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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 45.84% of Allodium Investment Consultants's stock portfolio.
Added to shares of these 10 stocks: DFAI, AVIG, DFAS, VNQ, DFUS, TOLZ, DFAE, DFIS, AVSF, BNDX.
Started 2 new stock positions in DFCF, GOOG.
Reduced shares in these 10 stocks: IJT, DFSU, SUSA, NUSC, DSI, VV, DCOR, VEA, IWM, VO.
Sold out of its position in IJT.
Allodium Investment Consultants was a net buyer of stock by $17M.
Allodium Investment Consultants has $197M in assets under management (AUM), dropping by 11.42%.
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 52 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Equity Market (DFUS)	12.6	$25M	+6%	335k	74.17	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	11.2	$22M	+19%	579k	38.11	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	9.5	$19M	+11%	270k	69.67	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	6.6	$13M	+15%	148k	88.49	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	5.9	$12M	+26%	278k	41.92	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	5.3	$10M	+9%	320k	32.57	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	5.0	$9.9M	+8%	302k	32.94	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.2	$8.3M	+3%	12k	684.93	View chart
Dimensional Etf Trust International (DFSI)	4.2	$8.2M		192k	42.85	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	3.1	$6.1M		136k	44.65	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	2.9	$5.7M	-2%	132k	43.43	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	2.3	$4.5M	+2%	87k	51.80	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.0	$4.0M		65k	62.47	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.0	$3.9M	+5%	79k	50.29	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	1.8	$3.5M		97k	36.21	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	1.6	$3.2M		76k	41.48	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.4	$2.7M		11k	246.16	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	1.4	$2.7M	+2%	75k	35.58	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.3	$2.6M	+15%	35k	74.07	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	1.3	$2.5M	+14%	43k	58.74	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	1.2	$2.5M	-4%	19k	128.83	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	1.2	$2.4M	+42%	51k	47.09	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	1.1	$2.2M	+4%	215k	10.40	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.1	$2.2M	+17%	28k	78.81	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.0	$2.0M		4.2k	473.33	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	1.0	$1.9M	+19%	19k	101.58	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.9	$1.7M	+38%	36k	48.32	View chart
Proshares Tr DJ BRKFLD GLB (TOLZ)	0.9	$1.7M	+192%	31k	54.15	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.7	$1.3M	+6%	27k	47.79	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.6	$1.2M		16k	77.02	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.5	$1.0M		16k	63.01	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.5	$906k		11k	82.32	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.5	$890k		19k	46.80	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$759k		1.1k	681.92	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$440k	-5%	1.5k	290.30	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$419k	-3%	1.6k	257.90	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$415k	+7%	3.9k	107.12	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.2	$383k	NEW	9.0k	42.56	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$379k		1.2k	323.03	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$376k	-19%	1.2k	314.87	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.2	$355k	-19%	4.8k	73.63	View chart
Ishares Tr Esg Optimized (SUSA)	0.2	$347k	-28%	2.5k	139.37	View chart
Apple (AAPL)	0.2	$317k	+11%	1.2k	271.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$312k	+41%	497.00	627.71	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$305k	-7%	2.5k	120.20	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$282k	+2%	3.0k	93.96	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$279k	+18%	12k	22.90	View chart
First Tr Exchange-traded Com Shs Annual (FDM)	0.1	$271k		3.4k	79.62	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$265k		2.9k	90.98	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$259k	NEW	825.00	313.80	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$231k		2.4k	96.03	View chart
Microsoft Corporation (MSFT)	0.1	$224k	+4%	464.00	483.62	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 Q4 filed Jan. 14, 2026
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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