ALLODIUM INVESTMENT CONSULTANTS, LLC

Filed: 2/4/2025ACC: 0001085146-25-000737

📋 What this filing means

ALLODIUM INVESTMENT CONSULTANTS, LLC filed this quarterly 13F‑HR report disclosing 47 equity positions with a total reported market value of $119.75M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$119.75M

Total AUM (reported)

2.65M

Total Shares

Allocation by class

US EQUITY MARKET$15.90M13.3%

INTL CORE EQT MK$12.30M10.3%

US SMALL CAP ETF$10.34M8.6%

REAL ESTATE ETF$9.58M8.0%

EMGR CRE EQT MNG$7.02M5.9%

CORE S&P500 ETF$6.30M5.3%

INTL SMALL CAP E$5.91M4.9%

Portfolio Concentration

Top 3$38.54M32.2%

4–10$40.77M34.0%

11–25$30.45M25.4%

Rest$9.99M8.3%

Top 3 weight

32.2%

Top 10 weight

66.2%

Voting Authority Distribution

Total shares with voting rights: 2.65M

Sole

Full voting authority

6.74K

% of voting shares0.3%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.65M

% of voting shares99.7%

Investment Discretion (by position count)

Sole47

Shared0

Other0

Dominant voting typeNone · 99.7% of voting shares

Institutional Holdings47

Rows:

