$501 Million is the total value of Acropolis Investment Management, LLC's 145 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| STIP | New | ISHARES TR0-5 yr tips etf | $295,000 | – | 2,935 | +100.0% | 0.06% | – |
| DE | New | DEERE & CO | $265,000 | – | 3,230 | +100.0% | 0.05% | – |
| BMY | New | BRISTOL MYERS SQUIBB CO | $178,000 | – | 3,487 | +100.0% | 0.04% | – |
| RFV | New | RYDEX ETF TRUSTgug s&p mc400 pv | $175,000 | – | 3,430 | +100.0% | 0.04% | – |
| IEI | New | ISHARES3-7 yr tr bd etf | $151,000 | – | 1,245 | +100.0% | 0.03% | – |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $122,000 | – | 3,155 | +100.0% | 0.02% | – |
| OXY | New | OCCIDENTAL PETE CORP DEL | $105,000 | – | 1,091 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-10-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 42 | Q3 2023 | 15.3% |
| VANGUARD BD INDEX FD INC | 42 | Q3 2023 | 13.9% |
| VANGUARD TAX-MANAGED FD | 42 | Q3 2023 | 12.6% |
| ISHARES TR | 42 | Q3 2023 | 9.5% |
| VANGUARD SCOTTSDALE FDS | 42 | Q3 2023 | 8.0% |
| VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 4.3% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 4.5% |
| ISHARES TR | 42 | Q3 2023 | 3.8% |
| ISHARES TR | 42 | Q3 2023 | 4.7% |
| ISHARES TR | 42 | Q3 2023 | 4.1% |
View Acropolis Investment Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-11 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-04-08 |
| 13F-HR | 2022-01-14 |
View Acropolis Investment Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.