Abacus Planning Group, Inc.
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationcolumbia, SC
- CIK0001602730
- All SEC filings
| Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
| 262 | $724.78M | DSTL, VTI, STIP, VBR | 13F-HR | Oct 22, 2025 | 000160273025000008 | ||
| 248 | $672.46M | DSTL, VTI, J P MORGAN EXCHANGE TRADED F, VBR | RESTATEMENT | Jul 21, 2025 | 000160273025000006 | ||
| 236 | $570.88M | DSTL, VTI, VBR, STIP | 13F-HR | Apr 14, 2025 | 000160273025000003 | ||
| 223 | $568.63M | DSTL, VTI, VBR, STIP | 13F-HR | Feb 3, 2025 | 000160273025000002 | ||
| 218 | $559.50M | DSTL, VTI, VBR, VANGUARD STAR FDS | 13F-HR | Oct 2, 2024 | 000160273024000006 | ||
| 218 | $515.57M | DSTL, VTI, VBR, VANGUARD STAR FDS | 13F-HR | Jul 31, 2024 | 000160273024000004 | ||
| 209 | $511.65M | DSTL, VTI, VBR, VANGUARD STAR FDS | 13F-HR | Apr 12, 2024 | 000160273024000003 | ||
| 203 | $474.24M | DSTL, VTI, VBR, VANGUARD STAR FDS | 13F-HR | Jan 19, 2024 | 000160273024000002 | ||
| 189 | $410.93M | DSTL, VTI, VBR, VANGUARD STAR FDS | 13F-HR | Oct 11, 2023 | 000160273023000005 | ||
| 200 | $413.36M | DSTL, VTI, VBR, VANGUARD STAR FDS | 13F-HR | Jul 7, 2023 | 000160273023000004 | ||
| 193 | $388.09M | DSTL, VTI, VBR, VANGUARD STAR FDS | 13F-HR | Apr 18, 2023 | 000160273023000003 | ||
| 181 | $365.68M | DSTL, VTI, VBR, VANGUARD STAR FDS | 13F-HR | Jan 19, 2023 | 000160273023000001 | ||
| 178 | $331.24M | DSTL, VTI, VBR, AAPL | 13F-HR | Oct 19, 2022 | 000160273022000006 | ||
| 194 | $339.38M | DSTL, VBR, VTI, UNP | 13F-HR | Jul 18, 2022 | 000160273022000005 | ||
| 206 | $371.48M | UNP, VBR, VANGUARD STAR FDS, AMZN | 13F-HR | Apr 13, 2022 | 000160273022000003 | ||
| 212 | $374.49M | VANGUARD STAR FDS, VBR, UNP, AMZN | 13F-HR | Jan 18, 2022 | 000160273022000001 | ||
| 192 | $314.09M | VANGUARD STAR FDS, AMZN, VBR, UNP | 13F-HR | Oct 19, 2021 | 000160273021000005 | ||
| 196 | $327.50M | AMZN, VANGUARD STAR FDS, VBR, UNP | 13F-HR | Jul 20, 2021 | 000160273021000004 | ||
| 191 | $312.53M | AMZN, UNP, VANGUARD STAR FDS, VBR | 13F-HR | Apr 27, 2021 | 000160273021000003 | ||
| 190 | $323.93M | BOC, AMZN, VANGUARD STAR FDS, UNP | 13F-HR | Feb 1, 2021 | 000160273021000001 | ||
| 174 | $274.17M | BOC, AMZN, UNP, VANGUARD STAR FDS | 13F-HR | Nov 3, 2020 | 000160273020000006 | ||
| 166 | $245.64M | BOC, AMZN, UNP, VANGUARD STAR FDS | 13F-HR | Aug 11, 2020 | 000160273020000005 | ||
| 159 | $203.49M | BOC, UNP, AMZN, VANGUARD STAR FDS | 13F-HR | Apr 30, 2020 | 000160273020000003 | ||
| 175 | $217.73M | BOC, UNP, AAPL, AMZN | 13F-HR | Jan 30, 2020 | 000160273020000001 | ||
| 171 | $201.82M | BOC, UNP, AMZN, AAPL | 13F-HR | Nov 1, 2019 | 000160273019000006 | ||
| 166 | $166.47M | UNP, AMZN, BOC, AAPL | 13F-HR | Aug 12, 2019 | 000160273019000005 | ||
| 154 | $159.98M | UNP, AMZN, AAPL, BOC | 13F-HR | Apr 25, 2019 | 000160273019000004 | ||
| 142 | $131.89M | UNP, AMZN, AAPL, SCHO | RESTATEMENT | Feb 15, 2019 | 000160273019000003 | ||
| 142 | $131.89M | UAL, UB2, ABT, SCHC | RESTATEMENT | Feb 14, 2019 | 000160273019000002 | ||
| 149 | $149.06M | UNP, AAPL, AMZN, SCHO | 13F-HR | Oct 31, 2018 | 000160273018000005 | ||
| 146 | $133.12M | UNP, AAPL, AMZN, M&T BANK CORP | 13F-HR | Jul 27, 2018 | 000160273018000004 | ||
| 130 | $122.68M | UNP, AAPL, AMZN, M&T BANK CORP | 13F-HR | May 4, 2018 | 000160273018000003 | ||
| 121 | $98.65M | AAPL, UNP, AMZN, M&T BANK CORP | 13F-HR | Mar 6, 2018 | 000160273018000002 |