Acropolis Investment Management as of March 31, 2020
Portfolio Holdings for Acropolis Investment Management
Acropolis Investment Management holds 181 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Total Bond Market ETF (BND) | 13.9 | $89M | 1.0M | 85.35 | |
| Vanguard S&p 500 Etf idx (VOO) | 13.8 | $88M | 373k | 236.82 | |
| iShares S&P MidCap 400 Index (IJH) | 11.2 | $72M | 498k | 143.86 | |
| Vanguard Europe Pacific ETF (VEA) | 9.9 | $64M | 1.9M | 33.34 | |
| Vanguard Mortgage Bkd Sects ETF (VMBS) | 8.0 | $51M | 942k | 54.50 | |
| iShares S&P SmallCap 600 Index (IJR) | 5.1 | $33M | 585k | 56.11 | |
| Vanguard REIT ETF (VNQ) | 3.7 | $24M | 340k | 69.85 | |
| Vanguard Emerging Markets ETF (VWO) | 3.3 | $21M | 625k | 33.55 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 2.3 | $15M | 293k | 49.89 | |
| Vanguard Large-Cap ETF (VV) | 1.8 | $12M | 97k | 118.43 | |
| iShares S&P 500 Index (IVV) | 1.4 | $9.1M | 35k | 258.40 | |
| iShares Lehman Aggregate Bond (AGG) | 1.2 | $7.8M | 67k | 115.37 | |
| Vanguard Mid-Cap ETF (VO) | 1.1 | $7.0M | 53k | 131.65 | |
| iShares S&P 500 Growth Index (IVW) | 1.0 | $6.3M | 38k | 165.06 | |
| iShares S&P 500 Value Index (IVE) | 0.9 | $5.9M | 61k | 96.25 | |
| ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.9 | $5.6M | 126k | 44.83 | |
| Microsoft Corporation (MSFT) | 0.9 | $5.6M | 35k | 157.71 | |
| Apple (AAPL) | 0.9 | $5.5M | 22k | 254.28 | |
| Vanguard Small-Cap ETF (VB) | 0.8 | $4.9M | 42k | 115.44 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.6 | $3.9M | 74k | 53.45 | |
| iShares Russell Midcap Index Fund (IWR) | 0.6 | $4.0M | 92k | 43.17 | |
| Schwab International Equity ETF (SCHF) | 0.5 | $3.4M | 131k | 25.84 | |
| Intel Corporation (INTC) | 0.5 | $3.3M | 61k | 54.12 | |
| UnitedHealth (UNH) | 0.5 | $3.3M | 13k | 249.36 | |
| iShares Lehman MBS Bond Fund (MBB) | 0.5 | $3.1M | 28k | 110.43 | |
| Ishares Inc core msci emkt (IEMG) | 0.5 | $3.1M | 76k | 40.47 | |
| Wal-Mart Stores (WMT) | 0.5 | $2.9M | 26k | 113.61 | |
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.5 | $2.9M | 53k | 54.92 | |
| Johnson & Johnson (JNJ) | 0.4 | $2.6M | 20k | 131.12 | |
| iShares Russell 1000 Value Index (IWD) | 0.3 | $2.2M | 22k | 99.19 | |
| iShares Russell 2000 Index (IWM) | 0.3 | $2.1M | 18k | 114.44 | |
| iShares Russell Microcap Index (IWC) | 0.3 | $1.9M | 29k | 67.02 | |
| Technology SPDR (XLK) | 0.3 | $1.8M | 23k | 80.37 | |
| Visa (V) | 0.2 | $1.6M | 9.7k | 161.11 | |
| iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.2 | $1.6M | 12k | 133.34 | |
| Spdr S&p 500 Etf (SPY) | 0.2 | $1.5M | 5.7k | 257.69 | |
| Amazon (AMZN) | 0.2 | $1.5M | 763.00 | 1950.20 | |
| iShares FTSE NAREIT Real Est 50 Ind (USRT) | 0.2 | $1.4M | 37k | 39.17 | |
| Spdr Ser Tr 1 3 hgh yield (BIL) | 0.2 | $1.4M | 16k | 91.65 | |
| Chevron Corporation (CVX) | 0.2 | $1.4M | 19k | 72.43 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $1.3M | 3.9k | 338.93 | |
