Abacus Planning Group, Inc.
Q4 2025 13F Holdings
- Locationcolumbia, SC
- Num holdings
266
- Value ($000)
$751,251
- Date Filed01/16/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ETF SER SOLUTIONS | DISTILLATE US | 26922A321 | $83.61M | 11 % | 1,419,594 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $74.6M | 10 % | 222,500 | ||
ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $55.86M | 7 % | 545,598 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $45.65M | 6 % | 215,550 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $34.55M | 5 % | 457,943 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $33.77M | 5 % | 540,549 | ||
J P MORGAN EXCHANGE TRADED F | MORTGAGE BACKED | 46654Q575 | $27.95M | 4 % | 547,480 | ||
AMAZON COM INC | COM | 023135106 | $21.6M | 3 % | 93,596 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $19.67M | 3 % | 31,360 | ||
UNION PAC CORP | COM | 907818108 | $19.66M | 3 % | 85,011 |
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