DIMENSIONAL ETF TRUST

SOLE

US EQUITY MARKET

Shares249.38K

TypeSH

Market value$15.90M

13.28%

Sole

968.00

Shared

0.00

None

248.42K

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQT MK

Shares421.20K

TypeSH

Market value$12.30M

10.27%

Sole

2.18K

Shared

0.00

None

419.02K

DIMENSIONAL ETF TRUST

SOLE

US SMALL CAP ETF

Shares158.92K

TypeSH

Market value$10.34M

8.64%

Sole

1.10K

Shared

0.00

None

157.81K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares107.57K

TypeSH

Market value$9.58M

8.00%

Sole

122.00

Shared

0.00

None

107.45K

DIMENSIONAL ETF TRUST

SOLE

EMGR CRE EQT MNG

Shares276.67K

TypeSH

Market value$7.02M

5.86%

Sole

965.00

Shared

0.00

None

275.70K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares10.71K

TypeSH

Market value$6.30M

5.26%

Sole

0.00

Shared

0.00

None

10.71K

DIMENSIONAL ETF TRUST

SOLE

INTL SMALL CAP E

Shares240.81K

TypeSH

Market value$5.91M

4.94%

Sole

81.00

Shared

0.00

None

240.73K

NUSHARES ETF TR

SOLE

NUVEEN ESG SMLCP

Shares111.37K

TypeSH

Market value$4.66M

3.90%

Sole

0.00

Shared

0.00

None

111.37K

DIMENSIONAL ETF TRUST

SOLE

INTERNATIONAL

Shares112.74K

TypeSH

Market value$3.70M

3.09%

Sole

0.00

Shared

0.00

None

112.74K

DIMENSIONAL ETF TRUST

SOLE

US SUSTAINABILTY

Shares94.50K

TypeSH

Market value$3.58M

2.99%

Sole

0.00

Shared

0.00

None

94.50K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares69.20K

TypeSH

Market value$3.31M

2.76%

Sole

0.00

Shared

0.00

None

69.20K

NUSHARES ETF TR

SOLE

NUVEEN ESG INTL

Shares107.42K

TypeSH

Market value$3.23M

2.70%

Sole

0.00

Shared

0.00

None

107.42K

DIMENSIONAL ETF TRUST

SOLE

GLOBAL SUSTAINA

Shares51.64K

TypeSH

Market value$2.63M

2.20%

Sole

256.00

Shared

0.00

None

51.38K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares51.75K

TypeSH

Market value$2.59M

2.17%

Sole

0.00

Shared

0.00

None

51.75K

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares11.23K

TypeSH

Market value$2.48M

2.07%

Sole

0.00

Shared

0.00

None

11.23K

NUSHARES ETF TR

SOLE

NUVEEN ESG EMRGN

Shares72.25K

TypeSH

Market value$2.10M

1.75%

Sole

0.00

Shared

0.00

None

72.25K

DIMENSIONAL ETF TRUST

SOLE

EMERGING MARKETS

Shares58.55K

TypeSH

Market value$1.94M

1.62%

Sole

0.00

Shared

0.00

None

58.55K

ISHARES TR

SOLE

MSCI KLD400 SOC

Shares16.92K

TypeSH

Market value$1.87M

1.56%

Sole

0.00

Shared

0.00

None

16.92K

MANAGER DIRECTED PORTFOLIOS

SOLE

VERT GLB SUST RE

Shares171.09K

TypeSH

Market value$1.73M

1.45%

Sole

0.00

Shared

0.00

None

171.09K

AMERICAN CENTY ETF TR

SOLE

AVANTIS CORE FI

Shares41.97K

TypeSH

Market value$1.70M

1.42%

Sole

0.00

Shared

0.00

None

41.97K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares22.55K

TypeSH

Market value$1.62M

1.35%

Sole

1.04K

Shared

0.00

None

21.50K

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares4K

TypeSH

Market value$1.61M

1.34%

Sole

0.00

Shared

0.00

None

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares20.18K

TypeSH

Market value$1.56M

1.30%

Sole

0.00

Shared

0.00

None

20.18K

AMERICAN CENTY ETF TR

SOLE

AVANTIS SHFXDINC

Shares24.06K

TypeSH

Market value$1.11M

0.93%

Sole

0.00

Shared

0.00

None

24.06K

INVESCO EXCH TRADED FD TR II

SOLE

S&P GBL WATER

Shares17.86K

TypeSH

Market value$968.0K

0.81%

Sole

0.00

Shared

0.00

None

17.86K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
DIMENSIONAL ETF TRUSTSOLE	US EQUITY MARKET	249.38K	SH	$15.90M 13.28%	968.00	248.42K
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQT MK	421.20K	SH	$12.30M 10.27%	2.18K	419.02K
DIMENSIONAL ETF TRUSTSOLE	US SMALL CAP ETF	158.92K	SH	$10.34M 8.64%	1.10K	157.81K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	107.57K	SH	$9.58M 8.00%	122.00	107.45K
DIMENSIONAL ETF TRUSTSOLE	EMGR CRE EQT MNG	276.67K	SH	$7.02M 5.86%	965.00	275.70K
ISHARES TRSOLE	CORE S&P500 ETF	10.71K	SH	$6.30M 5.26%	0.00	10.71K
DIMENSIONAL ETF TRUSTSOLE	INTL SMALL CAP E	240.81K	SH	$5.91M 4.94%	81.00	240.73K
NUSHARES ETF TRSOLE	NUVEEN ESG SMLCP	111.37K	SH	$4.66M 3.90%	0.00	111.37K
DIMENSIONAL ETF TRUSTSOLE	INTERNATIONAL	112.74K	SH	$3.70M 3.09%	0.00	112.74K
DIMENSIONAL ETF TRUSTSOLE	US SUSTAINABILTY	94.50K	SH	$3.58M 2.99%	0.00	94.50K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	69.20K	SH	$3.31M 2.76%	0.00	69.20K
NUSHARES ETF TRSOLE	NUVEEN ESG INTL	107.42K	SH	$3.23M 2.70%	0.00	107.42K
DIMENSIONAL ETF TRUSTSOLE	GLOBAL SUSTAINA	51.64K	SH	$2.63M 2.20%	256.00	51.38K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	51.75K	SH	$2.59M 2.17%	0.00	51.75K
ISHARES TRSOLE	RUSSELL 2000 ETF	11.23K	SH	$2.48M 2.07%	0.00	11.23K
NUSHARES ETF TRSOLE	NUVEEN ESG EMRGN	72.25K	SH	$2.10M 1.75%	0.00	72.25K
DIMENSIONAL ETF TRUSTSOLE	EMERGING MARKETS	58.55K	SH	$1.94M 1.62%	0.00	58.55K
ISHARES TRSOLE	MSCI KLD400 SOC	16.92K	SH	$1.87M 1.56%	0.00	16.92K
MANAGER DIRECTED PORTFOLIOSSOLE	VERT GLB SUST RE	171.09K	SH	$1.73M 1.45%	0.00	171.09K
AMERICAN CENTY ETF TRSOLE	AVANTIS CORE FI	41.97K	SH	$1.70M 1.42%	0.00	41.97K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	22.55K	SH	$1.62M 1.35%	1.04K	21.50K
ISHARES TRSOLE	RUS 1000 GRW ETF	4K	SH	$1.61M 1.34%	0.00	4K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	20.18K	SH	$1.56M 1.30%	0.00	20.18K
AMERICAN CENTY ETF TRSOLE	AVANTIS SHFXDINC	24.06K	SH	$1.11M 0.93%	0.00	24.06K
INVESCO EXCH TRADED FD TR IISOLE	S&P GBL WATER	17.86K	SH	$968.0K 0.81%	0.00	17.86K

Page 1 of 2