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AIM
Acropolis Investment Management Portfolio holdings
AUM
$2.49B
Turnover
9.73%
1-Year Est. Return
10.8%
This Fund
S&P 500
This Quarter
Est. Return
-1.52%
1 Year Est. Return
+10.8%
3 Year Est. Return
+51.03%
5 Year Est. Return
+41.39%
10 Year Est. Return
+128.8%
AUM
$2.49B
AUM Growth
-$47.5M
(-1.9%)
Cap. Flow
+$815K
Cap. Flow
% of AUM
0.03%
Top 10 Holdings %
Top 10 Hldgs %
59.77%
Holding
401
New
17
Increased
120
Reduced
156
Closed
22
Avg Time Held
4.9
years
Top 10 Avg Time Held
6.2
years
Top 20 Avg Time Held
6
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$41M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$19.1M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$15.5M |
| 4 |
Dimensional Core Fixed Income ETF
DFCF
|
+$10.7M |
| 5 |
JPMorgan Mortgage-Backed Securities ETF
JMTG
|
+$6.86M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$40.3M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$15.7M |
| 3 |
Vanguard Total Bond Market
BND
|
+$7.8M |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$7.23M |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$5.96M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 89.3% |
| 2 | Technology | 3.44% |
| 3 | Financials | 1.48% |
| 4 | Industrials | 1.29% |
| 5 | Consumer Staples | 1.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
126
Vanguard ESG US Stock ETF
ESGV
$13.5B
| $1.06M | 0.04% |
7,827
+3,607
| +85% | +$485K |
2025 Q4
3 quarters
|
|
127
Rockwell Automation
ROK
$47B
| $1.06M | 0.04% |
2,429
-227
| -9% | -$101K |
2015 Q2
45 quarters
|
|
128
iShares Russell 3000 ETF
IWV
$20.3B
| $1.02M | 0.04% |
2,355
| – | – |
2021 Q2
21 quarters
|
|
129
Bristol-Myers Squibb
BMY
$121B
| $1.01M | 0.04% |
16,204
-1,567
| -9% | -$99K |
2014 Q3
48 quarters
|
|
130
iShares MBS ETF
MBB
$35.7B
| $989K | 0.04% |
11,035
+9,805
| +797% | +$909K |
2013 Q2
53 quarters
|
|
131
CSX Corp
CSX
$89.4B
| $974K | 0.04% |
20,944
+521
| +3% | +$25.8K |
2024 Q4
7 quarters
|
|
132
Emerson Electric
EMR
$89.9B
| $966K | 0.04% |
6,225
+129
| +2% | +$19.4K |
2013 Q2
53 quarters
|
|
133
Verizon
VZ
$185B
| $959K | 0.04% |
20,907
-2,457
| -11% | -$116K |
2013 Q2
53 quarters
|
|
134
iShares MSCI Emerging Markets ETF
EEM
$29.8B
| $927K | 0.04% |
13,876
| – | – |
2013 Q2
53 quarters
|
|
135
General Dynamics
GD
$90.5B
| $923K | 0.04% |
2,783
-143
| -5% | -$53.1K |
2013 Q2
53 quarters
|
|
136
Bank of America
BAC
$359B
| $923K | 0.04% |
16,956
+937
| +6% | +$57.1K |
2020 Q3
24 quarters
|
|
137
CrowdStrike
CRWD
$255B
| $920K | 0.04% |
3,476
+124
| +4% | +$26.3K |
2023 Q3
12 quarters
|
|
138
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.7B
| $900K | 0.04% |
17,305
-180
| -1% | -$9.8K |
2021 Q1
22 quarters
|
|
139
PepsiCo
PEP
$176B
| $897K | 0.04% |
7,082
-831
| -11% | -$114K |
2013 Q2
53 quarters
|
|
140
Mastercard
MA
$528B
| $888K | 0.04% |
1,611
-283
| -15% | -$159K |
2020 Q1
26 quarters
|
|
141
GE Aerospace
GE
$319B
| $872K | 0.04% |
2,791
-335
| -11% | -$116K |
2023 Q2
13 quarters
|
|
142
Lowe's Companies
LOW
$106B
| $870K | 0.04% |
4,719
-2,222
| -32% | -$461K |
2019 Q4
27 quarters
|
|
143
AT&T
T
$158B
| $861K | 0.03% |
35,281
-36,150
| -51% | -$872K |
2022 Q4
15 quarters
|
|
144
Lam Research
LRCX
$359B
| $861K | 0.03% |
2,620
+267
| +11% | +$83.4K |
2025 Q4
3 quarters
|
|
145
Union Pacific
UNP
$170B
| $852K | 0.03% |
3,130
+23
| +0.7% | +$6.69K |
2025 Q3
4 quarters
|
|
146
iShares Micro-Cap ETF
IWC
$1.26B
| $829K | 0.03% |
4,485
| – | – |
2025 Q3
4 quarters
|
|
147
Palantir
PLTR
$483B
| $827K | 0.03% |
4,421
+15
| +0.3% | +$2.39K |
2025 Q1
6 quarters
|
|
148
Schwab U.S Small- Cap ETF
SCHA
$21.3B
| $801K | 0.03% |
24,546
| – | – |
2020 Q1
26 quarters
|
|
149
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.3B
| $799K | 0.03% |
15,923
| – | – |
2022 Q4
15 quarters
|
|
150
Valero Energy
VLO
$132B
| $798K | 0.03% |
2,058
+12
| +0.6% | +$4.05K |
2016 Q3
40 quarters
|
|
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Acropolis Investment Management's Q3 2026 Portfolio in Review
As of Q3 2026, Acropolis Investment Management held 401 positions worth $2.49B, down 1.9% from $2.54B the previous quarter. Its ten largest holdings account for 60% of the portfolio.
Acropolis Investment Management's Q3 2026 filing shows 17 new, 120 increased, 156 reduced and 22 closed positions. Its largest new stake was iShares Broad USD Investment Grade Corporate Bond ETF: 33,830 shares worth $1.65M. The largest sale was Vanguard FTSE Developed Markets ETF, an estimated $40.3M.
By sector, the portfolio is most concentrated in Miscellaneous at 89% of assets, down from 90% a quarter earlier, followed by Technology and Financials.
- Acropolis Investment Management's largest Q3 2026 buy was iShares Broad USD Investment Grade Corporate Bond ETF: 33,830 shares worth $1.65M.
- Acropolis Investment Management added most to iShares Core MSCI International Developed Markets ETF in Q3 2026, an estimated $41M increase.
- Acropolis Investment Management's biggest Q3 2026 reduction was Vanguard FTSE Developed Markets ETF, cutting an estimated $40.3M.
- Acropolis Investment Management fully exited Global X Robotics & Artificial Intelligence ETF in Q3 2026, selling an estimated $1.53M.
- Acropolis Investment Management's ten largest holdings make up 60% of its $2.49B portfolio in Q3 2026.
- Acropolis Investment Management opened 17 new positions and closed 22 in Q3 2026.
- Acropolis Investment Management's portfolio value fell 1.9% quarter-over-quarter to $2.49B.
Based on Acropolis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.