HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR SER TR (SPSB) |
402,982 | +9,260 | $12,001 |
| SPSB | 402,982 | +9,260 | $12,001 |
| VANGUARD INDEX FDS (VTV) |
79,037 | +2,806 | $11,816 |
| VTV | 79,037 | +2,806 | $11,816 |
| ISHARES TR (IJR) |
82,027 | +2,549 | $8,879 |
| IJR | 82,027 | +2,549 | $8,879 |
| VANGUARD MALVERN FDS (VTIP) |
158,105 | -74,153 | $7,508 |
| VTIP | 158,105 | -74,153 | $7,508 |
| SPDR INDEX SHS FDS (SPDW) |
191,269 | +8,403 | $6,505 |
| SPDW | 191,269 | +8,403 | $6,505 |
| SPDR SER TR (SPYG) |
99,020 | +4,086 | $6,442 |
| SPYG | 99,020 | +4,086 | $6,442 |
| INVESCO EXCH TRADED FD TR II (XMLV) |
98,250 | +2,655 | $5,225 |
| XMLV | 98,250 | +2,655 | $5,225 |
| ISHARES TR (EFG) |
52,286 | +2,876 | $5,064 |
| EFG | 52,286 | +2,876 | $5,064 |
| ISHARES TR (FLOT) |
98,767 | +968 | $5,000 |
| FLOT | 98,767 | +968 | $5,000 |
| SCHWAB STRATEGIC TR |
60,410 | +2,808 | $4,599 |
| SCHD | 60,410 | +2,808 | $4,599 |
| FIRST TR EXCHANGE TRADED FD (CIBR) |
80,871 | +80,871 | $4,354 |
| CIBR | 80,871 | +80,871 | $4,354 |
| INVESCO EXCHANGE TRADED FD T (PRF) |
112,285 | +3,401 | $3,952 |
| PRF | 112,285 | +3,401 | $3,952 |
| APPLE INC |
19,620 | +1,856 | $3,777 |
| AAPL | 19,620 | +1,856 | $3,777 |
| SPDR SER TR (XAR) |
26,784 | +26,784 | $3,627 |
| XAR | 26,784 | +26,784 | $3,627 |
| INVESCO EXCHANGE TRADED FD T (RSPM) |
107,616 | +107,616 | $3,620 |
| RSPM | 107,616 | +107,616 | $3,620 |
| ISHARES U S ETF TR (MEAR) |
54,897 | +868 | $2,744 |
| MEAR | 54,897 | +868 | $2,744 |
| SELECT SECTOR SPDR TR (XLB) |
29,885 | +653 | $2,556 |
| XLB | 29,885 | +653 | $2,556 |
| ISHARES TR (SUB) |
23,514 | -164 | $2,479 |
| SUB | 23,514 | -164 | $2,479 |
| MICROSOFT CORP |
5,998 | +910 | $2,256 |
| MSFT | 5,998 | +910 | $2,256 |
| VANGUARD INDEX FDS (VUG) |
7,258 | -313 | $2,256 |
| VUG | 7,258 | -313 | $2,256 |
| SPDR INDEX SHS FDS (SPEM) |
60,504 | +17 | $2,142 |
| SPEM | 60,504 | +17 | $2,142 |
| VANGUARD TAX MANAGED FDS (VEA) |
34,585 | -431 | $1,657 |
| VEA | 34,585 | -431 | $1,657 |
| PEPSICO INC |
6,511 | +311 | $1,106 |
| PEP | 6,511 | +311 | $1,106 |
| INTERNATIONAL BUSINESS MACHS |
6,262 | +393 | $1,024 |
| IBM | 6,262 | +393 | $1,024 |
 BERKSHIRE HATHAWAY INC DEL |
$904 | ||
| BRK.B | 2,534 | UNCH | $904 |
| COSTCO WHSL CORP NEW |
1,253 | -16 | $827 |
| COST | 1,253 | -16 | $827 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
19,592 | -365 | $805 |
| VWO | 19,592 | -365 | $805 |
| AMAZON COM INC |
4,745 | +745 | $721 |
| AMZN | 4,745 | +745 | $721 |
| UNION PAC CORP |
2,371 | -45 | $582 |
| UNP | 2,371 | -45 | $582 |
| CATERPILLAR INC |
1,910 | UNCH | $565 |
| CAT | 1,910 | UNCH | $565 |
| VISA INC |
2,104 | +325 | $548 |
| V | 2,104 | +325 | $548 |
| DANAHER CORPORATION |
2,275 | +190 | $526 |
| DHR | 2,275 | +190 | $526 |
| MCDONALDS CORP |
1,743 | +489 | $517 |
| MCD | 1,743 | +489 | $517 |
| TEXAS INSTRS INC |
2,850 | UNCH | $486 |
| TXN | 2,850 | UNCH | $486 |
| MARRIOTT INTL INC NEW |
2,118 | UNCH | $478 |
| MAR | 2,118 | UNCH | $478 |
| HONEYWELL INTL INC |
2,275 | -156 | $477 |
| HON | 2,275 | -156 | $477 |
| PROCTER AND GAMBLE CO |
3,250 | +346 | $476 |
| PG | 3,250 | +346 | $476 |
| JOHNSON & JOHNSON |
2,992 | -15 | $469 |
| JNJ | 2,992 | -15 | $469 |
| PPG INDS INC |
3,100 | UNCH | $464 |
| PPG | 3,100 | UNCH | $464 |
| VANGUARD WHITEHALL FDS (VYM) |
3,706 | +51 | $414 |
| VYM | 3,706 | +51 | $414 |
| SELECT SECTOR SPDR TR (XLK) |
2,104 | UNCH | $405 |
| XLK | 2,104 | UNCH | $405 |
| CAMTEK LTD |
5,827 | -808 | $404 |
| CAMT | 5,827 | -808 | $404 |
| BANK AMERICA CORP |
11,896 | -2,614 | $401 |
| BAC | 11,896 | -2,614 | $401 |
| VANGUARD INDEX FDS (VBR) |
2,225 | +40 | $400 |
| VBR | 2,225 | +40 | $400 |
| VANGUARD INDEX FDS (VOT) |
1,674 | UNCH | $368 |
| VOT | 1,674 | UNCH | $368 |
| JPMORGAN CHASE & CO |
1,994 | UNCH | $339 |
| JPM | 1,994 | UNCH | $339 |
| WISDOMTREE TR |
4,777 | +85 | $336 |
| DGRW | 4,777 | +85 | $336 |
| WISDOMTREE TR |
7,614 | UNCH | $335 |
| AGGY | 7,614 | UNCH | $335 |
| RTX CORPORATION |
3,969 | +813 | $334 |
| RTX | 3,969 | +813 | $334 |
| AON PLC |
1,145 | UNCH | $333 |
| AON | 1,145 | UNCH | $333 |
See Full List: All Stocks Held By Obsidian Personal Planning Solutions LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Obsidian Personal Planning Solutions LLC
|
Size ($ in 1000's)
At 12/31/2023: $131,398 At 09/30/2023: $132,014 Obsidian Personal Planning Solutions LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Obsidian Personal Planning Solutions LLC 13F filings. Link to 13F filings: SEC filings |
