Obsidian Personal Planning Solutions LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Rockville, MD
CIK
0001909128
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 101 191,345 SPIB, VTV, IJR, SPDW 13F-HR 11/6/2024 000198615224000054
Q2 2024 97 163,848 VTV, IJR, SPSB, SPIB 13F-HR 7/25/2024 000198615224000033
Q1 2024 99 152,309 VTV, IJR, SPSB, SPIB 13F-HR 5/9/2024 000198615224000017
Q4 2023 81 131,398 SPSB, VTV, IJR, VTIP 13F-HR 1/31/2024 000198615224000004
Q3 2023 76 117,110 SPSB, VTIP, VTV, IJR RESTATEMENT 11/27/2023 000198615223000006
Q2 2023 71 81,239 VTV, IJR, SPYG, SPDW 13F-HR 11/27/2023 000198615223000005
Q1 2023 53 68,612 VTV, IJR, SPDW, SPYG 13F-HR 4/11/2023 000190912823000002
Q4 2022 40 62,324 VTV, IJR, XMLV, SPDW 13F-HR 1/18/2023 000190912823000001
Q3 2022 39 54,654 VTV, IJR, XMLV, SPYG 13F-HR 10/11/2022 000190912822000002
Q2 2022 42 58,651 VTV, SPYG, IJR, XMLV 13F-HR 7/19/2022 000190912822000001
Additional filings from Obsidian Personal Planning Solutions LLC that have since been restated