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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
+7.18%
1 Year Est. Return
+18.96%
3 Year Est. Return
+47.59%
5 Year Est. Return
+41.85%
10 Year Est. Return
+139%
AUM
$1.82B
AUM Growth
+$135M
Cap. Flow
+$22.2M
Cap. Flow %
1.22%
Top 10 Hldgs %
66.15%
Holding
308
New
11
Increased
119
Reduced
89
Closed
63

Top Buys

Rank Stock Value
1
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$6.25M
2
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$4.53M
3
BND icon
Vanguard Total Bond Market
BND
+$3.96M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.67M
5
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$3.37M

Top Sells

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.38M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.05M
3
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.04M
4
TT icon
Trane Technologies
TT
+$653K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$602K

Sector Composition

Rank Sector Weight
1 Technology 2.53%
2 Financials 1.51%
3 Industrials 1.2%
4 Consumer Discretionary 1.07%
5 Consumer Staples 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LHX icon
276
L3Harris
LHX
$53.4B
– –
-564
Closed -$118K
LQD icon
277
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.8B
– –
-9,585
Closed -$1.04M
MCK icon
278
McKesson
MCK
$101B
– –
-253
Closed -$170K
MCO icon
279
Moody's
MCO
$82.7B
– –
-230
Closed -$107K
MO icon
280
Altria Group
MO
$114B
– –
-2,505
Closed -$150K
MUSA icon
281
Murphy USA
MUSA
$9.61B
– –
-305
Closed -$143K
NEE icon
282
NextEra Energy
NEE
$177B
– –
-2,653
Closed -$188K
NOW icon
283
ServiceNow
NOW
$129B
– –
-865
Closed -$138K
OEF icon
284
iShares S&P 100 ETF
OEF
$20.5B
– –
-387
Closed -$105K
OTIS icon
285
Otis Worldwide
OTIS
$28.2B
– –
-1,398
Closed -$144K
PFG icon
286
Principal Financial Group
PFG
$24.3B
– –
-2,235
Closed -$189K
PYPL icon
287
PayPal
PYPL
$50.5B
– –
-1,585
Closed -$103K
QUAL icon
288
iShares MSCI USA Quality Factor ETF
QUAL
$48.1B
– –
-800
Closed -$137K
RIO icon
289
Rio Tinto
RIO
$164B
– –
-2,098
Closed -$126K
SCHW
290
Charles Schwab
SCHW
$187B
– –
-1,799
Closed -$141K
SHOP icon
291
Shopify
SHOP
$195B
– –
-1,700
Closed -$162K
SKYY icon
292
First Trust Cloud Computing ETF
SKYY
$3.12B
– –
-1,400
Closed -$143K
SLV icon
293
iShares Silver Trust
SLV
$30.9B
– –
-6,060
Closed -$188K
SPTM icon
294
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
– –
-2,226
Closed -$151K
TEL icon
295
TE Connectivity
TEL
$62.6B
– –
-880
Closed -$124K
UMBF icon
296
UMB Financial
UMBF
$11.1B
– –
-1,485
Closed -$150K
UNP icon
297
Union Pacific
UNP
$174B
– –
-1,085
Closed -$256K
VCR icon
298
Vanguard Consumer Discretionary ETF
VCR
$6.18B
– –
-330
Closed -$107K
VST icon
299
Vistra
VST
$47.4B
– –
-1,538
Closed -$181K
VXF icon
300
Vanguard Extended Market ETF
VXF
$31.9B
– –
-657
Closed -$113K
9 10 11
12
13

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LC
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ECP
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CM
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HWA
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PCM
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DCM
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Acropolis Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Acropolis Investment Management held 308 positions worth $1.82B, up 8% from $1.69B the previous quarter. Its ten largest holdings account for 66% of the portfolio.

Acropolis Investment Management's Q2 2025 filing shows 11 new, 119 increased, 89 reduced and 63 closed positions. Its largest new stake was Avantis US Small Cap Equity ETF: 45,745 shares worth $2.36M. The largest sale was Vanguard FTSE Developed Markets ETF, an estimated $1.38M.

By sector, the portfolio is most concentrated in Technology at 2.5% of assets, up from 2.5% a quarter earlier, followed by Financials and Industrials.

  • Acropolis Investment Management's largest Q2 2025 buy was Avantis US Small Cap Equity ETF: 45,745 shares worth $2.36M.
  • Acropolis Investment Management added most to Vanguard Short-Term Treasury ETF in Q2 2025, an estimated $6.25M increase.
  • Acropolis Investment Management's biggest Q2 2025 reduction was Vanguard FTSE Developed Markets ETF, cutting an estimated $1.38M.
  • Acropolis Investment Management fully exited iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2025, selling an estimated $1.04M.
  • Acropolis Investment Management's ten largest holdings make up 66% of its $1.82B portfolio in Q2 2025.
  • Acropolis Investment Management opened 11 new positions and closed 63 in Q2 2025.
  • Acropolis Investment Management's portfolio value rose 8% quarter-over-quarter to $1.82B.

Based on Acropolis Investment Management's 13F filing for Q2 2025, filed 14 Jul 2025.