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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
+7.18%
1 Year Est. Return
+18.96%
3 Year Est. Return
+47.59%
5 Year Est. Return
+41.85%
10 Year Est. Return
+139%
AUM
$1.82B
AUM Growth
+$135M
Cap. Flow
+$22.2M
Cap. Flow %
1.22%
Top 10 Hldgs %
66.15%
Holding
308
New
11
Increased
119
Reduced
89
Closed
63

Top Buys

Rank Stock Value
1
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$6.25M
2
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$4.53M
3
BND icon
Vanguard Total Bond Market
BND
+$3.96M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.67M
5
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$3.37M

Top Sells

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.38M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.05M
3
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.04M
4
TT icon
Trane Technologies
TT
+$653K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$602K

Sector Composition

Rank Sector Weight
1 Technology 2.53%
2 Financials 1.51%
3 Industrials 1.2%
4 Consumer Discretionary 1.07%
5 Consumer Staples 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNH icon
51
UnitedHealth
UNH
$370B
$3.21M 0.18%
10,294
-1,004
-9% -$384K
IWM icon
52
iShares Russell 2000 ETF
IWM
$83B
$3.16M 0.17%
14,633
– –
JNJ icon
53
Johnson & Johnson
JNJ
$625B
$3.15M 0.17%
20,598
+36
+0.2% +$5.53K
TRV icon
54
Travelers Companies
TRV
$80.2B
$3.13M 0.17%
11,691
-20
-0.2% -$5.27K
XOM icon
55
ExxonMobil
XOM
$634B
$2.99M 0.16%
27,724
-457
-2% -$48.9K
IEF icon
56
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
$2.89M 0.16%
30,215
+1,205
+4% +$114K
SCZ icon
57
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.7B
$2.85M 0.16%
39,269
-6,931
-15% -$469K
MS icon
58
Morgan Stanley
MS
$340B
$2.61M 0.14%
18,560
+8
+0% +$983
IWB icon
59
iShares Russell 1000 ETF
IWB
$50.1B
$2.57M 0.14%
7,558
– –
KR icon
60
Kroger
KR
$34.8B
$2.56M 0.14%
35,675
-216
-0.6% -$14.9K
VBR icon
61
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.9B
$2.46M 0.14%
12,603
+155
+1% +$28.7K
QQQ icon
62
Invesco QQQ Trust
QQQ
$484B
$2.4M 0.13%
4,348
+344
+9% +$171K
AVSC icon
63
Avantis US Small Cap Equity ETF
AVSC
$3.12B
$2.36M 0.13%
+45,745
New +$2.21M
URI icon
64
United Rentals
URI
$72.4B
$2.36M 0.13%
3,131
+23
+0.7% +$15.4K
CVX icon
65
Chevron
CVX
$366B
$2.28M 0.13%
15,945
-423
-3% -$59.6K
IWF icon
66
iShares Russell 1000 Growth ETF
IWF
$128B
$2.18M 0.12%
20,584
+288
+1% +$27.5K
ORLY icon
67
O'Reilly Automotive
ORLY
$76.3B
$2.08M 0.11%
23,052
-348
-1% -$31.7K
JMBS icon
68
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.73B
$1.98M 0.11%
43,955
-3,800
-8% -$169K
SNA icon
69
Snap-on
SNA
$21.5B
$1.98M 0.11%
6,347
-111
-2% -$35.3K
VTI icon
70
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$1.97M 0.11%
6,487
-44
-0.7% -$12.4K
LMT icon
71
Lockheed Martin
LMT
$136B
$1.83M 0.1%
3,952
+161
+4% +$75.4K
HCA icon
72
HCA Healthcare
HCA
$89.5B
$1.78M 0.1%
4,657
+78
+2% +$28.1K
AVLV icon
73
Avantis US Large Cap Value ETF
AVLV
$18.1B
$1.77M 0.1%
25,999
+16,405
+171% +$1.06M
LOW icon
74
Lowe's Companies
LOW
$125B
$1.73M 0.09%
7,781
-223
-3% -$49.8K
ACN icon
75
Accenture
ACN
$108B
$1.7M 0.09%
5,683
-170
-3% -$51.8K
1 2
3
4 5

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Acropolis Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Acropolis Investment Management held 308 positions worth $1.82B, up 8% from $1.69B the previous quarter. Its ten largest holdings account for 66% of the portfolio.

Acropolis Investment Management's Q2 2025 filing shows 11 new, 119 increased, 89 reduced and 63 closed positions. Its largest new stake was Avantis US Small Cap Equity ETF: 45,745 shares worth $2.36M. The largest sale was Vanguard FTSE Developed Markets ETF, an estimated $1.38M.

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

  • Acropolis Investment Management's largest Q2 2025 buy was Avantis US Small Cap Equity ETF: 45,745 shares worth $2.36M.
  • Acropolis Investment Management added most to Vanguard Short-Term Treasury ETF in Q2 2025, an estimated $6.25M increase.
  • Acropolis Investment Management's biggest Q2 2025 reduction was Vanguard FTSE Developed Markets ETF, cutting an estimated $1.38M.
  • Acropolis Investment Management fully exited iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2025, selling an estimated $1.04M.
  • Acropolis Investment Management's ten largest holdings make up 66% of its $1.82B portfolio in Q2 2025.
  • Acropolis Investment Management opened 11 new positions and closed 63 in Q2 2025.
  • Acropolis Investment Management's portfolio value rose 8% quarter-over-quarter to $1.82B.

Based on Acropolis Investment Management's 13F filing for Q2 2025, filed 14 Jul 2025.