| TJX Companies (TJX) | 0.2 | $1.4M | 29k | 47.81 | |
| iShares Dow Jones US Technology (IYW) | 0.2 | $1.3M | 6.5k | 204.42 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.3M | 15k | 90.03 | |
| iShares Dow Jones US Real Estate (IYR) | 0.2 | $1.3M | 19k | 69.59 | |
| Travelers Companies (TRV) | 0.2 | $1.2M | 12k | 99.38 | |
| iShares Russell 1000 Index (IWB) | 0.2 | $1.2M | 8.8k | 141.56 | |
| iShares Russell 1000 Growth Index (IWF) | 0.2 | $1.2M | 8.0k | 150.67 | |
| 3M Company (MMM) | 0.2 | $1.2M | 8.4k | 136.57 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.2 | $1.1M | 11k | 107.72 | |
| Estee Lauder Companies (EL) | 0.2 | $1.1M | 7.1k | 159.26 | |
| iShares Cohen & Steers Realty Maj. (ICF) | 0.2 | $1.2M | 13k | 91.55 | |
| Home Depot (HD) | 0.2 | $1.1M | 5.9k | 186.72 | |
| Verizon Communications (VZ) | 0.2 | $1.1M | 20k | 53.75 | |
| Nike (NKE) | 0.2 | $1.0M | 12k | 82.77 | |
| Pepsi (PEP) | 0.2 | $1.0M | 8.6k | 120.06 | |
| Walt Disney Company (DIS) | 0.1 | $931k | 9.6k | 96.60 | |
| Accenture (ACN) | 0.1 | $961k | 5.9k | 163.27 | |
| 0.1 | $958k | 824.00 | 1162.28 | ||
| Berkshire Hathaway (BRK.B) | 0.1 | $820k | 4.5k | 182.79 | |
| Procter & Gamble Company (PG) | 0.1 | $859k | 7.8k | 110.06 | |
| Comcast Corporation (CMCSA) | 0.1 | $757k | 22k | 34.40 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $740k | 20k | 37.97 | |
| Cummins (CMI) | 0.1 | $763k | 5.6k | 135.33 | |
| Rockwell Automation (ROK) | 0.1 | $773k | 5.1k | 150.95 | |
| PowerShares QQQ Trust, Series 1 | 0.1 | $743k | 3.9k | 190.27 | |
| Anthem (ELV) | 0.1 | $767k | 3.4k | 227.06 | |
| Norfolk Southern (NSC) | 0.1 | $691k | 4.7k | 145.97 | |
| Bristol Myers Squibb (BMY) | 0.1 | $678k | 12k | 55.70 | |
| Deere & Company (DE) | 0.1 | $698k | 5.1k | 138.08 | |
| O'reilly Automotive (ORLY) | 0.1 | $615k | 2.0k | 300.88 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $627k | 7.2k | 86.70 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.1 | $620k | 7.6k | 81.28 | |
| iShares Dow Jones US Healthcare (IYH) | 0.1 | $667k | 3.6k | 187.89 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $609k | 26k | 23.61 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $606k | 18k | 34.15 | |
| SYSCO Corporation (SYY) | 0.1 | $589k | 13k | 45.66 | |
| Emerson Electric (EMR) | 0.1 | $561k | 12k | 47.62 | |
| Masco Corporation (MAS) | 0.1 | $598k | 17k | 34.57 | |
| Capital One Financial (COF) | 0.1 | $577k | 11k | 50.46 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $580k | 5.8k | 100.02 | |
| Starbucks Corporation (SBUX) | 0.1 | $559k | 8.5k | 65.71 | |
| General Dynamics Corporation (GD) | 0.1 | $571k | 4.3k | 132.33 | |
| Omni (OMC) | 0.1 | $550k | 10k | 54.92 | |
| Vanguard Growth ETF (VUG) | 0.1 | $595k | 3.8k | 156.79 | |
| Vanguard Small-Cap Growth ETF (VBK) | 0.1 | $580k | 3.9k | 150.22 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.1 | $559k | 11k | 52.40 | |
| American Express Company (AXP) | 0.1 | $491k | 5.7k | 85.58 | |
