Instuitional Investor - Obsidian Personal Planning Solutions Llc
Fund Profile
Filing Period:
| Fund Name: | Obsidian Personal Planning Solutions Llc |
| Portfolio Value | $131,398,774 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 402,982 | $12,000,794 | 9.13% | |
| 2. | Vanguard Index Fds | 79,037 | $11,815,984 | 8.99% | |
| 3. | IEF | 82,027 | $8,879,461 | 6.75% | |
| 4. | Vanguard Malvern Fds | 158,105 | $7,508,383 | 5.71% | |
| 5. | Spdr Index Shs Fds | 191,269 | $6,505,066 | 4.95% |
