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CIK: 0001909128
Total reported value
$288.0M
$288.0M
97 檔
18.1%
During the Q2 2024 filing period, Obsidian Personal Planning Solutions LLC (CIK: 0001909128) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $288.0M across 97 reported positions.
During Q2 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 | 8.39% | -0.58% | +4.74% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 7.13% | -0.24% | +8.62% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 6.39% | — | +4.31% | |
| 4 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 5.49% | -1.71% | +7.79% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.37% | -0.22% | +5.65% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.18% | +0.28% | +6.57% | |
| 7 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.06% | -0.59% | +10.07% | |
| 8 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 3.78% | -0.60% | +6.06% | |
| 9 | XMLV | Invesco S&p Midcap Low Volat | ETF-Other | 3.73% | -0.52% | +4.52% | |
| 10 | CGGR | Cap Group Growth Equity | ETF-Other | 3.68% | +0.27% | +8.42% | |
| 11 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 3.53% | -0.26% | +7.60% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.41% | -0.52% | +6.53% | |
| 13 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 3.09% | -0.20% | +8.00% | |
| 14 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 2.70% | +0.49% | +6.54% | |
| 15 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 2.68% | — | +5.21% | |
| 16 | RSPM | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.63% | — | +4.91% | |
| 17 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.62% | -0.06% | +9.29% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 2.32% | +0.04% | +0.05% | |
| 19 | XLB | Ss Materials Select Sector | ETF-Other | 1.79% | -0.18% | +4.74% | |
| 20 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 1.71% | — | +0.84% | |
| 21 | SUB | Ishares Short-term National | ETF-Other | 1.68% | — | +1.39% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 1.54% | -0.01% | +0.58% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.43% | +0.15% | -8.47% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.97% | -0.08% | -0.83% | |
| 25 | IBM | Intl Business Machines CORP | Stock-Tech | 0.63% | -0.01% | -1.56% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | — | -4.28% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.56% | — | -15.49% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | +0.09% | — | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.52% | — | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | — | -37.15% | |
| 31 | CAT | Caterpillar Inc | Stock-Industrials | 0.35% | +0.12% | — | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | +0.06% | -0.19% | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.34% | +0.04% | +1.02% | |
| 34 | CAMT | Camtek Ltd. | Stock-Other | 0.33% | — | -24.88% | |
| 35 | TXN | Texas Instruments Inc | Stock-Tech | 0.33% | — | -2.11% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.32% | — | +1.29% | |
| 37 | DHR | Danaher CORP | Stock-Healthcare | 0.32% | — | — | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.31% | — | — | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.30% | — | +0.82% | |
| 40 | UNP | Union Pacific CORP | Stock-Industrials | 0.30% | — | -7.96% | |
| 41 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.30% | — | — | |
| 42 | HON | Honeywell International Inc | Stock-Industrials | 0.30% | — | -1.13% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.29% | — | -11.83% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.27% | — | +0.23% | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.26% | — | — | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.24% | +0.05% | — | |
| 47 | RTX | Rtx CORP | Stock-Industrials | 0.24% | +0.05% | +0.48% | |
| 48 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.23% | — | — | |
| 49 | PPG | Ppg Industries Inc | Stock-Materials | 0.23% | — | — | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.22% | — | +0.21% |
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 97 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTV, IJR, SPSB) accounted for 18.1% of total reported equity market value during Q2 2024.
During Q2 2024, Obsidian Personal Planning Solutions LLC's top holdings by market value included VTV (8.4%)、IJR (7.1%)、SPSB (6.4%). The largest single position, VTV, represented 8.4% of total portfolio value.
In Q2 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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