Obsidian-Personal-Planning-Solutions

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ABBV",
  "GOOGL",
  "AXP",
  "T",
  "CAT",
  "AVGO",
  null,
  "DUK",
  "HON",
  "HD",
  null,
  "MCD",
  null,
  "UNP",
  "MUB",
  "META",
  null,
  null,
  null,
  "LIN",
  "MA",
  "MSFT",
  "TMUS",
  "BX",
  "IJR",
  "EFG",
  "VHT",
  null,
  "PEP",
  "PGR",
  "IVV",
  null,
  "AAPL",
  null,
  "PG",
  "MRK",
  "VZ",
  null,
  "SHW",
  "RTX",
  "SPDW",
  null,
  null,
  null,
  "SPYG",
  null,
  "IBM",
  "TXN",
  "TJX",
  "VO",
  "VWO",
  null,
  null,
  "PRF",
  "XLB",
  "VYM",
  null,
  null,
  null,
  "AFL",
  "WM",
  "AMZN",
  "VUG",
  "VEA",
  "VOOV",
  null,
  "VXUS",
  "VOOG",
  "VBK",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  null,
  null,
  null,
  null,
  "YUM",
  null,
  "SCHD",
  null,
  null,
  null,
  "MCK",
  "BAC",
  "BK",
  "BRK-B",
  "CAMT",
  "CSCO",
  "COST",
  "CSX",
  "DHR",
  "DE",
  "DFS",
  "MAR",
  "GOOG",
  "JNJ",
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-16
Total Holdings: 105
Total Value: 223907708
Accession Number: 0001986152-25-000046
Form Type: 13F-HR
CIK: obsidian-personal-planning-solutions
Manager Name: Obsidian-Personal-Planning-Solutions

Data Enrichment

72% identified

76 identified29 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

105 positions • $223.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 6

Sort by:

78464A375

Shares:643.4K

Value:$21.4M

% of Portfolio:9.6% ($21.4M/$223.9M)

464287804

IJR|464287804

Shares:135.6K

Value:$13.6M

% of Portfolio:6.1% ($13.6M/$223.9M)

922908744

VTV|922908744

Shares:80.4K

Value:$13.4M

% of Portfolio:6.0% ($13.4M/$223.9M)

46641Q159

Shares:279.0K

Value:$12.8M

% of Portfolio:5.7% ($12.8M/$223.9M)

808524797

SCHD|808524797

Shares:414.8K

Value:$10.7M

% of Portfolio:4.8% ($10.7M/$223.9M)

78463X889

SPDW|78463X889

Shares:262.2K

Value:$9.9M

% of Portfolio:4.4% ($9.9M/$223.9M)

464288885

EFG|464288885

Shares:86.7K

Value:$9.0M

% of Portfolio:4.0% ($9.0M/$223.9M)

92206C771

Shares:180.8K

Value:$8.4M

% of Portfolio:3.7% ($8.4M/$223.9M)

78464A409

SPYG|78464A409

Shares:97.3K

Value:$8.0M

% of Portfolio:3.6% ($8.0M/$223.9M)

14020G101

Shares:220.6K

Value:$7.7M

% of Portfolio:3.4% ($7.7M/$223.9M)

46429B655

Shares:147.2K

Value:$7.5M

% of Portfolio:3.3% ($7.5M/$223.9M)

46138E198

Shares:122.1K

Value:$7.3M

% of Portfolio:3.3% ($7.3M/$223.9M)

33734X846

Shares:109.8K

Value:$7.3M

% of Portfolio:3.3% ($7.3M/$223.9M)

46436E841

Shares:314.2K

Value:$7.1M

% of Portfolio:3.2% ($7.1M/$223.9M)

78464A631

Shares:40.5K

Value:$6.9M

% of Portfolio:3.1% ($6.9M/$223.9M)

78464A821

Shares:71.1K

Value:$5.6M

% of Portfolio:2.5% ($5.6M/$223.9M)

78463X509

Shares:129.3K

Value:$5.1M

% of Portfolio:2.3% ($5.1M/$223.9M)

92204A504

VHT|92204A504

Shares:16.7K

Value:$4.3M

% of Portfolio:1.9% ($4.3M/$223.9M)

Apple Inc.

AAPL|037833100

Shares:17.2K

Value:$3.7M

% of Portfolio:1.6% ($3.7M/$223.9M)

