Obsidian Personal Planning Solutions LLC
Q1 2025 13F Holdings
- Locationrockville, MD
- Num holdings
105
- Value ($000)
$223,908
- Date Filed05/16/2025
- Form type13F-HR
- CIK0001909128
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | PORTFOLIO INTRMD | 78464A375 | $21.43M | 10 % | 643,420 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $13.58M | 6 % | 135,615 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $13.38M | 6 % | 80,398 | ||
JPIE J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | $12.84M | 6 % | 278,961 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $10.71M | 5 % | 414,778 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $9.93M | 4 % | 262,220 | ||
EFG ISHARES TR | EAFE GRWTH ETF | 464288885 | $9.05M | 4 % | 86,689 | ||
VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 | $8.38M | 4 % | 180,847 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $7.98M | 4 % | 97,323 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $7.69M | 3 % | 220,613 |
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