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AIM

Acropolis Investment Management Portfolio holdings

AUM $2.54B
1-Year Est. Return 18.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.54B
AUM Growth
+$272M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

Rank Stock Value
1
+$35.1M
2
+$25.1M
3
+$18M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$7.93M
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$1.8M

Top Sells

Rank Stock Value
1
+$11.6M
2
+$11.3M
3
+$4.87M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.08M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.96M

Sector Composition

Rank Sector Weight
1 Technology 2.91%
2 Financials 1.51%
3 Industrials 1.48%
4 Consumer Staples 1.15%
5 Healthcare 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$1.03T
$391M 15.41%
568,773
-1,566
VEA icon
2
Vanguard FTSE Developed Markets ETF
VEA
$235B
$198M 7.8%
2,774,023
-9,602
DFCF icon
3
Dimensional Core Fixed Income ETF
DFCF
$10.9B
$172M 6.77%
4,065,684
+593,938
VGIT icon
4
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$163M 6.41%
2,756,549
+594,722
IJR icon
5
iShares Core S&P Small-Cap ETF
IJR
$111B
$146M 5.76%
984,802
-15,125
IJH icon
6
iShares Core S&P Mid-Cap ETF
IJH
$126B
$133M 5.26%
1,727,863
+7,459
IGIB icon
7
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.7B
$120M 4.71%
2,247,726
+149,158
JMTG
8
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.89B
$105M 4.16%
2,081,437
+355,786
SMLF icon
9
iShares US Small Cap Equity Factor ETF
SMLF
$4.27B
$87.6M 3.46%
982,634
+3,589
VWO icon
10
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$60.6M 2.39%
1,015,754
-3,384
VV icon
11
Vanguard Morningstar Large-Cap ETF
VV
$54.1B
$56.8M 2.24%
165,136
-3,416
MTUM icon
12
iShares MSCI USA Momentum Factor ETF
MTUM
$25.5B
$47.2M 1.86%
137,797
-4,149
BND icon
13
Vanguard Total Bond Market
BND
$161B
$46.7M 1.84%
636,090
-154,020
IEFA icon
14
iShares Core MSCI EAFE ETF
IEFA
$194B
$41.5M 1.64%
429,200
-20,377
DFLV icon
15
Dimensional US Large Cap Value ETF
DFLV
$7.01B
$36.3M 1.43%
918,156
+11,311
IMTM icon
16
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.28B
$34.1M 1.35%
640,207
+7,091
DFIV icon
17
Dimensional International Value ETF
DFIV
$21.7B
$27.5M 1.09%
509,898
+1,309
LRGF icon
18
iShares US Equity Factor ETF
LRGF
$3.7B
$27.1M 1.07%
358,709
+1,160
AAPL icon
19
Apple
AAPL
$4.52T
$25.1M 0.99%
86,574
-2,422
VCRB icon
20
Vanguard Core Bond ETF
VCRB
$7.49B
$23M 0.91%
298,167
+8,302
VGSH icon
21
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
$21.7M 0.86%
373,265
-199,641
AVUS icon
22
Avantis US Equity ETF
AVUS
$14.4B
$21.5M 0.85%
167,951
-45
IVW icon
23
iShares S&P 500 Growth ETF
IVW
$76.4B
$20.5M 0.81%
148,868
-5,159
VMBS icon
24
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
$20.2M 0.8%
431,704
-104,107
IVV icon
25
iShares Core S&P 500 ETF
IVV
$895B
$20.1M 0.79%
26,803
-808
1
2 3 4 5

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BAM
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Acropolis Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, Acropolis Investment Management held 400 positions worth $2.54B, up 12% from $2.26B the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Acropolis Investment Management's Q2 2026 filing shows 16 new, 94 increased, 161 reduced and 16 closed positions. Its largest new stake was JPMorgan Active Bond ETF: 33,600 shares worth $1.8M. The largest sale was Vanguard Short-Term Treasury ETF, an estimated $11.6M.

By sector, the portfolio is most concentrated in Technology at 2.9% of assets, up from 2.8% a quarter earlier, followed by Financials and Industrials.

  • Acropolis Investment Management's largest Q2 2026 buy was JPMorgan Active Bond ETF: 33,600 shares worth $1.8M.
  • Acropolis Investment Management added most to Vanguard Intermediate-Term Treasury ETF in Q2 2026, an estimated $35.1M increase.
  • Acropolis Investment Management's biggest Q2 2026 reduction was Vanguard Short-Term Treasury ETF, cutting an estimated $11.6M.
  • Acropolis Investment Management fully exited D.R. Horton in Q2 2026, selling an estimated $218K.
  • Acropolis Investment Management's ten largest holdings make up 62% of its $2.54B portfolio in Q2 2026.
  • Acropolis Investment Management opened 16 new positions and closed 16 in Q2 2026.
  • Acropolis Investment Management's portfolio value rose 12% quarter-over-quarter to $2.54B.

Based on Acropolis Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.