Obsidian Personal Planning Solutions

Obsidian Personal Planning Solutions as of Dec. 31, 2024

Portfolio Holdings for Obsidian Personal Planning Solutions

Obsidian Personal Planning Solutions holds 105 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio Intrmd (SPIB) 11.9 $25M 748k 32.95
Vanguard Index Fds Value Etf (VTV) 8.2 $17M 96k 176.70
Ishares Tr Core S&p Scp Etf (IJR) 7.5 $16M 131k 118.44
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 4.2 $8.7M 244k 35.63
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 4.2 $8.6M 96k 90.20
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 4.1 $8.5M 186k 45.60
Capital Group Growth Etf Shs Creation Uni (CGGR) 4.0 $8.3M 211k 39.31
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 3.7 $7.7M 125k 62.00
Ishares Tr Fltg Rate Nt Etf (FLOT) 3.5 $7.3M 143k 51.08
Ishares Tr Eafe Grwth Etf (EFG) 3.5 $7.3M 72k 101.78
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 3.4 $7.1M 106k 67.60
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.3 $6.8M 244k 27.83
Spdr Ser Tr Aerospace Def (XAR) 3.1 $6.4M 36k 175.46
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.7 $5.5M 143k 38.73
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 2.6 $5.4M 129k 42.00
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 2.4 $5.1M 56k 90.01
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM) 2.3 $4.8M 139k 34.16
Apple (AAPL) 2.0 $4.2M 18k 235.99
Select Sector Spdr Tr Sbi Materials (XLB) 1.7 $3.5M 39k 88.79
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.6 $3.4M 67k 50.39
Ishares U S Etf Tr Short Maturity M (MEAR) 1.6 $3.3M 66k 50.21
Vanguard Index Fds Growth Etf (VUG) 1.3 $2.6M 6.3k 418.36
Microsoft Corporation (MSFT) 1.0 $2.1M 5.1k 415.06
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $1.5M 31k 49.94
International Business Machines (IBM) 0.7 $1.5M 6.0k 255.70
Amazon (AMZN) 0.6 $1.2M 5.2k 237.68
Costco Wholesale Corporation (COST) 0.5 $1.0M 1.1k 979.88
Pepsi (PEP) 0.4 $843k 5.6k 150.68
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $834k 19k 44.40
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $832k 1.5k 553.34
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $714k 1.5k 468.52
JPMorgan Chase & Co. (JPM) 0.3 $679k 2.5k 267.30
Meta Platforms Cl A (META) 0.3 $679k 985.00 689.18
Alphabet Cap Stk Cl A (GOOGL) 0.3 $663k 3.3k 204.04
Visa Com Cl A (V) 0.3 $602k 1.8k 341.71
Caterpillar (CAT) 0.3 $602k 1.6k 371.44
Marriott Intl Cl A (MAR) 0.3 $587k 2.0k 290.59
Select Sector Spdr Tr Technology (XLK) 0.3 $570k 2.5k 230.82
Union Pacific Corporation (UNP) 0.3 $537k 2.2k 247.84
Texas Instruments Incorporated (TXN) 0.2 $515k 2.8k 184.61
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $514k 5.6k 92.07
Raytheon Technologies Corp (RTX) 0.2 $510k 4.0k 128.95
McDonald's Corporation (MCD) 0.2 $489k 1.7k 288.75
Ishares Tr Core S&p500 Etf (IVV) 0.2 $484k 801.00 604.66
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $478k 3.6k 132.36
Honeywell International (HON) 0.2 $476k 2.1k 223.72
Alphabet Cap Stk Cl C (GOOG) 0.2 $445k 2.2k 205.60
Blackstone Group Inc Com Cl A (BX) 0.2 $443k 2.5k 177.11
Danaher Corporation (DHR) 0.2 $435k 2.0k 222.70
Bank of America Corporation (BAC) 0.2 $429k 9.3k 46.30
Camtek Ord (CAMT) 0.2 $414k 4.4k 94.54
Vanguard Index Fds Small Cp Etf (VB) 0.2 $411k 1.6k 249.64
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $404k 1.5k 270.46
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.2 $374k 10k 36.75
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $359k 1.7k 205.32
Procter & Gamble Company (PG) 0.2 $345k 2.1k 165.99
Johnson & Johnson (JNJ) 0.2 $340k 2.2k 152.15
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $336k 4.0k 83.30
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $334k 1.2k 275.61
American Express Company (AXP) 0.2 $332k 1.0k 317.45
Abbvie (ABBV) 0.2 $323k 1.8k 183.90
Waste Management (WM) 0.2 $319k 1.5k 220.26
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $311k 3.1k 100.76
AFLAC Incorporated (AFL) 0.1 $306k 2.8k 107.37
Broadcom (AVGO) 0.1 $288k 1.3k 221.28
Home Depot (HD) 0.1 $287k 696.00 411.98
Cisco Systems (CSCO) 0.1 $285k 4.7k 60.60
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $278k 953.00 291.81
Ishares Tr Us Aer Def Etf (ITA) 0.1 $276k 1.8k 156.58
Merck & Co (MRK) 0.1 $273k 2.8k 98.82
Mastercard Incorporated Cl A (MA) 0.1 $269k 484.00 555.17
At&t (T) 0.1 $266k 11k 23.73
Select Sector Spdr Tr Communication (XLC) 0.1 $265k 2.6k 102.38
CSX Corporation (CSX) 0.1 $260k 7.9k 32.87
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $255k 3.3k 77.88
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $255k 1.3k 189.81
Deere & Company (DE) 0.1 $254k 532.00 476.56
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $253k 4.2k 60.92
Bank of New York Mellon Corporation (BK) 0.1 $253k 2.9k 85.93
Wisdomtree Tr Us Total Dividnd (DTD) 0.1 $252k 3.2k 78.34
NVIDIA Corporation (NVDA) 0.1 $252k 2.1k 120.07
Discover Financial Services 0.1 $250k 1.2k 201.09
McKesson Corporation (MCK) 0.1 $246k 414.00 594.75
Ishares Tr National Mun Etf (MUB) 0.1 $246k 2.3k 106.54
Yum! Brands (YUM) 0.1 $246k 1.9k 130.50
Metropcs Communications (TMUS) 0.1 $245k 1.1k 232.97
Wisdomtree Tr Currncy Int Eq (DDWM) 0.1 $244k 6.8k 35.81
Duke Energy Corp Com New (DUK) 0.1 $241k 2.2k 111.99
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $231k 615.00 375.60
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $228k 1.2k 196.17
Sherwin-Williams Company (SHW) 0.1 $226k 631.00 358.16
Verizon Communications (VZ) 0.1 $225k 5.7k 39.39
TJX Companies (TJX) 0.1 $222k 1.8k 124.79
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $221k 7.4k 30.02
Wal-Mart Stores (WMT) 0.1 $219k 2.2k 98.16
Progressive Corporation (PGR) 0.1 $218k 883.00 246.44
AmerisourceBergen (COR) 0.1 $217k 854.00 254.21
Lam Research Corp Com New (LRCX) 0.1 $216k 2.7k 81.05
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.1 $211k 4.9k 42.94
Linde SHS (LIN) 0.1 $211k 473.00 446.12
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $207k 1.6k 132.26
Aon Shs Cl A (AON) 0.1 $206k 555.00 370.82
Chevron Corporation (CVX) 0.1 $205k 1.4k 149.19
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $204k 2.6k 78.47
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $203k 2.6k 77.60