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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT (Amended)

Abacus Planning Group, Inc.

Quarter ended Q2 2025 · Filed July 21, 2025 · Accession 0001602730-25-000006

Total Value
$672.5M
Positions
248
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (248)

#IssuerTicker / CUSIPSharesValue% of Filing
1ETF SER SOLUTIONS26922A3211,381,445$76.5M11.37%
2VANGUARD INDEX FDS922908769221,109$67.2M9.99%
3J P MORGAN EXCHANGE TRADED F46654Q575923,948$46.4M6.90%
4VANGUARD INDEX FDS922908611205,765$40.1M5.97%
5ISHARES TR46429B747344,830$35.5M5.28%
6VANGUARD STAR FDS921909768456,554$31.5M4.69%
7VANGUARD TAX-MANAGED FDS921943858473,350$27.0M4.01%
8AMAZON COM INCAMZN92,705$20.3M3.02%
9UNION PAC CORPUNP84,897$19.5M2.90%
10VANGUARD INDEX FDS92290836331,400$17.8M2.65%
11DIMENSIONAL ETF TRUST25434V617217,521$14.6M2.17%
12APPLE INCAAPL58,577$12.0M1.79%
13MICROSOFT CORPMSFT21,466$10.7M1.59%
14VANGUARD INDEX FDS92290874458,072$10.3M1.53%
15ISHARES TR46428720013,693$8.5M1.26%
16DIMENSIONAL ETF TRUST25434V773271,668$8.1M1.21%
17SCHWAB STRATEGIC TR808524862307,296$7.5M1.11%
18VANGUARD INTL EQUITY INDEX F922042858141,736$7.0M1.04%
19JPMORGAN CHASE & CO.VYLD21,414$6.2M0.92%
20NVIDIA CORPORATIONNVDA38,682$6.1M0.91%
21VANGUARD INDEX FDS92290875123,291$5.5M0.82%
22SPROTT PHYSICAL SILVER TRSII435,540$5.3M0.79%
23ISHARES TR46428787952,954$5.3M0.78%
24ALPHABET INCGOOG29,541$5.2M0.78%
25EASTERLY GOVT PPTYS INC27616P301195,386$4.3M0.65%
26SPROTT PHYSICAL GOLD TRSII170,885$4.3M0.64%
27SPDR S&P 500 ETF TRSPY6,304$3.9M0.58%
28WORKIVA INCWK52,954$3.6M0.54%
29AMERICAN CENTY ETF TR02507270346,825$3.5M0.52%
30EDWARDS LIFESCIENCES CORPEW40,171$3.1M0.47%
31M & T BK CORP55261F10416,104$3.1M0.46%
32ISHARES TR46428827339,505$2.9M0.43%
33BOSTON OMAHA CORPBOC204,352$2.9M0.43%
34ISHARES TR46428723458,850$2.8M0.42%
35META PLATFORMS INCMETA3,805$2.8M0.42%
36BANK AMERICA CORP06050510453,151$2.5M0.37%
37BERKSHIRE HATHAWAY INC DELBRK-A5,103$2.5M0.37%
38SCHWAB STRATEGIC TR80852488855,530$2.4M0.35%
39INTUITINTU2,867$2.3M0.34%
40COSTCO WHSL CORP NEW22160K1052,270$2.2M0.33%
41COCA COLA COKO30,929$2.2M0.33%
42ORACLE CORPORCL-PD9,986$2.2M0.32%
43ARAMARKARMK51,528$2.2M0.32%
44ISHARES TR46428867919,116$2.1M0.31%
45VANGUARD INTL EQUITY INDEX F92204277531,109$2.1M0.31%
46SCHWAB STRATEGIC TR80852410287,406$2.1M0.31%
47GRAYSCALE BITCOIN TRUST ETFGBTC23,738$2.0M0.30%
48WALMART INCWMT20,452$2.0M0.30%
49LISTED FDS TR53656F62347,345$2.0M0.30%
50ELI LILLY & COLLY2,431$1.9M0.28%
51ALPHABET INCGOOG10,752$1.9M0.28%
52EXXON MOBIL CORPXOM17,359$1.9M0.28%
53ISHARES TR46428746520,089$1.8M0.27%
54AMERICAN CENTY ETF TR02507287719,022$1.7M0.26%
55ISHARES TR4642876558,030$1.7M0.26%
56UNUM GROUPUNMA20,086$1.6M0.24%
57JOHNSON & JOHNSONJNJ10,482$1.6M0.24%
