Obsidian Personal Planning Solutions LLC
Q4 2024 13F Holdings
- Locationrockville, MD
- Num holdings
105
- Value ($000)
$207,278
- Date Filed02/13/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | PORTFOLIO INTRMD | 78464A375 | $24.65M | 12 % | 748,091 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $17.02M | 8 % | 96,312 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $15.55M | 8 % | 131,278 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $8.70M | 4 % | 244,235 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $8.61M | 4 % | 95,484 | ||
VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 | $8.49M | 4 % | 186,101 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $8.29M | 4 % | 210,771 | ||
XMLV INVESCO EXCH TRADED FD TR II | S&P MIDCP LOW | 46138E198 | $7.72M | 4 % | 124,478 | ||
FLOT ISHARES TR | FLTG RATE NT ETF | 46429B655 | $7.31M | 4 % | 143,056 | ||
EFG ISHARES TR | EAFE GRWTH ETF | 464288885 | $7.30M | 4 % | 71,743 |
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