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

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46641Q647

Shares:68.1K

Value:$3.4M

% of Portfolio:1.5% ($3.4M/$223.9M)

81369Y100

XLB|81369Y100

Shares:38.9K

Value:$3.3M

% of Portfolio:1.5% ($3.3M/$223.9M)

46431W838

Shares:65.1K

Value:$3.3M

% of Portfolio:1.5% ($3.3M/$223.9M)

81369Y605

Shares:53.9K

Value:$2.6M

% of Portfolio:1.2% ($2.6M/$223.9M)

922908736

VUG|922908736

Shares:6.1K

Value:$2.3M

% of Portfolio:1.0% ($2.3M/$223.9M)

MICROSOFT CORP

MSFT|594918104

Shares:5.1K

Value:$2.0M

% of Portfolio:0.9% ($2.0M/$223.9M)

46137V316

Shares:63.4K

Value:$2.0M

% of Portfolio:0.9% ($2.0M/$223.9M)

921943858

VEA|921943858

Shares:31.0K

Value:$1.6M

% of Portfolio:0.7% ($1.6M/$223.9M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:6.0K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$223.9M)

46137V613

PRF|46137V613

Shares:30.2K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$223.9M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:1.1K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$223.9M)

AMAZON COM INC

AMZN|023135106

Shares:5.3K

Value:$981.1K

% of Portfolio:0.4% ($981.1K/$223.9M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.5K

Value:$806.5K

% of Portfolio:0.4% ($806.5K/$223.9M)

922042858

VWO|922042858

Shares:17.7K

Value:$802.8K

% of Portfolio:0.4% ($802.8K/$223.9M)

922908363

VOO|922908363

Shares:1.6K

Value:$790.3K

% of Portfolio:0.4% ($790.3K/$223.9M)

PEPSICO INC

PEP|713448108

Shares:5.4K

Value:$736.5K

% of Portfolio:0.3% ($736.5K/$223.9M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.5K

Value:$621.3K

% of Portfolio:0.3% ($621.3K/$223.9M)

VISA INC.

V|92826C839

Shares:1.7K

Value:$601.7K

% of Portfolio:0.3% ($601.7K/$223.9M)

MCDONALDS CORP

MCD|580135101

Shares:1.7K

Value:$542.0K

% of Portfolio:0.2% ($542.0K/$223.9M)

Meta Platforms, Inc.

