AIM

Acropolis Investment Management Portfolio holdings

AUM $1.97B
1-Year Est. Return 10.43%
This Quarter Est. Return
1 Year Est. Return
+10.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.82B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$4.9M
3
+$4.01M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.75M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.59M

Top Sells

1
+$1.47M
2
+$1.11M
3
+$1.04M
4
TT icon
Trane Technologies
TT
+$724K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$605K

Sector Composition

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
VOO icon
1
Vanguard S&P 500 ETF
VOO
$764B
$305M 16.75%
536,809
-163
BND icon
2
Vanguard Total Bond Market
BND
$137B
$158M 8.7%
2,150,144
+54,410
VEA icon
3
Vanguard FTSE Developed Markets ETF
VEA
$178B
$148M 8.15%
2,603,492
-25,788
VGSH icon
4
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
$110M 6.07%
1,878,946
+106,707
IJR icon
5
iShares Core S&P Small-Cap ETF
IJR
$85B
$101M 5.54%
922,025
+3,350
IGIB icon
6
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.4B
$100M 5.51%
1,881,074
+70,294
IJH icon
7
iShares Core S&P Mid-Cap ETF
IJH
$99.8B
$97.6M 5.36%
1,574,000
-17,955
VMBS icon
8
Vanguard Mortgage-Backed Securities ETF
VMBS
$15B
$76.9M 4.22%
1,658,973
+31,666
SMLF icon
9
iShares US Small Cap Equity Factor ETF
SMLF
$2.34B
$59.2M 3.25%
870,884
+33,534
VV icon
10
Vanguard Large-Cap ETF
VV
$46.5B
$47.4M 2.6%
166,188
+17,182
VWO icon
11
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$46.6M 2.56%
941,557
+12,092
IEFA icon
12
iShares Core MSCI EAFE ETF
IEFA
$156B
$35.9M 1.97%
430,338
+6,213
MTUM icon
13
iShares MSCI USA Momentum Factor ETF
MTUM
$18.8B
$31M 1.7%
128,846
+2,183
IMTM icon
14
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.34B
$27.5M 1.51%
601,479
+5,912
DFLV icon
15
Dimensional US Large Cap Value ETF
DFLV
$4.23B
$23.4M 1.29%
755,117
+3,832
DFIV icon
16
Dimensional International Value ETF
DFIV
$13.9B
$20.9M 1.15%
487,005
+13,709
IVV icon
17
iShares Core S&P 500 ETF
IVV
$666B
$17.2M 0.94%
27,665
-313
IVW icon
18
iShares S&P 500 Growth ETF
IVW
$66.5B
$17.1M 0.94%
155,005
+145
AAPL icon
19
Apple
AAPL
$3.97T
$16.3M 0.89%
79,358
-443
VB icon
20
Vanguard Small-Cap ETF
VB
$67B
$16.1M 0.89%
67,990
+10,515
AVUS icon
21
Avantis US Equity ETF
AVUS
$9.79B
$15.9M 0.87%
157,846
+3,621
LRGF icon
22
iShares US Equity Factor ETF
LRGF
$2.94B
$14.7M 0.81%
229,860
+21,991
VO icon
23
Vanguard Mid-Cap ETF
VO
$87.5B
$12.5M 0.68%
44,504
+12,822
INTF icon
24
iShares International Equity Factor ETF
INTF
$2.67B
$10.3M 0.57%
301,413
+11,988
IVE icon
25
iShares S&P 500 Value ETF
IVE
$42.1B
$10.2M 0.56%
52,027
-382
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