ALLODIUM INVESTMENT CONSULTANTS, LLC

Filed: 8/5/2025ACC: 0001085146-25-004516

📋 What this filing means

ALLODIUM INVESTMENT CONSULTANTS, LLC filed this quarterly 13F‑HR report disclosing 49 equity positions with a total reported market value of $158.00M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$158.00M

Total AUM (reported)

3.25M

Total Shares

Allocation by class

US EQUITY MARKET$20.91M13.2%

INTL CORE EQT MK$15.91M10.1%

US SMALL CAP ETF$15.22M9.6%

REAL ESTATE ETF$10.84M6.9%

AVANTIS CORE FI$8.53M5.4%

EMGR CRE EQT MNG$8.47M5.4%

INTL SMALL CAP E$7.82M5.0%

Portfolio Concentration

Top 3$52.03M32.9%

4–10$53.67M34.0%

11–25$39.04M24.7%

Rest$13.25M8.4%

Top 3 weight

32.9%

Top 10 weight

66.9%

Voting Authority Distribution

Total shares with voting rights: 3.25M

Sole

Full voting authority

7.33K

% of voting shares0.2%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.24M

% of voting shares99.8%

Investment Discretion (by position count)

Sole49

Shared0

Other0

Dominant voting typeNone · 99.8% of voting shares

Institutional Holdings49

Rows:

