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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
+5.74%
1 Year Est. Return
+18.96%
3 Year Est. Return
+47.59%
5 Year Est. Return
+41.85%
10 Year Est. Return
+139%
AUM
$1.97B
AUM Growth
+$148M
Cap. Flow
+$152M
Cap. Flow %
7.72%
Top 10 Hldgs %
64.44%
Holding
273
New
28
Increased
175
Reduced
24
Closed
7

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$19M
2
MSFT icon
Microsoft
MSFT
+$11.2M
3
PG icon
Procter & Gamble
PG
+$9.83M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.72M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.39M

Top Sells

Rank Stock Value
1
URI icon
United Rentals
URI
+$648K
2
MA icon
Mastercard
MA
+$629K
3
DHR icon
Danaher
DHR
+$496K
4
DHI icon
D.R. Horton
DHI
+$433K
5
AMAT icon
Applied Materials
AMAT
+$410K

Sector Composition

Rank Sector Weight
1 Technology 3.15%
2 Financials 1.76%
3 Consumer Staples 1.59%
4 Industrials 1.28%
5 Consumer Discretionary 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WMT icon
26
Walmart Inc
WMT
$890B
$10.5M 0.53%
107,100
+13,833
+15% +$1.38M
INTF icon
27
iShares International Equity Factor ETF
INTF
$3.72B
$10.4M 0.53%
303,958
+2,545
+0.8% +$89.1K
IVE icon
28
iShares S&P 500 Value ETF
IVE
$49.8B
$10.3M 0.52%
52,819
+792
+2% +$159K
NVDA icon
29
NVIDIA
NVDA
$5.42T
$9.9M 0.5%
62,665
+7,391
+13% +$1.29M
VUG icon
30
Vanguard Morningstar Growth ETF
VUG
$231B
$9.6M 0.49%
131,394
+5,052
+4% +$386K
IEMG icon
31
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$9.43M 0.48%
157,093
+14,894
+10% +$929K
DFCF icon
32
Dimensional Core Fixed Income ETF
DFCF
$10.9B
$8.45M 0.43%
199,864
+1,640
+0.8% +$69.6K
MUB icon
33
iShares National Muni Bond ETF
MUB
$45.5B
$7.61M 0.39%
72,880
+7,805
+12% +$817K
BRK.B icon
34
Berkshire Hathaway Class B
BRK.B
$1.13T
$7.08M 0.36%
14,581
+3,631
+33% +$1.76M
VCIT icon
35
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.3B
$6.5M 0.33%
78,440
+4,406
+6% +$367K
JPM icon
36
JPMorgan Chase
JPM
$950B
$6.29M 0.32%
21,693
+1,540
+8% +$458K
AMZN icon
37
Amazon
AMZN
$2.96T
$6.22M 0.32%
28,374
+2,452
+9% +$555K
GOOGL icon
38
Alphabet (Google) Class A
GOOGL
$4.33T
$5.9M 0.3%
33,453
+1,258
+4% +$264K
SPY icon
39
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$5.37M 0.27%
8,687
+2,943
+51% +$1.89M
V icon
40
Visa
V
$677B
$5.35M 0.27%
15,079
+292
+2% +$101K
SCHF icon
41
Schwab International Equity ETF
SCHF
$68.7B
$5.18M 0.26%
234,436
+25,140
+12% +$568K
IWR icon
42
iShares Russell Mid-Cap ETF
IWR
$57.4B
$5.16M 0.26%
56,152
– –
UNH icon
43
UnitedHealth
UNH
$370B
$4.8M 0.24%
15,371
+5,077
+49% +$1.54M
IEI icon
44
iShares 3-7 Year Treasury Bond ETF
IEI
$17.8B
$4.56M 0.23%
38,256
+1,615
+4% +$192K
VGIT icon
45
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.7B
$4.38M 0.22%
73,208
+9,650
+15% +$576K
VTV icon
46
Vanguard Morningstar Value ETF
VTV
$191B
$4.32M 0.22%
24,422
+1,376
+6% +$249K
IWM icon
47
iShares Russell 2000 ETF
IWM
$83B
$3.96M 0.2%
18,355
+3,722
+25% +$854K
BSV icon
48
Vanguard Short-Term Bond ETF
BSV
$44.6B
$3.94M 0.2%
50,091
+1,223
+3% +$96.2K
EFA icon
49
iShares MSCI EAFE ETF
EFA
$80.2B
$3.91M 0.2%
43,774
+1,821
+4% +$166K
VTI icon
50
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$3.91M 0.2%
12,873
+6,386
+98% +$2.02M
1
2
3 4 5

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Acropolis Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Acropolis Investment Management held 273 positions worth $1.97B, up 8.1% from $1.82B the previous quarter. Its ten largest holdings account for 64% of the portfolio.

Acropolis Investment Management deployed $152M of net new capital in Q3 2025, opening 28 new positions and adding to 175 existing holdings. Its largest new stake was Sensient Technologies: 28,421 shares worth $2.8M.

By sector, the portfolio is most concentrated in Technology at 3.2% of assets, up from 2.5% a quarter earlier, followed by Financials and Consumer Staples.

On the sell side, the largest reduction was United Rentals, an estimated $648K trimmed.

  • Acropolis Investment Management's largest Q3 2025 buy was Sensient Technologies: 28,421 shares worth $2.8M.
  • Acropolis Investment Management added most to Vanguard S&P 500 ETF in Q3 2025, an estimated $19M increase.
  • Acropolis Investment Management's biggest Q3 2025 reduction was United Rentals, cutting an estimated $648K.
  • Acropolis Investment Management fully exited Danaher in Q3 2025, selling an estimated $496K.
  • Acropolis Investment Management's ten largest holdings make up 64% of its $1.97B portfolio in Q3 2025.
  • Acropolis Investment Management opened 28 new positions and closed 7 in Q3 2025.
  • Acropolis Investment Management's portfolio value rose 8.1% quarter-over-quarter to $1.97B.

Based on Acropolis Investment Management's 13F filing for Q3 2025, filed 7 Oct 2025.