Investing in 2023: Analyzing Acropolis Investment Management's 13F Holdings Shifts

Acropolis Investment Management, LLC has made some noteworthy changes in their 13F holdings between Q4 2022 and Q1 2023. While some investments have increased in value, others have decreased, and new holdings have been acquired. In this blog post, we will analyze the portfolio changes of Acropolis Investment Management, LLC between Q4 2022 and Q1 2023.

One of the most notable changes in the Acropolis portfolio is the increase in VANGUARD INDEX FDS shares (VOO). In Q4 2022, Acropolis held 548,005 VOO shares, which increased to 551,848 in Q1 2023, reflecting a 7.8% change. The value of these shares also increased from $192,536,000 to $207,533,000 in the same period. VOO is an exchange-traded fund that tracks the S&P 500 and invests in the largest publicly traded companies in the U.S.

Another significant change in the Acropolis portfolio is the increase in VANGUARD BD INDEX FD INC shares (BND) from Q4 2022 to Q1 2023. The number of BND shares held by Acropolis increased from 1,646,107 to 1,710,724, reflecting a 6.8% change. The value of these shares increased from $118,256,000 to $126,302,000 over the same period. BND is an exchange-traded fund that invests in U.S. investment-grade bonds.

Acropolis also increased their investment in ISHARES TR shares (IJR) from Q4 2022 to Q1 2023. In Q4 2022, they held 871,347 IJR shares, which only slightly decreased to 871,112 IJR shares in Q1 2023, a 2.1% change. The value of these shares increased from $82,464,000 to $84,236,000. IJR is an exchange-traded fund that invests in small-cap U.S. equities.

On the other side, Acropolis drastically decreased their investment in VANGUARD SCOTTSDALE FDS shares (VGSH) from Q4 2022 to Q1 2023. In Q4 2022, they held 751,833 VGSH shares, which decreased to 228,707 VGSH shares in Q1 2023, reflecting a -69.2% change. The value of these shares decreased from $43,470,000 to $13,388,000. VGSH is an exchange-traded fund that invests in U.S. government bonds with maturities between one and three years.

Finally, Acropolis acquired new holdings of ELEVANCE HEALTH INC (ELV) in Q1 2023. They purchased 3,285 ELV shares, which were valued at $1,794,000. ELV is a healthcare company that operates a network of hospitals and clinics across the United States.

In conclusion, Acropolis Investment Management, LLC made some interesting changes in their portfolio between Q4 2022 and Q1 2023. Their investments in VOO, BND, and IJR increased, while their investment in VGSH decreased significantly. Additionally, they acquired a new holding in ELV. It will be interesting to observe if these trends continue in the future and what new investments Acropolis will add to its portfolio.