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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
TGT icon
151
Target
TGT
$68B
$544K 0.03%
5,518
-1,228
-18% -$118K
ISRG icon
152
Intuitive Surgical
ISRG
$134B
$533K 0.03%
980
-6
-0.6% -$3.14K
EOG icon
153
EOG Resources
EOG
$70.7B
$502K 0.03%
4,201
-2,185
-34% -$250K
XLI icon
154
State Street Industrial Select Sector SPDR ETF
XLI
$33.7B
$500K 0.03%
3,392
+103
+3% +$14.1K
IYH icon
155
iShares US Healthcare ETF
IYH
$3.54B
$500K 0.03%
8,845
-1,165
-12% -$65.7K
SCHE icon
156
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$498K 0.03%
16,512
-262
-2% -$7.42K
DHR icon
157
Danaher
DHR
$144B
$496K 0.03%
2,509
+8
+0.3% +$1.55K
CDW icon
158
CDW
CDW
$17B
$493K 0.03%
2,763
-337
-11% -$57.2K
NFLX icon
159
Netflix
NFLX
$309B
$479K 0.03%
3,580
+310
+9% +$35.1K
UPS icon
160
United Parcel Service
UPS
$88.9B
$471K 0.03%
4,664
-641
-12% -$63.1K
ADBE icon
161
Adobe
ADBE
$105B
$460K 0.03%
1,189
+238
+25% +$91.7K
ABT icon
162
Abbott
ABT
$187B
$454K 0.02%
3,336
+115
+4% +$15.2K
KO icon
163
Coca-Cola
KO
$375B
$445K 0.02%
6,294
-63
-1% -$4.49K
MU icon
164
Micron Technology
MU
$991B
$443K 0.02%
3,596
+27
+0.8% +$2.52K
VGT icon
165
Vanguard Information Technology ETF
VGT
$149B
$438K 0.02%
5,280
– –
JVAL icon
166
JPMorgan US Value Factor ETF
JVAL
$865M
$427K 0.02%
9,650
-440
-4% -$18.2K
SBUX icon
167
Starbucks
SBUX
$120B
$426K 0.02%
4,650
+58
+1% +$5.03K
SPTS icon
168
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.11B
$422K 0.02%
14,400
+1,250
+10% +$36.5K
SCHM icon
169
Schwab US Mid-Cap ETF
SCHM
$15.1B
$421K 0.02%
14,997
– –
SDY icon
170
State Street SPDR S&P Dividend ETF
SDY
$23.9B
$410K 0.02%
3,022
-300
-9% -$39.8K
AEE icon
171
Ameren
AEE
$30.1B
$410K 0.02%
4,267
-113
-3% -$11K
VOT icon
172
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.9B
$405K 0.02%
1,423
+8
+0.6% +$2.06K
ORCL icon
173
Oracle
ORCL
$423B
$404K 0.02%
1,850
+47
+3% +$7.59K
TXN icon
174
Texas Instruments
TXN
$261B
$389K 0.02%
1,875
+52
+3% +$9.23K
PLTR icon
175
Palantir
PLTR
$413B
$385K 0.02%
2,823
+576
+26% +$67.6K
5 6
7
8 9

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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.