Acropolis-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "MU",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  null,
  null,
  "ALL",
  "GOOGL",
  "AXP",
  "T",
  "CAT",
  "AVGO",
  "LOW",
  null,
  null,
  "BRO",
  null,
  null,
  "COF",
  "CMI",
  null,
  "DUK",
  "EBAY",
  null,
  "EOG",
  "EXPE",
  "GD",
  null,
  "HD",
  "MCD",
  null,
  "INTU",
  null,
  "UNP",
  "QCOM",
  "ISRG",
  "HUBS",
  "ITW",
  "AMAT",
  "EMR",
  "BKNG",
  "MUB",
  "META",
  null,
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  "LHX",
  null,
  null,
  null,
  null,
  null,
  "MPC",
  "MRVL",
  "MA",
  "MSFT",
  "MS",
  "EXC",
  "FICO",
  "GPC",
  "OMC",
  "ORLY",
  "EMN",
  "BX",
  "AMP",
  "DG",
  "IJR",
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  null,
  "VGIT",
  null,
  "EEM",
  "IWF",
  "PYPL",
  "PEP",
  "VGSH",
  "IEMG",
  null,
  "IVV",
  null,
  null,
  null,
  "IYR",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  null,
  "MRK",
  "VZ",
  null,
  null,
  "AMGN",
  "MAS",
  "DGX",
  null,
  "ROK",
  "IEFA",
  null,
  "SCHX",
  null,
  null,
  "NOW",
  null,
  null,
  null,
  "SHOP",
  "SNA",
  "RIO",
  "RTX",
  "SPDW",
  null,
  null,
  null,
  "BP",
  null,
  "SPLG",
  null,
  null,
  null,
  "IBM",
  "SBUX",
  "TXN",
  "TGT",
  "TJX",
  "TRV",
  "UPS",
  "VNQ",
  "VO",
  "VXF",
  "VV",
  "VOE",
  "SCHW",
  "UMBF",
  "VWO",
  null,
  null,
  null,
  "IWV",
  null,
  null,
  "VCIT",
  null,
  "VIG",
  "TSCO",
  "IEF",
  null,
  "TSM",
  null,
  null,
  "ETR",
  "VYM",
  "VRTX",
  "EA",
  "TT",
  "VRSK",
  null,
  "MUSA",
  "ADSK",
  "AEE",
  "APH",
  "AMD",
  "SDY",
  "F",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  "WCN",
  "EFX",
  "EFSC",
  null,
  "DHI",
  "AMZN",
  null,
  "IVE",
  "HCA",
  "PFG",
  "LUV",
  "ESGD",
  null,
  "AAON",
  null,
  null,
  null,
  null,
  "VEU",
  null,
  "VGT",
  "USB",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VBK",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "V",
  "VST",
  "WMT",
  "WFC",
  "WMB",
  "IUSG",
  null,
  null,
  null,
  null,
  "SCHD",
  null,
  "SCHF",
  "SCHA",
  "NSC",
  null,
  "SO",
  "OTIS",
  "PSX",
  "CRM",
  "SYY",
  "DIA",
  null,
  "MTUM",
  "LYB",
  "UHS",
  "MCK",
  "ESGU",
  "AME",
  "KMB",
  "ADP",
  "BAC",
  "BRK-B",
  "BA",
  "BAH",
  "BMY",
  "BCO",
  "CARR",
  "CDW",
  "CVX",
  "CSCO",
  "KO",
  "CMCSA",
  "COP",
  "CEG",
  "CPRT",
  "COST",
  "CRWD",
  "CSX",
  "DHR",
  "DE",
  null,
  "RSP",
  "IJT",
  "EFA",
  "MCO",
  "IWB",
  "NEE",
  "IWM",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "MO",
  "XLK",
  "URI",
  "VTI",
  null,
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 298
Total Value: 1685854006
Accession Number: 0001104659-25-035816
Form Type: 13F-HR
CIK: acropolis-investment-management
Manager Name: Acropolis-Investment-Management

Data Enrichment

75% identified

224 identified74 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

298 positions • $1.7B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908751

VB|922908751

Shares:57.5K

Value:$12.7M

% of Portfolio:0.8% ($12.7M/$1.7B)

46434V282

Shares:207.9K

Value:$12.0M

% of Portfolio:0.7% ($12.0M/$1.7B)

464287408

IVE|464287408

Shares:52.4K

Value:$10.0M

% of Portfolio:0.6% ($10.0M/$1.7B)

46434V274

Shares:289.4K

Value:$8.9M

% of Portfolio:0.5% ($8.9M/$1.7B)

25434V872

Shares:195.3K

Value:$8.2M

% of Portfolio:0.5% ($8.2M/$1.7B)

Walmart Inc.

