HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VOO) |
523,245 | -13,049 | $251,524 |
| VOO | 523,245 | -13,049 | $251,524 |
| VANGUARD BD INDEX FD INC (BND) |
1,862,546 | +92,477 | $135,277 |
| BND | 1,862,546 | +92,477 | $135,277 |
| VANGUARD TAX MANAGED FD (VEA) |
2,482,005 | +45,487 | $124,522 |
| VEA | 2,482,005 | +45,487 | $124,522 |
| ISHARES TR (IJR) |
886,659 | +5,999 | $97,994 |
| IJR | 886,659 | +5,999 | $97,994 |
| ISHARES TR (IJH) |
1,521,623 | +1,216,841 | $92,423 |
| IJH | 1,521,623 | +1,216,841 | $92,423 |
| VANGUARD SCOTTSDALE FDS (VGSH) |
1,544,784 | +128,648 | $89,706 |
| VGSH | 1,544,784 | +128,648 | $89,706 |
| VANGUARD SCOTTSDALE FDS (VMBS) |
1,409,725 | +58,014 | $64,298 |
| VMBS | 1,409,725 | +58,014 | $64,298 |
| ISHARES TR (IGIB) |
1,194,160 | +54,766 | $61,619 |
| IGIB | 1,194,160 | +54,766 | $61,619 |
| ISHARES TR (SMLF) |
708,445 | +45,649 | $45,043 |
| SMLF | 708,445 | +45,649 | $45,043 |
| VANGUARD INDEX FDS (VV) |
162,268 | -7,635 | $38,905 |
| VV | 162,268 | -7,635 | $38,905 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
865,060 | +33,137 | $36,134 |
| VWO | 865,060 | +33,137 | $36,134 |
| ISHARES TR (IEFA) |
400,005 | -10,106 | $29,688 |
| IEFA | 400,005 | -10,106 | $29,688 |
| ISHARES TR (IGSB) |
425,961 | +40,791 | $21,843 |
| IGSB | 425,961 | +40,791 | $21,843 |
| ISHARES TR (MTUM) |
114,699 | +1,042 | $21,489 |
| MTUM | 114,699 | +1,042 | $21,489 |
| MSCI INTL MOMENT |
535,647 | -2,800 | $21,013 |
| IMTM | 535,647 | -2,800 | $21,013 |
| DIMENSIONAL ETF TRUST (DFLV) |
599,730 | +52,386 | $17,986 |
| DFLV | 599,730 | +52,386 | $17,986 |
| ISHARES TR (IVV) |
29,739 | -1,215 | $15,635 |
| IVV | 29,739 | -1,215 | $15,635 |
| DIMENSIONAL ETF TRUST (DFIV) |
400,646 | +17,182 | $14,724 |
| DFIV | 400,646 | +17,182 | $14,724 |
| VANGUARD INDEX FDS (VB) |
61,669 | -1,692 | $14,097 |
| VB | 61,669 | -1,692 | $14,097 |
| APPLE INC |
81,549 | -2,285 | $13,984 |
| AAPL | 81,549 | -2,285 | $13,984 |
| ISHARES TR (IVW) |
156,040 | -1,672 | $13,176 |
| IVW | 156,040 | -1,672 | $13,176 |
| AMERICAN CENTURY ETF TR (AVUS) |
142,840 | +1,617 | $12,784 |
| AVUS | 142,840 | +1,617 | $12,784 |
| ISHARES TR (LRGF) |
211,709 | +16,116 | $11,392 |
| LRGF | 211,709 | +16,116 | $11,392 |
| ISHARES TR (IVE) |
53,464 | -805 | $9,988 |
| IVE | 53,464 | -805 | $9,988 |
| VANGUARD INDEX FDS (VO) |
35,489 | -2,088 | $8,867 |
| VO | 35,489 | -2,088 | $8,867 |
| VANGUARD INDEX FDS (VUG) |
23,634 | +1,976 | $8,135 |
| VUG | 23,634 | +1,976 | $8,135 |
| MICROSOFT CORP |
17,804 | +196 | $7,490 |
| MSFT | 17,804 | +196 | $7,490 |
| VANGUARD BD INDEX FDS (BSV) |
97,504 | +2,383 | $7,476 |
| BSV | 97,504 | +2,383 | $7,476 |
| ISHARES INC (IEMG) |
144,388 | -55 | $7,450 |
| IEMG | 144,388 | -55 | $7,450 |
| ISHARES TR (INTF) |
195,431 | +23,452 | $5,832 |
| INTF | 195,431 | +23,452 | $5,832 |
| WAL MART STORES INC |
92,892 | +61,430 | $5,589 |
| WMT | 92,892 | +61,430 | $5,589 |
| UNITEDHEALTH GROUP INC |
11,014 | -103 | $5,449 |
| UNH | 11,014 | -103 | $5,449 |
| ISHARES TR (MUB) |
49,790 | -190 | $5,357 |
| MUB | 49,790 | -190 | $5,357 |
| ISHARES TR (IWR) |
60,197 | -1,287 | $5,062 |
| IWR | 60,197 | -1,287 | $5,062 |
 GOOGLE INC |
$5,057 | ||
| CL A | 33,482 | UNCH | $5,057 |
| SCHWAB STRATEGIC TR |
114,440 | -670 | $4,465 |
| SCHF | 114,440 | -670 | $4,465 |
| ISHARES (IEI) |
37,631 | -1,798 | $4,358 |
| IEI | 37,631 | -1,798 | $4,358 |
| VISA INC |
14,502 | +156 | $4,047 |
| V | 14,502 | +156 | $4,047 |
| BERKSHIRE HATHAWAY INC DEL |
$3,993 | ||
| BRK.B | 9,496 | +14 | $3,993 |
| JPMORGAN CHASE & CO |
19,434 | -225 | $3,893 |
| JPM | 19,434 | -225 | $3,893 |
| ISHARES TR (EFA) |
46,543 | -538 | $3,717 |
| EFA | 46,543 | -538 | $3,717 |
| ISHARES TR (SCZ) |
58,333 | -1,237 | $3,694 |
| SCZ | 58,333 | -1,237 | $3,694 |
| ISHARES TR (IWD) |
20,180 | -1,310 | $3,614 |
| IWD | 20,180 | -1,310 | $3,614 |
| JOHNSON & JOHNSON |
21,447 | -35 | $3,393 |
| JNJ | 21,447 | -35 | $3,393 |
| AMAZON COM INC |
18,724 | -44 | $3,377 |
| AMZN | 18,724 | -44 | $3,377 |
| VANGUARD INDEX FDS (VBK) |
12,522 | -409 | $3,265 |
| VBK | 12,522 | -409 | $3,265 |
| ISHARES TR (IWM) |
15,157 | -215 | $3,188 |
| IWM | 15,157 | -215 | $3,188 |
| EXXON MOBIL CORP |
27,091 | -652 | $3,149 |
| XOM | 27,091 | -652 | $3,149 |
| SELECT SECTOR SPDR TR (XLK) |
14,859 | -956 | $3,095 |
| XLK | 14,859 | -956 | $3,095 |
| ISHARES TR (IYW) |
22,207 | -570 | $2,999 |
| IYW | 22,207 | -570 | $2,999 |
See Full List: All Stocks Held By Acropolis Investment Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Acropolis Investment Management LLC
|
Size ($ in 1000's)
At 03/31/2024: $1,528,356 At 12/31/2023: $1,434,888 Acropolis Investment Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Acropolis Investment Management LLC 13F filings. Link to 13F filings: SEC filings |
