Equal-WT
WhaleScore 2.0
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Acropolis Investment Management is based out of St. Louis. Acropolis Investment Management is a large advisory firm with 1096 clients and discretionary assets under management (AUM) of $1,715,617,673 (Form ADV from 2023-03-30). Their last reported 13F filing for Q4 2023 included $1,434,889,472 in managed 13F securities
and a top 10 holdings concentration of 65.88%. Acropolis Investment Management's largest holding is VANGUARD 500 INDEX FUND-ETF Shares with shares held of 536,294. Whalewisdom has at least 76 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
VGSH VANGUARD SHORT-TERM | 0.42% |
IJR iShares Core S&P Sma | 0.33% |
SMLF iShares MSCI USA Sma | 0.24% |
LRGF iShares U.S. Equity | 0.09% |
IJH iShares Core S&P Mid | 0.09% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
IEI iShares 3-7 Year Tre | 0.15% |
VEA VANGUARD DEVELOPED M | 0.13% |
VNQ Vanguard Real Estate | 0.07% |
XOM ExxonMobil Corp. (St | 0.07% |
WMT Walmart Inc | 0.06% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
VOO VANGUARD 500 INDEX F | 16.37% |
BND VANGUARD TOTAL BOND | 9.09% |
VEA VANGUARD DEVELOPED M | 8.13% |
IJR iShares Core S&P Sma | 6.74% |
IJH iShares Core S&P Mid | 5.94% |
2023-12-31
13F Activity
Market Value | $1.43b, Prior: $1.29b |
New Purchases | 14 stocks |
Added To | 97 stocks |
Sold out of | 6 stocks |
Reduced holdings in | 122 stocks |
Top 10 Holdings % | 65.88% |
Turnover %[1] | 7.09% |
Turnover Alt %[2] | 0.78% |
Time Held Top 20 | 27.15 quarters |
Time Held Top 10 | 32.6 quarters |
Time Held All | 25.28 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31