WMT|931142103

Shares:93.5K

Value:$8.2M

% of Portfolio:0.5% ($8.2M/$1.7B)

922908629

VO|922908629

Shares:31.7K

Value:$8.2M

% of Portfolio:0.5% ($8.2M/$1.7B)

922908736

VUG|922908736

Shares:21.0K

Value:$7.8M

% of Portfolio:0.5% ($7.8M/$1.7B)

464288414

MUB|464288414

Shares:70.9K

Value:$7.5M

% of Portfolio:0.4% ($7.5M/$1.7B)

46434G103

IEMG|46434G103

Shares:137.2K

Value:$7.4M

% of Portfolio:0.4% ($7.4M/$1.7B)

MICROSOFT CORP

MSFT|594918104

Shares:19.6K

Value:$7.4M

% of Portfolio:0.4% ($7.4M/$1.7B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:11.3K

Value:$5.9M

% of Portfolio:0.4% ($5.9M/$1.7B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:10.9K

Value:$5.8M

% of Portfolio:0.3% ($5.8M/$1.7B)

NVIDIA CORP

NVDA|67066G104

Shares:53.7K

Value:$5.8M

% of Portfolio:0.3% ($5.8M/$1.7B)

92206C870

VCIT|92206C870

Shares:70.4K

Value:$5.8M

% of Portfolio:0.3% ($5.8M/$1.7B)

VISA INC.

V|92826C839

Shares:14.8K

Value:$5.2M

% of Portfolio:0.3% ($5.2M/$1.7B)

AMAZON COM INC

AMZN|023135106

Shares:26.3K

Value:$5.0M

% of Portfolio:0.3% ($5.0M/$1.7B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:20.1K

Value:$4.9M

% of Portfolio:0.3% ($4.9M/$1.7B)

464287499

IWR|464287499

Shares:57.6K

Value:$4.9M

% of Portfolio:0.3% ($4.9M/$1.7B)

Alphabet Inc.

