Instuitional Investor - Obsidian Personal Planning Solutions Llc
Fund Profile
Filing Period:
Fund Name: | Obsidian Personal Planning Solutions Llc |
Portfolio Value | $207,278,281 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Spdr Series Trust | 748,091 | $24,649,607 | 11.89% | |
2. | Vanguard Index Fds | 96,312 | $17,018,304 | 8.21% | |
3. | IEF | 131,278 | $15,548,567 | 7.5% | |
4. | Spdr Index Shs Fds | 244,235 | $8,702,103 | 4.19% | |
5. | Spdr Series Trust | 95,484 | $8,612,629 | 4.15% |