Abacus Planning Group, Inc. 13F Holdings
CIK 02818676 · COLUMBIA, SC
As of Sep 30, 2025, Abacus Planning Group, Inc. reported 262 positions worth $712.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF | DSTL | — | 1,383,274 | $80.2M | 11.25% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 221,863 | $72.8M | 10.22% |
| ISHARES 0-5 YEAR TIPS BOND ETF | STIP | — | 469,165 | $48.5M | 6.80% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 212,793 | $44.4M | 6.23% |
| JPMORGAN MORTGAGE-BACKED SECURITIES ETF | JMTG | — | 665,696 | $34.0M | 4.76% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 455,731 | $33.5M | 4.70% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 554,982 | $33.3M | 4.67% |
| AMAZON.COM INC | AMZN | Equity | 92,905 | $20.4M | 2.86% |
| UNION PACIFIC CORP | UNP | Industrials | 84,919 | $20.1M | 2.82% |
| VANGUARD 500 INDEX FUND | VOO | — | 31,007 |