58SCHWAB STRATEGIC TR80852420163,199$1.5M0.23%
59LENNAR CORPLEN-B13,148$1.5M0.22%
60VANGUARD INTL EQUITY INDEX F92204274211,304$1.5M0.22%
61FISERV INCFISV8,420$1.5M0.22%
62SPDR INDEX SHS FDS78463X74932,781$1.4M0.22%
63DEERE & CODE2,835$1.4M0.21%
64ROPER TECHNOLOGIES INCROP2,498$1.4M0.21%
65SCHWAB STRATEGIC TR80852480563,314$1.4M0.21%
66ISHARES TR4642876893,882$1.4M0.20%
67FRANCO NEV CORPFNV7,938$1.3M0.19%
68VANGUARD SCOTTSDALE FDS92206C7304,535$1.3M0.19%
69HOME DEPOT INCHD3,443$1.3M0.19%
70CATERPILLAR INCCAT3,194$1.2M0.18%
71SOUTHERN FIRST BANCSHARESSFST31,123$1.2M0.18%
72DUKE ENERGY CORP NEWDUKB9,719$1.1M0.17%
73DANAHER CORPORATION2358511025,710$1.1M0.17%
74MERCK & CO INCMRK13,837$1.1M0.16%
75ISHARES TR4642888028,627$1.1M0.16%
76ISHARES INC46434G10318,092$1.1M0.16%
77VANGUARD INDEX FDS9229086373,791$1.1M0.16%
78AMGEN INCAMGN3,858$1.1M0.16%
79MCDONALDS CORPMCD3,669$1.1M0.16%
80INTERNATIONAL BUSINESS MACHSINTR3,472$1.0M0.15%
81NEXTERA ENERGY INCNEE-PW14,360$996,8710.15%
82SMURFIT WESTROCK PLCSW23,083$996,0310.15%
83CHURCH & DWIGHT CO INCCHD10,328$992,6240.15%
84PROCTER AND GAMBLE CO7427181096,132$976,9510.15%
85METLIFE INCMET-PF12,108$973,7250.14%
86FIRST CMNTY CORP S C31983510439,823$970,8910.14%
87DISNEY WALT CO2546871067,435$921,9940.14%
88BROADCOM INCAVGO3,272$901,9500.13%
89AMERICAN CENTY ETF TR02507280210,407$825,0670.12%
90POPULAR INCBPOPM7,367$811,9170.12%
91NETFLIX INCNFLX598$800,8000.12%
92JONES LANG LASALLE INCJLL3,124$799,0570.12%
93PEPSICO INCPEP5,958$786,7220.12%
94AT&T INCT-PC26,985$780,9560.12%
95CISCO SYS INCCSCO11,110$770,7960.11%
96DIMENSIONAL ETF TRUST25434V73224,810$736,3500.11%
97HONEYWELL INTL INC4385161063,147$732,8360.11%
98CARDINAL HEALTH INCCAH4,330$727,4400.11%
99VISA INCV1,998$709,2800.11%
100VERIZON COMMUNICATIONS INCVZ16,073$695,4960.10%
101LOWES COS INC5486611073,126$693,5660.10%
102VANGUARD WORLD FD9219107336,048$663,1030.10%
103UNIVERSAL HLTH SVCS INC9139031003,562$645,2560.10%
104QUANTA SVCS INC74762E1021,677$634,0400.09%
105HEWLETT PACKARD ENTERPRISE CHPE-PC30,586$625,4840.09%
106CDW CORPCDW3,494$623,9930.09%
107GE AEROSPACE3696043012,407$619,6550.09%
108THE CIGNA GROUP1255231001,864$616,1440.09%
109EXCELERATE ENERGY INCEE21,000$615,7200.09%
110SCHWAB STRATEGIC TR80852470619,846$598,1570.09%
111CHUBB LIMITEDCB2,032$588,7110.09%
112UNITEDHEALTH GROUP INCUNH1,850$577,0660.09%
113WESCO INTL INC95082P1053,053$565,4160.08%
114RYDER SYS INCR3,521$559,9070.08%
115MOODYS CORPMCO1,112$557,7680.08%
116TESLA INCTSLA1,753$556,8580.08%
117PFIZER INCPFE22,797$552,5910.08%
118PROGRESSIVE CORP7433151032,001$533,9870.08%
119ISHARES TR4642876221,547$525,3150.08%
120ABBOTT LABSABLZF3,820$519,6150.08%
121CHEVRON CORP NEWCVX3,611$516,9910.08%
122WELLS FARGO CO NEW9497461016,357$509,2970.08%
123NIKE INCNKE7,105$504,7090.08%
