Obsidian Personal Planning Solutions LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    rockville, MD
  • CIK
    0001909128
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

105

$207.28M
KRE, VTV, IJR, SPDW
13F-HR
Feb 13, 2025
000198615225000024

101

$191.35M
KRE, VTV, IJR, SPDW
13F-HR
Nov 7, 2024
000198615224000054

97

$163.85M
VTV, IJR, SPSB, KRE
13F-HR
Jul 25, 2024
000198615224000033

99

$152.31M
VTV, IJR, SPSB, KRE
13F-HR
May 9, 2024
000198615224000017

81

$131.40M
SPSB, VTV, IJR, VTIP
13F-HR
Feb 1, 2024
000198615224000004

76

$117.11M
SPSB, VTIP, VTV, IJR
RESTATEMENT
Nov 27, 2023
000198615223000006

71

$81.24M
VTV, IJR, KRE, SPDW
13F-HR
Nov 27, 2023
000198615223000005

53

$68.61M
VTV, IJR, SPDW, KRE
13F-HR
Apr 11, 2023
000190912823000002

40

$63.00K
VTV, IJR, XMLV, SPDW
13F-HR
Jan 18, 2023
000190912823000001

39

$54.65M
VTV, IJR, XMLV, KRE
13F-HR
Oct 11, 2022
000190912822000002

42

$58.65M
VTV, KRE, IJR, XMLV
13F-HR
Jul 19, 2022
000190912822000001