SEC Form 13F

Abacus Planning Group, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-21
Reported value$808,939,266
Positions259

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ETF SER SOLUTIONSDSTLDISTILLATE US$85,173,8491,421,934
VANGUARD INDEX FDSVTITOTAL STK MKT$82,681,465223,439
ISHARES TRSTIP0-5 YR TIPS ETF$72,068,228705,445
VANGUARD INDEX FDSVBRSM CP VAL ETF$53,808,955221,445
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$39,039,075547,917
VANGUARD STAR FDSVXUSVG TL INTL STK F$37,938,012443,771
UNION PAC CORPUNPCOM$22,271,63281,881
AMAZON COM INCAMZNCOM$22,222,82293,240
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$20,245,34429,477
J P MORGAN EXCHANGE TRADED FJMTGMORTGAGE BACKED$19,436,752383,519

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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