§ 13F · FUND PROFILE
Obsidian Personal Planning Solutions LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 105Turnover · — · Q1Filed · May 16, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2025
FILED MAY 16, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPIB | SPDR SER TR | 643K | $21.4T | 9.6% | — |
| 2 | IJR | ISHARES TR | 136K | $13.6T | 6.1% | — |
| 3 | VTV | VANGUARD INDEX FDS | 80K | $13.4T | 6.0% | — |
| 4 | JPIE | J P MORGAN EXCHANGE TRADED F | 279K | $12.8T | 5.7% | — |
| 5 | SCHD | SCHWAB STRATEGIC TR | 415K | $10.7T | 4.8% | — |
| 6 | SPDW | SPDR INDEX SHS FDS | 262K | $9.9T | 4.4% | — |
| 7 | EFG | ISHARES TR | 87K | $9.0T | 4.0% | — |
| 8 | VMBS | VANGUARD SCOTTSDALE FDS | 181K | $8.4T | 3.7% | — |
| 9 | SPYG | SPDR SER TR | 97K | $8.0T | 3.6% | — |
| 10 | CGGR | CAPITAL GROUP GROWTH ETF | 221K | $7.7T | 3.4% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OBSIDIAN SIGNAL
AC read
Obsidian Personal Planning Solutions LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed