Obsidian Personal Planning Solutions LLC has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $159 Million distributed in 97 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $13.8M, Ishares Core S&P Sm Cap ETF with a value of $11.7M, Spdr Portfolio Short Term Corp with a value of $10.5M, Spdr Portfolio Intermediate Te with a value of $9M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $7.16M.
Examining the 13F form we can see an increase of $6.34M in the current position value, from $153M to 159M.
Below you can find more details about Obsidian Personal Planning Solutions LLC portfolio as well as his latest detailed transactions.