Allodium Investment Consultants

Allodium Investment Consultants as of Dec. 31, 2025

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