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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
IBM icon
151
IBM
IBM
$224B
$700K 0.03%
2,886
-22
-0.8% -$5.95K
T icon
152
AT&T
T
$163B
$688K 0.03%
23,737
-57
-0.2% -$1.52K
NOC icon
153
Northrop Grumman
NOC
$81.2B
$683K 0.03%
1,001
-10
-1% -$6.91K
JMST icon
154
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.15B
$670K 0.03%
13,148
– –
DFAC icon
155
Dimensional US Core Equity 2 ETF
DFAC
$49.6B
$670K 0.03%
17,233
– –
SCHX icon
156
Schwab US Large- Cap ETF
SCHX
$74.6B
$643K 0.03%
25,096
+311
+1% +$8.34K
BUSE icon
157
First Busey Corp
BUSE
$2.56B
$640K 0.03%
25,333
– –
TGT icon
158
Target
TGT
$68B
$626K 0.03%
5,161
+101
+2% +$11.4K
UPS icon
159
United Parcel Service
UPS
$88.9B
$625K 0.03%
6,355
+101
+2% +$10.8K
VGT icon
160
Vanguard Information Technology ETF
VGT
$149B
$623K 0.03%
7,144
+48
+0.7% +$4.42K
XLF icon
161
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$618K 0.03%
12,524
+4
+0% +$208
COF icon
162
Capital One
COF
$134B
$616K 0.03%
3,374
+61
+2% +$12.8K
CMCSA icon
163
Comcast
CMCSA
$90B
$612K 0.03%
21,300
-513
-2% -$15.4K
SPYM
164
State Street SPDR Portfolio S&P 500 ETF
SPYM
$169B
$611K 0.03%
7,983
+1
+0% +$80
ELV icon
165
Elevance Health
ELV
$85.5B
$609K 0.03%
2,079
-30
-1% -$9.86K
XLP icon
166
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$608K 0.03%
7,420
-790
-10% -$66.5K
CEG icon
167
Constellation Energy
CEG
$95.6B
$606K 0.03%
2,170
-1
-0% -$304
TT icon
168
Trane Technologies
TT
$106B
$597K 0.03%
1,433
-20
-1% -$8.49K
ISRG icon
169
Intuitive Surgical
ISRG
$134B
$593K 0.03%
1,287
+4
+0.3% +$2.02K
GPC icon
170
Genuine Parts
GPC
$18.7B
$562K 0.02%
5,313
-216
-4% -$26.7K
IYH icon
171
iShares US Healthcare ETF
IYH
$3.71B
$559K 0.02%
9,070
– –
PL icon
172
Planet Labs
PL
$8.53B
$559K 0.02%
20,000
– –
SCHE icon
173
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$540K 0.02%
16,395
-117
-0.7% -$4K
NFLX icon
174
Netflix
NFLX
$309B
$535K 0.02%
5,560
+400
+8% +$35.2K
GS icon
175
Goldman Sachs
GS
$303B
$533K 0.02%
630
– –
5 6
7
8 9

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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.