Abacus Planning Group, Inc.
Q2 2025 13F Holdings
- Locationcolumbia, SC
- Num holdings
248
- Value ($000)
$672,458
- Date Filed07/21/2025
- Form typerestatement
- CIK0001602730
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DSTL ETF SER SOLUTIONS | DISTILLATE US | 26922A321 | $76.46M | 11 % | 1,381,445 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $67.20M | 10 % | 221,109 | ||
J P MORGAN EXCHANGE TRADED F | MORTGAGE BACKED | 46654Q575 | $46.37M | 7 % | 923,948 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $40.13M | 6 % | 205,765 | ||
STIP ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $35.49M | 5 % | 344,830 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $31.54M | 5 % | 456,554 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $26.99M | 4 % | 473,350 | ||
AMZN AMAZON COM INC | COM | 023135106 | $20.34M | 3 % | 92,705 | ||
UNP UNION PAC CORP | COM | 907818108 | $19.53M | 3 % | 84,897 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $17.84M | 3 % | 31,400 |
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