| Boeing Company (BA) | 0.1 | $529k | 3.5k | 149.14 | |
| Consumer Staples Select Sect. SPDR (XLP) | 0.1 | $518k | 9.5k | 54.48 | |
| Facebook Inc cl a (META) | 0.1 | $504k | 3.0k | 166.67 | |
| McDonald's Corporation (MCD) | 0.1 | $431k | 2.6k | 165.45 | |
| Ameren Corporation (AEE) | 0.1 | $418k | 5.7k | 72.86 | |
| At&t (T) | 0.1 | $421k | 14k | 29.18 | |
| Valero Energy Corporation (VLO) | 0.1 | $465k | 10k | 45.32 | |
| Kroger (KR) | 0.1 | $476k | 16k | 30.11 | |
| United Technologies Corporation | 0.1 | $438k | 4.6k | 94.44 | |
| iShares FTSE KLD 400 Social Idx (DSI) | 0.1 | $420k | 4.3k | 97.40 | |
| Ishares Trust Msci China msci china idx (MCHI) | 0.1 | $460k | 8.0k | 57.26 | |
| Phillips 66 (PSX) | 0.1 | $436k | 8.1k | 53.70 | |
| Alibaba Group Holding (BABA) | 0.1 | $436k | 2.2k | 194.47 | |
| U.S. Bancorp (USB) | 0.1 | $354k | 10k | 34.42 | |
| Cerner Corporation | 0.1 | $389k | 6.2k | 62.96 | |
| Cisco Systems (CSCO) | 0.1 | $375k | 9.5k | 39.27 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $354k | 2.8k | 127.80 | |
| Wells Fargo & Company (WFC) | 0.1 | $405k | 14k | 28.70 | |
| Qualcomm (QCOM) | 0.1 | $397k | 5.9k | 67.67 | |
| Quest Diagnostics Incorporated (DGX) | 0.1 | $392k | 4.9k | 80.28 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.1 | $387k | 3.4k | 113.09 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.1 | $367k | 3.1k | 117.78 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $294k | 970.00 | 303.09 | |
| CVS Caremark Corporation (CVS) | 0.1 | $294k | 5.0k | 59.38 | |
| International Business Machines (IBM) | 0.1 | $346k | 3.1k | 110.86 | |
| Vanguard Total Stock Market ETF (VTI) | 0.1 | $340k | 2.6k | 128.79 | |
| SPDR S&P Dividend (SDY) | 0.1 | $345k | 4.3k | 79.82 | |
| iShares Dow Jones US Financial (IYF) | 0.1 | $345k | 3.6k | 97.16 | |
| Monster Beverage | 0.1 | $303k | 5.4k | 56.29 | |
| Caterpillar (CAT) | 0.0 | $228k | 2.0k | 116.03 | |
| Abbott Laboratories (ABT) | 0.0 | $285k | 3.6k | 78.99 | |
| Pfizer (PFE) | 0.0 | $287k | 8.8k | 32.59 | |
| NVIDIA Corporation (NVDA) | 0.0 | $234k | 889.00 | 263.22 | |
| Lowe's Companies (LOW) | 0.0 | $261k | 3.0k | 86.11 | |
| Southwest Airlines (LUV) | 0.0 | $282k | 7.9k | 35.59 | |
| Enterprise Financial Services (EFSC) | 0.0 | $282k | 10k | 27.88 | |
| Financial Select Sector SPDR (XLF) | 0.0 | $273k | 13k | 20.82 | |
| Vanguard Value ETF (VTV) | 0.0 | $254k | 2.9k | 89.09 | |
| Merck & Co | 0.0 | $235k | 3.1k | 76.90 | |
| Edgewell Pers Care (EPC) | 0.0 | $235k | 9.7k | 24.11 | |
| Taiwan Semiconductor Mfg (TSM) | 0.0 | $167k | 3.5k | 47.85 | |
| MasterCard Incorporated (MA) | 0.0 | $160k | 661.00 | 242.06 | |
| Bank of America Corporation (BAC) | 0.0 | $190k | 9.0k | 21.17 | |
| Coca-Cola Company (KO) | 0.0 | $211k | 4.8k | 44.30 | |
| Snap-on Incorporated (SNA) | 0.0 | $195k | 1.8k | 108.57 | |
| Morgan Stanley (MS) | 0.0 | $189k | 5.6k | 34.00 | |
