Acropolis Investment Management, LLC

13F filer, CIK 1318601, ST. LOUIS, MO

Acropolis Investment Management, LLC reported $1,685,854,006 across 298 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-17. Its ten largest share positions make up 66.5% of the portfolio.

Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC13F-HR 0001104659-25-035816

Period: 2025-03-31
Reported value: $1.69B
Holdings: 298
Top 10 weight: 66.5%
New: 6
Sold out: 9

Largest buys vs the previous quarter

Security	Shares change	Approx. value
VOOadded	+13,730	$7.06M
VGSHadded	+50,412	$2.96M
SMLFadded	+36,594	$2.27M
IJRadded	+18,667	$1.95M
VCITadded	+18,890	$1.54M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
VUGreduced	-3,341	-$1.24M
VVreduced	-2,408	-$619K
IVVreduced	-1,016	-$571K
VGITreduced	-8,750	-$520K
VBreduced	-1,537	-$341K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001104659-25-035816, largest first. % of portfolio is the value over $1,685,854,006, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
VOOVANGUARD INDEX FDS	536,972	$276M	16.37%	+13,730	Timeline
BNDVANGUARD BD INDEX FDS	2,095,734	$154M	9.13%	+20,510	Timeline
VEAVANGUARD TAX-MANAGED FDS	2,629,280	$134M	7.93%	+8,043	Timeline
VGSHVANGUARD SCOTTSDALE FDS	1,772,239	$104M	6.17%	+50,412	Timeline
IJRISHARES TR	918,675	$96.1M	5.7%	+18,667	Timeline
IGIBISHARES TR	1,810,780	$95.1M	5.64%	+10,298	Timeline
IJHISHARES TR	1,591,955	$92.9M	5.51%	+15,067	Timeline
VMBSVANGUARD SCOTTSDALE FDS	1,627,307	$75.4M	4.47%	+27,543	Timeline
SMLFISHARES TR	837,350	$52M	3.09%	+36,594	Timeline
VWOVANGUARD INTL EQUITY INDEX F	929,465	$42.1M	2.5%	+8,473	Timeline
VVVANGUARD INDEX FDS	149,006	$38.3M	2.27%	-2,408	Timeline
IEFAISHARES TR	424,125	$32.1M	1.9%	-3,285	Timeline
MTUMISHARES TR	126,663	$25.6M	1.52%	+1,292	Timeline
IMTMISHARES TR	595,567	$23.8M	1.41%	+2,523	Timeline
DFLVDIMENSIONAL ETF TRUST	751,285	$23M	1.36%	+26,133	Timeline
DFIVDIMENSIONAL ETF TRUST	473,296	$18.6M	1.11%	-2,581	Timeline
AAPLAPPLE INC	79,801	$17.7M	1.05%	-170	Timeline
IVVISHARES TR	27,978	$15.7M	0.93%	-1,016	Timeline
IVWISHARES TR	154,860	$14.4M	0.85%	-475	Timeline
AVUSAMERICAN CENTY ETF TR	154,225	$14.2M	0.85%	+5,920	Timeline
VBVANGUARD INDEX FDS	57,475	$12.7M	0.76%	-1,537	Timeline
LRGFISHARES TR	207,869	$12M	0.71%	-4,865	Timeline
IVEISHARES TR	52,409	$9.99M	0.59%	+827	Timeline
INTFISHARES TR	289,425	$8.93M	0.53%	+11,455	Timeline
DFCFDIMENSIONAL ETF TRUST	195,294	$8.21M	0.49%	-4,695	Timeline
WMTWALMART INC	93,505	$8.21M	0.49%	+2,415	Timeline
