StockDriftsStockDriftsTop 50 Abacus Planning Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DSTL | ETF SER SOLUTIONS | 11.17% | 1.43M | $83.0M | +0.96%(+13.66K) | $45.16(+32.15%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 9.54% | 221.0K | $70.9M | -0.68%(-1.52K) | $214.99(+66.05%) | 2026-03-31 | |
| STIP | ISHARES TR | 8.39% | 602.3K | $62.3M | +10.39%(+56.69K) | $100.82(+2.69%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 6.22% | 212.6K | $46.2M | -1.39%(-3.00K) | $138.89(+67.13%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 4.63% | 446.3K | $34.4M | -2.54%(-11.62K) | $51.08(+63.29%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.56% | 528.3K | $33.9M | -2.26%(-12.22K) | $49.60(+39.07%) | 2026-03-31 | |
| JMTG | J P MORGAN EXCHANGE TRADED F | 3.21% | 467.8K | $23.9M | -14.56%(-79.69K) | $50.19(+0.94%) | 2026-03-31 | |
| UNP | UNION PAC CORP | 2.77% | 84.9K | $20.6M | -0.08%(-64) | $128.90(+104.82%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.62% | 93.5K | $19.5M | -0.15%(-142) | $64.96(+321.10%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.49% | 30.9K | $18.5M | -1.37%(-430) | $322.35(+106.39%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.98% | +40.43% |
| Top 20 Holdings Unweighted | +11.62% | +39.08% |
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