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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
DSI icon
126
iShares MSCI KLD 400 Social ETF
DSI
$5.54B
$944K 0.04%
7,793
-140
-2% -$17.9K
GE icon
127
GE Aerospace
GE
$384B
$917K 0.04%
3,232
+17
+0.5% +$5.34K
IWV icon
128
iShares Russell 3000 ETF
IWV
$20.4B
$873K 0.04%
2,355
– –
USB icon
129
US Bancorp
USB
$99.6B
$864K 0.04%
16,608
-49
-0.3% -$2.69K
CSCO icon
130
Cisco
CSCO
$479B
$862K 0.04%
11,110
+1,160
+12% +$90.8K
ACN icon
131
Accenture
ACN
$108B
$854K 0.04%
4,309
-846
-16% -$197K
OMC icon
132
Omnicom Group
OMC
$23.4B
$847K 0.04%
11,253
-1,106
-9% -$85.8K
QCOM icon
133
Qualcomm
QCOM
$176B
$841K 0.04%
6,529
+773
+13% +$113K
CSX icon
134
CSX Corp
CSX
$93.1B
$833K 0.04%
20,283
-205
-1% -$8.03K
ESML icon
135
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.92B
$831K 0.04%
17,670
-235
-1% -$11.4K
MCD icon
136
McDonald's
MCD
$195B
$827K 0.04%
2,659
-61
-2% -$19.4K
EMR icon
137
Emerson Electric
EMR
$88.3B
$825K 0.04%
6,295
-413
-6% -$59.4K
ABT icon
138
Abbott
ABT
$187B
$824K 0.04%
8,024
-149
-2% -$16.8K
SHY icon
139
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$819K 0.04%
9,921
+7
+0.1% +$579
PLTR icon
140
Palantir
PLTR
$413B
$819K 0.04%
5,598
+20
+0.4% +$3.06K
EEM icon
141
iShares MSCI Emerging Markets ETF
EEM
$30B
$788K 0.03%
13,876
– –
BAC icon
142
Bank of America
BAC
$442B
$785K 0.03%
16,097
-1,108
-6% -$57.2K
MAS icon
143
Masco
MAS
$15.3B
$757K 0.03%
12,536
-1,278
-9% -$86.4K
UNP icon
144
Union Pacific
UNP
$174B
$754K 0.03%
3,107
– –
MMM icon
145
3M
MMM
$94.3B
$751K 0.03%
5,174
-438
-8% -$69.7K
SPDW icon
146
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.7B
$736K 0.03%
16,127
-2,390
-13% -$112K
GEV icon
147
GE Vernova
GEV
$264B
$731K 0.03%
838
+37
+5% +$28.9K
EAGG icon
148
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.98B
$731K 0.03%
15,366
+495
+3% +$23.7K
IWC icon
149
iShares Micro-Cap ETF
IWC
$1.5B
$716K 0.03%
4,485
– –
SCHA icon
150
Schwab U.S Small- Cap ETF
SCHA
$23.1B
$714K 0.03%
24,546
+150
+0.6% +$4.5K
4 5
6
7 8

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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.