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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
-1.01%
1 Year Est. Return
+18.96%
3 Year Est. Return
+47.59%
5 Year Est. Return
+41.85%
10 Year Est. Return
+139%
AUM
$1.69B
AUM Growth
-$8.15M
Cap. Flow
+$16M
Cap. Flow %
0.95%
Top 10 Hldgs %
66.5%
Holding
306
New
6
Increased
111
Reduced
130
Closed
9

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.42M
2
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.94M
3
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$2.46M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.11M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.53M

Top Sells

Rank Stock Value
1
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$1.35M
2
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$652K
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$600K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$512K
5
VB icon
Vanguard Morningstar Small-Cap ETF
VB
+$367K

Sector Composition

Rank Sector Weight
1 Technology 2.45%
2 Financials 1.62%
3 Industrials 1.28%
4 Healthcare 1.27%
5 Consumer Discretionary 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WMT icon
26
Walmart Inc
WMT
$890B
$8.21M 0.49%
93,505
+2,415
+3% +$227K
VO icon
27
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$8.19M 0.49%
126,728
-768
-0.6% -$51.5K
VUG icon
28
Vanguard Morningstar Growth ETF
VUG
$231B
$7.77M 0.46%
125,784
-20,046
-14% -$1.35M
MUB icon
29
iShares National Muni Bond ETF
MUB
$45.5B
$7.47M 0.44%
70,862
-2,754
-4% -$293K
IEMG icon
30
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$7.41M 0.44%
137,236
-694
-0.5% -$37.4K
MSFT icon
31
Microsoft
MSFT
$3.71T
$7.36M 0.44%
19,602
-8
-0% -$3.26K
UNH icon
32
UnitedHealth
UNH
$370B
$5.92M 0.35%
11,298
+378
+3% +$193K
BRK.B icon
33
Berkshire Hathaway Class B
BRK.B
$1.13T
$5.83M 0.35%
10,943
+238
+2% +$116K
NVDA icon
34
NVIDIA
NVDA
$5.42T
$5.82M 0.35%
53,701
+12
+0% +$1.52K
VCIT icon
35
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.3B
$5.76M 0.34%
70,434
+18,890
+37% +$1.53M
V icon
36
Visa
V
$677B
$5.18M 0.31%
14,791
+223
+2% +$75.5K
AMZN icon
37
Amazon
AMZN
$2.96T
$5.01M 0.3%
26,345
+788
+3% +$171K
JPM icon
38
JPMorgan Chase
JPM
$950B
$4.93M 0.29%
20,105
-100
-0.5% -$25.5K
IWR icon
39
iShares Russell Mid-Cap ETF
IWR
$57.4B
$4.9M 0.29%
57,596
-3,226
-5% -$288K
GOOGL icon
40
Alphabet (Google) Class A
GOOGL
$4.33T
$4.89M 0.29%
31,627
-644
-2% -$117K
SCHF icon
41
Schwab International Equity ETF
SCHF
$68.7B
$4.42M 0.26%
223,571
-8,970
-4% -$176K
BSV icon
42
Vanguard Short-Term Bond ETF
BSV
$44.6B
$4.05M 0.24%
51,751
-394
-0.8% -$30.6K
IWD icon
43
iShares Russell 1000 Value ETF
IWD
$83.7B
$3.72M 0.22%
19,772
-220
-1% -$41.9K
VGIT icon
44
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.7B
$3.69M 0.22%
62,078
-8,750
-12% -$512K
VTV icon
45
Vanguard Morningstar Value ETF
VTV
$191B
$3.66M 0.22%
21,165
+3,646
+21% +$636K
EFA icon
46
iShares MSCI EAFE ETF
EFA
$80.2B
$3.53M 0.21%
43,180
-2,580
-6% -$208K
IEI icon
47
iShares 3-7 Year Treasury Bond ETF
IEI
$17.8B
$3.53M 0.21%
29,852
-1,781
-6% -$207K
JNJ icon
48
Johnson & Johnson
JNJ
$625B
$3.41M 0.2%
20,562
-155
-0.7% -$24.3K
XOM icon
49
ExxonMobil
XOM
$634B
$3.35M 0.2%
28,181
-562
-2% -$62.2K
VBK icon
50
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.5B
$3.17M 0.19%
12,590
+143
+1% +$39.6K
1
2
3 4 5

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Acropolis Investment Management's Q1 2025 Portfolio in Review

As of Q1 2025, Acropolis Investment Management held 306 positions worth $1.69B, down 0.48% from $1.69B the previous quarter. Its ten largest holdings account for 66% of the portfolio.

Trading was light in Q1 2025: portfolio turnover was 4.9%. Acropolis Investment Management opened 6 new positions and exited 9, leaving the 306-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 2.5% of assets, down from 2.8% a quarter earlier, followed by Financials and Industrials.

  • Acropolis Investment Management's largest Q1 2025 buy was Palantir: 2,247 shares worth $190K.
  • Acropolis Investment Management added most to Vanguard S&P 500 ETF in Q1 2025, an estimated $7.42M increase.
  • Acropolis Investment Management's biggest Q1 2025 reduction was Vanguard Morningstar Growth ETF, cutting an estimated $1.35M.
  • Acropolis Investment Management fully exited Vanguard Short-Term Corporate Bond ETF in Q1 2025, selling an estimated $237K.
  • Acropolis Investment Management's ten largest holdings make up 66% of its $1.69B portfolio in Q1 2025.
  • Acropolis Investment Management opened 6 new positions and closed 9 in Q1 2025.
  • Acropolis Investment Management's portfolio value fell 0.48% quarter-over-quarter to $1.69B.

Based on Acropolis Investment Management's 13F filing for Q1 2025, filed 17 Apr 2025.