VOVANGUARD INDEX FDS	31,682	$8.19M	0.49%	-192	Timeline
VUGVANGUARD INDEX FDS	20,964	$7.77M	0.46%	-3,341	Timeline
MUBISHARES TR	70,862	$7.47M	0.44%	-2,754	Timeline
IEMGISHARES INC	137,236	$7.41M	0.44%	-694	Timeline
MSFTMICROSOFT CORP	19,602	$7.36M	0.44%	-8	Timeline
UNHUNITEDHEALTH GROUP INC	11,298	$5.92M	0.35%	+378	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	10,943	$5.83M	0.35%	+238	Timeline
NVDANVIDIA CORPORATION	53,701	$5.82M	0.35%	+12	Timeline
VCITVANGUARD SCOTTSDALE FDS	70,434	$5.76M	0.34%	+18,890	Timeline
VVISA INC	14,791	$5.18M	0.31%	+223	Timeline
AMZNAMAZON COM INC	26,345	$5.01M	0.3%	+788	Timeline
JPMJPMORGAN CHASE & CO	20,105	$4.93M	0.29%	-100	Timeline
IWRISHARES TR	57,596	$4.9M	0.29%	-3,226	Timeline
GOOGLALPHABET INC	31,627	$4.89M	0.29%	-644	Timeline
SCHFSCHWAB STRATEGIC TR	223,571	$4.42M	0.26%	-8,970	Timeline
BSVVANGUARD BD INDEX FDS	51,751	$4.05M	0.24%	-394	Timeline
IWDISHARES TR	19,772	$3.72M	0.22%	-220	Timeline
VGITVANGUARD SCOTTSDALE FDS	62,078	$3.69M	0.22%	-8,750	Timeline
VTVVANGUARD INDEX FDS	21,165	$3.66M	0.22%	+3,646	Timeline
EFAISHARES TR	43,180	$3.53M	0.21%	-2,580	Timeline
IEIISHARES TR	29,852	$3.53M	0.21%	-1,781	Timeline
JNJJOHNSON & JOHNSON	20,562	$3.41M	0.2%	-155	Timeline
XOMEXXON MOBIL CORP	28,181	$3.35M	0.2%	-562	Timeline
VBKVANGUARD INDEX FDS	12,590	$3.17M	0.19%	+143	Timeline
TRVTRAVELERS COMPANIES INC	11,711	$3.1M	0.18%	-237	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	5,494	$3.07M	0.18%	-3	Timeline
IYWISHARES TR	20,903	$2.94M	0.17%	-563	Timeline
SCZISHARES TR	46,200	$2.94M	0.17%	-1,595	Timeline
IWMISHARES TR	14,633	$2.92M	0.17%	-185	Timeline
IEFISHARES TR	29,010	$2.77M	0.16%	+3,187	Timeline
CVXCHEVRON CORPORATION	16,368	$2.74M	0.16%	-323	Timeline
XLKSELECT SECTOR SPDR TR	13,197	$2.72M	0.16%	-100	Timeline
KRKROGER CO	35,891	$2.43M	0.14%	-98	Timeline
VBRVANGUARD INDEX FDS	12,448	$2.32M	0.14%	+210	Timeline
IWBISHARES TR	7,558	$2.32M	0.14%	0	Timeline
ORLYOREILLY AUTOMOTIVE INC	1,560	$2.23M	0.13%	-102	Timeline
BMYBRISTOL-MYERS SQUIBB CO	35,796	$2.18M	0.13%	+1,787	Timeline
SNASNAP ON INC	6,458	$2.18M	0.13%	-63	Timeline
MSMORGAN STANLEY	18,552	$2.16M	0.13%	-83	Timeline
JMBSJANUS DETROIT STR TR	47,755	$2.16M	0.13%	-1,755	Timeline
URIUNITED RENTALS INC	3,108	$1.95M	0.12%	-255	Timeline
PowerShares QQQ Trust Unit …PowerShares QQQ Trust Unit Ser	4,004	$1.88M	0.11%	+39
LOWLOWES COS INC	8,004	$1.87M	0.11%	-62	Timeline
IWFISHARES TR	5,074	$1.83M	0.11%	-63	Timeline
