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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 | |
|---|---|---|---|---|---|---|---|
351
CACI
CACI
$13.5B
| $122K | ﹤0.01% |
201
-100
| -33% | -$57.5K |
2026 Q1
2 quarters
|
|
352
MasTec
MTZ
$15.2B
| $122K | ﹤0.01% |
573
| – | – |
2026 Q1
2 quarters
|
|
353
iShares MSCI USA Quality Factor ETF
QUAL
$48.9B
| $122K | ﹤0.01% |
550
+10
| +2% | +$2.21K |
2026 Q1
2 quarters
|
|
354
iShares MSCI Pacific ex Japan ETF
EPP
$2.21B
| $122K | ﹤0.01% |
2,215
| – | – |
2026 Q1
2 quarters
|
|
355
AGCO
AGCO
$7.47B
| $119K | ﹤0.01% |
1,043
-95
| -8% | -$10.8K |
2026 Q1
2 quarters
|
|
356
Johnson Controls International
JCI
$87.9B
| $119K | ﹤0.01% |
801
| – | – |
2026 Q1
2 quarters
|
|
357
Vanguard International High Dividend Yield ETF
VYMI
$21.5B
| $116K | ﹤0.01% |
1,143
| – | – |
2026 Q2
1 quarter
|
|
358
iShares ESG Advanced MSCI EAFE ETF
DMXF
$1B
| $115K | ﹤0.01% |
1,355
-85
| -6% | -$7.24K |
2026 Q1
2 quarters
|
|
359
Autodesk
ADSK
$51B
| $115K | ﹤0.01% |
548
+3
| +0.6% | +$684 |
2026 Q1
2 quarters
|
|
360
BHP
BHP
$209B
| $113K | ﹤0.01% |
1,332
| – | – |
2026 Q1
2 quarters
|
|
361
Welltower
WELL
$169B
| $113K | ﹤0.01% |
489
+39
| +9% | +$9.22K |
2026 Q2
1 quarter
|
|
362
Fortinet
FTNT
$132B
| $110K | ﹤0.01% |
+615
| New | +$99.7K |
2026 Q3
0 quarters
|
|
363
WEC Energy
WEC
$34.7B
| $109K | ﹤0.01% |
1,083
+180
| +20% | +$19.6K |
2026 Q1
2 quarters
|
|
364
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.51B
| $109K | ﹤0.01% |
790
+2
| +0.3% | +$293 |
2026 Q1
2 quarters
|
|
365
ServiceNow
NOW
$153B
| $109K | ﹤0.01% |
812
-496
| -38% | -$61K |
2026 Q1
2 quarters
|
|
366
Otis Worldwide
OTIS
$26.6B
| $109K | ﹤0.01% |
1,690
| – | – |
2026 Q1
2 quarters
|
|
367
Verisk Analytics
VRSK
$24.8B
| $108K | ﹤0.01% |
641
| – | – |
2026 Q1
2 quarters
|
|
368
iShares Russell Mid-Cap Value ETF
IWS
$15.4B
| $107K | ﹤0.01% |
666
| – | – |
2026 Q2
1 quarter
|
|
369
Moody's
MCO
$83.1B
| $105K | ﹤0.01% |
231
+6
| +3% | +$2.91K |
2026 Q2
1 quarter
|
|
370
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$56.5B
| $105K | ﹤0.01% |
852
-290
| -25% | -$34.8K |
2026 Q1
2 quarters
|
|
371
Cigna
CI
$79.2B
| $103K | ﹤0.01% |
+380
| New | +$107K |
2026 Q3
0 quarters
|
|
372
HSBC
HSBC
$324B
| $103K | ﹤0.01% |
+1,039
| New | +$106K |
2026 Q3
0 quarters
|
|
373
First Trust NASDAQ Cybersecurity ETF
CIBR
$17.8B
| $103K | ﹤0.01% |
+1,000
| New | +$95.8K |
2026 Q3
0 quarters
|
|
374
Dimensional International Small Cap Value ETF
DISV
$5.07B
| $103K | ﹤0.01% |
+2,380
| New | +$103K |
2026 Q3
0 quarters
|
|
375
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.4B
| $101K | ﹤0.01% |
1,965
| – | – |
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.