Allodium Investment Consultants, LLC
Holdings as of 2026-06-30, filed 2026-07-14
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 14 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
57
Value reported by manager
$235.5M
Sum of our stored positions
$235.5M
should match the line above
Disclosure lag
14 d
quarter end to filing
Top 5 concentration
44.8%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
57 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | $27.9M | 341,010 | — | 25434V401 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $24.6M | 595,340 | — | 25434V203 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $22.3M | 270,820 | — | 25434V500 |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | $15.9M | 383,166 | — | 025072562 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $14.8M | 153,716 | — | 922908553 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $11.6M | 288,759 | — | 25434V302 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $10.8M | 308,750 | — | 25434V773 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $9.1M | 201,944 | — | 25434V690 |
| ISHARES TR | CORE S&P500 ETF | $8.9M | 11,871 | — | 464287200 |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $6.8M | 130,437 | — | 67092P607 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $6.6M | 142,553 | — | 25434V716 |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $5.8M | 110,544 | — | 25434V674 |
| NUSHARES ETF TR | NUVEEN ESG INTL | $4.8M | 119,655 | — | 67092P805 |
| AMERICAN CENTY ETF TR | AVANTIS SHFXDINC | $4.6M | 99,663 | — | 025072687 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $4.4M | 61,732 | — | 921943858 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $4.2M | 83,684 | — | 922907746 |
| DIMENSIONAL ETF TRUST | EMER MARK SU ETF | $3.8M | 77,097 | — | 25434V682 |
| AMERICAN CENTY ETF TR | AVAN US SMAL ETF | $3.6M | 48,854 | — | 025072323 |
| NUSHARES ETF TR | NUVEEN ESG EMRGN | $3.4M | 80,896 | — | 67092P888 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $3.3M | 45,429 | — | 921937835 |
| ISHARES TR | RUSSELL 2000 ETF | $3.3M | 10,877 | — | 464287655 |
| MANAGER DIRECTED PORTFOLIOS | VERT GLB SUST RE | $2.9M | 257,545 | — | 56170L695 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $2.9M | 37,413 | — | 921937827 |
| IMPAX FUNDS SERIES TRUST I | GLOB SUS INF ETF | $2.9M | 111,523 | — | 704223387 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $2.4M | 50,132 | — | 92203J407 |
| ISHARES TR | ESG MSCI KLD ETF | $2.3M | 16,456 | — | 464288570 |
| ISHARES TR | RUS 1000 GRW ETF | $2.1M | 16,944 | — | 464287614 |
| PROSHARES TR | DJ BRKFLD GLB | $2M | 34,347 | — | 74347B508 |
| GLOBAL X FDS | US INFR DEV ETF | $1.6M | 27,337 | — | 37954Y673 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $1.5M | 15,771 | — | 025072604 |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $1.5M | 14,348 | — | 921935870 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $1.1M | 12,300 | — | 025072703 |
| DIMENSIONAL ETF TRUST | US COR EQU 1 ETF | $974.6K | 11,888 | — | 25434V625 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $956.8K | 18,511 | — | 25434V104 |
| VANGUARD INDEX FDS | SMALL CP ETF | $873.5K | 2,882 | — | 922908751 |
| INVESCO EXCH TRADED FD TR II | S&P GBL WATER | $859K | 13,068 | — | 46138E263 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $787.8K | 1,055 | — | 78462F103 |
| ISHARES TR | ESG AWARE MSCI | $735K | 13,141 | — | 46435U663 |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | $493.5K | 11,692 | — | 25434V872 |
| VANGUARD INDEX FDS | MID CAP ETF | $467.2K | 5,799 | — | 922908629 |
| ISHARES TR | RUS 2000 GRW ETF | $461.7K | 1,172 | — | 464287648 |
| ISHARES TR | NATIONAL MUN ETF | $416K | 3,865 | — | 464288414 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $394.1K | 3,824 | — | 025072802 |
| ISHARES TR | ESG OPTIMIZED | $383.9K | 2,488 | — | 464288802 |
| KLA CORP | COM NEW | $374.1K | 1,240 | — | 482480100 |
| VANGUARD INDEX FDS | LARGE CAP ETF | $368.5K | 1,071 | — | 922908637 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $342.2K | 498 | — | 922908363 |
| SPDR SERIES TRUST | ST STR SP600SM C | $317.3K | 2,908 | — | 78464A300 |
| FIRST TR EXCHANGE-TRADED FD | COM SHS ANNUAL | $316.9K | 3,403 | — | 33718M105 |
| DIMENSIONAL ETF TRUST | US REAL ESTA ETF | $314.1K | 12,006 | — | 25434V823 |
| ISHARES TR | CORE S&P SCP ETF | $302.8K | 2,041 | — | 464287804 |
| APPLE INC | COM | $270.8K | 936 | — | 037833100 |
| ISHARES TR | MSCI EAFE ETF | $249.9K | 2,406 | — | 464287465 |
| ISHARES TR | S&P SML 600 GWT | $246.3K | 1,379 | — | 464287887 |
| DFA INVT DIMENSIONS GROUP IN | U.S. MIC CAP SHS | $224.5K | 3,675 | — | 25239Y238 |
| ALPHABET INC | CAP STK CL C | $218.7K | 619 | — | 02079K107 |
| AMERICAN CENTY ETF TR | US EQT ETF | $201.1K | 1,570 | — | 025072885 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-14