$634 Million is the total value of Acropolis Investment Management, LLC's 146 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MDT | New | MEDTRONIC INC | $204,000 | – | 2,238 | +100.0% | 0.03% | – |
| MRNA | New | MODERNA INC | $123,000 | – | 6,060 | +100.0% | 0.02% | – |
| ET | New | ENERGY TRANSFER EQUITY L P | $115,000 | – | 7,454 | +100.0% | 0.02% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $115,000 | – | 1,008 | +100.0% | 0.02% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $111,000 | – | 1,627 | +100.0% | 0.02% | – |
| CAT | New | CATERPILLAR INC DEL | $110,000 | – | 810 | +100.0% | 0.02% | – |
| CSX | New | CSX CORP | $108,000 | – | 1,446 | +100.0% | 0.02% | – |
| COP | New | CONOCOPHILLIPS | $103,000 | – | 1,540 | +100.0% | 0.02% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $104,000 | – | 666 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 45 | Q2 2024 | 15.3% |
| VANGUARD BD INDEX FD INC | 45 | Q2 2024 | 13.9% |
| VANGUARD TAX-MANAGED FD | 45 | Q2 2024 | 12.6% |
| ISHARES TR | 45 | Q2 2024 | 9.5% |
| VANGUARD SCOTTSDALE FDS | 45 | Q2 2024 | 8.0% |
| VANGUARD INTL EQUITY INDEX F | 45 | Q2 2024 | 4.3% |
| VANGUARD INDEX FDS | 45 | Q2 2024 | 4.5% |
| ISHARES TR | 45 | Q2 2024 | 3.8% |
| ISHARES TR | 45 | Q2 2024 | 4.1% |
| ISHARES TR | 45 | Q2 2024 | 4.7% |
View Acropolis Investment Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-07-16 |
| 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 |
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.