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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, AVIG, VNQ, and represent 45.71% of Allodium Investment Consultants's stock portfolio.
Added to shares of these 10 stocks: AVIG, AVSF, DFSB, VNQ, DFUS, ESML, NUDM, BSV, DFAS, DFSU.
Started 1 new stock position in ESML.
Reduced shares in these 10 stocks: NUSC, DFAE, MSFT, VEA, DFIS, DSI, IVV, VV, DFAI, CGW.
Sold out of its position in MSFT.
Allodium Investment Consultants was a net buyer of stock by $12M.
Allodium Investment Consultants has $209M in assets under management (AUM), dropping by 5.82%.
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 March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Equity Market (DFUS)	11.7	$25M	+2%	345k	70.91	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	10.8	$23M		578k	38.96	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	9.5	$20M	+3%	278k	71.13	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	7.0	$15M	+26%	353k	41.54	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	6.7	$14M	+6%	158k	88.70	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	5.0	$10M	-4%	306k	33.86	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	4.8	$10M		299k	33.67	View chart
Dimensional Etf Trust International (DFSI)	3.9	$8.2M		194k	42.40	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.8	$7.8M		12k	653.21	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	2.9	$6.0M	+10%	146k	41.09	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	2.6	$5.5M	-9%	123k	45.06	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	2.6	$5.4M	+20%	105k	51.74	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.1	$4.3M	+9%	86k	49.89	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	2.0	$4.2M	+77%	89k	46.80	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	2.0	$4.1M	+17%	114k	36.11	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.9	$4.0M	-2%	63k	64.08	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	1.6	$3.3M		77k	42.37	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	1.4	$3.0M	+7%	81k	36.74	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	1.4	$2.9M	+9%	47k	62.30	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.3	$2.8M	+8%	38k	73.64	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.3	$2.8M	+28%	36k	78.41	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.3	$2.7M		11k	248.00	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	1.2	$2.5M	+13%	243k	10.33	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	1.1	$2.2M	-3%	19k	121.19	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.0	$2.1M	+19%	43k	48.05	View chart
Proshares Tr DJ BRKFLD GLB (TOLZ)	1.0	$2.0M	+6%	33k	59.98	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.9	$2.0M	+2%	20k	101.14	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.9	$1.8M		4.2k	426.42	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.7	$1.4M		28k	50.81	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.6	$1.3M	+4%	17k	80.58	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.5	$1.0M	+10%	12k	84.84	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.5	$1.0M	-3%	16k	63.94	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$853k		19k	45.12	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$754k	+77%	2.9k	261.95	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$724k		1.1k	650.34	View chart
Ishares Tr Esg Aware Msci (ESML)	0.3	$638k	NEW	14k	47.02	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.3	$631k	+81%	8.8k	72.08	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.2	$466k	+22%	11k	42.22	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$416k	-4%	1.4k	287.26	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$410k		3.9k	106.15	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$382k	+27%	3.8k	99.85	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$368k		1.2k	313.83	View chart
Ishares Tr Esg Optimized (SUSA)	0.2	$329k		2.5k	132.08	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$319k	-10%	1.1k	298.96	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$298k		498.00	597.39	View chart
Apple (AAPL)	0.1	$296k		1.2k	253.79	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$295k	-6%	2.4k	124.28	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$288k		12k	23.65	View chart
First Tr Exchange-traded Com Shs Annual (FDM)	0.1	$279k		3.4k	82.09	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$275k		2.9k	94.59	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$237k		825.00	286.86	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$234k		2.4k	97.13	View chart

Past Filings by Allodium Investment Consultants

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

Allodium Investment Consultants 2026 Q1 filed April 9, 2026
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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