ACNACCENTURE PLC IRELAND	5,853	$1.83M	0.11%	-554	Timeline
VTIVANGUARD INDEX FDS	6,531	$1.79M	0.11%	-236	Timeline
MASMASCO CORP	24,488	$1.7M	0.1%	-316	Timeline
LMTLOCKHEED MARTIN CORP	3,791	$1.69M	0.1%	+116	Timeline
HDHOME DEPOT INC	4,618	$1.69M	0.1%	-222	Timeline
KMBKIMBERLY-CLARK CORP	11,584	$1.65M	0.1%	+68	Timeline
MAMASTERCARD INCORPORATED	2,964	$1.62M	0.1%	-1	Timeline
AGGISHARES TR	16,215	$1.6M	0.1%	-788	Timeline
VZVERIZON COMMUNICATIONS INC	34,891	$1.58M	0.09%	+648	Timeline
HCAHCA HEALTHCARE INC	4,579	$1.58M	0.09%	+47	Timeline
ETRENTERGY CORP NEW	17,954	$1.53M	0.09%	+129	Timeline
DEDEERE & CO	3,267	$1.53M	0.09%	+4	Timeline
EBAYEBAY INC.	22,635	$1.53M	0.09%	-176	Timeline
MRKMERCK & CO INC	16,605	$1.49M	0.09%	-591	Timeline
LLYELI LILLY & CO	1,785	$1.47M	0.09%	+20	Timeline
ESGUISHARES TR	11,739	$1.43M	0.08%	-63	Timeline
VOEVANGUARD INDEX FDS	8,400	$1.35M	0.08%	-685	Timeline
OMCOMNICOM GROUP INC	16,237	$1.35M	0.08%	-1,601	Timeline
XLESELECT SECTOR SPDR TR	12,749	$1.19M	0.07%	-78	Timeline
PEPPEPSICO INC	7,943	$1.19M	0.07%	-395	Timeline
CMCSACOMCAST CORP NEW	32,045	$1.18M	0.07%	-3,186	Timeline
TJXTJX COS INC NEW	9,616	$1.17M	0.07%	-847	Timeline
EAELECTRONIC ARTS INC	8,102	$1.17M	0.07%	-167	Timeline
COSTCOSTCO WHOLESALE CORPORATION	1,177	$1.11M	0.07%	+10	Timeline
LQDISHARES TR	9,585	$1.04M	0.06%	0	Timeline
QCOMQUALCOMM INC	6,717	$1.03M	0.06%	-1,754	Timeline
ELVELEVANCE HEALTH INC FORMERLY	2,368	$1.03M	0.06%	-196	Timeline
ESGDISHARES TR	12,336	$1.01M	0.06%	-85	Timeline
IBBISHARES TR	7,258	$928K	0.06%	-270	Timeline
MCDMCDONALDS CORP	2,932	$916K	0.05%	-43	Timeline
IJTISHARES TR	7,309	$910K	0.05%	+4	Timeline
MMM3M CO	5,881	$864K	0.05%	-1,011	Timeline
MBBISHARES TR	9,128	$856K	0.05%	-985	Timeline
NSCNORFOLK SOUTHN CORP	3,524	$835K	0.05%	-96	Timeline
DSIISHARES TR	8,133	$833K	0.05%	0	Timeline
VNQVANGUARD INDEX FDS	9,166	$830K	0.05%	-1,705	Timeline
SHYISHARES TR	9,991	$827K	0.05%	-224	Timeline
CMICUMMINS INC	2,630	$824K	0.05%	-25	Timeline
EOGEOG RES INC	6,386	$819K	0.05%	+216	Timeline
TSLATESLA INC	2,915	$755K	0.04%	+101	Timeline
SPDWSPDR INDEX SHS FDS	20,547	$748K	0.04%	0	Timeline
AMATAPPLIED MATLS INC	5,130	$744K	0.04%	-246	Timeline
GDGENERAL DYNAMICS CORP	2,728	$744K	0.04%	-24	Timeline
EXPEEXPEDIA GROUP INC	4,398	$739K	0.04%	+790	Timeline
METAMETA PLATFORMS INC	1,271	$733K	0.04%	+56	Timeline
ABBVABBVIE INC	3,494	$732K	0.04%	+98	Timeline
CATCATERPILLAR INC	2,215	$731K	0.04%	+3	Timeline
TGTTARGET CORP	6,746	$704K	0.04%	-803	Timeline
