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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
EMGF icon
276
iShares Emerging Markets Equity Factor ETF
EMGF
$1.87B
$218K 0.01%
3,601
– –
IWP icon
277
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$215K 0.01%
1,675
– –
PFG icon
278
Principal Financial Group
PFG
$24.3B
$210K 0.01%
2,336
-42
-2% -$3.84K
SCHR
279
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$208K 0.01%
8,344
– –
WMB icon
280
Williams Companies
WMB
$86.1B
$207K 0.01%
+2,851
New +$197K
BCO icon
281
Brink's
BCO
$4.62B
$206K 0.01%
1,992
– –
HIG icon
282
Hartford Financial Services
HIG
$39.3B
$206K 0.01%
+1,524
New +$208K
DECK icon
283
Deckers Outdoor
DECK
$13.3B
$206K 0.01%
+2,055
New +$220K
AFL icon
284
Aflac
AFL
$62.6B
$204K 0.01%
1,862
-64
-3% -$7.09K
PYPL icon
285
PayPal
PYPL
$50.5B
$202K 0.01%
4,458
-366
-8% -$17.7K
TSCO icon
286
Tractor Supply
TSCO
$18B
$198K 0.01%
4,375
-465
-10% -$23.7K
SKYY icon
287
First Trust Cloud Computing ETF
SKYY
$3.12B
$198K 0.01%
1,808
– –
IUSG icon
288
iShares Core S&P US Growth ETF
IUSG
$33.9B
$196K 0.01%
1,262
– –
ALL icon
289
Allstate
ALL
$67.5B
$195K 0.01%
941
-93
-9% -$19.1K
SMBC icon
290
Southern Missouri Bancorp
SMBC
$850M
$195K 0.01%
+3,045
New +$190K
SCHB icon
291
Schwab US Broad Market ETF
SCHB
$44.9B
$194K 0.01%
7,724
– –
HDV
292
iShares Core High Dividend ETF
HDV
$14.8B
$193K 0.01%
+7,125
New +$190K
USXF icon
293
iShares ESG Advanced MSCI USA ETF
USXF
$1.51B
$188K 0.01%
+3,400
New +$197K
NEE icon
294
NextEra Energy
NEE
$177B
$187K 0.01%
+2,010
New +$179K
RIO icon
295
Rio Tinto
RIO
$164B
$186K 0.01%
+1,998
New +$182K
SRE icon
296
Sempra
SRE
$54.8B
$185K 0.01%
+1,904
New +$174K
MTZ icon
297
MasTec
MTZ
$21.9B
$184K 0.01%
+573
New +$155K
TEL icon
298
TE Connectivity
TEL
$62.6B
$181K 0.01%
+868
New +$192K
HUBB icon
299
Hubbell
HUBB
$27.2B
$181K 0.01%
+368
New +$181K
DFAI
300
Dimensional International Core Equity Market ETF
DFAI
$18B
$179K 0.01%
+4,582
New +$183K
10 11
12
13 14

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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.