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Allodium Investment Consultants

Latest statistics and disclosures from Allodium Investment Consultants's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFUS, DFAI, DFAS, VNQ, AVIG, and represent 43.96% of Allodium Investment Consultants's stock portfolio.
Added to shares of these 10 stocks: DFSI, VTEB, DFAI, AVIG, DFSE, VNQ, DFIS, AVSC, DFSB, VTES.
Started 2 new stock positions in IJT, EFA.
Reduced shares in these 10 stocks: NUEM, MSFT, AAPL, DSI, SUSA, PAVE, DFAU, DFAE, VEA, AVDV.
Allodium Investment Consultants was a net buyer of stock by $9.6M.
Allodium Investment Consultants has $177M in assets under management (AUM), dropping by 12.10%.
Central Index Key (CIK): 0002052983

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Positions held by Allodium Investment Consultants consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Allodium Investment Consultants

Allodium Investment Consultants holds 51 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Equity Market (DFUS)	12.8	$23M		313k	72.44	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	9.9	$18M	+5%	484k	36.35	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	9.4	$17M		242k	68.46	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	6.6	$12M	+5%	128k	91.42	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	5.2	$9.3M	+7%	220k	42.08	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	5.2	$9.2M		292k	31.53	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	5.0	$8.8M	+6%	278k	31.63	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.4	$7.9M	+3%	12k	669.30	View chart
Dimensional Etf Trust International (DFSI)	4.4	$7.7M	+35%	188k	40.95	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	3.5	$6.1M	+2%	139k	44.10	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	3.3	$5.8M		136k	42.47	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	2.5	$4.5M	+11%	85k	53.27	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.2	$3.9M		66k	59.92	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.1	$3.7M	+30%	75k	50.07	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	2.1	$3.7M		97k	37.62	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	1.8	$3.1M	+25%	76k	41.09	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.5	$2.7M		11k	241.96	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	1.5	$2.6M	-5%	73k	35.69	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	1.4	$2.5M	-3%	20k	125.95	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.3	$2.2M	+16%	30k	74.37	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	1.2	$2.2M	+13%	205k	10.65	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	1.2	$2.1M	+27%	37k	57.25	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.1	$2.0M	+9%	4.2k	468.44	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.0	$1.8M	+11%	23k	78.91	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.9	$1.7M	+8%	36k	47.21	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.9	$1.6M	+38%	16k	101.92	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.7	$1.3M	+5%	26k	49.46	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.7	$1.2M	-3%	25k	47.63	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.7	$1.2M	+4%	16k	75.11	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.6	$1.0M	+2%	16k	64.24	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.5	$882k		11k	78.90	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.5	$872k	-4%	19k	45.76	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$742k		1.1k	666.18	View chart
Proshares Tr DJ BRKFLD GLB (TOLZ)	0.3	$579k	+56%	11k	54.12	View chart
Ishares Tr Esg Optimized (SUSA)	0.3	$474k	-11%	3.5k	135.66	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$471k		1.6k	293.66	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$454k		1.5k	307.88	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.2	$432k		6.0k	71.94	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$430k		1.7k	254.31	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$385k	+6%	3.6k	106.49	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$375k		1.2k	320.06	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$325k		2.7k	118.85	View chart
Apple (AAPL)	0.2	$266k	-30%	1.0k	254.63	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$262k	-5%	2.9k	89.04	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.1	$258k		2.9k	88.66	View chart
First Tr Exchange-traded Com Shs Annual (FDM)	0.1	$258k		3.4k	75.75	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$246k	+5%	10k	23.85	View chart
Microsoft Corporation (MSFT)	0.1	$230k	-34%	444.00	517.95	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$225k	NEW	2.4k	93.37	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$215k	-3%	352.00	611.94	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$212k	NEW	1.5k	141.50	View chart

Past Filings by Allodium Investment Consultants

SEC 13F filings are viewable for Allodium Investment Consultants going back to 2025

Allodium Investment Consultants 2025 Q3 filed Oct. 9, 2025
Allodium Investment Consultants 2025 Q2 filed Aug. 5, 2025
Allodium Investment Consultants 2025 Q1 filed April 23, 2025

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