Abacus Planning Group, Inc.
Q4 2024 13F Holdings
- Locationcolumbia, SC
- Num holdings
223
- Value ($000)
$568,624
- Date Filed02/03/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DSTL ETF SER SOLUTIONS | DISTILLATE US | 26922A321 | $77.37M | 14 % | 1,408,614 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $62.48M | 11 % | 215,595 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $44.07M | 8 % | 222,350 | ||
STIP ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $28.82M | 5 % | 286,519 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $26.77M | 5 % | 454,253 | ||
AMZN AMAZON COM INC | COM | 023135106 | $20.10M | 4 % | 91,628 | ||
UNP UNION PAC CORP | COM | 907818108 | $19.37M | 3 % | 84,940 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $18.75M | 3 % | 392,059 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $17.23M | 3 % | 31,975 | ||
AAPL APPLE INC | COM | 037833100 | $15.76M | 3 % | 62,953 |
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