ALLODIUM INVESTMENT CONSULTANTS, LLC

Filed: 4/23/2025ACC: 0001085146-25-002299

📋 What this filing means

ALLODIUM INVESTMENT CONSULTANTS, LLC filed this quarterly 13F‑HR report disclosing 46 equity positions with a total reported market value of $135.44M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$135.44M

Total AUM (reported)

3.01M

Total Shares

Allocation by class

US EQUITY MARKET$17.88M13.2%

INTL CORE EQT MK$12.66M9.4%

US SMALL CAP ETF$12.40M9.2%

REAL ESTATE ETF$10.64M7.9%

AVANTIS CORE FI$7.19M5.3%

EMGR CRE EQT MNG$7.06M5.2%

INTL SMALL CAP E$6.51M4.8%

Portfolio Concentration

Top 3$42.94M31.7%

4–10$47.89M35.4%

11–25$34.25M25.3%

Rest$10.35M7.6%

Top 3 weight

31.7%

Top 10 weight

67.1%

Voting Authority Distribution

Total shares with voting rights: 3.01M

Sole

Full voting authority

6.85K

% of voting shares0.2%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

% of voting shares99.8%

Investment Discretion (by position count)

Sole46

Shared0

Other0

Dominant voting typeNone · 99.8% of voting shares

Institutional Holdings46

Rows:

DIMENSIONAL ETF TRUST

SOLE

US EQUITY MARKET

Shares295.62K

TypeSH

Market value$17.88M

13.20%

Sole

1.03K

Shared

0.00

None

294.58K

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQT MK

Shares405.53K

TypeSH

Market value$12.66M

9.35%

Sole

2.18K

Shared

0.00

None

403.35K

DIMENSIONAL ETF TRUST

SOLE

US SMALL CAP ETF

Shares207.52K

TypeSH

Market value$12.40M

9.15%

Sole

1.15K

Shared

0.00

None

206.37K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares117.47K

TypeSH

Market value$10.64M

7.85%

Sole

122.00

Shared

0.00

None

117.35K

AMERICAN CENTY ETF TR

SOLE

AVANTIS CORE FI

Shares173.69K

TypeSH

Market value$7.19M

5.31%

Sole

0.00

Shared

0.00

None

173.69K

DIMENSIONAL ETF TRUST

SOLE

EMGR CRE EQT MNG

Shares272.53K

TypeSH

Market value$7.06M

5.21%

Sole

965.00

Shared

0.00

None

271.57K

DIMENSIONAL ETF TRUST

SOLE

INTL SMALL CAP E

Shares252.08K

TypeSH

Market value$6.51M

4.81%

Sole

81.00

Shared

0.00

None

252K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares11.02K

TypeSH

Market value$6.19M

4.57%

Sole

0.00

Shared

0.00

None

11.02K

NUSHARES ETF TR

SOLE

NUVEEN ESG SMLCP

Shares142.62K

TypeSH

Market value$5.47M

4.04%

Sole

0.00

Shared

0.00

None

142.62K

DIMENSIONAL ETF TRUST

SOLE

INTERNATIONAL

Shares138.65K

TypeSH

Market value$4.84M

3.57%

Sole

0.00

Shared

0.00

None

138.65K

DIMENSIONAL ETF TRUST

SOLE

US SUSTAINABILTY

Shares117.43K

TypeSH

Market value$4.21M

3.10%

Sole

0.00

Shared

0.00

None

117.43K

DIMENSIONAL ETF TRUST

SOLE

GLOBAL SUSTAINA

Shares65.86K

TypeSH

Market value$3.39M

2.50%

Sole

256.00

Shared

0.00

None

65.61K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares65.28K

TypeSH

Market value$3.32M

2.45%

Sole

0.00

Shared

0.00

None

65.28K

NUSHARES ETF TR

SOLE

NUVEEN ESG INTL

Shares96.52K

TypeSH

Market value$3.07M

2.27%

Sole

0.00

Shared

0.00

None

96.52K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares52.94K

TypeSH

Market value$2.63M

1.94%

Sole

0.00

Shared

0.00

None

52.94K

NUSHARES ETF TR

SOLE

NUVEEN ESG EMRGN

Shares77.61K

TypeSH

Market value$2.27M

1.68%

Sole

0.00

Shared

0.00

None

77.61K

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares11.18K

TypeSH

Market value$2.23M

1.65%

Sole

0.00

Shared

0.00

None

11.18K

DIMENSIONAL ETF TRUST

SOLE

EMERGING MARKETS

Shares61.12K

TypeSH

Market value$2.06M

1.52%

Sole

0.00

Shared

0.00

None

61.12K

ISHARES TR

SOLE

ESG MSCI KLD 400

Shares19.32K

TypeSH

Market value$1.98M

1.46%

Sole

0.00

Shared

0.00

None

19.32K

MANAGER DIRECTED PORTFOLIOS

SOLE

VERT GLB SUST RE

Shares180.34K

TypeSH

Market value$1.83M

1.35%

Sole

0.00

Shared

0.00

None

180.34K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares24.05K

TypeSH

Market value$1.77M

1.30%

Sole

1.04K

Shared

0.00

None

23K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares20.71K

TypeSH

Market value$1.62M

1.20%

Sole

0.00

Shared

0.00

None

20.71K

AMERICAN CENTY ETF TR

SOLE

AVANTIS SHFXDINC

Shares30.41K

TypeSH

Market value$1.42M

1.05%

Sole

0.00

Shared

0.00

None

30.41K

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares3.92K

TypeSH

Market value$1.41M

1.04%

Sole

0.00

Shared

0.00

None

3.92K

GLOBAL X FDS

SOLE

US INFR DEV ETF

Shares27.69K

TypeSH

Market value$1.04M

0.77%

Sole

0.00

Shared

0.00

None

27.69K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
DIMENSIONAL ETF TRUSTSOLE	US EQUITY MARKET	295.62K	SH	$17.88M 13.20%	1.03K	294.58K
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQT MK	405.53K	SH	$12.66M 9.35%	2.18K	403.35K
DIMENSIONAL ETF TRUSTSOLE	US SMALL CAP ETF	207.52K	SH	$12.40M 9.15%	1.15K	206.37K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	117.47K	SH	$10.64M 7.85%	122.00	117.35K
AMERICAN CENTY ETF TRSOLE	AVANTIS CORE FI	173.69K	SH	$7.19M 5.31%	0.00	173.69K
DIMENSIONAL ETF TRUSTSOLE	EMGR CRE EQT MNG	272.53K	SH	$7.06M 5.21%	965.00	271.57K
DIMENSIONAL ETF TRUSTSOLE	INTL SMALL CAP E	252.08K	SH	$6.51M 4.81%	81.00	252K
ISHARES TRSOLE	CORE S&P500 ETF	11.02K	SH	$6.19M 4.57%	0.00	11.02K
NUSHARES ETF TRSOLE	NUVEEN ESG SMLCP	142.62K	SH	$5.47M 4.04%	0.00	142.62K
DIMENSIONAL ETF TRUSTSOLE	INTERNATIONAL	138.65K	SH	$4.84M 3.57%	0.00	138.65K
DIMENSIONAL ETF TRUSTSOLE	US SUSTAINABILTY	117.43K	SH	$4.21M 3.10%	0.00	117.43K
DIMENSIONAL ETF TRUSTSOLE	GLOBAL SUSTAINA	65.86K	SH	$3.39M 2.50%	256.00	65.61K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	65.28K	SH	$3.32M 2.45%	0.00	65.28K
NUSHARES ETF TRSOLE	NUVEEN ESG INTL	96.52K	SH	$3.07M 2.27%	0.00	96.52K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	52.94K	SH	$2.63M 1.94%	0.00	52.94K
NUSHARES ETF TRSOLE	NUVEEN ESG EMRGN	77.61K	SH	$2.27M 1.68%	0.00	77.61K
ISHARES TRSOLE	RUSSELL 2000 ETF	11.18K	SH	$2.23M 1.65%	0.00	11.18K
DIMENSIONAL ETF TRUSTSOLE	EMERGING MARKETS	61.12K	SH	$2.06M 1.52%	0.00	61.12K
ISHARES TRSOLE	ESG MSCI KLD 400	19.32K	SH	$1.98M 1.46%	0.00	19.32K
MANAGER DIRECTED PORTFOLIOSSOLE	VERT GLB SUST RE	180.34K	SH	$1.83M 1.35%	0.00	180.34K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	24.05K	SH	$1.77M 1.30%	1.04K	23K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	20.71K	SH	$1.62M 1.20%	0.00	20.71K
AMERICAN CENTY ETF TRSOLE	AVANTIS SHFXDINC	30.41K	SH	$1.42M 1.05%	0.00	30.41K
ISHARES TRSOLE	RUS 1000 GRW ETF	3.92K	SH	$1.41M 1.04%	0.00	3.92K
GLOBAL X FDSSOLE	US INFR DEV ETF	27.69K	SH	$1.04M 0.77%	0.00	27.69K

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