124EATON CORP PLCETN1,395$497,9670.07%
125AMERICAN CENTY ETF TR0250726047,193$493,0080.07%
126ALLSTATE CORPALL-PJ2,421$487,3720.07%
127NORFOLK SOUTHN CORP6558441081,877$480,5070.07%
128VANGUARD INDEX FDS9229085535,340$475,6030.07%
129GENERAL MTRS CO37045V1009,653$475,0390.07%
130DIMENSIONAL ETF TRUST25434V78114,367$472,8280.07%
131PHILIP MORRIS INTL INC7181721092,547$463,8450.07%
132MARATHON PETE CORPMARA2,784$462,4500.07%
133INVESCO QQQ TRIVZ830$457,9100.07%
134VANGUARD BD INDEX FDS9219378356,072$447,0810.07%
135JABIL INCJBL2,029$442,5250.07%
136BAXTER INTL INC07181310914,591$441,8150.07%
137CME GROUP INCCME1,602$441,5430.07%
138ABBVIE INCABBV2,367$439,2900.07%
139AUTOMATIC DATA PROCESSING INADP1,392$429,2930.06%
140VIATRIS INCVTRS47,394$423,2280.06%
141GENERAL DYNAMICS CORPGD1,425$415,6160.06%
142VANGUARD SPECIALIZED FUNDS9219088442,030$415,3930.06%
143SCHWAB STRATEGIC TR80852460716,240$410,8790.06%
144INTEL CORPINTC18,117$405,8120.06%
145ISHARES TR4642877394,275$405,1420.06%
146DIMENSIONAL ETF TRUST25434V30213,875$401,6900.06%
147TEXAS INSTRS INC8825081041,924$399,3680.06%
148APOLLO GLOBAL MGMT INC03769M1062,793$396,2430.06%
149RTX CORPORATIONRTX2,694$393,3050.06%
150DIMENSIONAL ETF TRUST25434V65814,647$392,9720.06%
151ISHARES TR464287614925$392,6940.06%
152HCA HEALTHCARE INCHCA1,024$392,2860.06%
153KINSALE CAP GROUP INC49714P108803$388,5720.06%
154UBER TECHNOLOGIES INCUBER4,143$386,5050.06%
155AMERICAN ELEC PWR CO INC0255371013,707$384,6380.06%
156AMERICAN EXPRESS COAXP1,197$381,8190.06%
157MOTOROLA SOLUTIONS INCMSI908$381,7780.06%
158ELEVANCE HEALTH INCELV979$380,8910.06%
159SALESFORCE INCCRM1,377$375,5110.06%
160AUTONATION INCAN1,875$372,4690.06%
161DOMINION ENERGY INCD6,574$371,5390.06%
162CVS HEALTH CORPCVS5,360$369,7120.05%
163GE VERNOVA INCGEV672$355,6020.05%
164COOPER COS INC2166485014,914$349,6800.05%
165VANGUARD INDEX FDS922908736774$339,5160.05%
166ASML HOLDING N VASMLF422$338,1870.05%
167TRUIST FINL CORP89832Q1097,823$336,3160.05%
168TRANE TECHNOLOGIES PLCTT767$335,4930.05%
169SCHWAB CHARLES CORPSCHW-PJ3,649$332,9380.05%
170MICRON TECHNOLOGY INCMU2,700$332,8340.05%
171BLACKROCK INCBLK316$331,6940.05%
172UNITED AIRLS HLDGS INCUNTCW4,129$328,7920.05%
173QUALCOMM INCQCOM2,045$325,6870.05%
174LOEWS CORPL3,543$324,7510.05%
175CLOUDFLARE INCNET1,657$324,4900.05%
176AON PLCAON904$322,5110.05%
177MASTERCARD INCORPORATEDMA573$322,1560.05%
178FLUOR CORP NEWFLR6,216$318,7190.05%
179BERKLEY W R CORPWRB-PH4,287$314,9660.05%
180INTL GNRL INSURANCE HLDNGS LG4809J10613,091$314,4460.05%
181EQT CORPEQT5,387$314,1700.05%
182WILLIAMS SONOMA INCWSM1,918$313,3440.05%
183ISHARES TR4642874812,259$313,2580.05%
184ISHARES TR46436E7427,058$302,6120.05%
185ADVANCED MICRO DEVICES INCAMD2,084$295,7200.04%
