$1.1 Billion is the total value of Acropolis Investment Management, LLC's 241 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHY | New | ISHARES TR1 3 yr treas bd | $18,911,000 | – | 226,890 | +100.0% | 1.72% | – |
| TIPX | New | SPDR SER TRbloomberg 1 10 y | $326,000 | – | 15,750 | +100.0% | 0.03% | – |
| DFAI | New | DIMENSIONAL ETF TRUSTintl core eqt mk | $315,000 | – | 11,200 | +100.0% | 0.03% | – |
| LLY | New | LILLY ELI & CO | $151,000 | – | 527 | +100.0% | 0.01% | – |
| JPST | New | JP MORGAN EXCHANGE TRADED FDultra shrt inc | $124,000 | – | 2,465 | +100.0% | 0.01% | – |
| QUAL | New | ISHARES TRmsci usa qlt fct | $118,000 | – | 873 | +100.0% | 0.01% | – |
| C | New | CITIGROUP INC | $122,000 | – | 2,293 | +100.0% | 0.01% | – |
| CP | New | CANADIAN PAC RY LTD | $108,000 | – | 1,303 | +100.0% | 0.01% | – |
| SPLG | New | SPDR SER TRportfolio s&p500 | $106,000 | – | 2,001 | +100.0% | 0.01% | – |
| GOVT | New | ISHARES TRus treas bd etf | $106,000 | – | 4,274 | +100.0% | 0.01% | – |
| SNEX | New | STONEX GROUP INC | $104,000 | – | 1,404 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-08
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.