Obsidian Personal Planning Solutions LLC holdings history

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89 is the total number of securities Obsidian Personal Planning Solutions LLC has owned. The longest Obsidian Personal Planning Solutions LLC has owned a single stock is 6 quarters.

Obsidian Personal Planning Solutions LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VTV VANGUARD INDEX FDS668.98%12.69%14.26%Q2 2022Q3 20236
IJR ISHARES TR666.40%9.01%10.33%Q2 2022Q3 20236
SPYG SPDR SER TR664.80%6.71%9.79%Q2 2022Q3 20236
SPDW SPDR INDEX SHS FDS664.84%6.22%6.73%Q2 2022Q3 20236
XMLV INVESCO EXCH TRADED FD...664.01%5.91%6.77%Q2 2022Q3 20236
EFG ISHARES TR663.64%4.77%5.19%Q2 2022Q3 20236
PRF INVESCO EXCHANGE TRADE...662.96%4.09%4.58%Q2 2022Q3 20236
RTM INVESCO EXCHANGE TRADE...662.76%4.05%4.59%Q2 2022Q3 20236
AAPL APPLE INC662.60%3.96%4.51%Q2 2022Q3 20236
VHT VANGUARD WORLD FDS661.86%3.10%3.75%Q2 2022Q3 20236
XLB SELECT SECTOR SPDR TR661.96%2.85%3.17%Q2 2022Q3 20236
VUG VANGUARD INDEX FDS661.76%2.70%3.22%Q2 2022Q3 20236
SPEM SPDR INDEX SHS FDS661.73%2.21%2.44%Q2 2022Q3 20236
VEA VANGUARD TAX-MANAGED I...661.31%2.14%2.48%Q2 2022Q3 20236
MSFT MICROSOFT CORP661.37%1.76%2.13%Q2 2022Q3 20236
PEP PEPSICO INC660.90%1.53%1.85%Q2 2022Q3 20236
VWO VANGUARD INTL EQUITY I...660.67%1.18%1.50%Q2 2022Q3 20236
IBM INTERNATIONAL BUSINESS...660.70%1.13%1.41%Q2 2022Q3 20236
AMZN AMAZON COM INC660.43%0.80%1.17%Q2 2022Q3 20236
BRKB BERKSHIRE HATHAWAY INC...660.61%0.78%1.06%Q2 2022Q3 20236
TXN TEXAS INSTRS INC660.39%0.77%1.00%Q2 2022Q3 20236
HON HONEYWELL INTL INC660.38%0.66%0.84%Q2 2022Q3 20236
DHR DANAHER CORPORATION660.44%0.66%0.82%Q2 2022Q3 20236
COST COSTCO WHSL CORP NEW660.38%0.65%0.91%Q2 2022Q3 20236
JNJ JOHNSON & JOHNSON660.40%0.65%0.81%Q2 2022Q3 20236
VYM VANGUARD WHITEHALL FDS660.32%0.59%0.71%Q2 2022Q3 20236
PG PROCTER AND GAMBLE CO660.36%0.55%0.65%Q2 2022Q3 20236
UNP UNION PAC CORP660.42%0.54%0.61%Q2 2022Q3 20236
DTD WISDOMTREE TR660.26%0.53%0.73%Q2 2022Q3 20236
MAR MARRIOTT INTL INC NEW660.36%0.44%0.49%Q2 2022Q3 20236
RTX RTX CORPORATION660.19%0.42%0.52%Q2 2022Q3 20236
VZ VERIZON COMMUNICATIONS...660.22%0.41%0.52%Q2 2022Q3 20236
MRK MERCK & CO INC660.24%0.36%0.43%Q2 2022Q3 20236
DGRW WISDOMTREE TR660.25%0.35%0.40%Q2 2022Q3 20236
T AT&T INC660.18%0.32%0.44%Q2 2022Q3 20236
SCHD SCHWAB STRATEGIC TR553.48%4.52%5.16%Q3 2022Q3 20235
XBI SPDR SER TR550.49%0.64%0.82%Q3 2022Q3 20235
XLK SELECT SECTOR SPDR TR310.30%0.65%1.32%Q2 2022Q3 20234
MCD MCDONALDS CORP440.28%0.41%0.51%Q4 2022Q3 20234
JPM JPMORGAN CHASE & CO440.25%0.36%0.44%Q4 2022Q3 20234
HD HOME DEPOT INC440.21%0.31%0.38%Q4 2022Q3 20234
VOT VANGUARD INDEX FDS330.28%0.47%0.64%Q1 2023Q3 20233
VBR VANGUARD INDEX FDS330.30%0.45%0.58%Q1 2023Q3 20233
PPG PPG INDS INC330.34%0.45%0.57%Q1 2023Q3 20233