186ARROW ELECTRS INC0427351002,278$290,2860.04%
187GRAYSCALE BITCOIN MINI TR ET3899302076,067$289,6990.04%
188FORD MTR CO34537086026,324$285,6160.04%
189SONOCO PRODS CO8354951026,529$284,4070.04%
190UNITED RENTALS INCURI376$283,1750.04%
191GOLDMAN SACHS GROUP INCGSCE397$281,1230.04%
192SCHWAB STRATEGIC TR80852440910,054$278,1820.04%
193BRISTOL-MYERS SQUIBB COCELG-RI5,977$276,6700.04%
194JOHNSON CTLS INTL PLCG515021052,601$274,7180.04%
195BRT APARTMENTS CORPBRT17,500$273,7000.04%
196LIGHT & WONDER INCLAWIL2,822$271,6460.04%
197COMCAST CORP NEWCCZ7,606$271,4580.04%
198AXIS CAP HLDGS LTDG0692U1092,590$268,8940.04%
199ALTRIA GROUP INCMO4,568$267,8040.04%
200BUILDERS FIRSTSOURCE INCBLDR2,238$261,1520.04%
201APPLIED MATLS INC0382221051,415$259,1070.04%
202HP INCHPQ10,497$256,7570.04%
203DIMENSIONAL ETF TRUST25434V8158,483$249,6480.04%
204AMERICAN CENTY ETF TR0250723565,631$248,6730.04%
205BUNGE GLOBAL SABG3,096$248,5470.04%
206TAIWAN SEMICONDUCTOR MFG LTD8740391001,083$245,2890.04%
207BWX TECHNOLOGIES INCBWXT1,674$241,1560.04%
208YUM BRANDS INCYUM1,626$240,9910.04%
209TRAVELERS COMPANIES INCTRV896$239,7160.04%
210TAPESTRY INCTPR2,660$233,5750.03%
211AMERIPRISE FINL INC03076C106437$233,2400.03%
212VANGUARD INDEX FDS922908629830$232,2590.03%
213BOOKING HOLDINGS INCBKNG40$231,5700.03%
214VANGUARD WHITEHALL FDS9219467942,882$230,8770.03%
215SAGIMET BIOSCIENCES INCSGMT29,968$228,3560.03%
216DOVER CORPDOV1,234$226,1060.03%
217CBRE GROUP INCCBRE1,613$226,0140.03%
218ANALOG DEVICES INCADI945$224,9290.03%
219HERSHEY COHSY1,353$224,4760.03%
220MCKESSON CORPMCK305$223,4980.03%
221SOUTHERN COSOMN2,378$218,3720.03%
222SKYWARD SPECIALTY INS GROUP8309401023,756$217,0590.03%
223SHELL PLCRYDAF3,074$216,4180.03%
2243M COMMM1,415$215,4200.03%
225ISHARES TR46435G5162,396$213,7400.03%
226UBIQUITI INCUI515$212,0000.03%
227SOUTHSTATE CORPORATIONSSB2,286$210,3810.03%
228PHILLIPS 66PSX1,755$209,3360.03%
229NRG ENERGY INCNRG1,260$202,3310.03%
230BLACKSTONE INCBX1,352$202,2320.03%
231DIVERSIFIED HEALTHCARE TRDHCNL49,283$176,4330.03%
232RIVIAN AUTOMOTIVE INCRIVN11,361$156,1000.02%
233DAKOTA GOLD CORPDC40,160$148,1900.02%
234VESTIS CORPORATIONVSTS25,764$147,6280.02%
235ALLIANCEBERNSTEIN GLOBAL HIGAWF13,000$143,3900.02%
236AMERISERV FINL INC03074A10242,513$129,2400.02%
237PACIFIC BIOSCIENCES CALIF IN69404D108100,000$124,0000.02%
238ORGANON & COOGN10,232$99,0430.01%
239FORD MTR CO345370CZ1100,000$98,6330.01%
240PELOTON INTERACTIVE INCPTON100,000$95,7590.01%
241HERBALIFE LTDHLF100,000$90,8940.01%
242CERENCE INCCRNC100,000$77,3140.01%
243NOKIA CORPNOKBF13,700$70,9660.01%
244HECLA MNG CO42270410611,655$69,8130.01%
245SABRE CORPSABR16,359$51,6940.01%
246JETBLUE AIRWAYS CORPJBLU50,000$47,6050.01%
247CLOVER HEALTH INVESTMENTS COCLOV14,181$39,5650.01%
248ADICET BIO INCACET36,764$22,4260.00%