Obsidian Personal Planning Solutions LLC
CIK 1909128 · Holdings on Sep 30, 2025 · First reported Nov 13, 2025
Top ten holdings
Q3 2025- IBTH9.21%
- SPIB7.86%
- IJR5.82%
- VTV5.40%
- JPIE4.81%
- SCHD4.26%
- SPDW4.21%
- SPYG3.84%
- EFG3.78%
- CGGR3.70%
Share classes counted separately52.89%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IBTHWeight increased · +5.92 pp3.29% → 9.21%Shares +816.54K (+225.57%)
- SPIBWeight decreased · -1.11 pp8.97% → 7.86%Shares +8.06K (+1.22%)
- JPIEWeight decreased · -0.58 pp5.39% → 4.81%Shares +10.96K (+3.81%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IBTHISHARES IBONDS DEC 2027 TERMIBONDS 27 TRM TS View history and evidence | $26.53M | 9.21% | 1.18M shares | 3.29% → 9.21%+5.92 pp +816.54K (+225.57%) | Added | ▾ |
| 02 | SPIBSS SPDR P INT C CORP ETFPORTFOLIO INTRMD View history and evidence | $22.63M | 7.86% | 667.87K shares | 8.97% → 7.86%-1.11 pp +8.06K (+1.22%) | Added | ▾ |
| 03 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $16.78M | 5.82% | 142.42K shares | 6.18% → 5.82%-0.36 pp +2.72K (+1.95%) | Added | ▾ |
| 04 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $15.56M | 5.40% | 83.77K shares | 5.84% → 5.40%-0.44 pp +2.13K (+2.61%) | Added | ▾ |
| 05 | JPIEJPMORGAN INCOME ETFINCOME ETF View history and evidence | $13.86M | 4.81% | 298.75K shares | 5.39% → 4.81%-0.58 pp +10.96K (+3.81%) | Added | ▾ |
| 06 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $12.27M | 4.26% | 458.72K shares | 4.63% → 4.26%-0.37 pp +27.16K (+6.29%) | Added | ▾ |
| 07 | SPDWSTE STR SPDR PT DW EU ETFPORTFOLIO DEVLPD View history and evidence | $12.13M | 4.21% | 278.66K shares | 4.41% → 4.21%-0.20 pp +9.35K (+3.47%) | Added | ▾ |
| 08 | SPYGSS SPDR P S&P 500 GROWTH ETFPRTFLO S&P500 GW View history and evidence | $11.06M | 3.84% | 102.33K shares | 3.85% → 3.84%-0.01 pp +2.48K (+2.48%) | Added | ▾ |
| 09 | EFGISHARES MSCI EAFE GROWTH ETFEAFE GRWTH ETF View history and evidence | $10.89M | 3.78% | 94.16K shares | 4.06% → 3.78%-0.28 pp +4.48K (+5.00%) | Added | ▾ |
| 10 | CGGRCAP GROUP GROWTH EQUITYSHS CREATION UNI View history and evidence | $10.67M | 3.70% | 237.74K shares | 3.73% → 3.70%-0.03 pp +10.96K (+4.83%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PGR PROGRESSIVE CORP | Non-derivative | -883 | -$235.64K | SEC filing ↗ | SEC filing ↗ |
| LIN LINDE PLC | Non-derivative | -473 | -$221.92K | SEC filing ↗ | SEC filing ↗ |
| BND VANGUARD TOTAL BOND MARKET | Non-derivative | -2,841 | -$209.18K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1909128 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 288013275
}Research all 119 reported holdings.
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