META|30303M102

Shares:985

Value:$540.8K

% of Portfolio:0.2% ($540.8K/$223.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46641Q647)✕	68.1K	QoQ +1.96% (+1.3K) YoY NEW(+68.1K)	All Managers (Combined)	$3.4M	1.5% ($3.4M/$223.9M)	QoQ +0.58% (+$19.8K) YoY NEW(+$3.4M)
(XLBcusip81369Y100)	38.9K	QoQ -1.03% (-406) YoY +22.57% (+7.2K)	All Managers (Combined)	$3.3M	1.5% ($3.3M/$223.9M)	QoQ -6.49% (-$226.8K) YoY +16.02% (+$451.0K)
(cusip46431W838)✕	65.1K	QoQ -0.73% (-482) YoY +17.22% (+9.6K)	All Managers (Combined)	$3.3M	1.5% ($3.3M/$223.9M)	QoQ -0.93% (-$30.7K) YoY +17.39% (+$483.6K)
(cusip81369Y605)✕	53.9K	QoQ NEW(+53.9K) YoY NEW(+53.9K)	All Managers (Combined)	$2.6M	1.2% ($2.6M/$223.9M)	QoQ NEW(+$2.6M) YoY NEW(+$2.6M)
(VUGcusip922908736)	6.1K	QoQ -2.58% (-163) YoY -8.66% (-582)	All Managers (Combined)	$2.3M	1.0% ($2.3M/$223.9M)	QoQ -11.91% (-$313.8K) YoY +4.75% (-$105.4K)
MICROSOFT CORP(MSFTcusip594918104)	5.1K	QoQ -0.70% (-36) YoY -11.98% (-688)	All Managers (Combined)	$2.0M	0.9% ($2.0M/$223.9M)	QoQ -5.44% (-$114.9K) YoY -10.65% (-$238.0K)
(cusip46137V316)✕	63.4K	QoQ -54.49% (-75.9K) YoY -46.79% (-55.8K)	All Managers (Combined)	$2.0M	0.9% ($2.0M/$223.9M)	QoQ -58.95% (-$2.8M) YoY -52.53% (-$2.2M)
(VEAcusip921943858)	31.0K	QoQ -0.15% (-48) YoY -4.87% (-1.6K)	All Managers (Combined)	$1.6M	0.7% ($1.6M/$223.9M)	QoQ +5.70% (-$88.3K) YoY +3.77% (-$59.6K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	6.0K	QoQ -1.37% (-83) YoY -1.95% (-119)	All Managers (Combined)	$1.4M	0.6% ($1.4M/$223.9M)	QoQ -6.72% (-$104.0K) YoY +42.65% (-$431.2K)
(PRFcusip46137V613)	30.2K	QoQ -76.52% (-98.4K) YoY -72.58% (-80.0K)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$223.9M)	QoQ -78.10% (-$4.2M) YoY -70.83% (-$2.9M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.1K	QoQ -0.18% (-2) YoY -9.24% (-108)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$223.9M)	QoQ +1.30% (-$13.5K) YoY +24.85% (-$209.8K)
AMAZON COM INC(AMZNcusip023135106)	5.3K	QoQ +1.91% (-100) YoY +11.67% (+556)	All Managers (Combined)	$981.1K	0.4% ($981.1K/$223.9M)	QoQ -20.92% (-$259.6K) YoY +17.68% (+$147.4K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.5K	QoQ -0.78% (-12) YoY -37.31% (-900)	All Managers (Combined)	$806.5K	0.4% ($806.5K/$223.9M)	QoQ +12.95% (-$92.5K) YoY -15.69% (-$150.2K)
(VWOcusip922042858)	17.7K	QoQ -5.49% (-1.0K) YoY -8.59% (-1.7K)	All Managers (Combined)	$802.8K	0.4% ($802.8K/$223.9M)	QoQ -3.68% (-$30.7K) YoY -1.92% (-$15.7K)
(VOOcusip922908363)	1.6K	QoQ +3.12% (-47) YoY +183.36% (+1.0K)	All Managers (Combined)	$790.3K	0.4% ($790.3K/$223.9M)	QoQ -4.97% (-$41.4K) YoY +213.09% (+$537.9K)
PEPSICO INC(PEPcusip713448108)	5.4K	QoQ -2.84% (-159) YoY -17.84% (-1.2K)	All Managers (Combined)	$736.5K	0.3% ($736.5K/$223.9M)	QoQ -12.58% (-$106.0K) YoY -36.68% (-$426.6K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.5K	QoQ 0.00% (-0) YoY -0.47% (-12)	All Managers (Combined)	$621.3K	0.3% ($621.3K/$223.9M)	QoQ -8.48% (-$57.6K) YoY +26.99% (-$132.1K)
VISA INC.(Vcusip92826C839)	1.7K	QoQ -1.19% (-21) YoY -14.48% (-295)	All Managers (Combined)	$601.7K	0.3% ($601.7K/$223.9M)	QoQ -0.12% (-$730) YoY +9.96% (-$54.5K)
MCDONALDS CORP(MCDcusip580135101)	1.7K	QoQ +0.11% (+2) YoY -2.75% (-48)	All Managers (Combined)	$542.0K	0.2% ($542.0K/$223.9M)	QoQ +10.81% (+$52.9K) YoY +13.81% (-$65.8K)
Meta Platforms, Inc.(METAcusip30303M102)	985	QoQ 0.00% (-0) YoY +0.40% (+4)	All Managers (Combined)	$540.8K	0.2% ($540.8K/$223.9M)	QoQ -20.34% (-$138.1K) YoY +28.14% (+$118.8K)