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CIK: 0001909128
Total reported value
$288.0M
$288.0M
99 檔
16.8%
As reported in its official Q1 2024 Form 13F filing, Obsidian Personal Planning Solutions LLC's tracked investment portfolio stood at $288.0M with 99 total positions.
During Q1 2024, Obsidian Personal Planning Solutions LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 8.41% | -0.58% | +3.58% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.91% | -0.24% | +22.96% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 6.56% | — | -16.15% | |
| 4 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 5.41% | -1.71% | — | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.39% | -0.22% | +0.99% | |
| 6 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 3.87% | -0.59% | — | |
| 7 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 3.83% | -0.60% | +15.67% | |
| 8 | XMLV | Invesco S&p Midcap Low Volat | ETF-Other | 3.79% | -0.52% | +7.84% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.71% | +0.28% | -18.92% | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 3.42% | -0.26% | +0.61% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.41% | -0.52% | +11.76% | |
| 12 | CGGR | Cap Group Growth Equity | ETF-Other | 3.37% | +0.27% | — | |
| 13 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 2.95% | -0.20% | +2.88% | |
| 14 | RSPM | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.70% | — | +10.74% | |
| 15 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 2.66% | — | -1.89% | |
| 16 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 2.65% | +0.49% | +10.61% | |
| 17 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.50% | -0.06% | +72.49% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 2.02% | +0.04% | -8.12% | |
| 19 | XLB | Ss Materials Select Sector | ETF-Other | 1.85% | -0.18% | +6.27% | |
| 20 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 1.83% | — | +1.22% | |
| 21 | SUB | Ishares Short-term National | ETF-Other | 1.78% | — | +10.47% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.47% | +0.15% | -4.32% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 1.45% | -0.01% | -7.47% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.04% | -0.08% | -5.90% | |
| 25 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.76% | — | +1.55% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 0.66% | -0.01% | -2.86% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | — | -4.81% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | — | -6.78% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.55% | +0.09% | +0.40% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.54% | — | -0.92% | |
| 31 | CAT | Caterpillar Inc | Stock-Industrials | 0.38% | +0.12% | -9.95% | |
| 32 | UNP | Union Pacific CORP | Stock-Industrials | 0.37% | — | +0.67% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | — | -3.18% | |
| 34 | DHR | Danaher CORP | Stock-Healthcare | 0.34% | — | -8.75% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.33% | — | -4.55% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.33% | +0.06% | — | |
| 37 | TXN | Texas Instruments Inc | Stock-Tech | 0.33% | — | — | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.32% | — | +27.98% | |
| 39 | XLK | Ss Technology Select Sector | ETF-Tech | 0.32% | +0.04% | +16.21% | |
| 40 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.31% | — | -4.67% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.31% | — | +0.06% | |
| 42 | CAMT | Camtek Ltd. | Stock-Other | 0.31% | — | — | |
| 43 | HON | Honeywell International Inc | Stock-Industrials | 0.29% | — | +0.75% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.28% | — | -2.02% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.28% | — | +32.57% | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.26% | +0.05% | -0.91% | |
| 47 | PPG | Ppg Industries Inc | Stock-Materials | 0.25% | — | -5.00% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-Other | 0.24% | — | — | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.24% | +0.05% | — | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.23% | — | -19.28% |
According to official SEC Form 13F filings, Obsidian Personal Planning Solutions LLC reported a total U.S. public equity portfolio value of $288.0M across 99 disclosed positions in Q1 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTV, IJR, SPSB) accounted for 16.8% of total reported equity market value during Q1 2024.
During Q1 2024, Obsidian Personal Planning Solutions LLC's top holdings by market value included VTV (8.4%)、IJR (6.9%)、SPSB (6.6%). The largest single position, VTV, represented 8.4% of total portfolio value.
In Q1 2024, Obsidian Personal Planning Solutions LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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