industries (PPG) 0.4 $294k 2.2k 133.58
JPMorgan Chase & Co. (JPM) 0.4 $268k 2.1k 130.31
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $259k 2.0k 129.46
Bank of America Corporation (BAC) 0.4 $247k 8.6k 28.60
Merck & Co (MRK) 0.3 $238k 2.2k 106.39
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.3 $230k 3.7k 62.34
Home Depot (HD) 0.3 $226k 766.00 295.12
Mondelez Intl Cl A (MDLZ) 0.3 $220k 3.2k 69.72
Blackstone Group Inc Com Cl A (BX) 0.3 $220k 2.5k 87.84
At&t (T) 0.3 $217k 11k 19.25
Camtek Ord (CAMT) 0.3 $215k 7.6k 28.35
Pacer Fds Tr Trendpilot Us Bd (PTBD) 0.3 $212k 11k 20.12
Visa Com Cl A (V) 0.3 $210k 932.00 225.46
Valero Energy Corporation (VLO) 0.3 $209k 1.5k 139.60
Ishares Tr Us Aer Def Etf (ITA) 0.3 $203k 1.8k 115.08