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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 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 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
VOO icon
1
Vanguard S&P 500 ETF
VOO
$973B
$305M 16.75%
536,809
-163
-0% -$85.7K
BND icon
2
Vanguard Total Bond Market
BND
$158B
$158M 8.7%
2,150,144
+54,410
+3% +$3.96M
VEA icon
3
Vanguard FTSE Developed Markets ETF
VEA
$224B
$148M 8.15%
2,603,492
-25,788
-1% -$1.38M
VGSH icon
4
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$110M 6.07%
1,878,946
+106,707
+6% +$6.25M
IJR icon
5
iShares Core S&P Small-Cap ETF
IJR
$109B
$101M 5.54%
922,025
+3,350
+0.4% +$346K
IGIB icon
6
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$100M 5.51%
1,881,074
+70,294
+4% +$3.67M
IJH icon
7
iShares Core S&P Mid-Cap ETF
IJH
$121B
$97.6M 5.36%
1,574,000
-17,955
-1% -$1.05M
VMBS icon
8
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$76.9M 4.22%
1,658,973
+31,666
+2% +$1.45M
SMLF icon
9
iShares US Small Cap Equity Factor ETF
SMLF
$4.07B
$59.2M 3.25%
870,884
+33,534
+4% +$2.12M
VV icon
10
Vanguard Large-Cap ETF
VV
$52.1B
$47.4M 2.6%
166,188
+17,182
+12% +$4.53M
VWO icon
11
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$46.6M 2.56%
941,557
+12,092
+1% +$561K
IEFA icon
12
iShares Core MSCI EAFE ETF
IEFA
$185B
$35.9M 1.97%
430,338
+6,213
+1% +$493K
MTUM icon
13
iShares MSCI USA Momentum Factor ETF
MTUM
$25.2B
$31M 1.7%
128,846
+2,183
+2% +$476K
IMTM icon
14
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.04B
$27.5M 1.51%
601,479
+5,912
+1% +$253K
DFLV icon
15
Dimensional US Large Cap Value ETF
DFLV
$6.56B
$23.4M 1.29%
755,117
+3,832
+0.5% +$113K
DFIV icon
16
Dimensional International Value ETF
DFIV
$20.4B
$20.9M 1.15%
487,005
+13,709
+3% +$558K
IVV icon
17
iShares Core S&P 500 ETF
IVV
$879B
$17.2M 0.94%
27,665
-313
-1% -$180K
IVW icon
18
iShares S&P 500 Growth ETF
IVW
$73.5B
$17.1M 0.94%
155,005
+145
+0.1% +$14.4K
AAPL icon
19
Apple
AAPL
$4.8T
$16.3M 0.89%
79,358
-443
-0.6% -$89.5K
VB icon
20
Vanguard Small-Cap ETF
VB
$79.2B
$16.1M 0.89%
67,990
+10,515
+18% +$2.35M
AVUS icon
21
Avantis US Equity ETF
AVUS
$13.8B
$15.9M 0.87%
157,846
+3,621
+2% +$339K
LRGF icon
22
iShares US Equity Factor ETF
LRGF
$3.53B
$14.7M 0.81%
229,860
+21,991
+11% +$1.3M
VO icon
23
Vanguard Mid-Cap ETF
VO
$105B
$12.5M 0.68%
178,016
+51,288
+40% +$3.37M
INTF icon
24
iShares International Equity Factor ETF
INTF
$3.5B
$10.3M 0.57%
301,413
+11,988
+4% +$389K
IVE icon
25
iShares S&P 500 Value ETF
IVE
$48.6B
$10.2M 0.56%
52,027
-382
-0.7% -$71.2K
1
2 3 4 5

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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.