Abacus Planning Group, Inc.
Q3 2025 13F Holdings
- Locationcolumbia, SC
- Num holdings
262
- Value ($000)
$724,783
- Date Filed10/22/2025
- Form type13F-HR
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DSTL ETF SER SOLUTIONS | DISTILLATE US | 26922A321 | $80.17 M | 11 % | 1,383,274 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $72.81 M | 10 % | 221,863 | ||
STIP ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $48.49 M | 7 % | 469,165 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $44.41 M | 6 % | 212,793 | ||
J P MORGAN EXCHANGE TRADED F | MORTGAGE BACKED | 46654Q575 | $33.95 M | 5 % | 665,696 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $33.48 M | 5 % | 455,731 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $33.25 M | 5 % | 554,982 | ||
AMZN AMAZON COM INC | COM | 023135106 | $20.40 M | 3 % | 92,905 | ||
UNP UNION PAC CORP | COM | 907818108 | $20.07 M | 3 % | 84,919 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $18.99 M | 3 % | 31,007 |
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