GPCGENUINE PARTS CO	5,821	$694K	0.04%	+904	Timeline
RTXRTX CORPORATION	5,146	$682K	0.04%	-88	Timeline
XLFSELECT SECTOR SPDR TR	13,577	$676K	0.04%	+207	Timeline
PGPROCTER & GAMBLE CO	3,940	$671K	0.04%	+38	Timeline
LYBLYONDELLBASELL INDUSTRIES NV	9,519	$670K	0.04%	-950	Timeline
BKNGBOOKING HOLDINGS INC	142	$654K	0.04%	-27	Timeline
TAT&T INC	23,108	$654K	0.04%	+52	Timeline
EFSCENTERPRISE FINL SVCS CORP	12,040	$647K	0.04%	+5,000	Timeline
MPCMARATHON PETE CORP	4,374	$637K	0.04%	+6	Timeline
AVLVAMERICAN CENTY ETF TR	9,594	$626K	0.04%	+3,452	Timeline
EMREMERSON ELEC CO	5,619	$616K	0.04%	+219	Timeline
IYFISHARES TR	5,410	$611K	0.04%	-330	Timeline
IYHISHARES TR	10,010	$610K	0.04%	-500	Timeline
ROKROCKWELL AUTOMATION INC	2,342	$605K	0.04%	-41	Timeline
ESMLISHARES TR	15,382	$591K	0.04%	-55	Timeline
DGXQUEST DIAGNOSTICS INC	3,460	$585K	0.03%	-155	Timeline
UPSUNITED PARCEL SVCS INC	5,305	$583K	0.03%	-404	Timeline
AXPAMERICAN EXPRESS CO	2,151	$579K	0.03%	-151	Timeline
EEMISHARES TR	13,195	$577K	0.03%	-540	Timeline
XLPSELECT SECTOR SPDR TR	7,000	$572K	0.03%	-375	Timeline
SCHASCHWAB STRATEGIC TR	24,396	$572K	0.03%	0	Timeline
CSCOCISCO SYS INC	9,236	$570K	0.03%	-215	Timeline
BACBANK OF AMER CORP	13,496	$563K	0.03%	-301	Timeline
TTTRANE TECHNOLOGIES PLC	1,647	$555K	0.03%	+1	Timeline
DHID R HORTON INC	4,338	$551K	0.03%	-81	Timeline
IBMINTERNATIONAL BUSINESS MACHS	2,206	$549K	0.03%	+13	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	3,195	$530K	0.03%	0	Timeline
SCHXSCHWAB STRATEGIC TR	23,990	$530K	0.03%	0	Timeline
SPYMSPDR SERIES TRUST	7,978	$525K	0.03%	+1	Timeline
USBUS BANCORP	12,280	$518K	0.03%	-593	Timeline
CSXCSX CORP	17,450	$514K	0.03%	+3,485	Timeline
DHRDANAHER CORP DEL	2,501	$513K	0.03%	-24	Timeline
AVGOBROADCOM INC	3,061	$513K	0.03%	+54	Timeline
DGDOLLAR GEN CORP	5,679	$499K	0.03%	+386	Timeline
CDWCDW CORP	3,100	$497K	0.03%	-146	Timeline
COFCAPITAL ONE FINL CORP	2,728	$489K	0.03%	-105	Timeline
ISRGINTUITIVE SURGICAL INC	986	$488K	0.03%	+1	Timeline
GOOGALPHABET INC	3,105	$485K	0.03%	+190	Timeline
SCHESCHWAB STRATEGIC TR	16,774	$462K	0.03%	0	Timeline
BABOEING CO	2,711	$462K	0.03%	+43	Timeline
KOCOCA COLA CO	6,357	$455K	0.03%	+44	Timeline
SDYSPDR SERIES TRUST	3,322	$451K	0.03%	0	Timeline
SBUXSTARBUCKS CORP	4,592	$450K	0.03%	-3	Timeline
AEEAMEREN CORP	4,380	$440K	0.03%	+9	Timeline
PMPHILIP MORRIS INTL INC	2,750	$437K	0.03%	+138	Timeline
XLISELECT SECTOR SPDR TR	3,289	$431K	0.03%	+1	Timeline
ABTABBOTT LABORATORIES	3,221	$427K	0.03%	-457	Timeline
