Allodium Investment Consultants

Allodium Investment Consultants as of June 30, 2025

Portfolio Holdings for Allodium Investment Consultants

Allodium Investment Consultants holds 49 positions in its portfolio as reported in the June 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 $21M 312k 67.02
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 10.1 $16M 460k 34.57
Dimensional Etf Trust Us Small Cap Etf (DFAS) 9.6 $15M 239k 63.71
Vanguard Index Fds Real Estate Etf (VNQ) 6.9 $11M 122k 89.06
American Centy Etf Tr Avantis Core Fi (AVIG) 5.4 $8.5M 205k 41.62
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 5.4 $8.5M 293k 28.95
Dimensional Etf Trust Intl Small Cap E (DFIS) 5.0 $7.8M 262k 29.84
Ishares Tr Core S&p500 Etf (IVV) 4.5 $7.0M 11k 620.90
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 3.5 $5.5M 135k 40.74
Dimensional Etf Trust International (DFSI) 3.5 $5.5M 139k 39.41
Dimensional Etf Trust Us Sustainabilty (DFSU) 3.3 $5.3M 135k 39.25
Dimensional Etf Trust Global Sustaina (DFSB) 2.5 $4.0M 76k 52.43
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.4 $3.8M 66k 57.01
Nushares Etf Tr Nuveen Esg Intl (NUDM) 2.2 $3.4M 97k 35.49
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.8 $2.8M 57k 49.03
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 1.6 $2.5M 77k 33.21
Ishares Tr Esg Msci Kld 400 (DSI) 1.5 $2.4M 21k 116.16
Ishares Tr Russell 2000 Etf (IWM) 1.5 $2.4M 11k 215.79
Dimensional Etf Trust Emerging Markets (DFSE) 1.5 $2.3M 61k 38.06
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.2 $1.9M 26k 73.63
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 1.2 $1.9M 181k 10.46
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.0 $1.7M 21k 78.70
Ishares Tr Rus 1000 Grw Etf (IWF) 1.0 $1.6M 3.9k 424.61
American Centy Etf Tr Avantis Shfxdinc (AVSF) 1.0 $1.5M 33k 47.03
American Centy Etf Tr Avantis Us Small (AVSC) 1.0 $1.5M 29k 51.57
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.8 $1.2M 24k 49.51
Vanguard Wellington Short Trm Tax Ex (VTES) 0.7 $1.2M 12k 100.93
Global X Fds Us Infr Dev Etf (PAVE) 0.7 $1.2M 26k 43.58
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.7 $1.0M 15k 68.54
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.6 $994k 16k 62.50
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.5 $841k 20k 42.36
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.5 $827k 11k 74.01
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $688k 1.1k 617.85
Ishares Tr Esg Optimized (SUSA) 0.3 $499k 3.9k 126.76
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $448k 1.6k 279.82
Vanguard Index Fds Large Cap Etf (VV) 0.3 $420k 1.5k 285.25
Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.3 $401k 6.0k 66.85
Vanguard Index Fds Small Cp Etf (VB) 0.3 $400k 1.7k 237.03
Proshares Tr DJ BRKFLD GLB (TOLZ) 0.2 $368k 6.8k 53.85
Ishares Tr National Mun Etf (MUB) 0.2 $356k 3.4k 104.47
Microsoft Corporation (MSFT) 0.2 $338k 680.00 497.41
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $335k 1.2k 285.88
Apple (AAPL) 0.2 $310k 1.5k 205.17
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $305k 2.8k 109.31
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $247k 3.1k 79.29
First Tr Exchange-traded Com Shs Annual (FDM) 0.2 $244k 3.4k 71.63
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.1 $232k 2.9k 79.77
Dimensional Etf Trust Us Real Estate E (DFAR) 0.1 $229k 9.8k 23.46
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $206k 363.00 568.59