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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
AMGN icon
201
Amgen
AMGN
$222B
$298K 0.02%
1,066
-31
-3% -$8.78K
VLO icon
202
Valero Energy
VLO
$85.9B
$289K 0.02%
2,149
– –
DIS icon
203
Walt Disney
DIS
$181B
$286K 0.02%
2,303
-103
-4% -$10.7K
FTNT icon
204
Fortinet
FTNT
$117B
$284K 0.02%
2,690
+1
+0% +$101
AMD icon
205
Advanced Micro Devices
AMD
$789B
$276K 0.02%
1,944
+57
+3% +$6.21K
DFSV
206
Dimensional US Small Cap Value ETF
DFSV
$8.34B
$268K 0.01%
9,118
– –
SCHV
207
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$268K 0.01%
9,684
-2,250
-19% -$59.1K
SPSM icon
208
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.4B
$267K 0.01%
6,258
– –
CARR icon
209
Carrier Global
CARR
$52.8B
$265K 0.01%
3,624
-15
-0.4% -$1.02K
OKE icon
210
Oneok
OKE
$54.5B
$257K 0.01%
3,153
+1,230
+64% +$103K
BAH icon
211
Booz Allen Hamilton
BAH
$9.15B
$257K 0.01%
2,468
+3
+0.1% +$336
RSP icon
212
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$255K 0.01%
1,401
– –
EAGG icon
213
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.97B
$253K 0.01%
5,330
+345
+7% +$16.2K
SCHD icon
214
Schwab US Dividend Equity ETF
SCHD
$105B
$252K 0.01%
9,491
-968
-9% -$25.3K
UHS icon
215
Universal Health Services
UHS
$10.5B
$251K 0.01%
1,383
+3
+0.2% +$541
GS icon
216
Goldman Sachs
GS
$303B
$247K 0.01%
349
+3
+0.9% +$1.74K
IWV icon
217
iShares Russell 3000 ETF
IWV
$20.3B
$246K 0.01%
700
– –
LUV icon
218
Southwest Airlines
LUV
$23B
$243K 0.01%
7,481
+77
+1% +$2.32K
EFX icon
219
Equifax
EFX
$21.4B
$242K 0.01%
933
+2
+0.2% +$509
AUPH icon
220
Aurinia Pharmaceuticals
AUPH
$2.11B
$242K 0.01%
+28,525
New +$229K
AME icon
221
Ametek
AME
$58.2B
$241K 0.01%
1,334
-3
-0.2% -$516
PSX icon
222
Phillips 66
PSX
$81.4B
$237K 0.01%
1,986
-52
-3% -$5.83K
IWP icon
223
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$232K 0.01%
1,675
– –
LEU icon
224
Centrus Energy
LEU
$3.82B
$232K 0.01%
+1,267
New +$135K
VYM icon
225
Vanguard High Dividend Yield ETF
VYM
$82.8B
$231K 0.01%
1,736
– –
7 8
9
10 11

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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.