Obsidian Personal Planning Solutions LLC
- SEC CIK
- 0001909128
- 最新申報
- 2025/11/13
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/19 申報。只含多頭部位。
- 持股檔數
- 42
- 2022 年第 1 季沒有申報
- 總值
- $5,865 萬
- 2022 年第 1 季沒有申報
Obsidian Personal Planning Solutions LLC 沒有申報 2022 年第 1 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Value ETF922908744 | ETF | 61,726 | $814.0 萬 | 13.9% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 109,870 | $574.4 萬 | 9.8% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 62,070 | $573.6 萬 | 9.8% | – | – | – |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 75,183 | $386.4 萬 | 6.6% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 129,643 | $373.9 萬 | 6.4% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 36,565 | $294.3 萬 | 5.0% | – | – | – |
| Invesco Exchange Traded FD T46137V316 | S&P500 EQL MAT | 17,283 | $267.8 萬 | 4.6% | – | – | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 17,386 | $257.7 萬 | 4.4% | – | – | – |
| AAPLApple Inc. | Stock | 16,866 | $230.6 萬 | 3.9% | – | – | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 8,588 | $202.3 萬 | 3.4% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 8,485 | $189.1 萬 | 3.2% | – | – | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 24,859 | $183.0 萬 | 3.1% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 35,712 | $145.7 萬 | 2.5% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 41,231 | $143.4 萬 | 2.4% | – | – | – |
| PEPPepsiCo Inc | Stock | 6,097 | $101.6 萬 | 1.7% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,577 | $91.9 萬 | 1.6% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 21,057 | $87.7 萬 | 1.5% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 5,869 | $82.9 萬 | 1.4% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,104 | $77.6 萬 | 1.3% | – | – | – |
| AMZNAmazon Com Inc | Stock | 5,860 | $62.2 萬 | 1.1% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,495 | $53.7 萬 | 0.9% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 1,712 | $43.4 萬 | 0.7% | – | – | 歷史 |
| WisdomTree Tr97717W109 | US TOTAL DIVIDND | 7,392 | $42.8 萬 | 0.7% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,080 | $41.5 萬 | 0.7% | – | – | – |
| JNJJohnson & Johnson | Stock | 2,330 | $41.4 萬 | 0.7% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 2,378 | $41.3 萬 | 0.7% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,882 | $39.1 萬 | 0.7% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 2,784 | $38.3 萬 | 0.7% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,314 | $35.9 萬 | 0.6% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 2,433 | $35.0 萬 | 0.6% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,528 | $32.6 萬 | 0.6% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 5,168 | $30.4 萬 | 0.5% | – | – | – |
| VZVerizon Communications Inc | Stock | 5,967 | $30.3 萬 | 0.5% | – | – | 歷史 |
| RTXRTX Corp | Stock | 3,156 | $30.3 萬 | 0.5% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 778 | $27.0 萬 | 0.5% | – | – | – |
| TAT&T Inc. | Stock | 12,373 | $25.9 萬 | 0.4% | – | – | 歷史 |
| MARMarriott International Inc | Stock | 1,805 | $24.5 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,278 | $24.1 萬 | 0.4% | – | – | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 4,039 | $23.1 萬 | 0.4% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 464 | $22.2 萬 | 0.4% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,426 | $22.1 萬 | 0.4% | – | – | 歷史 |
| WisdomTree Tr97717X263 | DYNAMIC INTL EQT | 7,203 | $20.1 萬 | 0.3% | – | – | – |