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Home > Institutional Investor > Obsidian Personal Planning Solutions Llc > Profile

Instuitional Investor - Obsidian Personal Planning Solutions Llc

Fund Profile
Filing Period:
Fund Name: Obsidian Personal Planning Solutions Llc
Portfolio Value $247,086,904
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 659,808 $22,156,369 8.97%
2.
Ishares Trust
 IEF 139,695 $15,267,258 6.18%
3.
Vanguard Index Fds - VALUE ETF
 81,641 $14,429,243 5.84%
4.
J P Morgan Exchange Traded F - INCOME ETF
 287,787 $13,330,304 5.39%
5.
Schwab Strategic Trust
 FNDF 431,559 $11,436,319 4.63%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)