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CIK: 0001909128
Total reported value
$288.0M
$288.0M
105 檔
25.9%
As reported in its official Q4 2024 Form 13F filing, Obsidian Personal Planning Solutions LLC's tracked investment portfolio stood at $288.0M with 105 total positions.
During Q4 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 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 11.89% | -1.71% | +3.45% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 8.21% | -0.58% | +4.69% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 7.50% | -0.24% | +8.55% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.20% | -0.22% | +7.57% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.16% | +0.28% | +4.66% | |
| 6 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.09% | -0.59% | +8.68% | |
| 7 | CGGR | Cap Group Growth Equity | ETF-Other | 4.00% | +0.27% | +5.84% | |
| 8 | XMLV | Invesco S&p Midcap Low Volat | ETF-Other | 3.72% | -0.52% | +3.34% | |
| 9 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 3.53% | -0.60% | +5.11% | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 3.52% | -0.26% | +8.98% | |
| 11 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 3.44% | -0.20% | +3.93% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.27% | -0.52% | +5.22% | |
| 13 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 3.08% | +0.49% | +4.48% | |
| 14 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.67% | -0.06% | +6.50% | |
| 15 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 2.61% | — | +3.51% | |
| 16 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 2.44% | -0.09% | +9.34% | |
| 17 | RSPM | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.30% | — | +0.84% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 2.01% | +0.04% | -1.61% | |
| 19 | XLB | Ss Materials Select Sector | ETF-Other | 1.69% | -0.18% | +7.51% | |
| 20 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.62% | -0.17% | +6.62% | |
| 21 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 1.59% | — | +4.55% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 1.27% | -0.01% | -3.76% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.02% | +0.15% | -4.07% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.75% | -0.08% | -1.93% | |
| 25 | IBM | Intl Business Machines CORP | Stock-Tech | 0.75% | -0.01% | +1.10% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | +0.09% | +7.39% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.50% | — | -4.24% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.41% | — | +0.04% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.40% | — | -0.90% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | +0.18% | +95.70% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | — | +0.53% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.33% | — | -1.63% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.33% | — | -0.10% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.32% | +0.06% | +0.68% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.29% | — | +0.69% | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.29% | +0.12% | +4.65% | |
| 37 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.28% | — | +2.23% | |
| 38 | XLK | Ss Technology Select Sector | ETF-Tech | 0.28% | +0.04% | — | |
| 39 | UNP | Union Pacific CORP | Stock-Industrials | 0.26% | — | — | |
| 40 | TXN | Texas Instruments Inc | Stock-Tech | 0.25% | — | — | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.25% | +0.10% | NEW | |
| 42 | RTX | Rtx CORP | Stock-Industrials | 0.25% | +0.05% | — | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.24% | — | -0.94% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.23% | — | +23.42% | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.23% | — | — | |
| 46 | HON | Honeywell International Inc | Stock-Industrials | 0.23% | — | -6.18% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.21% | +0.05% | -1.14% | |
| 48 | BX | Blackstone Inc | Stock-Financials | 0.21% | — | — | |
| 49 | DHR | Danaher CORP | Stock-Healthcare | 0.21% | — | -4.17% | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.21% | — | -0.09% |
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 105 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPIB, VTV, IJR) accounted for 25.9% of total reported equity market value during Q4 2024.
During Q4 2024, Obsidian Personal Planning Solutions LLC's top holdings by market value included SPIB (11.9%)、VTV (8.2%)、IJR (7.5%). The largest single position, SPIB, represented 11.9% of total portfolio value.
In Q4 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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