Obsidian Personal Planning Solutions

Obsidian Personal Planning Solutions as of June 30, 2025

Portfolio Holdings for Obsidian Personal Planning Solutions

Obsidian Personal Planning Solutions holds 113 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Portfolio Intrmd (SPIB) 9.0 $22M 660k 33.58
Ishares Tr Core S&p Scp Etf (IJR) 6.2 $15M 140k 109.29
Vanguard Index Fds Value Etf (VTV) 5.8 $14M 82k 176.74
J P Morgan Exchange Traded F Income Etf (JPIE) 5.4 $13M 288k 46.32
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.6 $11M 432k 26.50
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 4.4 $11M 269k 40.49
Ishares Tr Eafe Grwth Etf (EFG) 4.1 $10M 90k 112.00
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 3.9 $9.5M 100k 95.32
Capital Group Growth Etf Shs Creation Uni (CGGR) 3.7 $9.2M 227k 40.65
Spdr Series Trust Aerospace Def (XAR) 3.5 $8.7M 42k 210.94
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 3.5 $8.7M 187k 46.34
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 3.4 $8.5M 112k 75.58
Ishares Tr Ibonds 27 Trm Ts (IBTH) 3.3 $8.1M 362k 22.49
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 3.1 $7.7M 125k 61.67
Ishares Tr Fltg Rate Nt Etf (FLOT) 3.1 $7.7M 150k 51.02
Spdr Series Trust S&P 400 MDCP GRW (MDYG) 2.6 $6.4M 73k 86.87
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.3 $5.7M 133k 42.74
Vanguard World Health Car Etf (VHT) 1.7 $4.3M 17k 248.34
Select Sector Spdr Tr Energy (XLE) 1.6 $4.0M 48k 84.81
Apple (AAPL) 1.5 $3.6M 18k 205.17
Select Sector Spdr Tr Sbi Materials (XLB) 1.4 $3.5M 40k 87.81
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.4 $3.4M 69k 49.64
Ishares U S Etf Tr Short Maturity M (MEAR) 1.3 $3.3M 66k 50.27
Select Sector Spdr Tr Financial (XLF) 1.2 $3.0M 56k 52.37
Vanguard Index Fds Growth Etf (VUG) 1.1 $2.7M 6.1k 438.43
Microsoft Corporation (MSFT) 1.0 $2.5M 5.1k 497.41
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM) 0.8 $2.0M 63k 32.41
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $1.8M 31k 57.01
International Business Machines (IBM) 0.7 $1.7M 5.9k 294.78
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.4M 2.5k 568.10
Amazon (AMZN) 0.5 $1.3M 5.9k 219.39
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.5 $1.3M 30k 42.27
Costco Wholesale Corporation (COST) 0.4 $1.0M 1.1k 989.94
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $876k 18k 49.46
Meta Platforms Cl A (META) 0.3 $800k 1.1k 738.21
JPMorgan Chase & Co. (JPM) 0.3 $736k 2.5k 289.91
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $731k 1.5k 485.61
Pepsi (PEP) 0.3 $718k 5.4k 132.03
Caterpillar (CAT) 0.3 $670k 1.7k 388.21
Select Sector Spdr Tr Technology (XLK) 0.3 $666k 2.6k 253.25
Visa Com Cl A (V) 0.3 $620k 1.7k 355.05
Texas Instruments Incorporated (TXN) 0.2 $579k 2.8k 207.62
Raytheon Technologies Corp (RTX) 0.2 $577k 4.0k 146.02
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $557k 4.2k 133.31
Union Pacific Corporation (UNP) 0.2 $499k 2.2k 230.04
McDonald's Corporation (MCD) 0.2 $496k 1.7k 292.18
Alphabet Cap Stk Cl A (GOOGL) 0.2 $495k 2.8k 176.26
CSX Corporation (CSX) 0.2 $490k 15k 32.63
Honeywell International (HON) 0.2 $478k 2.1k 232.88
Ishares Tr Core S&p500 Etf (IVV) 0.2 $471k 758.00 620.90
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.2 $452k 11k 39.49
Bank of America Corporation (BAC) 0.2 $430k 9.1k 47.32
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $425k 1.5k 284.39