81369Y506

Shares:45.2K

Value:$3.6M

% of Portfolio:1.6% ($3.6M/$223.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78464A375)✕	643.4K	QoQ -13.99% (-104.7K) YoY +150.86% (+386.9K)	All Managers (Combined)	$21.4M	9.6% ($21.4M/$223.9M)	QoQ -13.07% (-$3.2M) YoY +159.99% (+$13.2M)
(IJRcusip464287804)	135.6K	QoQ +3.30% (-4.3K) YoY +34.45% (+34.8K)	All Managers (Combined)	$13.6M	6.1% ($13.6M/$223.9M)	QoQ -12.66% (-$2.0M) YoY +28.96% (+$3.1M)
(VTVcusip922908744)	80.4K	QoQ -16.52% (-15.9K) YoY -1.79% (-1.5K)	All Managers (Combined)	$13.4M	6.0% ($13.4M/$223.9M)	QoQ -21.35% (-$3.6M) YoY +4.47% (-$573.2K)
(cusip46641Q159)✕	279.0K	QoQ NEW(+279.0K) YoY NEW(+279.0K)	All Managers (Combined)	$12.8M	5.7% ($12.8M/$223.9M)	QoQ NEW(+$12.8M) YoY NEW(+$12.8M)
(SCHDcusip808524797)	414.8K	QoQ +70.17% (+171.0K) YoY +514.37% (+347.3K)	All Managers (Combined)	$10.7M	4.8% ($10.7M/$223.9M)	QoQ +57.88% (+$3.9M) YoY +106.04% (+$5.5M)
(SPDWcusip78463X889)	262.2K	QoQ +7.36% (+18.0K) YoY +35.75% (+69.1K)	All Managers (Combined)	$9.9M	4.4% ($9.9M/$223.9M)	QoQ +14.08% (+$1.2M) YoY +48.33% (+$3.2M)
(EFGcusip464288885)	86.7K	QoQ +20.83% (+14.9K) YoY +64.78% (+34.1K)	All Managers (Combined)	$9.0M	4.0% ($9.0M/$223.9M)	QoQ +23.89% (+$1.7M) YoY +73.91% (+$3.8M)
(cusip92206C771)✕	180.8K	QoQ -2.82% (-5.3K) YoY +35.76% (+47.6K)	All Managers (Combined)	$8.4M	3.7% ($8.4M/$223.9M)	QoQ -1.28% (-$109.4K) YoY +42.21% (+$2.5M)
(SPYGcusip78464A409)	97.3K	QoQ +1.92% (-1.8K) YoY +21.22% (+17.0K)	All Managers (Combined)	$8.0M	3.6% ($8.0M/$223.9M)	QoQ -7.33% (-$632.1K) YoY +41.36% (+$2.3M)
(cusip14020G101)✕	220.6K	QoQ +4.66% (-9.8K) YoY +30.51% (+51.6K)	All Managers (Combined)	$7.7M	3.4% ($7.7M/$223.9M)	QoQ -7.23% (-$599.3K) YoY +49.87% (+$2.6M)
(cusip46429B655)✕	147.2K	QoQ +2.88% (+4.1K) YoY +28.83% (+32.9K)	All Managers (Combined)	$7.5M	3.3% ($7.5M/$223.9M)	QoQ +2.56% (+$187.5K) YoY +28.37% (+$1.7M)
(cusip46138E198)✕	122.1K	QoQ -1.87% (-2.3K) YoY +15.28% (+16.2K)	All Managers (Combined)	$7.3M	3.3% ($7.3M/$223.9M)	QoQ -5.00% (-$386.5K) YoY +27.09% (+$1.6M)
(cusip33734X846)✕	109.8K	QoQ +4.09% (+4.3K) YoY +31.94% (+26.6K)	All Managers (Combined)	$7.3M	3.3% ($7.3M/$223.9M)	QoQ +2.46% (+$175.7K) YoY +62.67% (+$2.8M)
(cusip46436E841)✕	314.2K	QoQ NEW(+314.2K) YoY NEW(+314.2K)	All Managers (Combined)	$7.1M	3.2% ($7.1M/$223.9M)	QoQ NEW(+$7.1M) YoY NEW(+$7.1M)
(cusip78464A631)✕	40.5K	QoQ +11.47% (+4.2K) YoY +36.73% (+10.9K)	All Managers (Combined)	$6.9M	3.1% ($6.9M/$223.9M)	QoQ +8.61% (+$549.2K) YoY +71.84% (+$2.9M)
(cusip78464A821)✕	71.1K	QoQ +26.58% (+14.9K) YoY NEW(+71.1K)	All Managers (Combined)	$5.6M	2.5% ($5.6M/$223.9M)	QoQ +11.38% (+$575.5K) YoY NEW(+$5.6M)
(cusip78463X509)✕	129.3K	QoQ -9.39% (-13.4K) YoY +23.93% (+25.0K)	All Managers (Combined)	$5.1M	2.3% ($5.1M/$223.9M)	QoQ -7.84% (-$433.8K) YoY +33.96% (+$1.3M)
(VHTcusip92204A504)	16.7K	QoQ NEW(+16.7K) YoY NEW(+16.7K)	All Managers (Combined)	$4.3M	1.9% ($4.3M/$223.9M)	QoQ NEW(+$4.3M) YoY NEW(+$4.3M)
Apple Inc.(AAPLcusip037833100)	17.2K	QoQ -2.29% (-405) YoY -4.32% (-780)	All Managers (Combined)	$3.7M	1.6% ($3.7M/$223.9M)	QoQ -12.02% (-$500.9K) YoY +19.35% (-$594.4K)
(cusip81369Y506)✕	45.2K	QoQ NEW(+45.2K) YoY NEW(+45.2K)	All Managers (Combined)	$3.6M	1.6% ($3.6M/$223.9M)	QoQ NEW(+$3.6M) YoY NEW(+$3.6M)