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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
T icon
126
AT&T
T
$163B
$676K 0.04%
23,359
+251
+1% +$6.92K
DG icon
127
Dollar General
DG
$27.9B
$670K 0.04%
5,862
+183
+3% +$18.2K
ESML icon
128
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.92B
$667K 0.04%
16,145
+763
+5% +$29.5K
EFSC icon
129
Enterprise Financial Services Corp
EFSC
$2.39B
$663K 0.04%
12,040
– –
IYF icon
130
iShares US Financials ETF
IYF
$4.61B
$655K 0.04%
5,410
– –
GPC icon
131
Genuine Parts
GPC
$18.7B
$649K 0.04%
5,350
-471
-8% -$56.7K
IBM icon
132
IBM
IBM
$224B
$648K 0.04%
2,197
-9
-0.4% -$2.32K
BAC icon
133
Bank of America
BAC
$442B
$647K 0.04%
13,666
+170
+1% +$7.15K
CSCO icon
134
Cisco
CSCO
$479B
$642K 0.04%
9,257
+21
+0.2% +$1.29K
EEM icon
135
iShares MSCI Emerging Markets ETF
EEM
$29.5B
$637K 0.04%
13,201
+6
+0% +$270
DGX icon
136
Quest Diagnostics
DGX
$26.3B
$622K 0.03%
3,464
+4
+0.1% +$695
SCHA icon
137
Schwab U.S Small- Cap ETF
SCHA
$23.1B
$617K 0.03%
24,396
– –
CEG icon
138
Constellation Energy
CEG
$95.6B
$616K 0.03%
1,908
+10
+0.5% +$2.65K
XLF icon
139
State Street Financial Select Sector SPDR ETF
XLF
$58.2B
$602K 0.03%
11,495
-2,082
-15% -$103K
ABBV icon
140
AbbVie
ABBV
$435B
$600K 0.03%
3,232
-262
-7% -$48.7K
COF icon
141
Capital One
COF
$134B
$596K 0.03%
2,799
+71
+3% +$13.2K
CSX icon
142
CSX Corp
CSX
$93.1B
$592K 0.03%
18,148
+698
+4% +$21K
SCHX icon
143
Schwab US Large- Cap ETF
SCHX
$74.5B
$586K 0.03%
23,990
– –
SPYM
144
State Street SPDR Portfolio S&P 500 ETF
SPYM
$168B
$580K 0.03%
7,979
+1
+0% +$67
USB icon
145
US Bancorp
USB
$99.6B
$569K 0.03%
12,575
+295
+2% +$12.4K
PG icon
146
Procter & Gamble
PG
$339B
$568K 0.03%
3,563
-377
-10% -$61.5K
DHI icon
147
D.R. Horton
DHI
$42.3B
$560K 0.03%
4,346
+8
+0.2% +$985
BA icon
148
Boeing
BA
$185B
$558K 0.03%
2,663
-48
-2% -$9.07K
XLP icon
149
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$551K 0.03%
6,810
-190
-3% -$15.4K
GOOG icon
150
Alphabet (Google) Class C
GOOG
$4.32T
$550K 0.03%
3,098
-7
-0.2% -$1.16K
4 5
6
7 8

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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.