$511 Million is the total value of Acropolis Investment Management, LLC's 131 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | AMERICAN EXPRESS CO | $1,591,000 | – | 20,465 | +100.0% | 0.31% | – | |
| ROK | New | ROCKWELL AUTOMATION INC | $505,000 | – | 4,055 | +100.0% | 0.10% | – |
| New | BAXTER INTL INC | $499,000 | – | 7,130 | +100.0% | 0.10% | – | |
| New | BED BATH & BEYOND INC | $452,000 | – | 6,550 | +100.0% | 0.09% | – | |
| TJX | New | TJX COS INC NEW | $403,000 | – | 6,085 | +100.0% | 0.08% | – |
| CMI | New | CUMMINS INC | $384,000 | – | 2,930 | +100.0% | 0.08% | – |
| HD | New | HOME DEPOT INC | $230,000 | – | 2,068 | +100.0% | 0.04% | – |
| New | APACHE CORP | $223,000 | – | 3,870 | +100.0% | 0.04% | – | |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $106,000 | – | 1,571 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-07-17
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.