Long-term investor
Abacus Planning Group, Inc. @abacusplanninggroupinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001602730).
Record
- Tracked since 2025-06-30 (441 days), 188 trades recorded
- Returns: week n/a · month n/a · 90 days +7.7% · 6 months n/a · 1 year +18.6% · all +18.6%
- Max drawdown n/a · win rate 22% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DSTL · 10.5% · long · since 2025-09-30
- VTI · 10.2% · long · since 2025-09-30
- STIP · 8.9% · long · since 2025-09-30
- VBR · 6.7% · long · since 2025-09-30
- VEA · 4.8% · long · since 2025-09-30
- VXUS · 4.7% · long · since 2025-09-30
- UNP · 2.8% · long · since 2025-09-30
- AMZN · 2.7% · long · since 2025-06-30
- VOO · 2.5% · long · since 2025-06-30
- JMTG · 2.4% · long · since 2025-09-30
- DFAW · 2.2% · long · since 2025-09-30
- AAPL · 1.8% · long · since 2025-06-30