Allodium Investment Consultants, LLC

Est. AUM

$235.5M

13F long equity, this entity only

Positions

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US EQUI MARK ETF	$27.9M	341010	11.87%	SOLE
2	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$24.6M	595340	10.43%	SOLE
3	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$22.3M	270820	9.47%	SOLE
4	AMERICAN CENTY ETF TR	AVANTIS CORE FI	$15.9M	383166	6.74%	SOLE
5	VANGUARD INDEX FDS	REAL ESTATE ETF	$14.8M	153716	6.30%	SOLE
6	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$11.6M	288759	4.93%	SOLE
7	DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$10.8M	308750	4.59%	SOLE
8	DIMENSIONAL ETF TRUST	INTERNATIONAL	$9.1M	201944	3.87%	SOLE
9	ISHARES TR	CORE S&P500 ETF	$8.9M	11871	3.78%	SOLE
10	NUSHARES ETF TR	NUVEEN ESG SMLCP	$6.8M	130437	2.89%	SOLE
11	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$6.6M	142553	2.82%	SOLE
12	DIMENSIONAL ETF TRUST	GLOBAL SUSTAINA	$5.8M	110544	2.45%	SOLE
13	NUSHARES ETF TR	NUVEEN ESG INTL	$4.8M	119655	2.03%	SOLE
14	AMERICAN CENTY ETF TR	AVANTIS SHFXDINC	$4.6M	99663	1.97%	SOLE
15	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$4.4M	61732	1.87%	SOLE
16	VANGUARD MUN BD FDS	TAX EXEMPT BD	$4.2M	83684	1.80%	SOLE
17	DIMENSIONAL ETF TRUST	EMER MARK SU ETF	$3.8M	77097	1.60%	SOLE
18	AMERICAN CENTY ETF TR	AVAN US SMAL ETF	$3.6M	48854	1.52%	SOLE
19	NUSHARES ETF TR	NUVEEN ESG EMRGN	$3.4M	80896	1.46%	SOLE
20	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$3.3M	45429	1.42%	SOLE
21	ISHARES TR	RUSSELL 2000 ETF	$3.3M	10877	1.39%	SOLE
22	MANAGER DIRECTED PORTFOLIOS	VERT GLB SUST RE	$2.9M	257545	1.25%	SOLE
23	VANGUARD BD INDEX FDS	SHORT TRM BOND	$2.9M	37413	1.24%	SOLE
24	IMPAX FUNDS SERIES TRUST I	GLOB SUS INF ETF	$2.9M	111523	1.23%	SOLE
25	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$2.4M	50132	1.03%	SOLE
26	ISHARES TR	ESG MSCI KLD ETF	$2.3M	16456	1.00%	SOLE
27	ISHARES TR	RUS 1000 GRW ETF	$2.1M	16944	0.89%	SOLE
28	PROSHARES TR	DJ BRKFLD GLB	$2.0M	34347	0.86%	SOLE
29	GLOBAL X FDS	US INFR DEV ETF	$1.6M	27337	0.68%	SOLE
30	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$1.5M	15771	0.65%	SOLE
31	VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$1.5M	14348	0.62%	SOLE
32	AMERICAN CENTY ETF TR	INTL EQT ETF	$1.1M	12300	0.47%	SOLE
33	DIMENSIONAL ETF TRUST	US COR EQU 1 ETF	$975K	11888	0.41%	SOLE
34	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$957K	18511	0.41%	SOLE
35	VANGUARD INDEX FDS	SMALL CP ETF	$873K	2882	0.37%	SOLE
36	INVESCO EXCH TRADED FD TR II	S&P GBL WATER	$859K	13068	0.36%	SOLE
37	STATE STR SPDR S&P 500 ETF T	TR UNIT	$788K	1055	0.33%	SOLE
38	ISHARES TR	ESG AWARE MSCI	$735K	13141	0.31%	SOLE
39	DIMENSIONAL ETF TRUST	CORE FIXE IN ETF	$494K	11692	0.21%	SOLE
40	VANGUARD INDEX FDS	MID CAP ETF	$467K	5799	0.20%	SOLE
41	ISHARES TR	RUS 2000 GRW ETF	$462K	1172	0.20%	SOLE
42	ISHARES TR	NATIONAL MUN ETF	$416K	3865	0.18%	SOLE
43	AMERICAN CENTY ETF TR	INTL SMCP VLU	$394K	3824	0.17%	SOLE
44	ISHARES TR	ESG OPTIMIZED	$384K	2488	0.16%	SOLE
45	KLA CORP	COM NEW	$374K	1240	0.16%	SOLE
46	VANGUARD INDEX FDS	LARGE CAP ETF	$368K	1071	0.16%	SOLE
47	VANGUARD INDEX FDS	S&P 500 ETF SHS	$342K	498	0.15%	SOLE
48	SPDR SERIES TRUST	ST STR SP600SM C	$317K	2908	0.13%	SOLE
49	FIRST TR EXCHANGE-TRADED FD	COM SHS ANNUAL	$317K	3403	0.13%	SOLE
50	DIMENSIONAL ETF TRUST	US REAL ESTA ETF	$314K	12006	0.13%	SOLE

1–50 of 57

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.