Abacus Planning Group

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Boston Omaha Corporation
BOC
$3.23M0.66208,6920%+$00.65
Easterly Government Properties, Inc.
DEA
$5.61M0.47487,7260%+$01.14
Berkshire Hathaway Inc
BRK.B
$1.67M0.283,964+0.76%+$12,615.600.34
Aramark
ARMK
$1.68M0.0251,5280%+$00.34
Union Pacific Corporation
UNP
$20.86M0.0184,816+0.03%+$5,410.464.22
M&T Bank Corporation
MTB
$2.58M0.0117,7360%+$00.52
Edwards Lifesciences Corporation
EW
$3.77M0.0139,4190%+$00.76
Lennar Corporation
LEN
$2.17M0.0112,6390%+$00.44
Bank of America Corporation
BAC
$2.23M<0.0158,769+3.61%+$77,736.230.45
Amazon.com, Inc.
AMZN
$23.17M<0.01128,442-0.68%-$159,636.304.69
Apple Inc.
AAPL
$17.17M<0.01100,157-9.49%-$1.8M3.48
The Coca-Cola Company
KO
$2.03M<0.0133,166+3.95%+$77,147.760.41
Danaher Corporation
DHR
$1.35M<0.015,399+7.19%+$90,405.330.27
JPMorgan Chase & Co.
JPM
$4.07M<0.0120,304-2.91%-$121,780.090.82
Intuit Inc.
INTU
$1.72M<0.012,649+0.27%+$4,550.000.35
Vanguard Total Intl Stock Idx Fund
VXUS
$26.45M<0.01438,657-0.48%-$126,750.465.35
iShares S&P Small-Cap 600 Value ETF
IJS
$3.05M<0.0129,661-3.35%-$105,534.540.62
SPDR S&P 500 ETF Trust
SPY
$3.29M<0.016,282-2.29%-$76,892.890.67
Microsoft Corporation
MSFT
$7.06M<0.0116,776-4.5%-$332,785.201.43
Vanguard Emerging Markets Stock Index Fund
VWO
$5.41M<0.01129,481+3.36%+$175,977.521.1
Alphabet Inc.
GOOG
$4.09M<0.0126,870-0.83%-$34,106.240.83
iShares Short Treasury Bond ETF
SHV
$2.16M<0.0119,574+<0.01%+$110.540.44
Avantis International Equity ETF
AVDE
$2.06M<0.0132,247-8.66%-$194,917.510.42
Merck & Co., Inc.
MRK
$1.46M<0.0111,058-4.24%-$64,523.550.3
Vanguard Value Index Fund
VTV
$5.65M<0.0134,670-14.91%-$989,700.191.14
iShares MSCI EAFE Small-Cap ETF
SCZ
$2.56M<0.0140,405-1.34%-$34,641.430.52
Meta Platforms, Inc.
META
$1.85M<0.013,820+0.03%+$485.580.38
Vanguard Total Stock Market Index Fund
VTI
$56.7M<0.01218,147+7.92%+$4.16M11.48
iShares MSCI EAFE ETF
EFA
$1.8M<0.0122,574-7.14%-$138,636.990.37
Schwab U.S. Large-Cap ETF
SCHX
$1.4M<0.0122,577-1.69%-$24,141.430.28
Eli Lilly and Company
LLY
$1.46M<0.011,877-4.28%-$65,352.670.3
Vanguard 500 Index Fund
VOO
$15.81M<0.0132,884-2.31%-$373,987.403.2
iShares MSCI Emerging Markets ETF
EEM
$2.41M<0.0158,603-5.99%-$153,433.790.49
Schwab Short-Term U.S. Treasury ETF
SCHO
$7.64M<0.01158,429-2.09%-$162,901.181.55
Vanguard FTSE All-World ex-US Index Fund
VEU
$1.41M<0.0124,001-3.12%-$45,336.910.29
Distillate U.S. Fundamental Stability & Value ETF
DSTL
$67.93M<0.011.26M+3.75%+$2.45M13.75
Schwab International Equity ETF
SCHF
$1.35M<0.0134,505-0.75%-$10,223.230.27
Vanguard Developed Markets Index Fund
VEA
$14.34M<0.01285,800+7.81%+$1.04M2.9
Schwab International Small-Cap Equity ETF
SCHC
$1.73M<0.0148,419-0.78%-$13,604.050.35
Vanguard Small Cap Value Index Fund
VBR
$38.52M<0.01200,772+2.94%+$1.1M7.8
SPDR Dow Jones Global Real Estate ETF
RWO
$1.47M<0.0134,227-0.05%-$685.130.3
iShares Russell 2000 ETF
IWM
$2.37M<0.0111,269-3.96%-$97,792.940.48
Vanguard Small Cap Index Fund
VB
$6.6M<0.0128,884+0.86%+$56,233.351.34
Costco Wholesale Corporation
COST
$1.49M<0.012,032-2.87%-$43,959.360.3
Sprott Physical Gold Trust
PHYS
$2.96M<0.01170,8850%+$00.6
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.89M<0.0112,1800%+$00.38
iShares Core S&P 500 ETF
IVV
$7.18M<0.0113,654-1.24%-$89,900.501.45
NVIDIA Corporation
NVDA
$1.97M<0.012,181+49.9%+$655,984.440.4
Exxon Mobil Corporation
XOM
$2.32M<0.0119,929+2.4%+$54,284.430.47
iShares 0-5 Year TIPS Bond ETF
STIP
$22.3M<0.01224,274+14.22%+$2.78M4.51