$1.22 Billion is the total value of Acropolis Investment Management, LLC's 252 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SMLF | New | ISHARES TRus sml cap eqt | $24,386,415 | – | 475,740 | +100.0% | 2.00% | – |
| MTUM | New | ISHARES TRmsci usa mmentm | $10,685,894 | – | 76,855 | +100.0% | 0.88% | – |
| AVUS | New | AMERICAN CENTURY ETF TRus eqt etf | $9,719,562 | – | 137,127 | +100.0% | 0.80% | – |
| New | DIMENSIONAL ETF TRUSTus large cap val | $8,701,829 | – | 354,179 | +100.0% | 0.72% | – | |
| LRGF | New | ISHARES TRu s equity factr | $5,780,134 | – | 139,482 | +100.0% | 0.48% | – |
| INTF | New | ISHARES TRintl eqty factor | $3,484,627 | – | 131,545 | +100.0% | 0.29% | – |
| ESGE | New | ISHARES TResg awr msci em | $213,497 | – | 6,782 | +100.0% | 0.02% | – |
| IAU | New | ISHARES GOLD TRishares new | $107,626 | – | 2,880 | +100.0% | 0.01% | – |
| BX | New | BLACKSTONE INC | $102,773 | – | 1,170 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-11
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.