Bob Fleming
@Acropolis Investment Management, Llc
Latest period2024 - Q4ReportedManaged Assets$1.694BTotal holdings301
Assets growth rate0.58%Assets growth rate (2-Q avg)3.49%Continuous growth in asset value9 quarters
Portfolio positions
This chart displays the top 10 holdings in Acropolis Investment Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 301 positions.
Assets under management
The assets under management (AUM) of Acropolis Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.694B in assets, with a quarterly growth rate of 0.58% and a 2-quarter average growth rate of 3.49%. The portfolio is managed by Bob Fleming, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
BNDVanguard Bd Index Fd Inc
| 8.81% | $149.229M 2.075M shares@ $71.92 avg price | Increased 3.61% |
VEAVanguard Tax-managed Fd
| 7.4% | $125.348M 2.621M shares@ $47.83 avg price | Increased 1.79% |
VGSHVanguard Scottsdale Fds
| 5.92% | $100.176M 1.722M shares@ $58.18 avg price | Increased 5.88% |
VMBSVanguard Scottsdale Fds
| 4.29% | $72.533M 1.6M shares@ $45.34 avg price | Increased 2.32% |
SMLFIshares Tr
| 3.2% | $54.051M 800,756 shares@ $67.5 avg price | Increased 1.73% |
VWOVanguard Intl Equity Index F
| 2.4% | $40.561M 920,992 shares@ $44.05 avg price | Increased 2.18% |
IEFAIshares Tr
| 1.78% | $30.038M 427,410 shares@ $70.29 avg price | Increased 10.2% |
MTUMIshares Tr
| 1.54% | $25.942M 125,371 shares@ $206.93 avg price | Increased 1.29% |
IMTMMsci Intl Moment
| 1.31% | $22.18M 593,044 shares@ $37.4 avg price | Increased 4.16% |
DFLVDimensional Etf Trust
| 1.29% | $21.776M 725,152 shares@ $30.04 avg price | Increased 5.27% |