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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
-0.5%
1 Year Est. Return
+18.96%
3 Year Est. Return
+47.59%
5 Year Est. Return
+41.85%
10 Year Est. Return
+139%
AUM
$2.26B
AUM Growth
+$39.8M
Cap. Flow
+$61M
Cap. Flow %
2.7%
Top 10 Hldgs %
60.4%
Holding
390
New
93
Increased
96
Reduced
134
Closed
6

Top Buys

Rank Stock Value
1
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$39.2M
2
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$25.1M
3
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
+$18.5M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$5.28M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$3.1M

Top Sells

Rank Stock Value
1
BND icon
Vanguard Total Bond Market
BND
+$18.5M
2
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$17.5M
3
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$9.47M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.9M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.32M

Sector Composition

Rank Sector Weight
1 Technology 2.8%
2 Financials 1.54%
3 Industrials 1.46%
4 Consumer Staples 1.39%
5 Healthcare 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVLV icon
101
Avantis US Large Cap Value ETF
AVLV
$18.2B
$1.42M 0.06%
17,566
-768
-4% -$62.3K
CMI icon
102
Cummins
CMI
$88.7B
$1.35M 0.06%
2,507
-180
-7% -$102K
BA icon
103
Boeing
BA
$185B
$1.32M 0.06%
6,639
-228
-3% -$51.9K
VZ icon
104
Verizon
VZ
$196B
$1.3M 0.06%
25,895
-1,106
-4% -$51.3K
AEE icon
105
Ameren
AEE
$30.1B
$1.29M 0.06%
11,775
-19
-0.2% -$2.03K
EA
106
DELISTED
Electronic Arts
EA
$1.28M 0.06%
6,297
-1,445
-19% -$292K
PEP icon
107
PepsiCo
PEP
$190B
$1.28M 0.06%
8,262
-417
-5% -$65K
AMAT icon
108
Applied Materials
AMAT
$428B
$1.28M 0.06%
3,732
+48
+1% +$16.1K
PPA icon
109
Invesco Aerospace & Defense ETF
PPA
$8.7B
$1.27M 0.06%
7,669
+6,137
+401% +$1.07M
DIA icon
110
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.5B
$1.26M 0.06%
2,712
+67
+3% +$32.5K
BMY icon
111
Bristol-Myers Squibb
BMY
$132B
$1.24M 0.05%
20,462
+1,791
+10% +$104K
BOTZ icon
112
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.57B
$1.22M 0.05%
36,667
+28,949
+375% +$1.07M
EBAY icon
113
eBay
EBAY
$49.8B
$1.21M 0.05%
13,267
-1,617
-11% -$145K
VNQ icon
114
Vanguard Real Estate ETF
VNQ
$39.1B
$1.18M 0.05%
13,298
– –
AIQ icon
115
Global X Artificial Intelligence & Technology ETF
AIQ
$10.2B
$1.17M 0.05%
25,160
+20,609
+453% +$1.03M
MPC icon
116
Marathon Petroleum
MPC
$83.7B
$1.12M 0.05%
4,583
-120
-3% -$24.2K
IJT icon
117
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.41B
$1.08M 0.05%
7,433
+231
+3% +$34.3K
NSC icon
118
Norfolk Southern
NSC
$75.1B
$1.06M 0.05%
3,708
-17
-0.5% -$5.05K
AOA icon
119
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.28B
$1.05M 0.05%
11,921
+632
+6% +$57.6K
EXPE icon
120
Expedia Group
EXPE
$37.3B
$1.05M 0.05%
4,567
-135
-3% -$33.2K
IYF icon
121
iShares US Financials ETF
IYF
$4.39B
$1.03M 0.05%
8,770
– –
AVGO icon
122
Broadcom
AVGO
$2.04T
$963K 0.04%
3,112
-323
-9% -$106K
ROK icon
123
Rockwell Automation
ROK
$49B
$962K 0.04%
2,681
-77
-3% -$30.4K
GD icon
124
General Dynamics
GD
$106B
$955K 0.04%
2,783
– –
MA icon
125
Mastercard
MA
$493B
$946K 0.04%
1,894
+51
+3% +$26.9K
3 4
5
6 7

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Acropolis Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Acropolis Investment Management held 390 positions worth $2.26B, up 1.8% from $2.22B the previous quarter. Its ten largest holdings account for 60% of the portfolio.

Acropolis Investment Management's Q1 2026 filing shows 93 new, 96 increased, 134 reduced and 6 closed positions. Its largest new stake was Global X Uranium ETF: 5,941 shares worth $288K. The largest sale was Vanguard Total Bond Market, an estimated $18.5M.

By sector, the portfolio is most concentrated in Technology at 2.8% of assets, down from 3.2% a quarter earlier, followed by Financials and Industrials.

  • Acropolis Investment Management's largest Q1 2026 buy was Global X Uranium ETF: 5,941 shares worth $288K.
  • Acropolis Investment Management added most to Vanguard Intermediate-Term Treasury ETF in Q1 2026, an estimated $39.2M increase.
  • Acropolis Investment Management's biggest Q1 2026 reduction was Vanguard Total Bond Market, cutting an estimated $18.5M.
  • Acropolis Investment Management fully exited Evolent Health in Q1 2026, selling an estimated $112K.
  • Acropolis Investment Management's ten largest holdings make up 60% of its $2.26B portfolio in Q1 2026.
  • Acropolis Investment Management opened 93 new positions and closed 6 in Q1 2026.
  • Acropolis Investment Management's portfolio value rose 1.8% quarter-over-quarter to $2.26B.

Based on Acropolis Investment Management's 13F filing for Q1 2026, filed 9 Apr 2026.