Institutional
Allodium Investment Consultants, LLC
CIK 0002052983
$235.5M
Reported AUM
57
Positions
Q2 2026
Period
2026-07-14
Filed
Editorial summary
Summary for Allodium Investment Consultants, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | $81.36 | 0.40% | 21.34% | 73.84% | $27.9M | 11.87% | — | HELD |
| 2 | DFAI | DIMENSIONAL ETF TRUST | $42.09 | -0.66% | 27.52% | 62.16% | $24.6M | 10.43% | — | HELD |
| 3 | DFAS | DIMENSIONAL ETF TRUST | $81.07 | -0.12% | 29.25% | 48.05% | $22.3M | 9.47% | — | HELD |
| 4 | AVIG | AMERICAN CENTY ETF TR | $40.72 | -0.39% | 1.86% | -1.69% | $15.9M | 6.74% | — | HELD |
| 5 | VNQ | VANGUARD INDEX FDS | $99.07 | -0.42% | 16.22% | 11.04% | $14.8M | 6.30% | — | HELD |
| 6 | DFAE | DIMENSIONAL ETF TRUST | $37.58 | 0.62% | 32.16% | 48.39% | $11.6M | 4.93% | — | HELD |
| 7 | DFIS | DIMENSIONAL ETF TRUST | $35.84 | -0.60% | 23.09% | 70.06% | $10.8M | 4.59% | — | HELD |
| 8 | DFSI | DIMENSIONAL ETF TRUST | $45.90 | -0.69% | 22.09% | 80.90% | $9.1M | 3.87% | — | HELD |
| 9 | IVV | ISHARES TR | $748.38 | 0.43% | 20.75% | 76.27% | $8.9M | 3.78% | — | HELD |
| 10 | NUSC | NUSHARES ETF TR | $50.83 | -0.10% | 26.91% | 27.10% | $6.8M | 2.89% | — | HELD |
| 11 | DFSU | DIMENSIONAL ETF TRUST | $46.96 | 0.28% | 20.02% | 94.51% | $6.6M | 2.82% | — | HELD |
| 12 | DFSB | DIMENSIONAL ETF TRUST | $50.76 | -0.30% | 2.06% | 18.51% | $5.8M | 2.45% | — | HELD |
| 13 | NUDM | NUSHARES ETF TR | $40.42 | -0.36% | 25.69% | 51.81% | $4.8M | 2.03% | — | HELD |
| 14 | AVSF | AMERICAN CENTY ETF TR | $46.34 | -0.09% | 2.73% | 9.60% | $4.6M | 1.97% | — | HELD |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | $70.71 | -0.53% | 30.57% | 58.27% | $4.4M | 1.87% | — | HELD |
| 16 | VTEB | VANGUARD MUN BD FDS | $49.54 | -0.22% | 4.88% | 3.17% | $4.2M | 1.80% | — | HELD |
| 17 | DFSE | DIMENSIONAL ETF TRUST | $45.99 | 0.09% | 23.68% | 75.26% | $3.8M | 1.60% | — | HELD |
| 18 | AVSC | AMERICAN CENTY ETF TR | $72.24 | -0.31% | 42.25% | 60.54% | $3.6M | 1.52% | — | HELD |
| 19 | NUEM | NUSHARES ETF TR | $40.29 | 0.65% | 26.38% | 29.65% | $3.4M | 1.46% | — | HELD |
| 20 | BND | VANGUARD BD INDEX FDS | $72.17 | -0.35% | 1.67% | -2.00% | $3.3M | 1.42% | — | HELD |
| 21 | IWM | ISHARES TR | $291.04 | -0.53% | 37.55% | 37.83% | $3.3M | 1.39% | — | HELD |
| 22 | VGSR | MANAGER DIRECTED PORTFOLIOS | $11.66 | -0.72% | 18.50% | 35.51% | $2.9M | 1.25% | — | HELD |
| 23 | BSV | VANGUARD BD INDEX FDS | $77.53 | -0.14% | 2.44% | 8.48% | $2.9M | 1.24% | — | HELD |
| 24 | BLDX | IMPAX FUNDS SERIES TRUST I | $26.08 | -0.21% | 2.46% | 2.70% | $2.9M | 1.23% | — | HELD |
| 25 | BNDX | VANGUARD CHARLOTTE FDS | $47.76 | -0.25% | 0.77% | 0.04% | $2.4M | 1.03% | — | HELD |
| 26 | DSI | ISHARES TR | $141.27 | 1.17% | 20.83% | 70.89% | $2.3M | 1.00% | — | HELD |
