Abacus Planning Group, Inc.

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    columbia, SC
  • CIK
    0001602730
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

236

$570.88 M
DSTL, VTI, VBR, STIP
13F-HR
Apr 14, 2025
000160273025000003

223

$568.63 M
DSTL, VTI, VBR, STIP
13F-HR
Feb 3, 2025
000160273025000002

218

$559.50 M
DSTL, VTI, VBR, VANGUARD STAR FDS
13F-HR
Oct 2, 2024
000160273024000006

218

$515.57 M
DSTL, VTI, VBR, VANGUARD STAR FDS
13F-HR
Jul 31, 2024
000160273024000004

209

$511.65 M
DSTL, VTI, VBR, VANGUARD STAR FDS
13F-HR
Apr 12, 2024
000160273024000003

203

$474.24 M
DSTL, VTI, VBR, VANGUARD STAR FDS
13F-HR
Jan 19, 2024
000160273024000002

189

$410.93 M
DSTL, VTI, VBR, VANGUARD STAR FDS
13F-HR
Oct 11, 2023
000160273023000005

200

$413.36 M
DSTL, VTI, VBR, VANGUARD STAR FDS
13F-HR
Jul 7, 2023
000160273023000004

193

$388.09 M
DSTL, VTI, VBR, VANGUARD STAR FDS
13F-HR
Apr 18, 2023
000160273023000003

181

$365.68 M
DSTL, VTI, VBR, VANGUARD STAR FDS
13F-HR
Jan 19, 2023
000160273023000001

178

$331.24 M
DSTL, VTI, VBR, AAPL
13F-HR
Oct 19, 2022
000160273022000006

194

$339.38 M
DSTL, VBR, VTI, UNP
13F-HR
Jul 18, 2022
000160273022000005

206

$371.48 M
UNP, VBR, VANGUARD STAR FDS, AMZN
13F-HR
Apr 13, 2022
000160273022000003

212

$374.49 M
VANGUARD STAR FDS, VBR, UNP, AMZN
13F-HR
Jan 18, 2022
000160273022000001

192

$314.09 M
VANGUARD STAR FDS, AMZN, VBR, UNP
13F-HR
Oct 19, 2021
000160273021000005

196

$327.50 M
AMZN, VANGUARD STAR FDS, VBR, UNP
13F-HR
Jul 20, 2021
000160273021000004

191

$312.53 M
AMZN, UNP, VANGUARD STAR FDS, VBR
13F-HR
Apr 27, 2021
000160273021000003

190

$323.93 M
BOC, AMZN, VANGUARD STAR FDS, UNP
13F-HR
Feb 1, 2021
000160273021000001

174

$274.17 M
BOC, AMZN, UNP, VANGUARD STAR FDS
13F-HR
Nov 3, 2020
000160273020000006

166

$245.64 M
BOC, AMZN, UNP, VANGUARD STAR FDS
13F-HR
Aug 11, 2020
000160273020000005

159

$203.49 M
BOC, UNP, AMZN, VANGUARD STAR FDS
13F-HR
Apr 30, 2020
000160273020000003

175

$217.73 M
BOC, UNP, AAPL, AMZN
13F-HR
Jan 30, 2020
000160273020000001

171

$201.82 M
BOC, UNP, AMZN, AAPL
13F-HR
Nov 1, 2019
000160273019000006

166

$166.47 M
UNP, AMZN, BOC, AAPL
13F-HR
Aug 12, 2019
000160273019000005

154

$159.98 M
UNP, AMZN, AAPL, BOC
13F-HR
Apr 25, 2019
000160273019000004

142

$131.89 M
UNP, AMZN, AAPL, SCHO
RESTATEMENT
Feb 15, 2019
000160273019000003

142

$131.89 M
UAL, UB2, ABT, SCHC
RESTATEMENT
Feb 14, 2019
000160273019000002

149

$149.06 M
UNP, AAPL, AMZN, SCHO
13F-HR
Oct 31, 2018
000160273018000005

146

$133.12 M
UNP, AAPL, AMZN, M&T BANK CORP
13F-HR
Jul 27, 2018
000160273018000004

130

$122.68 M
UNP, AAPL, AMZN, M&T BANK CORP
13F-HR
May 4, 2018
000160273018000003

121

$98.65 M
AAPL, UNP, AMZN, M&T BANK CORP
13F-HR
Mar 6, 2018
000160273018000002