Compliance Consultant

0001986152-24-000017.txt : 20240509 0001986152-24-000017.hdr.sgml : 20240509 20240509111748 ACCESSION NUMBER: 0001986152-24-000017 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240509 DATE AS OF CHANGE: 20240509 EFFECTIVENESS DATE: 20240509 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: 24929286 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 true false 0001909128 XXXXXXXX 03-31-2024 03-31-2024 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 Compliance Consultant 7209844071 Lindsay Marie Rider Thornton CO 05-09-2024 0 99 152309708 false INFORMATION TABLE 2 Schedule13F.xml ABBVIE INC COM 00287Y109 292427 1798 SH SOLE 0 0 1798 AFLAC INC COM 001055102 218891 2617 SH SOLE 0 0 2617 ALPHABET INC CAP STK CL A 02079K305 504455 3099 SH SOLE 0 0 3099 ALPHABET INC CAP STK CL C 02079K107 360068 2187 SH SOLE 0 0 2187 AMAZON COM INC COM 023135106 833700 4764 SH SOLE 0 0 4764 AMERICAN EXPRESS CO COM 025816109 252050 1077 SH SOLE 0 0 1077 AMGEN INC COM 031162100 244081 891 SH SOLE 0 0 891 APPLE INC COM 037833100 3070467 18027 SH SOLE 0 0 18027 APPLIED MATLS INC COM 038222105 249306 1255 SH SOLE 0 0 1255 AT&T INC COM 00206R102 185580 10988 SH SOLE 0 0 10988 BANK AMERICA CORP COM 060505104 339308 9168 SH SOLE 0 0 9168 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 956714 2412 SH SOLE 0 0 2412 BLACKSTONE INC COM 09260D107 291525 2500 SH SOLE 0 0 2500 CAMTEK LTD ORD 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SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 201190 2584 SH SOLE 0 0 2584 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 2814910 31760 SH SOLE 0 0 31760 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 479880 2445 SH SOLE 0 0 2445 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 218574 3275 SH SOLE 0 0 3275 SHIFT4 PMTS INC CL A 82452J109 341258 5898 SH SOLE 0 0 5898 SPDR SER TR PORTFOLIO SHORT 78464A474 9998980 337918 SH SOLE 0 0 337918 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 6692932 193158 SH SOLE 0 0 193158 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 3803085 104366 SH SOLE 0 0 104366 SPDR SER TR AEROSPACE DEF 78464A631 4030161 29627 SH SOLE 0 0 29627 SPDR SER TR PORTFOLIO INTRMD 78464A375 8240735 256481 SH SOLE 0 0 256481 SPDR SER TR PRTFLO S&P500 GW 78464A409 5645496 80283 SH SOLE 0 0 80283 TEXAS INSTRS INC COM 882508104 502797 2850 SH SOLE 0 0 2850 UNION PAC CORP COM 907818108 565998 2387 SH SOLE 0 0 2387 UNITED PARCEL SERVICE INC CL B 911312106 215616 1462 SH SOLE 0 0 1462 VALERO 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