We are live on ! Find out more
AIM

Acropolis Investment Management Portfolio holdings

AUM $2.54B
1-Year Est. Return 18.96%
This Fund
S&P 500
This Quarter Est. Return
+1.66%
1 Year Est. Return
+18.96%
3 Year Est. Return
+47.59%
5 Year Est. Return
+41.85%
10 Year Est. Return
+139%
AUM
$2.22B
AUM Growth
+$255M
Cap. Flow
+$110M
Cap. Flow %
4.96%
Top 10 Hldgs %
58.91%
Holding
305
New
39
Increased
91
Reduced
131
Closed
8

Top Buys

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$115M
2
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$86.3M
3
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
+$69.8M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$17.4M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$5.58M

Top Sells

Rank Stock Value
1
BND icon
Vanguard Total Bond Market
BND
+$88.8M
2
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$62.9M
3
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$46.9M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.48M
5
AAPL icon
Apple
AAPL
+$1.34M

Sector Composition

Rank Sector Weight
1 Technology 3.18%
2 Financials 1.67%
3 Industrials 1.32%
4 Consumer Staples 1.31%
5 Healthcare 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NFLX icon
176
Netflix
NFLX
$309B
$484K 0.02%
5,160
+1,750
+51% +$189K
AMGN icon
177
Amgen
AMGN
$222B
$483K 0.02%
1,474
+233
+19% +$73.9K
AMD icon
178
Advanced Micro Devices
AMD
$789B
$479K 0.02%
2,238
+175
+8% +$39.3K
ORCL icon
179
Oracle
ORCL
$423B
$461K 0.02%
2,367
+599
+34% +$143K
DG icon
180
Dollar General
DG
$27.9B
$461K 0.02%
3,474
-2,999
-46% -$335K
PFE icon
181
Pfizer
PFE
$153B
$457K 0.02%
18,358
+1,119
+6% +$28.2K
AUPH icon
182
Aurinia Pharmaceuticals
AUPH
$2.11B
$455K 0.02%
28,525
– –
SCHM icon
183
Schwab US Mid-Cap ETF
SCHM
$15.1B
$451K 0.02%
14,997
– –
DGX icon
184
Quest Diagnostics
DGX
$26.3B
$450K 0.02%
2,593
-863
-25% -$157K
KMB icon
185
Kimberly-Clark
KMB
$36.5B
$448K 0.02%
4,444
-7,673
-63% -$839K
SCHW
186
Charles Schwab
SCHW
$187B
$446K 0.02%
4,466
– –
MBB icon
187
iShares MBS ETF
MBB
$39.1B
$444K 0.02%
4,665
-4,802
-51% -$458K
CCJ icon
188
Cameco
CCJ
$42.4B
$443K 0.02%
4,846
+702
+17% +$63.2K
OKLO
189
Oklo
OKLO
$8.42B
$435K 0.02%
6,067
+310
+5% +$34.6K
KO icon
190
Coca-Cola
KO
$375B
$433K 0.02%
6,199
+3
+0% +$209
INTU icon
191
Intuit
INTU
$89B
$431K 0.02%
650
-19
-3% -$12.6K
FAS icon
192
Direxion Daily Financial Bull 3x ETF
FAS
$2.42B
$429K 0.02%
2,550
– –
VIG icon
193
Vanguard Dividend Appreciation ETF
VIG
$114B
$428K 0.02%
1,949
-16
-0.8% -$3.5K
SPTS icon
194
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.11B
$422K 0.02%
14,400
– –
VFH icon
195
Vanguard Financials ETF
VFH
$13.8B
$417K 0.02%
3,124
+3
+0.1% +$390
VOT icon
196
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.8B
$412K 0.02%
1,475
+52
+4% +$14.9K
VEU icon
197
Vanguard FTSE All-World ex-US ETF
VEU
$70.2B
$403K 0.02%
5,479
-236
-4% -$17.2K
SDY icon
198
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$401K 0.02%
2,885
-137
-5% -$19.1K
VLUE icon
199
iShares MSCI USA Value Factor ETF
VLUE
$9.47B
$401K 0.02%
2,935
– –
PL icon
200
Planet Labs
PL
$8.53B
$394K 0.02%
20,000
– –
6 7
8
9 10

Similar funds

OBAM
ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.57B AUM 29.93% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

Acropolis Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Acropolis Investment Management held 305 positions worth $2.22B, up 13% from $1.97B the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Acropolis Investment Management deployed $110M of net new capital in Q4 2025, opening 39 new positions and adding to 91 existing holdings. Its largest new stake was JPMorgan Mortgage-Backed Securities ETF: 1,364,694 shares worth $69.7M.

By sector, the portfolio is most concentrated in Technology at 3.2% of assets, up from 3.2% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was Vanguard Total Bond Market, an estimated $88.8M trimmed.

  • Acropolis Investment Management's largest Q4 2025 buy was JPMorgan Mortgage-Backed Securities ETF: 1,364,694 shares worth $69.7M.
  • Acropolis Investment Management added most to Dimensional Core Fixed Income ETF in Q4 2025, an estimated $115M increase.
  • Acropolis Investment Management's biggest Q4 2025 reduction was Vanguard Total Bond Market, cutting an estimated $88.8M.
  • Acropolis Investment Management fully exited EOG Resources in Q4 2025, selling an estimated $582K.
  • Acropolis Investment Management's ten largest holdings make up 59% of its $2.22B portfolio in Q4 2025.
  • Acropolis Investment Management opened 39 new positions and closed 8 in Q4 2025.
  • Acropolis Investment Management's portfolio value rose 13% quarter-over-quarter to $2.22B.

Based on Acropolis Investment Management's 13F filing for Q4 2025, filed 14 Jan 2026.