Vanguard Index Fds Small Cp Etf (VB) 0.2 $390k 1.6k 236.98
Danaher Corporation (DHR) 0.2 $386k 2.0k 197.52
Mastercard Incorporated Cl A (MA) 0.2 $384k 684.00 561.76
Alphabet Cap Stk Cl C (GOOG) 0.2 $378k 2.1k 177.39
Blackstone Group Inc Com Cl A (BX) 0.2 $374k 2.5k 149.58
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $373k 5.4k 69.09
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $354k 4.2k 83.74
Broadcom (AVGO) 0.1 $351k 1.3k 275.65
Camtek Ord (CAMT) 0.1 $338k 4.0k 84.56
Johnson & Johnson (JNJ) 0.1 $337k 2.2k 152.75
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $336k 1.7k 195.01
American Express Company (AXP) 0.1 $333k 1.0k 318.98
Ishares Tr Us Aer Def Etf (ITA) 0.1 $332k 1.8k 188.64
Waste Management (WM) 0.1 $330k 1.4k 228.82
Procter & Gamble Company (PG) 0.1 $330k 2.1k 159.32
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $329k 1.2k 279.83
Cisco Systems (CSCO) 0.1 $327k 4.7k 69.38
Abbvie (ABBV) 0.1 $324k 1.7k 185.62
Wisdomtree Tr Us Total Dividnd (DTD) 0.1 $316k 4.0k 79.52
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $310k 3.1k 100.53
Marriott Intl Cl A (MAR) 0.1 $308k 1.1k 273.21
At&t (T) 0.1 $305k 11k 28.94
McKesson Corporation (MCK) 0.1 $303k 414.00 732.78
AFLAC Incorporated (AFL) 0.1 $301k 2.9k 105.46
Select Sector Spdr Tr Communication (XLC) 0.1 $280k 2.6k 108.53
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $277k 3.0k 91.97
Capital One Financial (COF) 0.1 $271k 1.3k 212.80
Deere & Company (DE) 0.1 $271k 532.00 508.49
Bank of New York Mellon Corporation (BK) 0.1 $268k 2.9k 91.11
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $267k 3.3k 81.66
Lam Research Corp Com New (LRCX) 0.1 $264k 2.7k 97.34
AmerisourceBergen (COR) 0.1 $256k 854.00 299.85
Duke Energy Corp Com New (DUK) 0.1 $254k 2.2k 118.00
Yum! Brands (YUM) 0.1 $254k 1.7k 148.18
Metropcs Communications (TMUS) 0.1 $250k 1.1k 238.26
Verizon Communications (VZ) 0.1 $248k 5.7k 43.27
Home Depot (HD) 0.1 $248k 675.00 366.64
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $247k 890.00 276.94
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $244k 615.00 396.54
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $244k 1.3k 188.71
Ishares Tr National Mun Etf (MUB) 0.1 $241k 2.3k 104.48
Wal-Mart Stores (WMT) 0.1 $241k 2.5k 97.78
Progressive Corporation (PGR) 0.1 $236k 883.00 266.86
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.1 $234k 5.4k 43.63
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $224k 1.4k 164.46
NVIDIA Corporation (NVDA) 0.1 $223k 1.4k 157.99
Linde SHS (LIN) 0.1 $222k 473.00 469.18
Merck & Co (MRK) 0.1 $219k 2.8k 79.16
Sherwin-Williams Company (SHW) 0.1 $217k 631.00 343.36
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM) 0.1 $217k 6.7k 32.12
Wisdomtree Tr Dynamic Intl Eqt (DDWM) 0.1 $215k 5.4k 39.66
TJX Companies (TJX) 0.1 $214k 1.7k 123.49
Vanguard World Inf Tech Etf (VGT) 0.1 $213k 321.00 663.28
Ishares Gold Tr Ishares New (IAU) 0.1 $211k 3.4k 62.36
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $209k 2.8k 73.63
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $207k 1.5k 135.30
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $207k 2.6k 79.50
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $205k 2.6k 78.70
Valero Energy Corporation (VLO) 0.1 $202k 1.5k 134.42
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.1 $201k 4.2k 48.12