| Universal Health Services (UHS) | 0.0 | $206k | 2.1k | 99.09 | |
| Amgen (AMGN) | 0.0 | $198k | 975.00 | 203.08 | |
| ConocoPhillips (COP) | 0.0 | $176k | 5.7k | 30.77 | |
| Jacobs Engineering | 0.0 | $206k | 2.6k | 79.23 | |
| Netflix (NFLX) | 0.0 | $165k | 439.00 | 375.85 | |
| Industrial SPDR (XLI) | 0.0 | $187k | 3.2k | 59.03 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $205k | 5.0k | 41.07 | |
| iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $210k | 1.5k | 137.61 | |
| iShares FTSE KLD Select Scil Idx (SUSA) | 0.0 | $196k | 1.8k | 109.80 | |
| Vanguard Information Technology ETF (VGT) | 0.0 | $187k | 883.00 | 211.78 | |
| iShares Dow Jones US Medical Dev. (IHI) | 0.0 | $180k | 800.00 | 225.00 | |
| Schwab U S Small Cap ETF (SCHA) | 0.0 | $200k | 3.9k | 51.49 | |
| Athersys | 0.0 | $168k | 56k | 3.00 | |
| Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.0 | $195k | 3.5k | 56.34 | |
| Cdw (CDW) | 0.0 | $187k | 2.0k | 93.50 | |
| Nushares Etf Tr a (NUSC) | 0.0 | $188k | 8.7k | 21.61 | |
| J P Morgan Exchange Traded F ultra shrt (JPST) | 0.0 | $174k | 3.5k | 49.74 | |
| Moderna (MRNA) | 0.0 | $181k | 6.1k | 29.87 | |
| Costco Wholesale Corporation (COST) | 0.0 | $117k | 412.00 | 283.98 | |
| Health Care SPDR (XLV) | 0.0 | $109k | 1.2k | 88.62 | |
| Bunge | 0.0 | $151k | 3.7k | 41.03 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $101k | 1.3k | 75.77 | |
| Intuitive Surgical (ISRG) | 0.0 | $156k | 315.00 | 495.24 | |
| Danaher Corporation (DHR) | 0.0 | $154k | 1.1k | 137.99 | |
| Southern Company (SO) | 0.0 | $159k | 2.9k | 54.08 | |
| Illinois Tool Works (ITW) | 0.0 | $104k | 735.00 | 141.50 | |
| Fifth Third Ban (FITB) | 0.0 | $114k | 7.7k | 14.89 | |
| Energy Select Sector SPDR (XLE) | 0.0 | $141k | 4.8k | 29.13 | |
| Humana (HUM) | 0.0 | $126k | 401.00 | 314.21 | |
| Hill-Rom Holdings | 0.0 | $151k | 1.5k | 100.67 | |
| WD-40 Company (WDFC) | 0.0 | $121k | 600.00 | 201.67 | |
| Ametek (AME) | 0.0 | $107k | 1.5k | 72.01 | |
| Brink's Company (BCO) | 0.0 | $104k | 2.0k | 52.00 | |
| Utilities SPDR (XLU) | 0.0 | $107k | 1.9k | 55.30 | |
| Consumer Discretionary SPDR (XLY) | 0.0 | $100k | 1.0k | 98.04 | |
| Tesla Motors (TSLA) | 0.0 | $101k | 193.00 | 523.32 | |
| iShares MSCI Pacific ex-Japan Idx (EPP) | 0.0 | $122k | 3.6k | 33.81 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $138k | 1.3k | 103.53 | |
| Vanguard Consumer Discretionary ETF (VCR) | 0.0 | $123k | 847.00 | 145.22 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $121k | 1.5k | 79.14 | |
| Sch Us Mid-cap Etf etf (SCHM) | 0.0 | $137k | 3.3k | 42.15 | |
| Abbvie (ABBV) | 0.0 | $152k | 2.0k | 76.11 | |
| Sch Fnd Intl Lg Etf (FNDF) | 0.0 | $105k | 5.0k | 21.00 | |
| Paypal Holdings (PYPL) | 0.0 | $150k | 1.6k | 95.79 | |
| Square Inc cl a (SQ) | 0.0 | $105k | 2.0k | 52.26 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.0 | $125k | 1.5k | 83.84 | |
| Trane Technologies (TT) | 0.0 | $159k | 1.9k | 82.60 |
