| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 6 | Q3 2023 | 14.3% |
| ISHARES TR | 6 | Q3 2023 | 10.3% |
| SPDR SER TR | 6 | Q3 2023 | 9.8% |
| SPDR INDEX SHS FDS | 6 | Q3 2023 | 6.7% |
| INVESCO EXCH TRADED FD TR II | 6 | Q3 2023 | 6.8% |
| ISHARES TR | 6 | Q3 2023 | 5.2% |
| INVESCO EXCHANGE TRADED FD T | 6 | Q3 2023 | 4.6% |
| INVESCO EXCHANGE TRADED FD T | 6 | Q3 2023 | 4.6% |
| APPLE INC | 6 | Q3 2023 | 4.5% |
| VANGUARD WORLD FDS | 6 | Q3 2023 | 3.8% |
View Obsidian Personal Planning Solutions LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-01 |
| 13F-HR/A | 2023-11-27 |
| 13F-HR | 2023-11-27 |
| 13F-HR | 2023-11-16 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-11 |
| 13F-HR | 2022-07-19 |
View Obsidian Personal Planning Solutions LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.