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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
ASML icon
301
ASML
ASML
$669B
$177K 0.01%
+134
New +$184K
GLD icon
302
SPDR Gold Trust
GLD
$142B
$177K 0.01%
+411
New +$184K
SPTM icon
303
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
$176K 0.01%
+2,226
New +$184K
BX icon
304
Blackstone
BX
$110B
$176K 0.01%
+1,530
New +$199K
BP icon
305
BP
BP
$107B
$175K 0.01%
+3,724
New +$146K
DFUS
306
Dimensional US Equity ETF
DFUS
$21.6B
$174K 0.01%
+2,450
New +$182K
HAL icon
307
Halliburton
HAL
$26.6B
$171K 0.01%
+4,388
New +$152K
AEP icon
308
American Electric Power
AEP
$68.4B
$170K 0.01%
+1,293
New +$162K
FITB
309
Fifth Third Bancorp
FITB
$51.8B
$169K 0.01%
+3,647
New +$180K
UMBF icon
310
UMB Financial
UMBF
$11.1B
$167K 0.01%
+1,482
New +$178K
EFX icon
311
Equifax
EFX
$21.4B
$167K 0.01%
926
– –
XLV icon
312
State Street Health Care Select Sector SPDR ETF
XLV
$43.3B
$167K 0.01%
1,136
-230
-17% -$35.5K
AVLC icon
313
Avantis US Large Cap Equity ETF
AVLC
$1.43B
$166K 0.01%
+2,140
New +$171K
CACI icon
314
CACI
CACI
$14.2B
$164K 0.01%
+301
New +$181K
IJJ icon
315
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.03B
$163K 0.01%
+1,230
New +$168K
F icon
316
Ford
F
$55.7B
$162K 0.01%
14,055
+5
+0% +$66
SF
317
Stifel
SF
$12.6B
$158K 0.01%
+2,137
New +$170K
ITA icon
318
iShares US Aerospace & Defense ETF
ITA
$15B
$158K 0.01%
+720
New +$168K
MDLZ icon
319
Mondelez International
MDLZ
$79.9B
$157K 0.01%
+2,730
New +$158K
FLNC icon
320
Fluence Energy
FLNC
$2.44B
$157K 0.01%
11,374
-237
-2% -$4.75K
MDY icon
321
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$154K 0.01%
+249
New +$158K
QUAL icon
322
iShares MSCI USA Quality Factor ETF
QUAL
$48.1B
$153K 0.01%
+800
New +$160K
OTIS icon
323
Otis Worldwide
OTIS
$28.2B
$151K 0.01%
+1,953
New +$171K
CGNX icon
324
Cognex
CGNX
$11.3B
$150K 0.01%
+3,066
New +$143K
ITW icon
325
Illinois Tool Works
ITW
$84.5B
$149K 0.01%
+574
New +$156K
11 12
13
14 15

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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.