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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
-1.01%
1 Year Est. Return
+18.96%
3 Year Est. Return
+47.59%
5 Year Est. Return
+41.85%
10 Year Est. Return
+139%
AUM
$1.69B
AUM Growth
-$8.15M
Cap. Flow
+$16M
Cap. Flow %
0.95%
Top 10 Hldgs %
66.5%
Holding
306
New
6
Increased
111
Reduced
130
Closed
9

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.42M
2
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.94M
3
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$2.46M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.11M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.53M

Top Sells

Rank Stock Value
1
VUG icon
Vanguard Growth ETF
VUG
+$1.35M
2
VV icon
Vanguard Large-Cap ETF
VV
+$652K
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$600K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$512K
5
VB icon
Vanguard Small-Cap ETF
VB
+$367K

Sector Composition

Rank Sector Weight
1 Technology 2.45%
2 Financials 1.62%
3 Industrials 1.28%
4 Healthcare 1.27%
5 Consumer Discretionary 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$971B
$276M 16.37%
536,972
+13,730
+3% +$7.42M
BND icon
2
Vanguard Total Bond Market
BND
$158B
$154M 9.13%
2,095,734
+20,510
+1% +$1.49M
VEA icon
3
Vanguard FTSE Developed Markets ETF
VEA
$225B
$134M 7.93%
2,629,280
+8,043
+0.3% +$407K
VGSH icon
4
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$104M 6.17%
1,772,239
+50,412
+3% +$2.94M
IJR icon
5
iShares Core S&P Small-Cap ETF
IJR
$110B
$96.1M 5.7%
918,675
+18,667
+2% +$2.11M
IGIB icon
6
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$95.1M 5.64%
1,810,780
+10,298
+0.6% +$535K
IJH icon
7
iShares Core S&P Mid-Cap ETF
IJH
$123B
$92.9M 5.51%
1,591,955
+15,067
+1% +$936K
VMBS icon
8
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$75.4M 4.47%
1,627,307
+27,543
+2% +$1.26M
SMLF icon
9
iShares US Small Cap Equity Factor ETF
SMLF
$4.11B
$52M 3.09%
837,350
+36,594
+5% +$2.46M
VWO icon
10
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$42.1M 2.5%
929,465
+8,473
+0.9% +$381K
VV icon
11
Vanguard Large-Cap ETF
VV
$52B
$38.3M 2.27%
149,006
-2,408
-2% -$652K
IEFA icon
12
iShares Core MSCI EAFE ETF
IEFA
$187B
$32.1M 1.9%
424,125
-3,285
-0.8% -$246K
MTUM icon
13
iShares MSCI USA Momentum Factor ETF
MTUM
$24.4B
$25.6M 1.52%
126,663
+1,292
+1% +$276K
IMTM icon
14
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.04B
$23.8M 1.41%
595,567
+2,523
+0.4% +$99.8K
DFLV icon
15
Dimensional US Large Cap Value ETF
DFLV
$6.87B
$23M 1.36%
751,285
+26,133
+4% +$807K
DFIV icon
16
Dimensional International Value ETF
DFIV
$20.9B
$18.6M 1.11%
473,296
-2,581
-0.5% -$98.5K
AAPL icon
17
Apple
AAPL
$4.99T
$17.7M 1.05%
79,801
-170
-0.2% -$39.4K
IVV icon
18
iShares Core S&P 500 ETF
IVV
$871B
$15.7M 0.93%
27,978
-1,016
-4% -$600K
IVW icon
19
iShares S&P 500 Growth ETF
IVW
$71.9B
$14.4M 0.85%
154,860
-475
-0.3% -$47.9K
AVUS icon
20
Avantis US Equity ETF
AVUS
$13.9B
$14.2M 0.85%
154,225
+5,920
+4% +$577K
VB icon
21
Vanguard Small-Cap ETF
VB
$80.2B
$12.7M 0.76%
57,475
-1,537
-3% -$367K
LRGF icon
22
iShares US Equity Factor ETF
LRGF
$3.55B
$12M 0.71%
207,869
-4,865
-2% -$297K
IVE icon
23
iShares S&P 500 Value ETF
IVE
$49.6B
$9.99M 0.59%
52,409
+827
+2% +$160K
INTF icon
24
iShares International Equity Factor ETF
INTF
$3.57B
$8.93M 0.53%
289,425
+11,455
+4% +$348K
DFCF icon
25
Dimensional Core Fixed Income ETF
DFCF
$10.8B
$8.21M 0.49%
195,294
-4,695
-2% -$196K
1
2 3 4 5

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Acropolis Investment Management's Q1 2025 Portfolio in Review

As of Q1 2025, Acropolis Investment Management held 306 positions worth $1.69B, down 0.48% from $1.69B the previous quarter. Its ten largest holdings account for 66% of the portfolio.

Trading was light in Q1 2025: portfolio turnover was 4.9%. Acropolis Investment Management opened 6 new positions and exited 9, leaving the 306-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 2.5% of assets, down from 2.8% a quarter earlier, followed by Financials and Industrials.

  • Acropolis Investment Management's largest Q1 2025 buy was Palantir: 2,247 shares worth $190K.
  • Acropolis Investment Management added most to Vanguard S&P 500 ETF in Q1 2025, an estimated $7.42M increase.
  • Acropolis Investment Management's biggest Q1 2025 reduction was Vanguard Growth ETF, cutting an estimated $1.35M.
  • Acropolis Investment Management fully exited Vanguard Short-Term Corporate Bond ETF in Q1 2025, selling an estimated $237K.
  • Acropolis Investment Management's ten largest holdings make up 66% of its $1.69B portfolio in Q1 2025.
  • Acropolis Investment Management opened 6 new positions and closed 9 in Q1 2025.
  • Acropolis Investment Management's portfolio value fell 0.48% quarter-over-quarter to $1.69B.

Based on Acropolis Investment Management's 13F filing for Q1 2025, filed 17 Apr 2025.