JVALJ P MORGAN EXCHANGE TRADED F	10,090	$418K	0.02%	+4,230	Timeline
PFEPFIZER INC	15,668	$397K	0.02%	+1,650	Timeline
SCHMSCHWAB STRATEGIC TR	14,997	$393K	0.02%	0	Timeline
SPTSSPDR SERIES TRUST	13,150	$385K	0.02%	0	Timeline
CEGCONSTELLATION ENERGY CORP	1,898	$383K	0.02%	+3	Timeline
ADBEADOBE INC	951	$365K	0.02%	-44	Timeline
TSCOTRACTOR SUPPLY CO	6,588	$363K	0.02%	-1,497	Timeline
VGTVANGUARD WORLD FD	660	$358K	0.02%	0	Timeline
CPRTCOPART INC	6,237	$353K	0.02%	-103	Timeline
VOTVANGUARD INDEX FDS	1,415	$346K	0.02%	+2	Timeline
AMGNAMGEN INC	1,097	$342K	0.02%	+79	Timeline
NOCNORTHROP GRUMMAN CORP	664	$340K	0.02%	-110	Timeline
NUSCNUSHARES ETF TR	8,700	$334K	0.02%	0	Timeline
JACOBS ENGINEERING GROUP INCJACOBS ENGINEERING GROUP INC	2,726	$330K	0.02%	0
TXNTEXAS INSTRS INC	1,823	$328K	0.02%	-205	Timeline
SCHVSCHWAB STRATEGIC TR	11,934	$317K	0.02%	0	Timeline
MONSTER BEVERAGE CORP NEMONSTER BEVERAGE CORP NE	5,325	$312K	0.02%	-2,739
PHPARKER-HANNIFIN CORP	511	$311K	0.02%	+2	Timeline
MUMICRON TECHNOLOGY INC	3,569	$310K	0.02%	+18	Timeline
VIGVANGUARD SPECIALIZED FUNDS	1,587	$308K	0.02%	+1	Timeline
IGSBISHARES TR	5,827	$305K	0.02%	-1,623	Timeline
NFLXNETFLIX INC.	327	$305K	0.02%	+30	Timeline
SPMBSPDR SERIES TRUST	13,695	$302K	0.02%	0	Timeline
SPIBSPDR SERIES TRUST	9,020	$300K	0.02%	0	Timeline
SCHDSCHWAB STRATEGIC TR	10,459	$292K	0.02%	0	Timeline
SUSAISHARES TR	2,540	$292K	0.02%	0	Timeline
IHIISHARES TR	4,800	$289K	0.02%	0	Timeline
VFHVANGUARD WORLD FD	2,387	$285K	0.02%	+4	Timeline
VLOVALERO ENERGY CORP	2,149	$284K	0.02%	+8	Timeline
AOAISHARES TR	3,632	$278K	0.02%	-143	Timeline
SYYSYSCO CORP	3,609	$271K	0.02%	+55	Timeline
VEUVANGUARD INTL EQUITY INDEX F	4,464	$271K	0.02%	+29	Timeline
INTUINTUIT	426	$262K	0.02%	+3	Timeline
UHSUNIVERSAL HLTH SVCS INC	1,380	$259K	0.02%	-75	Timeline
FTNTFORTINET INC	2,689	$259K	0.02%	-33	Timeline
BAHBOOZ ALLEN HAMILTON HLDG COR	2,465	$258K	0.02%	-80	Timeline
DFSVDIMENSIONAL ETF TRUST	9,118	$257K	0.02%	+335	Timeline
UNPUNION PAC CORP	1,085	$256K	0.02%	-14	Timeline
SPSMSPDR SERIES TRUST	6,258	$255K	0.02%	0	Timeline
ORCLORACLE CORP	1,803	$252K	0.01%	+116	Timeline
PSXPHILLIPS 66	2,038	$252K	0.01%	-112	Timeline
CRWDCROWDSTRIKE HLDGS INC	710	$250K	0.01%	-9	Timeline
LUVSOUTHWEST AIRLS CO	7,404	$249K	0.01%	-12	Timeline
GENERAL ELEC COGENERAL ELEC CO	1,218	$244K	0.01%	+9
RSPINVESCO EXCHANGE TRADED FD T	1,401	$243K	0.01%	0	Timeline
ETNEATON CORP PLC	883	$240K	0.01%	+4	Timeline
DISDISNEY WALT CO	2,406	$237K	0.01%	-91	Timeline
