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| Name: |
Obsidian Personal Planning Solutions LLC |
| City: |
ROCKVILLE |
| State: |
MD |
| Zip: |
20850 |
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data |
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| Holdings
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21 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
ITR |
SPDR Series Trust |
4 |
New |
$32.48 |
$8,241,000 |
256,481 |
5.41% |
8,241,000 |
256,481 |
0.028 |
Closed - End Fund - Debt |
|
|
VMBS |
Vanguard Mortgage-Backed S |
6 |
New |
$44.97 |
$5,890,000 |
133,204 |
3.87% |
5,890,000 |
133,204 |
0.015 |
Closed - End Fund - Debt |
|
|
CGGR |
Capital Group Growth Etf |
12 |
New |
$0.00 |
$5,128,000 |
169,027 |
3.37% |
5,128,000 |
169,027 |
0.166 |
N/A |
|
|
GOOGL |
Alphabet Inc |
36 |
New |
$172.50 |
$504,000 |
3,099 |
0.33% |
504,000 |
3,099 |
0 |
Search Engines & Info... |
|
|
VB |
Vanguard Small Cap VIPERS |
48 |
New |
$222.29 |
$361,000 |
1,689 |
0.24% |
361,000 |
1,689 |
0.001 |
Closed - End Fund - E... |
|
|
GOOG |
Alphabet Inc |
49 |
New |
$173.96 |
$360,000 |
2,187 |
0.24% |
360,000 |
2,187 |
0 |
Search Engines & Info... |
|
|
FOUR |
Shift4 Payments, Inc. |
52 |
New |
$67.28 |
$341,000 |
5,898 |
0.22% |
341,000 |
5,898 |
0.01 |
N/A |
|
|
CGDV |
Capital Group Dividend Valu... |
65 |
New |
$0.00 |
$292,000 |
9,215 |
0.19% |
292,000 |
9,215 |
0 |
N/A |
|
|
AXP |
American Express Co |
71 |
New |
$240.00 |
$252,000 |
1,077 |
0.17% |
252,000 |
1,077 |
0 |
Credit Services |
|
|
AMAT |
Applied Materials Inc |
72 |
New |
$215.08 |
$249,000 |
1,255 |
0.16% |
249,000 |
1,255 |
0 |
Semiconductor Equipme... |
|
|
VXUS |
Vanguard Total Internationa... |
73 |
New |
$61.27 |
$245,000 |
4,159 |
0.16% |
245,000 |
4,159 |
0.001 |
Closed - End Fund - E... |
|
|
VO |
Vanguard Mid Cap VIPERS |
77 |
New |
$244.60 |
$239,000 |
1,004 |
0.16% |
239,000 |
1,004 |
0.001 |
Closed - End Fund - E... |
|
|
VBK |
Vanguard Small Cap Gr VIPERS |
86 |
New |
$250.22 |
$226,000 |
934 |
0.15% |
226,000 |
934 |
0.002 |
Closed - End Fund - E... |
|
|
MCK |
McKesson Corp |
87 |
New |
$531.10 |
$222,000 |
414 |
0.15% |
222,000 |
414 |
0 |
Drugs Wholesale |
|
|
AFL |
AFLAC Inc |
89 |
New |
$89.87 |
$219,000 |
2,617 |
0.14% |
219,000 |
2,617 |
0 |
Life & Health Insurance |
|
|
XLU |
SPDR Utilities Select |
88 |
New |
$72.72 |
$219,000 |
3,275 |
0.14% |
219,000 |
3,275 |
0.001 |
Closed - End Fund - E... |
|
|
MTGP |
Wisdomtree Mortgage Plus Bo... |
91 |
New |
$0.00 |
$216,000 |
5,113 |
0.14% |
216,000 |
5,113 |
0 |
N/A |
|
|
IVE |
iShares S&P 500/BARRA Value |
94 |
New |
$184.12 |
$208,000 |
1,161 |
0.14% |
208,000 |
1,161 |
0.001 |
Closed - End Fund - E... |
|
|
DFS |
Discover Financial Services |
95 |
New |
$124.27 |
$207,000 |
1,630 |
0.14% |
207,000 |
1,630 |
0.001 |
Credit Services |
|
|
ABC |
AmerisourceBergen Corp |
96 |
New |
$226.57 |
$204,000 |
854 |
0.13% |
204,000 |
854 |
0 |
Drugs Wholesale |
|
|
VOOV |
Vanguard S&P 500 Value Etf |
97 |
New |
$178.39 |
$203,000 |
1,175 |
0.13% |
203,000 |
1,175 |
0.01 |
N/A |
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