Obsidian Personal Planning Solutions LLC

Q4 2023 13F Holdings Report, Stock Holdings

Signature - Title
Lindsay Rider - Compliance Consultant
Location
Rockville, MD
Holdings as of
31 Dec 2023
Value $
$131M
Num holdings
81
Filing time
31 Jan 2024, 18:18:09
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SPSB, VTV, IJR, VTIP, and SPDW.
Previous filing
Q3 2023 - 27 Nov 2023
Next filing
Q1 2024 - 09 May 2024
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2023 Q4 compared to 2023 Q3 - Restatement by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Lindsay Rider Compliance Consultant Thornton, Colorado 31 Jan 2024