DIMENSIONAL ETF TRUST

SOLE

US EQUITY MARKET

Shares311.99K

TypeSH

Market value$20.91M

13.23%

Sole

1.12K

Shared

0.00

None

310.87K

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQT MK

Shares460.16K

TypeSH

Market value$15.91M

10.07%

Sole

2.18K

Shared

0.00

None

457.98K

DIMENSIONAL ETF TRUST

SOLE

US SMALL CAP ETF

Shares238.84K

TypeSH

Market value$15.22M

9.63%

Sole

1.15K

Shared

0.00

None

237.69K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares121.72K

TypeSH

Market value$10.84M

6.86%

Sole

122.00

Shared

0.00

None

121.60K

AMERICAN CENTY ETF TR

SOLE

AVANTIS CORE FI

Shares204.93K

TypeSH

Market value$8.53M

5.40%

Sole

0.00

Shared

0.00

None

204.93K

DIMENSIONAL ETF TRUST

SOLE

EMGR CRE EQT MNG

Shares292.66K

TypeSH

Market value$8.47M

5.36%

Sole

965.00

Shared

0.00

None

291.69K

DIMENSIONAL ETF TRUST

SOLE

INTL SMALL CAP E

Shares262.23K

TypeSH

Market value$7.82M

4.95%

Sole

81.00

Shared

0.00

None

262.15K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares11.34K

TypeSH

Market value$7.04M

4.46%

Sole

0.00

Shared

0.00

None

11.34K

NUSHARES ETF TR

SOLE

NUVEEN ESG SMLCP

Shares134.74K

TypeSH

Market value$5.49M

3.47%

Sole

0.00

Shared

0.00

None

134.74K

DIMENSIONAL ETF TRUST

SOLE

INTERNATIONAL

Shares138.88K

TypeSH

Market value$5.47M

3.46%

Sole

0.00

Shared

0.00

None

138.88K

DIMENSIONAL ETF TRUST

SOLE

US SUSTAINABILTY

Shares134.52K

TypeSH

Market value$5.28M

3.34%

Sole

0.00

Shared

0.00

None

134.52K

DIMENSIONAL ETF TRUST

SOLE

GLOBAL SUSTAINA

Shares76.11K

TypeSH

Market value$3.99M

2.53%

Sole

319.00

Shared

0.00

None

75.79K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares66.09K

TypeSH

Market value$3.77M

2.38%

Sole

0.00

Shared

0.00

None

66.09K

NUSHARES ETF TR

SOLE

NUVEEN ESG INTL

Shares96.47K

TypeSH

Market value$3.42M

2.17%

Sole

0.00

Shared

0.00

None

96.47K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares57.21K

TypeSH

Market value$2.81M

1.78%

Sole

0.00

Shared

0.00

None

57.21K

NUSHARES ETF TR

SOLE

NUVEEN ESG EMRGN

Shares76.69K

TypeSH

Market value$2.55M

1.61%

Sole

0.00

Shared

0.00

None

76.69K

ISHARES TR

SOLE

ESG MSCI KLD 400

Shares20.64K

TypeSH

Market value$2.40M

1.52%

Sole

0.00

Shared

0.00

None

20.64K

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares11.08K

TypeSH

Market value$2.39M

1.51%

Sole

0.00

Shared

0.00

None

11.08K

DIMENSIONAL ETF TRUST

SOLE

EMERGING MARKETS

Shares60.54K

TypeSH

Market value$2.30M

1.46%

Sole

0.00

Shared

0.00

None

60.54K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares25.97K

TypeSH

Market value$1.91M

1.21%

Sole

1.04K

Shared

0.00

None

24.93K

MANAGER DIRECTED PORTFOLIOS

SOLE

VERT GLB SUST RE

Shares180.79K

TypeSH

Market value$1.89M

1.20%

Sole

0.00

Shared

0.00

None

180.79K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares21K

TypeSH

Market value$1.65M

1.05%

Sole

0.00

Shared

0.00

None

21K

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares3.86K

TypeSH

Market value$1.64M

1.04%

Sole

0.00

Shared

0.00

None

3.86K

AMERICAN CENTY ETF TR

SOLE

AVANTIS SHFXDINC

Shares32.58K

TypeSH

Market value$1.53M

0.97%

Sole

0.00

Shared

0.00

None

32.58K

AMERICAN CENTY ETF TR

SOLE

AVANTIS US SMALL

Shares29.25K

TypeSH

Market value$1.51M

0.95%

Sole

0.00

Shared

0.00

None

29.25K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
DIMENSIONAL ETF TRUSTSOLE	US EQUITY MARKET	311.99K	SH	$20.91M 13.23%	1.12K	310.87K
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQT MK	460.16K	SH	$15.91M 10.07%	2.18K	457.98K
DIMENSIONAL ETF TRUSTSOLE	US SMALL CAP ETF	238.84K	SH	$15.22M 9.63%	1.15K	237.69K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	121.72K	SH	$10.84M 6.86%	122.00	121.60K
AMERICAN CENTY ETF TRSOLE	AVANTIS CORE FI	204.93K	SH	$8.53M 5.40%	0.00	204.93K
DIMENSIONAL ETF TRUSTSOLE	EMGR CRE EQT MNG	292.66K	SH	$8.47M 5.36%	965.00	291.69K
DIMENSIONAL ETF TRUSTSOLE	INTL SMALL CAP E	262.23K	SH	$7.82M 4.95%	81.00	262.15K
ISHARES TRSOLE	CORE S&P500 ETF	11.34K	SH	$7.04M 4.46%	0.00	11.34K
NUSHARES ETF TRSOLE	NUVEEN ESG SMLCP	134.74K	SH	$5.49M 3.47%	0.00	134.74K
DIMENSIONAL ETF TRUSTSOLE	INTERNATIONAL	138.88K	SH	$5.47M 3.46%	0.00	138.88K
DIMENSIONAL ETF TRUSTSOLE	US SUSTAINABILTY	134.52K	SH	$5.28M 3.34%	0.00	134.52K
DIMENSIONAL ETF TRUSTSOLE	GLOBAL SUSTAINA	76.11K	SH	$3.99M 2.53%	319.00	75.79K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	66.09K	SH	$3.77M 2.38%	0.00	66.09K
NUSHARES ETF TRSOLE	NUVEEN ESG INTL	96.47K	SH	$3.42M 2.17%	0.00	96.47K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	57.21K	SH	$2.81M 1.78%	0.00	57.21K
NUSHARES ETF TRSOLE	NUVEEN ESG EMRGN	76.69K	SH	$2.55M 1.61%	0.00	76.69K
ISHARES TRSOLE	ESG MSCI KLD 400	20.64K	SH	$2.40M 1.52%	0.00	20.64K
ISHARES TRSOLE	RUSSELL 2000 ETF	11.08K	SH	$2.39M 1.51%	0.00	11.08K
DIMENSIONAL ETF TRUSTSOLE	EMERGING MARKETS	60.54K	SH	$2.30M 1.46%	0.00	60.54K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	25.97K	SH	$1.91M 1.21%	1.04K	24.93K
MANAGER DIRECTED PORTFOLIOSSOLE	VERT GLB SUST RE	180.79K	SH	$1.89M 1.20%	0.00	180.79K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	21K	SH	$1.65M 1.05%	0.00	21K
ISHARES TRSOLE	RUS 1000 GRW ETF	3.86K	SH	$1.64M 1.04%	0.00	3.86K
AMERICAN CENTY ETF TRSOLE	AVANTIS SHFXDINC	32.58K	SH	$1.53M 0.97%	0.00	32.58K
AMERICAN CENTY ETF TRSOLE	AVANTIS US SMALL	29.25K	SH	$1.51M 0.95%	0.00	29.25K

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