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AIM
Acropolis Investment Management Portfolio holdings
AUM
$2.49B
Turnover
9.73%
1-Year Est. Return
10.8%
This Fund
S&P 500
This Quarter
Est. Return
-1.52%
1 Year Est. Return
+10.8%
3 Year Est. Return
+51.03%
5 Year Est. Return
+41.39%
10 Year Est. Return
+128.8%
AUM
$2.49B
AUM Growth
-$47.5M
(-1.9%)
Cap. Flow
+$815K
Cap. Flow
% of AUM
0.03%
Top 10 Holdings %
Top 10 Hldgs %
59.77%
Holding
401
New
17
Increased
120
Reduced
156
Closed
22
Avg Time Held
4.9
years
Top 10 Avg Time Held
6.2
years
Top 20 Avg Time Held
6
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$41M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$19.1M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$15.5M |
| 4 |
Dimensional Core Fixed Income ETF
DFCF
|
+$10.7M |
| 5 |
JPMorgan Mortgage-Backed Securities ETF
JMTG
|
+$6.86M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$40.3M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$15.7M |
| 3 |
Vanguard Total Bond Market
BND
|
+$7.8M |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$7.23M |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$5.96M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 89.3% |
| 2 | Technology | 3.44% |
| 3 | Financials | 1.48% |
| 4 | Industrials | 1.29% |
| 5 | Consumer Staples | 1.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
326
CNH Industrial
CNH
$19.2B
| $146K | 0.01% |
11,349
| – | – |
2025 Q4
3 quarters
|
|
327
Mondelez International
MDLZ
$80.4B
| $145K | 0.01% |
2,511
-69
| -3% | -$4.25K |
2026 Q1
2 quarters
|
|
328
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.28B
| $144K | 0.01% |
6,545
+50
| +0.8% | +$1.13K |
2026 Q1
2 quarters
|
|
329
Vanguard Health Care ETF
VHT
$19.9B
| $141K | 0.01% |
445
| – | – |
2026 Q1
2 quarters
|
|
330
Halliburton
HAL
$27.4B
| $141K | 0.01% |
4,419
+16
| +0.4% | +$545 |
2026 Q1
2 quarters
|
|
331
Snowflake
SNOW
$119B
| $140K | 0.01% |
412
-155
| -27% | -$47.9K |
2026 Q1
2 quarters
|
|
332
Shell
SHEL
$295B
| $139K | 0.01% |
1,465
| – | – |
2026 Q1
2 quarters
|
|
333
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.64B
| $138K | 0.01% |
6,890
| – | – |
2026 Q1
2 quarters
|
|
334
Vanguard Extended Market ETF
VXF
$30.1B
| $138K | 0.01% |
596
| – | – |
2026 Q1
2 quarters
|
|
335
Invesco KBW Bank ETF
KBWB
$6.19B
| $136K | 0.01% |
1,562
| – | – |
2026 Q1
2 quarters
|
|
336
Roivant Sciences
ROIV
$24.6B
| $134K | 0.01% |
+3,666
| New | +$133K |
2026 Q3
0 quarters
|
|
337
ConocoPhillips
COP
$170B
| $133K | 0.01% |
1,063
-57
| -5% | -$7.06K |
2026 Q1
2 quarters
|
|
338
Motorola Solutions
MSI
$75.5B
| $132K | 0.01% |
295
+28
| +10% | +$12.6K |
2026 Q1
2 quarters
|
|
339
Hubbell
HUBB
$24.6B
| $131K | 0.01% |
289
-79
| -21% | -$37.6K |
2026 Q1
2 quarters
|
|
340
Colgate-Palmolive
CL
$73.9B
| $131K | 0.01% |
1,535
| – | – |
2026 Q1
2 quarters
|
|
341
iShares Core Dividend Growth ETF
DGRO
$43.8B
| $131K | 0.01% |
1,731
| – | – |
2026 Q1
2 quarters
|
|
|
HONA
342
Honeywell Aerospace
HONA
$51.7B
| $130K | 0.01% |
838
+76
| +10% | +$13.8K |
2026 Q2
1 quarter
|
|
343
Western Digital
WDC
$133B
| $129K | 0.01% |
283
| – | – |
2026 Q1
2 quarters
|
|
344
Generac Holdings
GNRC
$11.7B
| $127K | 0.01% |
615
-25
| -4% | -$5.2K |
2026 Q1
2 quarters
|
|
345
Equifax
EFX
$18.9B
| $127K | 0.01% |
926
| – | – |
2024 Q3
8 quarters
|
|
346
Block Inc
XYZ
$47.9B
| $126K | 0.01% |
1,713
+25
| +1% | +$1.99K |
2026 Q1
2 quarters
|
|
347
Rio Tinto
RIO
$147B
| $125K | 0.01% |
1,332
| – | – |
2026 Q1
2 quarters
|
|
348
Vanguard Total International Stock ETF
VXUS
$161B
| $125K | 0.01% |
1,474
+180
| +14% | +$15.5K |
2026 Q2
1 quarter
|
|
349
Ingersoll Rand
IR
$30.2B
| $124K | 0.01% |
1,654
| – | – |
2026 Q1
2 quarters
|
|
350
iShares US Real Estate ETF
IYR
$4.16B
| $124K | 0.01% |
1,305
| – | – |
2026 Q1
2 quarters
|
|
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Acropolis Investment Management's Q3 2026 Portfolio in Review
As of Q3 2026, Acropolis Investment Management held 401 positions worth $2.49B, down 1.9% from $2.54B the previous quarter. Its ten largest holdings account for 60% of the portfolio.
Acropolis Investment Management's Q3 2026 filing shows 17 new, 120 increased, 156 reduced and 22 closed positions. Its largest new stake was iShares Broad USD Investment Grade Corporate Bond ETF: 33,830 shares worth $1.65M. The largest sale was Vanguard FTSE Developed Markets ETF, an estimated $40.3M.
By sector, the portfolio is most concentrated in Miscellaneous at 89% of assets, down from 90% a quarter earlier, followed by Technology and Financials.
- Acropolis Investment Management's largest Q3 2026 buy was iShares Broad USD Investment Grade Corporate Bond ETF: 33,830 shares worth $1.65M.
- Acropolis Investment Management added most to iShares Core MSCI International Developed Markets ETF in Q3 2026, an estimated $41M increase.
- Acropolis Investment Management's biggest Q3 2026 reduction was Vanguard FTSE Developed Markets ETF, cutting an estimated $40.3M.
- Acropolis Investment Management fully exited Global X Robotics & Artificial Intelligence ETF in Q3 2026, selling an estimated $1.53M.
- Acropolis Investment Management's ten largest holdings make up 60% of its $2.49B portfolio in Q3 2026.
- Acropolis Investment Management opened 17 new positions and closed 22 in Q3 2026.
- Acropolis Investment Management's portfolio value fell 1.9% quarter-over-quarter to $2.49B.
Based on Acropolis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.