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Disclosery

13F-HR filed by Obsidian Personal Planning Solutions LLC

Obsidian Personal Planning Solutions LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-14, with 105 holding rows worth $207,278,281.

Accession
0001986152-25-000024
Filer
CIK 1909128
Filed
2025-02-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 105 entries on the cover page, a total value of $207,278,281 stated on the cover page (in dollars after the unit check, H1), rows summing to $207,278,281 with VALUE read as dollars as filed, 13F file number 028-22568. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SPDR SERIES TRUST78464A375ST INTER BD ETF748,091$24,649,607dollars as filed
Vanguard Value ETF922908744SHS96,312$17,018,304dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS131,278$15,548,567dollars as filed
SPDW78463X889COM244,235$8,702,103dollars as filed
SPDR Portfolio S&P 500 Growth ETF78464A409SHS95,484$8,612,629dollars as filed
VANGUARD SCOTTSDALE FDS92206C771SHS186,101$8,486,190dollars as filed
CAPITAL GROUP GROWTH ETF14020G101SHS CREAT UNIT210,771$8,285,413dollars as filed
INVESCO EXCH TRADED FD TR II46138E198S&P MIDCP LOW124,478$7,717,641dollars as filed
iShares Floating Rate Bond ETF46429B655SHS143,056$7,307,287dollars as filed
ISHARES MSCI EAFE GROWTH ETF464288885ETF71,743$7,302,023dollars as filed
FIRST TR EXCHANGE TRADED FD33734X846NASDAQ CYB ETF105,465$7,129,431dollars as filed
SCHD808524797COM243,742$6,783,337dollars as filed
SPDR S&P Aerospace & Defense ETF78464A631SHS36,341$6,376,469dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS142,746$5,528,534dollars as filed
INVESCO EXCHANGE TRADED FD T46137V613RAFI US 1000 ETF128,609$5,401,596dollars as filed
SPDR SER TR78464A821S&P 400 MDCP GRW56,167$5,055,592dollars as filed
Invsc SP 500 Equal Weight Matrl ETF46137V316ETF139,321$4,759,214dollars as filed
Apple Inc037833100COM17,652$4,165,774dollars as filed
SELECT SECTOR SPDR TR81369Y100SBI MATERIALS39,337$3,492,692dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q647MUNICIPAL ETF66,771$3,364,591dollars as filed
ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF46431W838ETF65,621$3,294,830dollars as filed
Vanguard Growth922908736COM6,297$2,634,392dollars as filed
Microsoft Corp594918104COM5,087$2,111,391dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS31,003$1,548,283dollars as filed
International Business Machines Corporation459200101COM6,047$1,546,218dollars as filed
Amazon.com, Inc023135106COM5,220$1,240,690dollars as filed
Costco Wholesale Corporation22160K105COM1,062$1,040,633dollars as filed
PepsiCo,Inc.713448108COM5,591$842,452dollars as filed
VWO922042858SHS18,774$833,573dollars as filed
Vanguard S&P 500 ETF922908363COM1,503$831,665dollars as filed
Berkshire Hathaway Inc084670702COM1,524$714,019dollars as filed
JPMorgan Chase & Co46625H100COM2,540$678,942dollars as filed
META PLATFORMS INC CL A30303M102COM985$678,842dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM3,250$663,145dollars as filed
Visa Inc92826C839COM1,763$602,433dollars as filed
Caterpillar Inc.149123101COM1,620$601,733dollars as filed
MARRIOTT INTL INC NEW CL A571903202Stock2,019$586,701dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS2,470$570,130dollars as filed
Union Pacific Corporation907818108COM2,165$536,564dollars as filed
Texas Instruments Incorporated882508104COM2,790$515,062dollars as filed
iShares Russell Midcap ETF464287499SHS5,585$514,211dollars as filed
Raytheon Technologies Corporation75513E101COM3,952$509,610dollars as filed
McDonalds Corporation580135101COM1,694$489,148dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS801$484,333dollars as filed
Vanguard High Dividend Yield ETF921946406SHS3,614$478,349dollars as filed
Honeywell Technologies438516106COM2,126$475,629dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,162$444,507dollars as filed
