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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
OEF icon
351
iShares S&P 100 ETF
OEF
$20.5B
$123K 0.01%
+387
New +$130K
VXF icon
352
Vanguard Extended Market ETF
VXF
$31.8B
$123K 0.01%
+596
New +$128K
VRSK icon
353
Verisk Analytics
VRSK
$23.6B
$122K 0.01%
+641
New +$130K
VHT icon
354
Vanguard Health Care ETF
VHT
$19B
$121K 0.01%
+445
New +$127K
VCR icon
355
Vanguard Consumer Discretionary ETF
VCR
$6.15B
$118K 0.01%
+330
New +$127K
EPP icon
356
iShares MSCI Pacific ex Japan ETF
EPP
$2.26B
$118K 0.01%
+2,215
New +$119K
MSI icon
357
Motorola Solutions
MSI
$76.7B
$116K 0.01%
+267
New +$116K
NRG icon
358
NRG Energy
NRG
$25.5B
$114K 0.01%
+778
New +$122K
XLU icon
359
State Street Utilities Select Sector SPDR ETF
XLU
$22.5B
$113K 0.01%
+2,456
New +$110K
LYB icon
360
LyondellBasell Industries
LYB
$20B
$113K 0.01%
+1,398
New +$82.9K
SPYG icon
361
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.2B
$112K ﹤0.01%
+1,142
New +$119K
SPYV icon
362
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.5B
$110K ﹤0.01%
+1,946
New +$113K
SNDK
363
Sandisk
SNDK
$184B
$110K ﹤0.01%
+173
New +$97.7K
SMR icon
364
NuScale Power
SMR
$3.79B
$109K ﹤0.01%
10,063
-1,000
-9% -$15.2K
DMXF icon
365
iShares ESG Advanced MSCI EAFE ETF
DMXF
$962M
$109K ﹤0.01%
+1,440
New +$113K
KTOS icon
366
Kratos Defense & Security Solutions
KTOS
$11.8B
$107K ﹤0.01%
+1,514
New +$145K
TMO icon
367
Thermo Fisher Scientific
TMO
$220B
$107K ﹤0.01%
+217
New +$118K
XSD icon
368
State Street SPDR S&P Semiconductor ETF
XSD
$2.85B
$106K ﹤0.01%
+325
New +$112K
KMI icon
369
Kinder Morgan
KMI
$69.7B
$105K ﹤0.01%
+3,137
New +$98K
JCI icon
370
Johnson Controls International
JCI
$91.8B
$105K ﹤0.01%
+801
New +$103K
XYZ
371
Block Inc
XYZ
$47.6B
$105K ﹤0.01%
+1,738
New +$106K
WEC icon
372
WEC Energy
WEC
$34.7B
$105K ﹤0.01%
+903
New +$101K
GOVT icon
373
iShares US Treasury Bond ETF
GOVT
$43.6B
$104K ﹤0.01%
+4,549
New +$105K
FAST icon
374
Fastenal
FAST
$59.7B
$104K ﹤0.01%
+2,232
New +$100K
IGSB icon
375
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$103K ﹤0.01%
+1,965
New +$104K
12 13 14
15
16

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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.