Obsidian Personal Planning Solutions LLC 13F 持仓 · 最近申报 2025年Q3
Obsidian Personal Planning Solutions 在 2025年Q3（报告期截至 2025-09-30）的 SEC 13F 申报中报告了 119 只证券，申报市值合计 2.88 亿美元。前几大持仓：IBTH（9.21%）、SPIB（7.86%）、IJR（5.82%）。本季前 25 大持仓中：增持 24 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IBTH | ISHARES TR | $26.5M | 9.21% | 1.2M | 增持 |
| 2 | SPIB | SPDR SERIES TRUST | $22.6M | 7.86% | 667,870 | 增持 |
| 3 | IJR | ISHARES TR | $16.8M | 5.82% | 142,417 | 增持 |
| 4 | VTV | VANGUARD INDEX FDS | $15.6M | 5.40% | 83,774 | 增持 |
| 5 | JPIE | J P MORGAN EXCHANGE TRADED F | $13.9M | 4.81% | 298,749 | 增持 |
| 6 | SCHD | SCHWAB STRATEGIC TR | $12.3M | 4.26% | 458,722 | 增持 |
| 7 | SPDW | SPDR INDEX SHS FDS | $12.1M | 4.21% | 278,664 | 增持 |
| 8 | SPYG | SPDR SERIES TRUST | $11.1M | 3.84% | 102,330 | 增持 |
| 9 | EFG | ISHARES TR | $10.9M | 3.78% | 94,155 | 增持 |
| 10 | CGGR | CAPITAL GROUP GROWTH ETF | $10.7M | 3.70% | 237,737 | 增持 |
| 11 | XAR | SPDR SERIES TRUST | $10.3M | 3.58% | 41,467 | 减持 |
| 12 | VMBS | VANGUARD SCOTTSDALE FDS | $9.1M | 3.15% | 192,080 | 增持 |
| 13 | CIBR | FIRST TR EXCHANGE TRADED FD | $8.8M | 3.06% | 114,079 | 增持 |
| 14 | FLOT | ISHARES TR | $7.9M | 2.75% | 154,849 | 增持 |
| 15 | XMLV | INVESCO EXCH TRADED FD TR II | $7.9M | 2.75% | 128,079 | 增持 |
| 16 | MDYG | SPDR SERIES TRUST | $7.0M | 2.42% | 76,012 | 增持 |
| 17 | SPEM | SPDR INDEX SHS FDS | $6.4M | 2.22% | 134,409 | 增持 |
| 18 | AAPL | APPLE INC | $4.8M | 1.68% | 17,904 | 增持 |
| 19 | VHT | VANGUARD WORLD FD | $4.8M | 1.67% | 17,744 | 增持 |
| 20 | XLE | SELECT SECTOR SPDR TR | $4.6M | 1.58% | 51,751 | 增持 |
| 21 | JMUB | J P MORGAN EXCHANGE TRADED F | $3.9M | 1.34% | 76,129 | 增持 |
| 22 | XLB | SELECT SECTOR SPDR TR | $3.7M | 1.28% | 43,159 | 增持 |
| 23 | MEAR | ISHARES U S ETF TR | $3.5M | 1.20% | 68,447 | 增持 |
| 24 | XLF | SELECT SECTOR SPDR TR | $3.2M | 1.11% | 61,133 | 增持 |
| 25 | MSFT | MICROSOFT CORP | $3.0M | 1.04% | 5,789 | 增持 |
来源：SEC 13F 申报文件 · 截至 2025-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR