OPPS
Obsidian Personal Planning Solutions Portfolio holdings
AUM
$247M
1-Year Est. Return
11.75%
1 Year Est. Return
+11.75%
AUM
$224M
AUM Growth
+$16.6M
(+8%)
Holding
113
Top Buys
| 1 | +$12.8M | |
| 2 | +$7.09M | |
| 3 | +$4.42M | |
| 4 |
Vanguard Health Care ETF
VHT
|
+$4.28M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$3.64M |
Top Sells
| 1 | +$3.85M | |
| 2 | +$3.49M | |
| 3 | +$2.65M | |
| 4 |
Invesco S&P 500 Equal Weight Materials ETF
RSPM
|
+$2.34M |
| 5 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
+$528K |
Sector Composition
| 1 | Technology | 3.72% |
| 2 | Financials | 1.91% |
| 3 | Industrials | 1.3% |
| 4 | Consumer Discretionary | 1.19% |
| 5 | Consumer Staples | 1.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares Gold Trust
IAU
$64.3B
| $210K | 0.09% |
+3,382
|
|
||
102
Vanguard S&P 500 Growth ETF
VOOG
$20.3B
| $210K | 0.09% |
615
|
|
||
103
Vanguard Total Bond Market
BND
$138B
| $209K | 0.09% |
+2,841
|
|
||
104
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.4B
| $206K | 0.09% |
2,601
|
|
||
105
Vanguard Short-Term Bond ETF
BSV
$39B
| $205K | 0.09% |
2,604
-10
|
|
||
106
Aon
AON
$74.7B
| – | – |
-555
|
|
||
107
Chevron
CVX
$308B
| – | – |
-1,376
|
|
||
108
iShares ESG Aware MSCI USA ETF
ESGU
$14.9B
| – | – |
-1,562
|
|
||
109
iShares S&P 500 Value ETF
IVE
$41.7B
| – | – |
-1,161
|
|
||
110
iShares Russell Mid-Cap ETF
IWR
$44.3B
| – | – |
-5,585
|
|
||
111
Lam Research
LRCX
$178B
| – | – |
-2,668
|
|
||
112
NVIDIA
NVDA
$4.46T
| – | – |
-2,098
|
|
||
113
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$7.94B
| – | – |
-7,375
|
|