BAC BANK AMERICA CORP330.34%0.40%0.51%Q1 2023Q3 20233
V VISA INC330.31%0.39%0.52%Q1 2023Q3 20233
CAMT CAMTEK LTD330.31%0.33%0.35%Q1 2023Q3 20233
XLV SELECT SECTOR SPDR TR330.19%0.32%0.39%Q1 2023Q3 20233
VOO VANGUARD INDEX FDS210.19%0.31%0.46%Q2 2022Q3 20233
BX BLACKSTONE INC330.23%0.28%0.32%Q1 2023Q3 20233
IWB ISHARES TR220.46%0.56%0.67%Q2 2022Q3 20222
IVE ISHARES TR220.41%0.53%0.65%Q2 2022Q3 20222
CAT CATERPILLAR INC220.44%0.51%0.58%Q2 2023Q3 20232
AON AON PLC220.32%0.38%0.45%Q2 2023Q3 20232
YUM YUM BRANDS INC220.25%0.32%0.40%Q2 2023Q3 20232
IVV ISHARES TR220.24%0.31%0.38%Q2 2023Q3 20232
MDLZ MONDELEZ INTL INC220.30%0.31%0.32%Q1 2023Q2 20232
ITA ISHARES TR220.25%0.27%0.30%Q1 2023Q2 20232
DUK DUKE ENERGY CORP NEW220.21%0.26%0.31%Q2 2023Q3 20232
WM WASTE MGMT INC DEL220.19%0.26%0.32%Q2 2023Q3 20232
ABBV ABBVIE INC220.22%0.25%0.29%Q2 2023Q3 20232
XLC SELECT SECTOR SPDR TR220.19%0.25%0.30%Q2 2023Q3 20232
UPS UNITED PARCEL SERVICE INC220.19%0.24%0.30%Q2 2023Q3 20232
VLO VALERO ENERGY CORP110.18%0.24%0.30%Q1 2023Q3 20232
ESGU ISHARES TR220.18%0.24%0.30%Q2 2023Q3 20232
FB META PLATFORMS INC220.19%0.23%0.27%Q2 2023Q3 20232
LINDE PLC220.19%0.23%0.28%Q2 2023Q3 20232
ADBE ADOBE SYSTEMS INCORPOR...220.19%0.22%0.26%Q2 2023Q3 20232
BDX BECTON DICKINSON & CO220.18%0.22%0.26%Q2 2023Q3 20232
SPSB SPDR SER TR119.86%9.86%9.86%Q3 2023Q3 20231
VTIP VANGUARD MALVERN FDS119.38%9.38%9.38%Q3 2023Q3 20231
FLOT ISHARES TR114.25%4.25%4.25%Q3 2023Q3 20231
MEAR ISHARES U S ETF TR112.30%2.30%2.30%Q3 2023Q3 20231
SUB ISHARES TR112.08%2.08%2.08%Q3 2023Q3 20231
IEFA ISHARES TR110.52%0.52%0.52%Q2 2022Q2 20221
VTI VANGUARD INDEX FDS110.41%0.41%0.41%Q2 2022Q2 20221
VOE VANGUARD INDEX FDS110.41%0.41%0.41%Q2 2023Q2 20231
VBK VANGUARD INDEX FDS110.36%0.36%0.36%Q2 2023Q2 20231
DDWM WISDOMTREE TR110.34%0.34%0.34%Q2 2022Q2 20221
VXUS VANGUARD STAR FDS110.33%0.33%0.33%Q2 2023Q2 20231
PTBD PACER FDS TR110.31%0.31%0.31%Q1 2023Q1 20231
BSV VANGUARD BD INDEX FDS110.28%0.28%0.28%Q3 2023Q3 20231
AGGY WISDOMTREE TR110.27%0.27%0.27%Q3 2023Q3 20231
VCSH VANGUARD SCOTTSDALE FDS110.27%0.27%0.27%Q2 2023Q2 20231
MINT PIMCO ETF TR110.26%0.26%0.26%Q3 2023Q3 20231
SPTM SPDR SER TR110.26%0.26%0.26%Q2 2023Q2 20231
MUB ISHARES TR110.21%0.21%0.21%Q3 2023Q3 20231
AMGN AMGEN INC110.19%0.19%0.19%Q3 2023Q3 20231
CVX CHEVRON CORP NEW110.18%0.18%0.18%Q3 2023Q3 20231
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The securities at the top of the list , including VANGUARD INDEX FDS, ISHARES TR, and SPDR SER TR, are the highest-conviction holdings of Obsidian Personal Planning Solutions LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Obsidian Personal Planning Solutions LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Obsidian Personal Planning Solutions LLC owns currently or has owned in the past.