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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
PEP icon
101
PepsiCo
PEP
$190B
$969K 0.05%
7,341
-602
-8% -$81.1K
SHY icon
102
iShares 1-3 Year Treasury Bond ETF
SHY
$25.1B
$966K 0.05%
11,663
+1,672
+17% +$138K
CMCSA icon
103
Comcast
CMCSA
$90B
$966K 0.05%
27,068
-4,977
-16% -$172K
DSI icon
104
iShares MSCI KLD 400 Social ETF
DSI
$5.55B
$931K 0.05%
8,018
-115
-1% -$12.2K
IBB icon
105
iShares Biotechnology ETF
IBB
$9.77B
$918K 0.05%
7,258
– –
NSC icon
106
Norfolk Southern
NSC
$75.1B
$904K 0.05%
3,532
+8
+0.2% +$1.89K
ELV icon
107
Elevance Health
ELV
$85.5B
$901K 0.05%
2,317
-51
-2% -$20.5K
MMM icon
108
3M
MMM
$94.3B
$893K 0.05%
5,865
-16
-0.3% -$2.29K
AVGO icon
109
Broadcom
AVGO
$2.04T
$885K 0.05%
3,210
+149
+5% +$32.4K
CAT icon
110
Caterpillar
CAT
$387B
$863K 0.05%
2,222
+7
+0.3% +$2.33K
CMI icon
111
Cummins
CMI
$88.7B
$861K 0.05%
2,629
-1
-0% -$310
MBB icon
112
iShares MBS ETF
MBB
$39.1B
$848K 0.05%
9,031
-97
-1% -$8.99K
VNQ icon
113
Vanguard Real Estate ETF
VNQ
$39B
$816K 0.04%
9,166
– –
BKNG icon
114
Booking.com
BKNG
$161B
$799K 0.04%
3,450
-100
-3% -$20.5K
GD icon
115
General Dynamics
GD
$106B
$796K 0.04%
2,728
– –
SPDW icon
116
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.6B
$769K 0.04%
18,997
-1,550
-8% -$59.4K
TSM icon
117
TSMC
TSM
$2.18T
$766K 0.04%
3,380
+185
+6% +$34.3K
ROK icon
118
Rockwell Automation
ROK
$49B
$762K 0.04%
2,293
-49
-2% -$14K
MCD icon
119
McDonald's
MCD
$195B
$759K 0.04%
2,599
-333
-11% -$103K
RTX icon
120
RTX Corp
RTX
$301B
$754K 0.04%
5,162
+16
+0.3% +$2.13K
EMR icon
121
Emerson Electric
EMR
$88.3B
$743K 0.04%
5,572
-47
-0.8% -$5.39K
TT icon
122
Trane Technologies
TT
$106B
$729K 0.04%
1,667
-1,656
-50% -$653K
EXPE icon
123
Expedia Group
EXPE
$37.3B
$728K 0.04%
4,315
-83
-2% -$13.5K
MPC icon
124
Marathon Petroleum
MPC
$83.7B
$720K 0.04%
4,337
-37
-0.8% -$5.55K
AXP icon
125
American Express
AXP
$230B
$694K 0.04%
2,177
+26
+1% +$7.32K
3 4
5
6 7

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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.