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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
EBAY icon
76
eBay
EBAY
$49.8B
$1.69M 0.09%
22,666
+31
+0.1% +$2.2K
MA icon
77
Mastercard
MA
$493B
$1.68M 0.09%
2,996
+32
+1% +$17.7K
HD icon
78
Home Depot
HD
$355B
$1.67M 0.09%
4,553
-65
-1% -$23.5K
DE icon
79
Deere & Co
DE
$168B
$1.66M 0.09%
3,269
+2
+0.1% +$979
ESGU icon
80
iShares ESG Aware MSCI USA ETF
ESGU
$18.4B
$1.65M 0.09%
12,220
+481
+4% +$60K
AGG icon
81
iShares Core US Aggregate Bond ETF
AGG
$138B
$1.54M 0.08%
15,559
-656
-4% -$64.3K
VZ icon
82
Verizon
VZ
$196B
$1.54M 0.08%
35,567
+676
+2% +$29.3K
KMB icon
83
Kimberly-Clark
KMB
$36.5B
$1.45M 0.08%
11,242
-342
-3% -$46.4K
LLY icon
84
Eli Lilly
LLY
$1.06T
$1.43M 0.08%
1,836
+51
+3% +$39.6K
MAS icon
85
Masco
MAS
$15.3B
$1.43M 0.08%
22,174
-2,314
-9% -$146K
ETR icon
86
Entergy
ETR
$50B
$1.43M 0.08%
17,168
-786
-4% -$64.9K
VOE icon
87
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24B
$1.38M 0.08%
8,400
– –
EA
88
DELISTED
Electronic Arts
EA
$1.27M 0.07%
7,937
-165
-2% -$24.4K
BMY icon
89
Bristol-Myers Squibb
BMY
$132B
$1.22M 0.07%
26,462
-9,334
-26% -$458K
MRK icon
90
Merck
MRK
$318B
$1.19M 0.07%
15,043
-1,562
-9% -$124K
COST icon
91
Costco
COST
$420B
$1.18M 0.07%
1,195
+18
+2% +$17.9K
TJX icon
92
TJX Companies
TJX
$178B
$1.17M 0.06%
9,507
-109
-1% -$13.8K
TSLA icon
93
Tesla
TSLA
$1.3T
$1.15M 0.06%
3,614
+699
+24% +$211K
ESGD icon
94
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
$1.11M 0.06%
12,483
+147
+1% +$12.5K
XLE icon
95
State Street Energy Select Sector SPDR ETF
XLE
$37.7B
$1.08M 0.06%
25,530
+32
+0.1% +$1.33K
OMC icon
96
Omnicom Group
OMC
$23.4B
$1.08M 0.06%
14,995
-1,242
-8% -$91.7K
META icon
97
Meta Platforms (Facebook)
META
$1.51T
$1.04M 0.06%
1,403
+132
+10% +$81.6K
AMAT icon
98
Applied Materials
AMAT
$428B
$1.03M 0.06%
5,621
+491
+10% +$77.8K
QCOM icon
99
Qualcomm
QCOM
$176B
$988K 0.05%
6,201
-516
-8% -$76K
IJT icon
100
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.42B
$973K 0.05%
7,313
+4
+0.1% +$501
2 3
4
5 6

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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.