Acropolis Investment Management, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Introduction:

In the world of investment management, quarterly reports provide valuable insights into the changing holdings of funds. Acropolis Investment Management, LLC recently released its Q3 2023 vs. Q4 2023 13F holdings comparison. This report highlights the shifts in the company's portfolio, shedding light on the changing investment landscape. Let's delve into the details and analyze these changes.

Analyzing the Changes:

1. VANGUARD INDEX FDS (VOO):

- Q3 2023: 535,983 shares

- Q4 2023: 536,294 shares

- Q3 2023 Value: $210,480,000

- Q4 2023 Value: $234,880,000

- Chg %: 11.6

Vanguard Index Funds (VOO) remained a consistent investment choice for Acropolis Investment Management throughout the quarter. The slight increase in shares and value indicates the company's confidence in this fund's performance.

2. VANGUARD BD INDEX FD INC (BND):

- Q3 2023: 1,742,617 shares

- Q4 2023: 1,770,069 shares

- Q3 2023 Value: $121,599,000

- Q4 2023 Value: $130,489,000

- Chg %: 7.3

Acropolis Investment Management showed a continued interest in Vanguard Bond Index Fund (BND), increasing its share count and value. This indicates a belief in the stability and potential of the bond market.

3. VANGUARD TAX-MANAGED FD (VEA):

- Q3 2023: 2,441,117 shares

- Q4 2023: 2,436,518 shares

- Q3 2023 Value: $106,725,000

- Q4 2023 Value: $116,709,000

- Chg %: 9.4

Acropolis Investment Management slightly decreased its holdings in Vanguard Tax-Managed Fund (VEA). However, the overall value of the investment increased, suggesting positive returns in a tax-efficient manner.

4. ISHARES TR (IJR):

- Q3 2023: 877,455 shares

- Q4 2023: 880,660 shares

- Q3 2023 Value: $82,770,000

- Q4 2023 Value: $96,652,000

- Chg %: 16.8

Acropolis Investment Management witnessed growth in its position in iShares TR (IJR), with both shares and value increasing significantly. This suggests confidence in the performance and potential upside of the shares.

5. ISHARES TR (IJH):

- Q3 2023: 303,162 shares

- Q4 2023: 304,782 shares

- Q3 2023 Value: $75,593,000

- Q4 2023 Value: $85,293,000

- Chg %: 12.8

Acropolis Investment Management maintained a stable position in iShares TR (IJH) throughout the quarter. Although the increase in shares and value is not substantial, it reflects a positive sentiment towards this investment.

These are just a few examples of the changes in holdings reported by Acropolis Investment Management for Q3 2023 vs. Q4 2023. The complete report provides insights into various other holdings, highlighting the company's investment strategy and approach.

Conclusion:

The Q3 2023 vs. Q4 2023 13F holdings comparison by Acropolis Investment Management, LLC provides valuable information about the changes in the company's portfolio. These changes indicate the company's confidence in certain investment choices, while some holdings remain consistent. It is important to note that this analysis is based solely on the disclosed data and other factors may contribute to investment decisions. Investors can use this information as a valuable reference when making their investment choices.

Disclaimer: The information provided in this article is for informational purposes only and should not be considered financial advice. The mention of specific securities does not constitute a recommendation or endorsement by the writer or the blog. Investors should conduct their own research before making any investment decisions.