$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BDX | Exit | BECTON DICKINSON & CO | $0 | – | -386 | -100.0% | -0.02% | – |
| TROW | Exit | PRICE T ROWE GROUP INC | $0 | – | -934 | -100.0% | -0.02% | – |
| CAT | Exit | CATERPILLAR INC DEL | $0 | – | -658 | -100.0% | -0.02% | – |
| CSX | Exit | CSX CORP | $0 | – | -1,446 | -100.0% | -0.02% | – |
| VDE | Exit | VANGUARD WORLD FDSenergy etf | $0 | – | -995 | -100.0% | -0.02% | – |
| ADMP | Exit | ADAMIS PHARMACEUTICALS CORP | $0 | – | -30,000 | -100.0% | -0.02% | – |
| BAC | Exit | BANK AMER CORP | $0 | – | -3,550 | -100.0% | -0.02% | – |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -1,421 | -100.0% | -0.02% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -1,333 | -100.0% | -0.02% | – |
| CELG | Exit | CELGENE CORP | $0 | – | -1,269 | -100.0% | -0.02% | – |
| VXUS | Exit | VANGUARD STAR FDvg tl intl stk f | $0 | – | -2,044 | -100.0% | -0.02% | – |
| MDT | Exit | MEDTRONIC INC | $0 | – | -1,152 | -100.0% | -0.02% | – |
| SCHW | Exit | SCHWAB CHARLES CORP NEW | $0 | – | -2,437 | -100.0% | -0.02% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -1,540 | -100.0% | -0.02% | – |
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -1,002 | -100.0% | -0.02% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -1,610 | -100.0% | -0.02% | – |
| IEF | Exit | ISHARES TRbarclys 7-10 yr | $0 | – | -1,510 | -100.0% | -0.02% | – |
| ESRX | Exit | EXPRESS SCRIPTS INC | $0 | – | -3,460 | -100.0% | -0.05% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -11,320 | -100.0% | -0.14% | – |
| ANDV | Exit | ANDEAVOR | $0 | – | -8,879 | -100.0% | -0.22% | – |
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.