Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OBSIDIAN PERSONAL PLANNING SOLUTIONS LLC | 07-25-2024 | 06-30-2024 | 97 | 163,848,588 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VALUE ETF | 1 | $13,754,254 | 85,744 | 0.01 | 0.01 | 3,877 | 4.74 | 06-30-2024 |
| ISHARES TR | CORE S&P SCP ETF | 2 | $11,685,441 | 109,558 | 0.01 | 0.01 | 8,695 | 8.62 | 06-30-2024 |
| SPDR SER TR | PORTFOLIO SHORT | 3 | $10,468,493 | 352,475 | 0.01 | 0.01 | 14,557 | 4.31 | 06-30-2024 |
| SPDR SER TR | PORTFOLIO INTRMD | 4 | $9,001,840 | 276,469 | 0.01 | 0.01 | 19,988 | 7.79 | 06-30-2024 |