GOOGL|02079K305

Shares:31.6K

Value:$4.9M

% of Portfolio:0.3% ($4.9M/$1.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VBcusip922908751)	57.5K	QoQ -2.60% (-1.5K) YoY -6.80% (-4.2K)	All Managers (Combined)	$12.7M	0.8% ($12.7M/$1.7B)	QoQ -10.11% (-$1.4M) YoY -9.58% (-$1.4M)
(cusip46434V282)✕	207.9K	QoQ -2.28% (-4.9K) YoY -1.81% (-3.8K)	All Managers (Combined)	$12.0M	0.7% ($12.0M/$1.7B)	QoQ -6.28% (-$807.0K) YoY +5.61% (-$639.4K)
(IVEcusip464287408)	52.4K	QoQ +1.60% (+827) YoY -1.97% (-1.1K)	All Managers (Combined)	$10.0M	0.6% ($10.0M/$1.7B)	QoQ +1.44% (+$142.3K) YoY 0.00% (-$669)
(cusip46434V274)✕	289.4K	QoQ +4.12% (+11.5K) YoY +48.09% (+94.0K)	All Managers (Combined)	$8.9M	0.5% ($8.9M/$1.7B)	QoQ +11.80% (+$942.5K) YoY +53.05% (+$3.1M)
(cusip25434V872)✕	195.3K	QoQ -2.34% (-4.7K) YoY +376.36% (+154.3K)	All Managers (Combined)	$8.2M	0.5% ($8.2M/$1.7B)	QoQ -0.47% (-$39.5K) YoY +377.61% (+$6.5M)
Walmart Inc.(WMTcusip931142103)	93.5K	QoQ +2.65% (-2.4K) YoY +0.65% (+613)	All Managers (Combined)	$8.2M	0.5% ($8.2M/$1.7B)	QoQ -0.25% (-$21.1K) YoY +46.86% (+$2.6M)
(VOcusip922908629)	31.7K	QoQ -0.60% (-192) YoY -10.72% (-3.8K)	All Managers (Combined)	$8.2M	0.5% ($8.2M/$1.7B)	QoQ -2.67% (-$225.4K) YoY -7.59% (-$673.7K)
(VUGcusip922908736)	21.0K	QoQ -13.74% (-3.3K) YoY -11.29% (-2.7K)	All Managers (Combined)	$7.8M	0.5% ($7.8M/$1.7B)	QoQ -22.07% (-$2.2M) YoY -4.43% (-$360.8K)
(MUBcusip464288414)	70.9K	QoQ -3.74% (-2.8K) YoY +42.32% (+21.1K)	All Managers (Combined)	$7.5M	0.4% ($7.5M/$1.7B)	QoQ -4.74% (-$372.1K) YoY +39.46% (+$2.1M)
(IEMGcusip46434G103)	137.2K	QoQ -0.50% (-694) YoY -4.95% (-7.2K)	All Managers (Combined)	$7.4M	0.4% ($7.4M/$1.7B)	QoQ +2.83% (-$203.9K) YoY -0.58% (-$43.8K)
MICROSOFT CORP(MSFTcusip594918104)	19.6K	QoQ -0.04% (-8) YoY +10.09% (-1.8K)	All Managers (Combined)	$7.4M	0.4% ($7.4M/$1.7B)	QoQ -10.97% (-$907.3K) YoY -1.76% (-$131.9K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	11.3K	QoQ +3.46% (+378) YoY +2.57% (+284)	All Managers (Combined)	$5.9M	0.4% ($5.9M/$1.7B)	QoQ +7.11% (+$393.1K) YoY +8.60% (+$468.7K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	10.9K	QoQ +2.22% (+238) YoY +15.23% (+1.4K)	All Managers (Combined)	$5.8M	0.3% ($5.8M/$1.7B)	QoQ +20.10% (+$975.7K) YoY +45.94% (+$1.8M)
NVIDIA CORP(NVDAcusip67066G104)	53.7K	QoQ +0.02% (-12) YoY +1593.50% (+50.5K)	All Managers (Combined)	$5.8M	0.3% ($5.8M/$1.7B)	QoQ -19.27% (-$1.4M) YoY +103.12% (+$3.0M)
(VCITcusip92206C870)	70.4K	QoQ +36.64% (+18.9K) YoY NEW(+70.4K)	All Managers (Combined)	$5.8M	0.3% ($5.8M/$1.7B)	QoQ +39.18% (+$1.6M) YoY NEW(+$5.8M)
VISA INC.(Vcusip92826C839)	14.8K	QoQ +1.53% (+223) YoY +1.99% (+289)	All Managers (Combined)	$5.2M	0.3% ($5.2M/$1.7B)	QoQ +12.58% (+$579.5K) YoY +28.07% (+$1.1M)
AMAZON COM INC(AMZNcusip023135106)	26.3K	QoQ +3.08% (-788) YoY +40.70% (+7.6K)	All Managers (Combined)	$5.0M	0.3% ($5.0M/$1.7B)	QoQ -10.60% (-$594.5K) YoY +48.40% (+$1.6M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	20.1K	QoQ -0.49% (-100) YoY +3.45% (+671)	All Managers (Combined)	$4.9M	0.3% ($4.9M/$1.7B)	QoQ +1.82% (-$88.6K) YoY +26.69% (+$1.0M)
(IWRcusip464287499)	57.6K	QoQ -5.30% (-3.2K) YoY -4.32% (-2.6K)	All Managers (Combined)	$4.9M	0.3% ($4.9M/$1.7B)	QoQ -8.87% (-$477.0K) YoY -3.20% (-$162.3K)
Alphabet Inc.(GOOGLcusip02079K305)	31.6K	QoQ -1.99% (-644) YoY NEW(+31.6K)	All Managers (Combined)	$4.9M	0.3% ($4.9M/$1.7B)	QoQ -19.93% (-$1.2M) YoY NEW(+$4.9M)