Allodium Investment Consultants

Allodium Investment Consultants as of March 31, 2026

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