EAGGISHARES TR	4,985	$237K	0.01%	+80	Timeline
VRTXVERTEX PHARMACEUTICALS INC	476	$231K	0.01%	+3	Timeline
CARRCARRIER GLOBAL CORPORATION	3,639	$231K	0.01%	-87	Timeline
AMEAMETEK INC	1,337	$230K	0.01%	-258	Timeline
XLVSELECT SECTOR SPDR TR	1,574	$230K	0.01%	+394	Timeline
EXCEXELON CORP	4,923	$227K	0.01%	-230	Timeline
EFXEQUIFAX INC	931	$227K	0.01%	+2	Timeline
VYMVANGUARD WHITEHALL FDS	1,736	$224K	0.01%	-866	Timeline
IWVISHARES TR	700	$222K	0.01%	0	Timeline
FICOFAIR ISAAC CORP	118	$218K	0.01%	-79	Timeline
ALLALLSTATE CORP	1,048	$217K	0.01%	-50	Timeline
IWCISHARES TR	1,950	$216K	0.01%	0	Timeline
SPMDSPDR SERIES TRUST	4,208	$215K	0.01%	+3	Timeline
SCHRSCHWAB STRATEGIC TR	8,124	$202K	0.01%	0	Timeline
VRSKVERISK ANALYTICS INC	666	$198K	0.01%	+4	Timeline
IWPISHARES TR	1,675	$197K	0.01%	0	Timeline
AMDADVANCED MICRO DEVICES INC	1,887	$194K	0.01%	+116	Timeline
OKEONEOK INC NEW	1,923	$191K	0.01%	+211	Timeline
PLTRPALANTIR TECHNOLOGIES INC	2,247	$190K	0.01%	new	Timeline
AVUVAMERICAN CENTY ETF TR	2,170	$189K	0.01%	0	Timeline
GSGOLDMAN SACHS GROUP INC	346	$189K	0.01%	+4	Timeline
PFGPRINCIPAL FINANCIAL GROUP IN	2,235	$189K	0.01%	0	Timeline
NEENEXTERA ENERGY INC	2,653	$188K	0.01%	-86	Timeline
SLVISHARES SILVER TR	6,060	$188K	0.01%	0	Timeline
IAUISHARES GOLD TR	3,145	$185K	0.01%	0	Timeline
COPCONOCOPHILLIPS	1,736	$182K	0.01%	+19	Timeline
VSTVISTRA CORP	1,538	$181K	0.01%	+4	Timeline
INTCINTEL CORP	7,861	$179K	0.01%	-3,440	Timeline
MRVLMARVELL TECHNOLOGY INC	2,837	$175K	0.01%	-1,183	Timeline
HDVISHARES TR	1,425	$173K	0.01%	0	Timeline
ITWILLINOIS TOOL WKS INC	694	$172K	0.01%	-24	Timeline
BCOBRINKS CO	1,993	$172K	0.01%	0	Timeline
MCKMCKESSON CORP	253	$170K	0.01%	+2	Timeline
XLCSELECT SECTOR SPDR TR	1,741	$168K	0.01%	+3	Timeline
SOSOUTHERN CO	1,769	$163K	0.01%	+222	Timeline
SHOPSHOPIFY INC	1,700	$162K	0.01%	0	Timeline
IUSGISHARES TR	1,262	$160K	0.01%	0	Timeline
WMBWILLIAMS COS INC	2,631	$157K	0.01%	+17	Timeline
WFCWELLS FARGO & CO	2,133	$153K	0.01%	+28	Timeline
SPTMSPDR SERIES TRUST	2,226	$151K	0.01%	0	Timeline
MOALTRIA GROUP INC	2,505	$150K	0.01%	+118	Timeline
UMBFUMB FINL CORP	1,485	$150K	0.01%	0	Timeline
CIGNA CORPORATIONCIGNA CORPORATION	455	$150K	0.01%	-531
DFUSDIMENSIONAL ETF TRUST	2,450	$148K	0.01%	0	Timeline
ADSKAUTODESK INC	553	$145K	0.01%	+4	Timeline
OTISOTIS WORLDWIDE CORP	1,398	$144K	0.01%	-41	Timeline
MUSAMURPHY USA INC	305	$143K	0.01%	-6	Timeline
SKYYFIRST TR EXCHANGE-TRADED FD	1,400	$143K	0.01%	0	Timeline
APHAMPHENOL CORP	2,182	$143K	0.01%	+14	Timeline
