OP

Obsidian Personal Planning Solutions LLC

13F
Obsidian Personal Planning Solutions LLC
Last update 2024-11-07 101 Stocks (12 new)
Value $191.00 Mil Turnover 22 %
Countries:
Top Holdings: SPIB(12.49%)VTV(8.28%)IJR(7.20%)SPDW(4.23%)VMBS(4.10%)
Portfolio Report
Summary Stock Picks Current Portfolio
Obsidian Personal Planning Sol... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPIB 		SPDR Portfolio Intermediate Term Corporate Bond ETF
723,132
23899.530
+161.56%
12.490
+7.71%
0.250
+0.15%
+0.82%
9493.082
 
VTV 		Vanguard Value ETF
91,998
15838.350
+7.29%
8.280
+0.56%
0.010
+9.59%
+19.55%
126648.429
 
IJR 		iShares Core S&P Small-Cap ETF
120,940
13777.480
+10.39%
7.200
+0.68%
0.020
+12.66%
+14.78%
92263.972
 
SPDW 		SPDR Portfolio Developed World ex-US ETF
227,053
8101.240
+11.26%
4.230
+0.43%
0.040
+3.53%
+5.23%
20718.831
 
VMBS 		Vanguard Mortgage-Backed Securities ETF
171,230
7844.050
+16.78%
4.100
+0.59%
0.040
-0.86%
-0.97%
18586.227
 
SPYG 		SPDR Portfolio S&P 500 Growth ETF
91,229
7514.520
+6.63%
3.930
+0.24%
0.020
+15.74%
+34.63%
32439.453
 
XMLV 		Invesco S&P MidCap Low Volatility ETF
120,459
7363.760
+8.78%
3.850
+0.31%
0.890
+11.28%
+20.25%
865.244
 
FLOT 		iShares Floating Rate Bond ETF
136,101
6945.240
+12.33%
3.630
+0.40%
0.090
+0.32%
+0.63%
7310.547
 
CGGR 		Capital Group Growth ETF
199,135
6935.880
+8.66%
3.620
+0.29%
0.090
+17.15%
+31.85%
7970.680
 
EFG 		iShares MSCI EAFE Growth ETF
65,833
6638.590
+16.31%
3.470
+0.49%
0.050
+1.69%
+4.65%
14432.877
 

Obsidian Personal Planning Solutions LLC's Historical Top Holdings Breakdowns

Obsidian Personal Planning Solutions LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPIB 		SPDR Portfolio Intermediate Term Corporate Bond ETF2024-09-30Add
+7.71%
●
32.36 ($33.23) 33.78
$33.10
-0.39%
Add 161.56%
723,132
446,663
SPSB 		SPDR Portfolio Short Term Corporate Bond ETF2024-09-30Sold Out
-6.39%
●
29.58 ($30) 30.31
$29.95
-0.17%
Sold Out
0
-352,475
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+3.07%
●
25.67 ($27.24) 28.35
$29.08
6.75%
Add 866.29%
694,962
207,680
MDYG 		SPDR S&P 400 Mid Cap Growth ETF2024-09-30New Buy
+2.33%
●
81.1 ($85.38) 89.18
$92.36
8.18%
New holding
51,371
51,371
SUB 		iShares Short-Term National Muni Bond ETF2024-09-30Sold Out
-1.68%
●
104.3 ($105.51) 106.3
$105.53
0.02%
Sold Out
0
-26,339
JMUB 		JPMorgan Municipal ETF2024-09-30New Buy
+1.65%
●
50.15 ($50.88) 51.27
$50.52
-0.71%
New holding
62,623
62,623
IJR 		iShares Core S&P Small-Cap ETF2024-09-30Add
+0.68%
●
105.53 ($112.98) 118.34
$124.25
9.98%
Add 10.39%
120,940
11,382
VMBS 		Vanguard Mortgage-Backed Securities ETF2024-09-30Add
+0.59%
●
44.9 ($46.59) 47.55
$45.91
-1.46%
Add 16.78%
171,230
24,608
VTV 		Vanguard Value ETF2024-09-30Add
+0.56%
●
159.75 ($167.43) 174.57
$178.73
6.75%
Add 7.29%
91,998
6,254
EFG 		iShares MSCI EAFE Growth ETF2024-09-30Add
+0.49%
●
96.84 ($103.75) 108.77
$101.35
-2.31%
Add 16.31%
65,833
9,230

Obsidian Personal Planning Solutions LLC Total Holding History ($B)

To

Obsidian Personal Planning Solutions LLC's Asset Allocation

To

Obsidian Personal Planning Solutions LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Obsidian Personal Planning Solutions LLC's Hypothetical Growth since 2024-09-30

Obsidian Personal Planning Solutions LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Obsidian Personal Planning Solutions LLC's Holdings Heat Map

Size field:

Obsidian Personal Planning Solutions LLC's Holdings Bubble Chart

Obsidian Personal Planning Solutions LLC News

  • 1

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