$575 Million is the total value of Acropolis Investment Management, LLC's 140 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VV | New | VANGUARD INDEX FDSlarge cap etf | $6,208,000 | – | 54,047 | +100.0% | 1.08% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $3,734,000 | – | 27,020 | +100.0% | 0.65% | – |
| VB | New | VANGUARD INDEX FDSsmall cap etf | $1,765,000 | – | 13,370 | +100.0% | 0.31% | – |
| OMC | New | OMNICOM GROUP INC | $608,000 | – | 8,304 | +100.0% | 0.11% | – |
| NUSC | New | NUSHARES ETF TResg small cap | $198,000 | – | 8,020 | +100.0% | 0.03% | – |
| FB | New | FACEBOOK INCcl a | $181,000 | – | 1,384 | +100.0% | 0.03% | – |
| BG | New | BUNGE LIMITED | $154,000 | – | 2,888 | +100.0% | 0.03% | – |
| AEE | New | AMEREN CORP | $134,000 | – | 2,057 | +100.0% | 0.02% | – |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $113,000 | – | 4,808 | +100.0% | 0.02% | – |
| PYPL | New | PAYPAL HLDGS INC | $106,000 | – | 1,263 | +100.0% | 0.02% | – |
| CSCO | New | CISCO SYS INC | $101,000 | – | 2,332 | +100.0% | 0.02% | – |
| CI | New | CIGNA CORPORATION | $100,000 | – | 527 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-10
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.