BLACKSTONE INC09260D107COM2,500$442,775dollars as filed
Danaher Corporation235851102COM1,953$434,926dollars as filed
Bank of America Corp060505104COM9,264$428,923dollars as filed
CAMTEK LTD ORDM20791105Stock4,377$413,802dollars as filed
Vanguard Small-Cap ETF922908751SHS1,647$411,157dollars as filed
Vanguard Mid-Cap Growth ETF922908538SHS1,494$404,067dollars as filed
CAPITAL GROUP DIVIDEND VALUE14020W106SHS CREAT UNIT10,175$373,931dollars as filed
Vanguard Small-Cap Value ETF922908611SHS1,748$358,899dollars as filed
Procter & Gamble Co742718109COM2,080$345,259dollars as filed
Johnson & Johnson478160104COM2,232$339,599dollars as filed
WISDOMTREE TR97717X669US QTLY DIV GRT4,037$336,282dollars as filed
Vanguard Mid-Cap ETF922908629SHS1,211$333,764dollars as filed
American Express Company025816109COM1,046$332,053dollars as filed
AbbVie,Inc.00287Y109COM1,755$322,744dollars as filed
Waste Management, Inc.94106L109COM1,450$319,377dollars as filed
PIMCO ETF TR72201R833ENHAN SHRT MA AC3,086$310,945dollars as filed
AFLAC INC COM001055102Stock2,848$305,782dollars as filed
Broadcom Inc.11135F101COM1,303$288,327dollars as filed
Home Depot, Inc437076102COM696$286,738dollars as filed
Cisco Systems,Inc.17275R102COM4,706$285,184dollars as filed
Vanguard Small-Cap Growth ETF922908595SHS953$278,095dollars as filed
iShares U.S. Aerospace & Defense ETF464288760SHS1,761$275,737dollars as filed
Merck & Co.,Inc.58933Y105COM2,763$273,040dollars as filed
MasterCard, Inc57636Q104COM484$268,703dollars as filed
AT&T Inc00206R102COM11,217$266,183dollars as filed
Communication Services Select Sector SPDR Fund81369Y852SHS2,584$264,550dollars as filed
CSX Corporation126408103COM7,911$260,035dollars as filed
Utilities Select Sector SPDR Fund81369Y886SHS3,275$255,057dollars as filed
VANGUARD ADMIRAL FDS INC921932703500 VAL IDX FD1,342$254,725dollars as filed
Deere & Company244199105COM532$253,530dollars as filed
VANGUARD STAR FDS921909768COM4,159$253,366dollars as filed
BANK OF NY MELLON CORP COM064058100Stock2,946$253,150dollars as filed
WISDOMTREE TR97717W109US TOTAL DIVIDND3,217$252,036dollars as filed
NVIDIA Corp67066G104COM2,098$251,907dollars as filed
DISCOVER FINL SVCS254709108COM1,241$249,553dollars as filed
MCKESSON CORP COM58155Q103Stock414$246,226dollars as filed
ISHARES TR464288414NATIONAL MUN ETF2,310$246,107dollars as filed
YUM BRANDS INC COM988498101Stock1,881$245,470dollars as filed
T-Mobile US,Inc.872590104COM1,052$245,084dollars as filed
WISDOMTREE TR97717X263CURRNCY INT EQ6,825$244,403dollars as filed
Duke Energy Corporation26441C204COM2,154$241,226dollars as filed
Vanguard S&P 500 Growth ETF921932505SHS615$230,994dollars as filed
iShares S&P 500 Value ETF464287408SHS1,161$227,753dollars as filed
SHERWIN WILLIAMS CO824348106COM631$225,999dollars as filed
Verizon Communications Inc92343V104COM5,716$225,166dollars as filed
TJX Companies Inc872540109COM1,782$222,376dollars as filed
SPDR SERIES TRUST78464A474ST SHOR CORP ETF7,375$221,388dollars as filed
Walmart Inc.931142103COM2,235$219,388dollars as filed
Progressive Corporation743315103COM883$217,607dollars as filed
CENCORA INC COM03073E105Stock854$217,095dollars as filed
Lam Research Corporation512807306COM2,668$216,241dollars as filed
WISDOMTREE TR97717X511YIELD ENHANCD US4,924$211,437dollars as filed
Linde plcG54950103COM473$211,015dollars as filed
ISHARES TR46435G425COM1,562$206,590dollars as filed
AON PLC SHS CL AG0403H108Stock555$205,805dollars as filed
Chevron Corporation166764100COM1,376$205,285dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM2,601$204,100dollars as filed
Vanguard Short-Term Bond ETF921937827SHS2,614$202,846dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001986152-25-000024this filing2025-02-14acceptance time not in the bulk data set