$653 Million is the total value of Acropolis Investment Management, LLC's 153 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | New | VANGUARD INDEX FDS | $79,760,000 | – | 325,167 | +100.0% | 12.22% | – |
| UGI | New | UGI CORP NEW | $248,000 | – | 5,276 | +100.0% | 0.04% | – |
| SUSA | New | ISHARES TRmsci usa esg slc | $198,000 | – | 1,785 | +100.0% | 0.03% | – |
| BUD | New | ANHUESER BUSCH INBEV SA/NVsponsored adr | $167,000 | – | 1,500 | +100.0% | 0.03% | – |
| AGN | New | ALLERGAN PLC | $153,000 | – | 934 | +100.0% | 0.02% | – |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $144,000 | – | 1,642 | +100.0% | 0.02% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $137,000 | – | 971 | +100.0% | 0.02% | – |
| SO | New | SOUTHERN CO | $134,000 | – | 2,786 | +100.0% | 0.02% | – |
| HQH | New | TEKLA HEALTHCARE INVSsh ben int | $130,000 | – | 5,752 | +100.0% | 0.02% | – |
| New | DUKE ENERGY CORP NEW | $131,000 | – | 1,561 | +100.0% | 0.02% | – | |
| VTV | New | VANGUARD INDEX FDSvalue etf | $130,000 | – | 1,223 | +100.0% | 0.02% | – |
| AME | New | AMETEK INC NEW | $108,000 | – | 1,487 | +100.0% | 0.02% | – |
| UNP | New | UNION PAC CORP | $107,000 | – | 800 | +100.0% | 0.02% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $105,000 | – | 1,064 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-01-11
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.