Acropolis Investment Management portfolio

What changed this quarter

246 positions with a change (16 new, 85 added to, 123 trimmed, 22 sold). 5 are listed here: those of 0.5 points of the portfolio or more (up to 12).

• iShares Core Msci DEV Mkts ETF+4,409%more sharesIncreased
  under 0.1% → 1.7%
• Vanguard Ftse Developed ETF−20%fewer sharesReduced
  7.8% → 6.3%
• iShares 3-7 Year Treasury BO ETF+377%more sharesIncreased
  0.2% → 0.9%
• Ishares+124%more sharesIncreased
  0.5% → 1.1%
• Vanguard International Equity Index F−26%fewer sharesReduced
  2.4% → 1.8%

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight?: what it bought or sold, excluding price effects.

Top holdings

• Vanguard S&P 500 ETFVOO15.9%
• Dimensional ETF TrustDFCF7.0%
• Vanguard Ftse Developed ETFVEA6.3%
• Vanguard Intermediate-term T ETFVGIT6.0%
• iShares Core S&P Small-cap E ETFIJR5.3%
• iShares Core S&P Midcap ETFIJH5.0%
• iShares 5-10y INV Grade ETFIGIB4.4%
• J P Morgan Exchange Traded FundJMTG4.3%
• iShares US Smallcap Equity F ETFSMLF3.3%
• Vanguard Index FundsVV2.3%
• Vanguard International Equity Index FVWO1.8%
• iShares Msci USA Momentum FA ETFMTUM1.8%
• iShares Core Msci DEV Mkts ETFIDEV1.7%
• iShares Core Msci Eafe ETFIEFA1.6%
• Vanguard Total Bond Market ETFBND1.5%
• Dimensional ETF TrustDFLV1.5%
• iShares Msci International Momentum F ETFIMTM1.4%
• AppleAAPL1.2%
• Dimensional ETF TrustDFIV1.1%
• IsharesIEMG1.1%
• iShares US Equity Factor ETFLRGF1.1%
• iShares 3-7 Year Treasury BO ETFIEI0.9%
• Vanguard Core Bond ETFVCRB0.9%
• American Centy ETF TrAVUS0.9%
• iShares S&P 500 Growth ETFIVW0.8%
• iShares Core S&P 500 ETFIVV0.8%
• MicrosoftMSFT0.8%
• Vanguard Most Sm-cap ETF-usd ETFVB0.7%
• Vanguard Mortgage-backed Sec ETFVMBS0.7%
• iShares International Equity ETFINTF0.6%
• Vanguard Index FundsVO0.6%
• Vanguard Short-term Treasury ETFVGSH0.6%
• AlphabetGOOGL · GOOG0.5%
• iShares S&P 500 Value ETFIVE0.5%
• NVIDIANVDA0.5%
• Vanguard Int-term Corporate ETFVCIT0.4%
• WalmartWMT0.4%
• Vanguard Mrngstar GR ETF-sui ETFVUG0.4%
• Procter & GamblePG0.4%
• Amazon.comAMZN0.3%
• State Str Spdr S&P 500 ETF TSPY0.3%
• JPMorgan ChaseJPM0.3%
• Schwab International Equity ETFSCHF0.3%
• Berkshire HathawayBRK/B0.3%
• Vanguard Mrngstr Val ETF-aui ETFVTV0.3%
• iShares 7-10 Year Treasury B ETFIEF0.2%
• iShares Russell Mid-cap ETFIWR0.2%
• Johnson & JohnsonJNJ0.2%
• Sensient TechnologiesSXT0.2%
• State Street Technology Select Sector ETFXLK0.2%
• iShares Russell 2000 ETFIWM0.2%
• VisaV0.2%
• iShares Ustechnology ETFIYW0.2%
• Vanguard Index FundsVTI0.2%
• Micron TechnologyMU0.2%
• iShares Russell 1000 Value E ETFIWD0.2%
• Vanguard Index FundsVBK0.2%
• Exxon MobilXOM0.2%
• iShares National Muni Bond E ETFMUB0.2%
• iShares Msci Eafe ETFEFA0.2%
• UnitedHealth GroupUNH0.2%
• Travelers CompaniesTRV0.2%
• Vanguard Index FundsVBR0.1%
• American Centy ETF TrAVSC0.1%
• ChevronCVX0.1%
• Morgan StanleyMS0.1%
• iShares Russell 1000 ETFIWB0.1%
• J P Morgan Exchange Traded FundJBND0.1%
• Vanguard Short-term Bond ETFBSV0.1%
• iShares Msci Eafe Small-cap ETFSCZ0.1%
• DeereDE0.1%
• iShares Russell 1000 Growth ETFIWF0.1%
• Invesco QQQ Trust Series 1 ETFQQQ0.1%
• Eli LillyLLY0.1%
• Lockheed MartinLMT0.1%
• United RentalsURI0.1%
• iShares ESG Aware Msci USA ETFESGU0.1%
• CaterpillarCAT0.1%
• State Street Energy Select Sector ETFXLE0.1%
• Taiwan Semiconductor ManufacturingTSM0.1%
• Meta PlatformsMETA0.1%
• MerckMRK0.1%
• iShares Trust iShares ESG AW ETFESGD0.1%
• Enterprise Financial ServicesEFSC0.1%
• Applied MaterialsAMAT0.1%
• AbbVieABBV0.1%
• Marathon PetroleumMPC0.1%
• American ExpressAXP0.1%
• iShares Biotechnology ETFIBB0.1%
• HCA HealthcareHCA0.1%
• KrogerKR0.1%
• Costco WholesaleCOST0.1%
• Global X Art Intel & Tech ETFAIQ0.1%
• iShares Broad USD Investment ETFUSIG0.1%
• American Centy ETF TrAVLV0.1%
• TeslaTSLA0.1%
• Snap-onSNA0.1%
• RTXRTX0.1%
• Vanguard Index FundsVOE0.1%