ADPAUTOMATIC DATA PROCESSING IN	466	$142K	0.01%	-11	Timeline
ITAISHARES TR	920	$141K	0.01%	0	Timeline
SCHWCHARLES SCHWAB CORP (THE)	1,799	$141K	0.01%	+18	Timeline
WMWASTE MGMT INC DEL	596	$138K	0.01%	-220	Timeline
NOWSERVICENOW INC	173	$138K	0.01%	-4	Timeline
XLYSELECT SECTOR SPDR TR	696	$137K	0.01%	-218	Timeline
QUALISHARES TR	800	$137K	0.01%	0	Timeline
EMGFISHARES INC	2,900	$136K	0.01%	0	Timeline
BUNGE LTDBUNGE LTD	1,768	$135K	0.01%	-1
EPPISHARES INC	3,050	$135K	0.01%	0	Timeline
INGERSOLL-RAND PLCINGERSOLL-RAND PLC	1,676	$134K	0.01%	-45
IYRISHARES TR	1,400	$134K	0.01%	0	Timeline
AMPAMERIPRISE FINL INC	276	$134K	0.01%	-108	Timeline
CRMSALESFORCE INC	497	$133K	0.01%	+132	Timeline
SPDR S&P MIDCAP 400 ETF TRSPDR S&P MIDCAP 400 ETF TR	249	$133K	0.01%	-21
BXBLACKSTONE INC	905	$127K	0.01%	+3	Timeline
RIORIO TINTO PLC	2,098	$126K	0.01%	0	Timeline
DIASTATE STR SPDR DOW JONES IND	300	$126K	0.01%	0	Timeline
WCNWASTE CONNECTIONS INC	642	$125K	0.01%	-13	Timeline
AVLCAMERICAN CENTY ETF TR	1,950	$125K	0.01%	new	Timeline
TE CONNECTIVITY LTDTE CONNECTIVITY LTD	880	$124K	0.01%	+6
HEWLETT PACKARD COHEWLETT PACKARD CO	4,327	$120K	0.01%	+31
AAONAAON INC	1,521	$119K	0.01%	0	Timeline
EMNEASTMAN CHEM CO	1,348	$119K	0.01%	0	Timeline
FFORD MTR CO	11,799	$118K	0.01%	new	Timeline
LHXL3HARRIS TECHNOLOGIES INC	564	$118K	0.01%	+5	Timeline
XLUSELECT SECTOR SPDR TR	1,488	$117K	0.01%	0	Timeline
HUBSHUBSPOT INC	200	$114K	0.01%	+1	Timeline
DUKDUKE ENERGY CORP NEW	932	$114K	0.01%	new	Timeline
VXFVANGUARD INDEX FDS	657	$113K	0.01%	0	Timeline
BPBP PLC	3,268	$110K	0.01%	new	Timeline
VCRVANGUARD WORLD FD	330	$107K	0.01%	-100	Timeline
MCOMOODYS CORP	230	$107K	0.01%	+2	Timeline
BROBROWN & BROWN INC	847	$105K	0.01%	new	Timeline
OEFISHARES TR	387	$105K	0.01%	0	Timeline
PYPLPAYPAL HLDGS INC	1,585	$103K	0.01%	+3	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	2,036	$103K	0.01%	+23	Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
VCSHVANGUARD SCOTTSDALE FDS	3,044	$237K	shares
SPYGSPDR SERIES TRUST	2,087	$183K	shares
SPYVSPDR SERIES TRUST	2,831	$145K	shares
NKENIKE INC	1,856	$140K	shares
EPCEDGEWELL PERSONAL CARE CO	4,123	$139K	shares
XYZBLOCK INC	1,491	$127K	shares
POSTPOST HLDGS INC	1,005	$115K	shares
TROWPRICE T ROWE GROUP INC	935	$106K	shares
IPINTERNATIONAL PAPER CO	1,871	$101K	shares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001104659-25-035816	base		2025-04-17	acceptance time not in the bulk data set	2026-10-07 18:25:06 UTC