Allodium Investment Consultants

Allodium Investment Consultants as of March 31, 2025

Portfolio Holdings for Allodium Investment Consultants

Allodium Investment Consultants holds 46 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Equity Market (DFUS) 13.2 $18M 296k 60.48
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 9.4 $13M 406k 31.23
Dimensional Etf Trust Us Small Cap Etf (DFAS) 9.2 $12M 208k 59.75
Vanguard Index Fds Real Estate Etf (VNQ) 7.9 $11M 118k 90.54
American Centy Etf Tr Avantis Core Fi (AVIG) 5.3 $7.2M 174k 41.39
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 5.2 $7.1M 273k 25.89
Dimensional Etf Trust Intl Small Cap E (DFIS) 4.8 $6.5M 252k 25.84
Ishares Tr Core S&p500 Etf (IVV) 4.6 $6.2M 11k 561.90
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 4.0 $5.5M 143k 38.34
Dimensional Etf Trust International (DFSI) 3.6 $4.8M 139k 34.89
Dimensional Etf Trust Us Sustainabilty (DFSU) 3.1 $4.2M 117k 35.81
Dimensional Etf Trust Global Sustaina (DFSB) 2.5 $3.4M 66k 51.50
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.4 $3.3M 65k 50.83
Nushares Etf Tr Nuveen Esg Intl (NUDM) 2.3 $3.1M 97k 31.85
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.9 $2.6M 53k 49.62
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 1.7 $2.3M 78k 29.25
Ishares Tr Russell 2000 Etf (IWM) 1.6 $2.2M 11k 199.49
Dimensional Etf Trust Emerging Markets (DFSE) 1.5 $2.1M 61k 33.68
Ishares Tr Esg Msci Kld 400 (DSI) 1.5 $2.0M 19k 102.41
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 1.4 $1.8M 180k 10.14
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.3 $1.8M 24k 73.45
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.2 $1.6M 21k 78.28
American Centy Etf Tr Avantis Shfxdinc (AVSF) 1.0 $1.4M 30k 46.74
Ishares Tr Rus 1000 Grw Etf (IWF) 1.0 $1.4M 3.9k 361.11
Global X Fds Us Infr Dev Etf (PAVE) 0.8 $1.0M 28k 37.73
Vanguard Wellington Short Trm Tax Ex (VTES) 0.8 $1.0M 10k 100.51
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.7 $998k 18k 55.69
American Centy Etf Tr Avantis Us Small (AVSC) 0.7 $925k 19k 48.40
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.7 $898k 15k 60.17
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.5 $740k 11k 66.27
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.5 $728k 15k 48.82
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.5 $693k 18k 38.44
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $623k 1.1k 559.39
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $414k 1.6k 258.61
Vanguard Index Fds Large Cap Etf (VV) 0.3 $378k 1.5k 256.98
Ishares Tr Msci Usa Esg Slc (SUSA) 0.3 $378k 3.3k 114.87
Ishares Tr National Mun Etf (MUB) 0.3 $343k 3.3k 105.45
Vanguard Index Fds Small Cp Etf (VB) 0.3 $342k 1.5k 221.77
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $300k 1.2k 255.55
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $260k 2.5k 104.59
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $236k 2.5k 92.79
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.2 $228k 2.9k 78.41
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $217k 3.1k 69.75
First Tr Dow Jones Select Mi Com Shs Annual (FDM) 0.2 $212k 3.4k 62.18
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $210k 1.7k 124.50
Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.2 $207k 3.4k 61.33