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 6 of 6

Sort by:

464285204

Shares:3.4K

Value:$210.3K

% of Portfolio:0.1% ($210.3K/$223.9M)

921932505

VOOG|921932505

Shares:615

Value:$209.6K

% of Portfolio:0.1% ($209.6K/$223.9M)

921937835

BND|921937835

Shares:2.8K

Value:$208.8K

% of Portfolio:0.1% ($208.8K/$223.9M)

92206C409

Shares:2.6K

Value:$205.9K

% of Portfolio:0.1% ($205.9K/$223.9M)

921937827

BSV|921937827

Shares:2.6K

Value:$205.1K

% of Portfolio:0.1% ($205.1K/$223.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464285204)✕	3.4K	QoQ NEW(+3.4K) YoY NEW(+3.4K)	All Managers (Combined)	$210.3K	0.1% ($210.3K/$223.9M)	QoQ NEW(+$210.3K) YoY NEW(+$210.3K)
(VOOGcusip921932505)	615	QoQ 0.00% (-0) YoY NEW(+615)	All Managers (Combined)	$209.6K	0.1% ($209.6K/$223.9M)	QoQ -9.27% (-$21.4K) YoY NEW(+$209.6K)
(BNDcusip921937835)	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$208.8K	0.1% ($208.8K/$223.9M)	QoQ NEW(+$208.8K) YoY NEW(+$208.8K)
(cusip92206C409)✕	2.6K	QoQ 0.00% (+0) YoY NEW(+2.6K)	All Managers (Combined)	$205.9K	0.1% ($205.9K/$223.9M)	QoQ +0.90% (+$1.8K) YoY NEW(+$205.9K)
(BSVcusip921937827)	2.6K	QoQ -0.38% (-10) YoY -25.47% (-890)	All Managers (Combined)	$205.1K	0.1% ($205.1K/$223.9M)	QoQ +1.13% (-$2.3K) YoY -22.67% (-$60.2K)