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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
+1.66%
1 Year Est. Return
+18.96%
3 Year Est. Return
+47.59%
5 Year Est. Return
+41.85%
10 Year Est. Return
+139%
AUM
$2.22B
AUM Growth
+$255M
Cap. Flow
+$110M
Cap. Flow %
4.96%
Top 10 Hldgs %
58.91%
Holding
305
New
39
Increased
91
Reduced
131
Closed
8

Top Buys

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$115M
2
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$86.3M
3
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
+$69.8M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$17.4M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$5.58M

Top Sells

Rank Stock Value
1
BND icon
Vanguard Total Bond Market
BND
+$88.8M
2
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$62.9M
3
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$46.9M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.48M
5
AAPL icon
Apple
AAPL
+$1.34M

Sector Composition

Rank Sector Weight
1 Technology 3.18%
2 Financials 1.67%
3 Industrials 1.32%
4 Consumer Staples 1.31%
5 Healthcare 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IUSG icon
276
iShares Core S&P US Growth ETF
IUSG
$33.9B
$212K 0.01%
1,262
-91
-7% -$15.2K
XLV icon
277
State Street Health Care Select Sector SPDR ETF
XLV
$43.3B
$211K 0.01%
+1,366
New +$205K
PFG icon
278
Principal Financial Group
PFG
$24.3B
$210K 0.01%
+2,378
New +$201K
SCHR
279
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$209K 0.01%
8,344
– –
EMGF icon
280
iShares Emerging Markets Equity Factor ETF
EMGF
$1.87B
$208K 0.01%
+3,601
New +$207K
SCHB icon
281
Schwab US Broad Market ETF
SCHB
$44.9B
$203K 0.01%
+7,724
New +$201K
EXC icon
282
Exelon
EXC
$47B
$202K 0.01%
4,634
-193
-4% -$8.81K
PGR icon
283
Progressive
PGR
$125B
$202K 0.01%
+885
New +$200K
EFX icon
284
Equifax
EFX
$21.4B
$201K 0.01%
926
– –
F icon
285
Ford
F
$55.7B
$184K 0.01%
14,050
+1,760
+14% +$22.7K
SMR icon
286
NuScale Power
SMR
$4.03B
$157K 0.01%
11,063
+2,563
+30% +$73.3K
SOUN icon
287
SoundHound AI
SOUN
$3.49B
$133K 0.01%
+13,352
New +$192K
EVH icon
288
Evolent Health
EVH
$447M
$112K 0.01%
+28,000
New +$156K
CNH
289
CNH Industrial
CNH
$17.5B
$100K ﹤0.01%
+10,850
New +$108K
GAB icon
290
Gabelli Equity Trust
GAB
$1.79B
$88.4K ﹤0.01%
+14,332
New +$87K
BBAI icon
291
BigBear.ai
BBAI
$1.57B
$84.7K ﹤0.01%
+15,681
New +$102K
GGN
292
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$819M
$81.1K ﹤0.01%
15,725
– –
AGL icon
293
Agilon Health
AGL
$1.6B
$24.1K ﹤0.01%
1,400
+640
+84% +$12.4K
BTTC
294
Black Titan Corp
BTTC
$8.62M
$16.7K ﹤0.01%
+10,000
New +$41.3K
NAKA
295
Nakamoto Inc
NAKA
$86.7M
$8.57K ﹤0.01%
+610
New +$15.9K
EOG icon
296
EOG Resources
EOG
$70.7B
– –
-4,866
Closed -$582K
FIP icon
297
FTAI Infrastructure
FIP
$505M
– –
-11,080
Closed -$68.4K
IGSB icon
298
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
– –
-6,203
Closed -$327K
JVAL icon
299
JPMorgan US Value Factor ETF
JVAL
$865M
– –
-9,885
Closed -$437K
LYB icon
300
LyondellBasell Industries
LYB
$19.2B
– –
-6,519
Closed -$377K
9 10 11
12
13

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Acropolis Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Acropolis Investment Management held 305 positions worth $2.22B, up 13% from $1.97B the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Acropolis Investment Management deployed $110M of net new capital in Q4 2025, opening 39 new positions and adding to 91 existing holdings. Its largest new stake was JPMorgan Mortgage-Backed Securities ETF: 1,364,694 shares worth $69.7M.

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

On the sell side, the largest reduction was Vanguard Total Bond Market, an estimated $88.8M trimmed.

  • Acropolis Investment Management's largest Q4 2025 buy was JPMorgan Mortgage-Backed Securities ETF: 1,364,694 shares worth $69.7M.
  • Acropolis Investment Management added most to Dimensional Core Fixed Income ETF in Q4 2025, an estimated $115M increase.
  • Acropolis Investment Management's biggest Q4 2025 reduction was Vanguard Total Bond Market, cutting an estimated $88.8M.
  • Acropolis Investment Management fully exited EOG Resources in Q4 2025, selling an estimated $582K.
  • Acropolis Investment Management's ten largest holdings make up 59% of its $2.22B portfolio in Q4 2025.
  • Acropolis Investment Management opened 39 new positions and closed 8 in Q4 2025.
  • Acropolis Investment Management's portfolio value rose 13% quarter-over-quarter to $2.22B.

Based on Acropolis Investment Management's 13F filing for Q4 2025, filed 14 Jan 2026.