Allodium Investment Consultants, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, Allodium Investment Consultants, LLC held in its portfolio 52 assets valued at $197,343,113 (i.e. $197.34M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($24.86M), DIMENSIONAL ETF TRUST ($22.07M), and DIMENSIONAL ETF TRUST ($18.78M).
The chart below shows the top 10 valuable assets, and the table below shows the top 52 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Allodium Investment Consultants, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 335103 | 24854626 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 579132 | 22070717 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 269525 | 18777792 | US SMALL CAP ETF |
| VANGUARD INDEX FDS | 147991 | 13095710 | REAL ESTATE ETF |
| AMERICAN CENTY ETF TR | 278373 | 11670226 | AVANTIS CORE FI |
| DIMENSIONAL ETF TRUST | 320222 | 10429629 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 301959 | 9946514 | INTL SMALL CAP E |
| ISHARES TR | 12116 | 8298570 | CORE S&P500 ETF |
| DIMENSIONAL ETF TRUST | 191922 | 8222916 | INTERNATIONAL |
| NUSHARES ETF TR | 136311 | 6086292 | NUVEEN ESG SMLCP |
| DIMENSIONAL ETF TRUST | 132033 | 5734210 | US SUSTAINABILTY |
| DIMENSIONAL ETF TRUST | 86878 | 4500278 | GLOBAL SUSTAINA |
| VANGUARD TAX-MANAGED FDS | 64487 | 4028530 | VAN FTSE DEV MKT |
| VANGUARD MUN BD FDS | 78492 | 3947377 | TAX EXEMPT BD |
| NUSHARES ETF TR | 96678 | 3500696 | NUVEEN ESG INTL |
| DIMENSIONAL ETF TRUST | 75996 | 3152310 | EMERGING MARKETS |
| ISHARES TR | 11041 | 2717853 | RUSSELL 2000 ETF |
| NUSHARES ETF TR | 74926 | 2665880 | NUVEEN ESG EMRGN |
| VANGUARD BD INDEX FDS | 34924 | 2586816 | TOTAL BND MRKT |
| AMERICAN CENTY ETF TR | 42474 | 2494944 | AVANTIS US SMALL |
| ISHARES TR | 19131 | 2464671 | ESG MSCI KLD 400 |
| AMERICAN CENTY ETF TR | 50484 | 2377037 | AVANTIS SHFXDINC |
| MANAGER DIRECTED PORTFOLIOS | 214754 | 2233443 | VERT GLB SUST RE |
| VANGUARD BD INDEX FDS | 27553 | 2171484 | SHORT TRM BOND |
| ISHARES TR | 4241 | 2007383 | RUS 1000 GRW ETF |
| VANGUARD WELLINGTON FD | 19036 | 1933582 | SHORT TRM TAX EX |
| VANGUARD CHARLOTTE FDS | 35646 | 1722394 | TOTAL INT BD ETF |
| PROSHARES TR | 31237 | 1691481 | DJ BRKFLD GLB |
| GLOBAL X FDS | 27117 | 1295911 | US INFR DEV ETF |
| AMERICAN CENTY ETF TR | 15827 | 1218959 | AVANTIS EMGMKT |
| INVESCO EXCH TRADED FD TR II | 16408 | 1033859 | S&P GBL WATER |
| AMERICAN CENTY ETF TR | 11001 | 905602 | INTL EQT ETF |
| DIMENSIONAL ETF TRUST | 19016 | 889941 | US CORE EQT MKT |
| SPDR S&P 500 ETF TR | 1113 | 758977 | TR UNIT |
| VANGUARD INDEX FDS | 1515 | 439797 | MID CAP ETF |
| VANGUARD INDEX FDS | 1624 | 418831 | SMALL CP ETF |
| ISHARES TR | 3871 | 414669 | NATIONAL MUN ETF |
| DIMENSIONAL ETF TRUST | 9002 | 383124 | CORE FIXED INCOM |
| ISHARES TR | 1172 | 378591 | RUS 2000 GRW ETF |
| VANGUARD INDEX FDS | 1194 | 375953 | LARGE CAP ETF |
| DIMENSIONAL ETF TRUST | 4824 | 355203 | US CORE EQUITY 1 |
| ISHARES TR | 2487 | 346607 | ESG OPTIMIZED |
| APPLE INC | 1165 | 316717 | COM |
| VANGUARD INDEX FDS | 497 | 311974 | S&P 500 ETF SHS |
| ISHARES TR | 2535 | 304711 | CORE S&P SCP ETF |
| AMERICAN CENTY ETF TR | 2998 | 281687 | INTL SMCP VLU |
| DIMENSIONAL ETF TRUST | 12174 | 278799 | US REAL ESTATE E |
| FIRST TR EXCHANGE-TRADED FD | 3403 | 270933 | COM SHS ANNUAL |
| SPDR SERIES TRUST | 2908 | 264574 | STATE STREET SPD |
| ALPHABET INC | 825 | 258885 | CAP STK CL C |
| ISHARES TR | 2406 | 231048 | MSCI EAFE ETF |
| MICROSOFT CORP | 464 | 224400 | COM |
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