| 27 | IWF | ISHARES TR | $117.94 | 0.43% | 9.16% | 66.32% | $2.1M | 0.89% | — | HELD |
| 28 | TOLZ | PROSHARES TR | $59.94 | -0.42% | 16.13% | 52.01% | $2.0M | 0.86% | — | HELD |
| 29 | PAVE | GLOBAL X FDS | $56.51 | 0.72% | 26.14% | 114.39% | $1.6M | 0.68% | — | HELD |
| 30 | AVEM | AMERICAN CENTY ETF TR | $89.69 | 0.30% | 33.33% | 53.46% | $1.5M | 0.65% | — | HELD |
| 31 | VTES | VANGUARD WELLINGTON FD | $100.57 | -0.06% | — | — | $1.5M | 0.62% | — | HELD |
| 32 | AVDE | AMERICAN CENTY ETF TR | $91.15 | -0.52% | — | — | $1.1M | 0.47% | — | HELD |
| 33 | DCOR | DIMENSIONAL ETF TRUST | $82.36 | 0.21% | — | — | $975K | 0.41% | — | HELD |
| 34 | DFAU | DIMENSIONAL ETF TRUST | $51.62 | 0.24% | — | — | $957K | 0.41% | — | HELD |
| 35 | VB | VANGUARD INDEX FDS | $295.29 | -0.17% | — | — | $873K | 0.37% | — | HELD |
| 36 | CGW | INVESCO EXCH TRADED FD TR II | $65.03 | 0.05% | — | — | $859K | 0.36% | — | HELD |
| 37 | SPY | STATE STR SPDR S&P 500 ETF T | $744.52 | 0.38% | — | — | $788K | 0.33% | — | HELD |
| 38 | ESML | ISHARES TR | $53.72 | -0.18% | — | — | $735K | 0.31% | — | HELD |
| 39 | DFCF | DIMENSIONAL ETF TRUST | $41.44 | -0.42% | — | — | $494K | 0.21% | — | HELD |
| 40 | VO | VANGUARD INDEX FDS | $81.01 | 0.02% | — | — | $467K | 0.20% | — | HELD |
| 41 | IWO | ISHARES TR | $370.92 | -0.69% | — | — | $462K | 0.20% | — | HELD |
| 42 | MUB | ISHARES TR | $105.54 | -0.21% | — | — | $416K | 0.18% | — | HELD |
| 43 | AVDV | AMERICAN CENTY ETF TR | $104.50 | -0.61% | — | — | $394K | 0.17% | — | HELD |
| 44 | SUSA | ISHARES TR | $152.85 | -0.01% | — | — | $384K | 0.16% | — | HELD |
| 45 | KLAC | KLA CORP | $186.24 | 3.28% | — | — | $374K | 0.16% | — | HELD |
| 46 | VV | VANGUARD INDEX FDS | $342.60 | 0.39% | — | — | $368K | 0.16% | — | HELD |
| 47 | VOO | VANGUARD INDEX FDS | $684.66 | 0.42% | — | — | $342K | 0.15% | — | HELD |
| 48 | SLYV | SPDR SERIES TRUST | $108.26 | -0.05% | — | — | $317K | 0.13% | — | HELD |
| 49 | FDM | FIRST TR EXCHANGE-TRADED FD | $91.61 | -0.10% | — | — | $317K | 0.13% | — | HELD |
| 50 | DFAR | DIMENSIONAL ETF TRUST | $26.82 | -0.43% | — | — | $314K | 0.13% | — | HELD |
| 51 | IJR | ISHARES TR | $145.44 | -0.04% | — | — | $303K | 0.13% | — | HELD |
| 52 | AAPL | APPLE INC | $300.58 | -9.85% | — | — | $271K | 0.12% | — | HELD |
| 53 | EFA | ISHARES TR | $105.47 | -0.72% | — | — | $250K | 0.11% | — | HELD |
| 54 | IJT | ISHARES TR | $172.92 | -0.09% | — | — | $246K | 0.10% | — | HELD |
| 55 | DFMC | DFA INVT DIMENSIONS GROUP IN | $60.02 | -0.10% | — | — | $224K | 0.10% | — | HELD |
| 56 | GOOG | ALPHABET INC | $353.20 | 5.85% | — | — | $219K | 0.09% | — | HELD |
| 57 | AVUS | AMERICAN CENTY ETF TR | $127.33 | 0.35% | — | — | $201K | 0.09% | — | HELD |
Source: SEC EDGAR · accession 0002052983-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.