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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
+1.66%
1 Year Est. Return
+18.96%
3 Year Est. Return
+47.59%
5 Year Est. Return
+41.85%
10 Year Est. Return
+139%
AUM
$2.22B
AUM Growth
+$255M
Cap. Flow
+$110M
Cap. Flow %
4.96%
Top 10 Hldgs %
58.91%
Holding
305
New
39
Increased
91
Reduced
131
Closed
8

Top Buys

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$115M
2
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$86.3M
3
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
+$69.8M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$17.4M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$5.58M

Top Sells

Rank Stock Value
1
BND icon
Vanguard Total Bond Market
BND
+$88.8M
2
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$62.9M
3
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$46.9M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.48M
5
AAPL icon
Apple
AAPL
+$1.34M

Sector Composition

Rank Sector Weight
1 Technology 3.18%
2 Financials 1.67%
3 Industrials 1.32%
4 Consumer Staples 1.31%
5 Healthcare 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VB icon
26
Vanguard Morningstar Small-Cap ETF
VB
$82.4B
$17.7M 0.79%
68,467
-2,008
-3% -$514K
VCRB icon
27
Vanguard Core Bond ETF
VCRB
$7.19B
$17.3M 0.78%
+222,166
New +$17.4M
VO icon
28
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$13.4M 0.6%
184,980
-404
-0.2% -$29.4K
INTF icon
29
iShares International Equity Factor ETF
INTF
$3.72B
$12.6M 0.57%
333,784
+29,826
+10% +$1.1M
WMT icon
30
Walmart Inc
WMT
$890B
$11.6M 0.52%
104,451
-2,649
-2% -$284K
IVE icon
31
iShares S&P 500 Value ETF
IVE
$49.8B
$11.2M 0.5%
52,859
+40
+0.1% +$8.38K
NVDA icon
32
NVIDIA
NVDA
$5.42T
$10.4M 0.47%
55,578
-7,087
-11% -$1.32M
IEMG icon
33
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$10.3M 0.47%
153,935
-3,158
-2% -$212K
VUG icon
34
Vanguard Morningstar Growth ETF
VUG
$231B
$10.2M 0.46%
124,866
-6,528
-5% -$530K
GOOGL icon
35
Alphabet (Google) Class A
GOOGL
$4.33T
$9.85M 0.44%
31,458
-1,995
-6% -$570K
PG icon
36
Procter & Gamble
PG
$339B
$9.48M 0.43%
66,161
-343
-0.5% -$50.6K
MUB icon
37
iShares National Muni Bond ETF
MUB
$45.5B
$7.5M 0.34%
70,016
-2,864
-4% -$307K
BRK.B icon
38
Berkshire Hathaway Class B
BRK.B
$1.13T
$7.08M 0.32%
14,090
-491
-3% -$244K
IEF icon
39
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
$6.84M 0.31%
71,174
+39,014
+121% +$3.78M
AMZN icon
40
Amazon
AMZN
$2.96T
$6.68M 0.3%
28,924
+550
+2% +$126K
JPM icon
41
JPMorgan Chase
JPM
$950B
$6.63M 0.3%
20,571
-1,122
-5% -$347K
VCIT icon
42
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.3B
$6.25M 0.28%
74,670
-3,770
-5% -$317K
SPY icon
43
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$6.15M 0.28%
9,013
+326
+4% +$220K
SCHF icon
44
Schwab International Equity ETF
SCHF
$68.7B
$5.59M 0.25%
232,636
-1,800
-0.8% -$42.8K
IWR icon
45
iShares Russell Mid-Cap ETF
IWR
$57.4B
$5.38M 0.24%
55,923
-229
-0.4% -$22K
V icon
46
Visa
V
$677B
$5.1M 0.23%
14,553
-526
-3% -$179K
VTV icon
47
Vanguard Morningstar Value ETF
VTV
$191B
$4.74M 0.21%
24,818
+396
+2% +$74.5K
IWM icon
48
iShares Russell 2000 ETF
IWM
$83B
$4.65M 0.21%
18,903
+548
+3% +$135K
JNJ icon
49
Johnson & Johnson
JNJ
$625B
$4.3M 0.19%
20,773
-1,065
-5% -$211K
VTI icon
50
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$4.23M 0.19%
12,617
-256
-2% -$85.2K
1
2
3 4 5

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Acropolis Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Acropolis Investment Management held 305 positions worth $2.22B, up 13% from $1.97B the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Acropolis Investment Management deployed $110M of net new capital in Q4 2025, opening 39 new positions and adding to 91 existing holdings. Its largest new stake was JPMorgan Mortgage-Backed Securities ETF: 1,364,694 shares worth $69.7M.

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

On the sell side, the largest reduction was Vanguard Total Bond Market, an estimated $88.8M trimmed.

  • Acropolis Investment Management's largest Q4 2025 buy was JPMorgan Mortgage-Backed Securities ETF: 1,364,694 shares worth $69.7M.
  • Acropolis Investment Management added most to Dimensional Core Fixed Income ETF in Q4 2025, an estimated $115M increase.
  • Acropolis Investment Management's biggest Q4 2025 reduction was Vanguard Total Bond Market, cutting an estimated $88.8M.
  • Acropolis Investment Management fully exited EOG Resources in Q4 2025, selling an estimated $582K.
  • Acropolis Investment Management's ten largest holdings make up 59% of its $2.22B portfolio in Q4 2025.
  • Acropolis Investment Management opened 39 new positions and closed 8 in Q4 2025.
  • Acropolis Investment Management's portfolio value rose 13% quarter-over-quarter to $2.22B.

Based on Acropolis Investment Management's 13F filing for Q4 2025, filed 14 Jan 2026.