$1.02 Billion is the total value of Acropolis Investment Management, LLC's 240 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | DIMENSIONAL ETF TRUST | $5,703,000 | – | 130,740 | +100.0% | 0.56% | – | |
| ADM | New | ARCHER DANIELS MIDLAND CO | $674,000 | – | 8,686 | +100.0% | 0.07% | – |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $507,000 | – | 11,347 | +100.0% | 0.05% | – |
| ESGD | New | ESG AW MSCI EAFEishares tr | $494,000 | – | 7,866 | +100.0% | 0.05% | – |
| SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $440,000 | – | 15,256 | +100.0% | 0.04% | – |
| SPTI | New | SPDR SER TRportfli intrmdit | $394,000 | – | 13,367 | +100.0% | 0.04% | – |
| New | CONSTELLATION ENERGY CORP | $364,000 | – | 6,352 | +100.0% | 0.04% | – | |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $342,000 | – | 3,363 | +100.0% | 0.03% | – |
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $276,000 | – | 4,425 | +100.0% | 0.03% | – |
| New | BLACKSTONE SECD LENDING FD | $173,000 | – | 7,322 | +100.0% | 0.02% | – | |
| SPIB | New | SPDR SERIES TRUSTportfolio intrmd | $161,000 | – | 4,934 | +100.0% | 0.02% | – |
| SPMB | New | SPDR SER TRport mtg bk etf | $152,000 | – | 6,645 | +100.0% | 0.02% | – |
| DFAE | New | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $134,000 | – | 5,765 | +100.0% | 0.01% | – |
| SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $131,000 | – | 3,768 | +100.0% | 0.01% | – |
| BIV | New | VANGUARD BD INDEX FD INCintermed term | $123,000 | – | 1,578 | +100.0% | 0.01% | – |
| MCO | New | MOODYS CORP | $114,000 | – | 420 | +100.0% | 0.01% | – |
| SLV | New | ISHARES SILVER TRishares | $101,000 | – | 5,410 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-15
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.