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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
-0.5%
1 Year Est. Return
+18.96%
3 Year Est. Return
+47.59%
5 Year Est. Return
+41.85%
10 Year Est. Return
+139%
AUM
$2.26B
AUM Growth
+$39.8M
Cap. Flow
+$61M
Cap. Flow %
2.7%
Top 10 Hldgs %
60.4%
Holding
390
New
93
Increased
96
Reduced
134
Closed
6

Top Buys

Rank Stock Value
1
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$39.2M
2
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$25.1M
3
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
+$18.5M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$5.28M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$3.1M

Top Sells

Rank Stock Value
1
BND icon
Vanguard Total Bond Market
BND
+$18.5M
2
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$17.5M
3
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$9.47M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.9M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.32M

Sector Composition

Rank Sector Weight
1 Technology 2.8%
2 Financials 1.54%
3 Industrials 1.46%
4 Consumer Staples 1.39%
5 Healthcare 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SOXX icon
226
iShares Semiconductor ETF
SOXX
$45.9B
$303K 0.01%
923
– –
TXN icon
227
Texas Instruments
TXN
$261B
$303K 0.01%
1,560
– –
FAS icon
228
Direxion Daily Financial Bull 3x ETF
FAS
$2.42B
$302K 0.01%
2,550
– –
EPD icon
229
Enterprise Products Partners
EPD
$81.7B
$299K 0.01%
7,913
+17
+0.2% +$602
OKE icon
230
Oneok
OKE
$54.5B
$299K 0.01%
3,304
-2
-0.1% -$165
AMP icon
231
Ameriprise Financial
AMP
$48.8B
$299K 0.01%
672
– –
C icon
232
Citigroup
C
$226B
$298K 0.01%
2,629
– –
CARR icon
233
Carrier Global
CARR
$52.8B
$297K 0.01%
5,271
-148
-3% -$8.76K
SLV icon
234
iShares Silver Trust
SLV
$30.9B
$296K 0.01%
4,345
-1,715
-28% -$130K
SCHV
235
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$295K 0.01%
9,684
– –
AUPH icon
236
Aurinia Pharmaceuticals
AUPH
$2.11B
$291K 0.01%
19,657
-8,868
-31% -$130K
MO icon
237
Altria Group
MO
$114B
$289K 0.01%
4,378
+2
+0% +$129
URA icon
238
Global X Uranium ETF
URA
$6.27B
$288K 0.01%
+5,941
New +$309K
IBIT icon
239
iShares Bitcoin Trust
IBIT
$48.4B
$287K 0.01%
7,477
+845
+13% +$36.6K
MBB icon
240
iShares MBS ETF
MBB
$39.1B
$287K 0.01%
3,022
-1,643
-35% -$157K
LUV icon
241
Southwest Airlines
LUV
$23B
$285K 0.01%
7,598
– –
SPMD icon
242
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.9B
$284K 0.01%
4,788
+570
+14% +$34.7K
INTU icon
243
Intuit
INTU
$89B
$283K 0.01%
654
+4
+0.6% +$1.91K
POWL icon
244
Powell Industries
POWL
$7.71B
$280K 0.01%
+1,551
New +$253K
VSGX icon
245
Vanguard ESG International Stock ETF
VSGX
$6.76B
$279K 0.01%
+3,885
New +$291K
SPSM icon
246
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.5B
$277K 0.01%
5,742
-516
-8% -$25.5K
APH icon
247
Amphenol
APH
$209B
$277K 0.01%
2,189
– –
XLC icon
248
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$273K 0.01%
2,462
+2
+0.1% +$232
OKLO
249
Oklo
OKLO
$8.42B
$268K 0.01%
5,402
-665
-11% -$47.8K
AGG icon
250
iShares Core US Aggregate Bond ETF
AGG
$138B
$263K 0.01%
2,650
-2,994
-53% -$300K
8 9
10
11 12

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Acropolis Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Acropolis Investment Management held 390 positions worth $2.26B, up 1.8% from $2.22B the previous quarter. Its ten largest holdings account for 60% of the portfolio.

Acropolis Investment Management's Q1 2026 filing shows 93 new, 96 increased, 134 reduced and 6 closed positions. Its largest new stake was Global X Uranium ETF: 5,941 shares worth $288K. The largest sale was Vanguard Total Bond Market, an estimated $18.5M.

By sector, the portfolio is most concentrated in Technology at 2.8% of assets, down from 3.2% a quarter earlier, followed by Financials and Industrials.

  • Acropolis Investment Management's largest Q1 2026 buy was Global X Uranium ETF: 5,941 shares worth $288K.
  • Acropolis Investment Management added most to Vanguard Intermediate-Term Treasury ETF in Q1 2026, an estimated $39.2M increase.
  • Acropolis Investment Management's biggest Q1 2026 reduction was Vanguard Total Bond Market, cutting an estimated $18.5M.
  • Acropolis Investment Management fully exited Evolent Health in Q1 2026, selling an estimated $112K.
  • Acropolis Investment Management's ten largest holdings make up 60% of its $2.26B portfolio in Q1 2026.
  • Acropolis Investment Management opened 93 new positions and closed 6 in Q1 2026.
  • Acropolis Investment Management's portfolio value rose 1.8% quarter-over-quarter to $2.26B.

Based on Acropolis Investment Management's 13F filing for Q1 2026, filed 9 Apr 2026.