0001986152-24-000033.txt : 20240725 0001986152-24-000033.hdr.sgml : 20240725 20240725155634 ACCESSION NUMBER: 0001986152-24-000033 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240725 DATE AS OF CHANGE: 20240725 EFFECTIVENESS DATE: 20240725 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Obsidian Personal Planning Solutions LLC CENTRAL INDEX KEY: 0001909128 ORGANIZATION NAME: IRS NUMBER: 823995554 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22568 FILM NUMBER: 241141930 BUSINESS ADDRESS: STREET 1: 2099 GAITHER RD STREET 2: STE 110 CITY: ROCKVILLE STATE: MD ZIP: 20850 BUSINESS PHONE: 13019904395 MAIL ADDRESS: STREET 1: 2099 GAITHER RD STREET 2: STE 110 CITY: ROCKVILLE STATE: MD ZIP: 20850 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001909128 XXXXXXXX 06-30-2024 06-30-2024 Obsidian Personal Planning Solutions LLC

2099 GAITHER RD STE 110 ROCKVILLE MD 20850

13F HOLDINGS REPORT 028-22568 000168342 801-78523 N Lindsay Marie Rider 7209844071 Lindsay Marie Rider Thornton CO 07-25-2024 0 97 163848588 false INFORMATION TABLE 2 obsidian13fq22024.xml ABBVIE INC COM 00287Y109 308393 1798 SH SOLE 0 0 1798 ADOBE INC COM 00724F101 222216 400 SH SOLE 0 0 400 AFLAC INC COM 001055102 253998 2844 SH SOLE 0 0 2844 ALPHABET INC CAP STK CL A 02079K305 563390 3093 SH SOLE 0 0 3093 ALPHABET INC CAP STK CL C 02079K107 401140 2187 SH SOLE 0 0 2187 AMAZON COM INC COM 023135106 920643 4764 SH SOLE 0 0 4764 AMERICAN EXPRESS CO COM 025816109 244980 1058 SH SOLE 0 0 1058 APPLE INC COM 037833100 3798654 18036 SH SOLE 0 0 18036 APPLIED MATLS INC COM 038222105 296167 1255 SH SOLE 0 0 1255 AT&T INC COM 00206R102 209200 10947 SH SOLE 0 0 10947 BANK AMERICA CORP COM 060505104 365367 9187 SH SOLE 0 0 9187 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 616912 1516 SH SOLE 0 0 1516 BLACKSTONE INC COM 09260D107 309500 2500 SH SOLE 0 0 2500 BROADCOM INC COM 11135F101 224774 140 SH SOLE 0 0 140 CAMTEK LTD ORD M20791105 548175 4377 SH SOLE 0 0 4377 CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106 304095 9215 SH SOLE 0 0 9215 CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 6027619 183266 SH SOLE 0 0 183266 CATERPILLAR INC COM 149123101 572932 1720 SH SOLE 0 0 1720 CHEVRON CORP NEW COM 166764100 259188 1657 SH SOLE 0 0 1657 CISCO SYS INC COM 17275R102 231089 4864 SH SOLE 0 0 4864 COSTCO WHSL CORP NEW COM 22160K105 950289 1118 SH SOLE 0 0 1118 CSX CORP COM 126408103 249570 7461 SH SOLE 0 0 7461 DANAHER CORPORATION COM 235851102 518749 2076 SH SOLE 0 0 2076 DUKE ENERGY CORP NEW COM NEW 26441C204 250575 2500 SH SOLE 0 0 2500 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 5070092 89863 SH SOLE 0 0 89863 HOME DEPOT INC COM 437076102 242689 705 SH SOLE 0 0 705 HONEYWELL INTL INC COM 438516106 483882 2266 SH SOLE 0 0 2266 INTERNATIONAL BUSINESS MACHS COM 459200101 1035625 5988 SH SOLE 0 0 5988 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 4398668 115907 SH SOLE 0 0 115907 INVESCO EXCH TRADED FD TR II S&P MIDCP LOW 46138E198 6115894 110735 SH SOLE 0 0 110735 INVESCO EXCHANGE TRADED FD T S&P500 EQL MAT 46137V316 4312162 125026 SH SOLE 0 0 125026 ISHARES TR CORE S&P500 ETF 464287200 355152 649 SH SOLE 0 0 649 ISHARES TR CORE S&P SCP ETF 464287804 11685441 109558 SH SOLE 0 0 109558 ISHARES TR EAFE GRWTH ETF 464288885 5790481 56603 SH SOLE 0 0 56603 ISHARES TR ESG AWR MSCI USA 46435G425 202486 1697 SH SOLE 0 0 1697 ISHARES TR S&P 500 VAL ETF 464287408 211314 1161 SH SOLE 0 0 1161 ISHARES TR FLTG RATE NT ETF 46429B655 6190271 121164 SH SOLE 0 0 121164 ISHARES TR NATIONAL MUN ETF 464288414 256040 2403 SH SOLE 0 0 2403 ISHARES TR SHRT NAT MUN ETF 464288158 2753742 26339 SH SOLE 0 0 26339 ISHARES TR US AER DEF ETF 464288760 232540 1761 SH SOLE 0 0 1761 ISHARES U S ETF TR BLACKROCK SHORT 46431W838 2809955 56031 SH SOLE 0 0 56031 JOHNSON & JOHNSON COM 478160104 354730 2427 SH SOLE 0 0 2427 JPMORGAN CHASE & CO. 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