StockDriftsStockDriftsTop 50 Obsidian Personal Planning Solutions Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IBTH | ISHARES TR | 9.21% | 1.18M | $26.5M | +225.57%(+816.54K) | $22.40(+0.27%) | 2025-09-30 | |
| SPIB | SPDR SERIES TRUST | 7.86% | 667.9K | $22.6M | +1.22%(+8.06K) | $33.03(+2.51%) | 2025-09-30 | |
| IJR | ISHARES TR | 5.82% | 142.4K | $16.8M | +1.95%(+2.72K) | $103.48(+18.99%) | 2025-09-30 | |
| VTV | VANGUARD INDEX FDS | 5.4% | 83.8K | $15.6M | +2.61%(+2.13K) | $146.11(+31.94%) | 2025-09-30 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 4.81% | 298.7K | $13.9M | +3.81%(+10.96K) | $45.90(+1.27%) | 2025-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 4.26% | 458.7K | $12.3M | +6.29%(+27.16K) | $26.94(+2.60%) | 2025-09-30 | |
| SPDW | SPDR INDEX SHS FDS | 4.21% | 278.7K | $12.1M | +3.47%(+9.35K) | $32.92(+35.50%) | 2025-09-30 | |
| SPYG | SPDR SERIES TRUST | 3.84% | 102.3K | $11.1M | +2.48%(+2.48K) | $63.07(+71.55%) | 2025-09-30 | |
| EFG | ISHARES TR | 3.78% | 94.2K | $10.9M | +5.00%(+4.48K) | $94.49(+21.54%) | 2025-09-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 3.7% | 237.7K | $10.7M | +4.83%(+10.96K) | $31.60(+42.80%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.28% | +53.21% |
| Top 20 Holdings Unweighted | +16.17% | +56.76% |
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