ALLODIUM INVESTMENT CONSULTANTS, LLC

Filed: 10/9/2025ACC: 0001085146-25-005876

📋 What this filing means

ALLODIUM INVESTMENT CONSULTANTS, LLC filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $177.11M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$177.11M

Total AUM (reported)

3.46M

Total Shares

Allocation by class

US EQUITY MARKET$22.70M12.8%

INTL CORE EQT MK$17.59M9.9%

US SMALL CAP ETF$16.60M9.4%

REAL ESTATE ETF$11.70M6.6%

AVANTIS CORE FI$9.27M5.2%

EMGR CRE EQT MNG$9.19M5.2%

INTL SMALL CAP E$8.81M5.0%

Portfolio Concentration

Top 3$56.89M32.1%

4–10$60.67M34.3%

11–25$44.62M25.2%

Rest$14.94M8.4%

Top 3 weight

32.1%

Top 10 weight

66.4%

Voting Authority Distribution

Total shares with voting rights: 3.46M

Sole

Full voting authority

7.22K

% of voting shares0.2%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.45M

% of voting shares99.8%

Investment Discretion (by position count)

Sole51

Shared0

Other0

Dominant voting typeNone · 99.8% of voting shares

Institutional Holdings51

Rows:

DIMENSIONAL ETF TRUST

SOLE

US EQUITY MARKET

Shares313.31K

TypeSH

Market value$22.70M

12.81%

Sole

1.01K

Shared

0.00

None

312.31K

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQT MK

Shares483.99K

TypeSH

Market value$17.59M

9.93%

Sole

2.18K

Shared

0.00

None

481.81K

DIMENSIONAL ETF TRUST

SOLE

US SMALL CAP ETF

Shares242.43K

TypeSH

Market value$16.60M

9.37%

Sole

1.15K

Shared

0.00

None

241.28K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares128.02K

TypeSH

Market value$11.70M

6.61%

Sole

122.00

Shared

0.00

None

127.90K

AMERICAN CENTY ETF TR

SOLE

AVANTIS CORE FI

Shares220.38K

TypeSH

Market value$9.27M

5.24%

Sole

0.00

Shared

0.00

None

220.38K

DIMENSIONAL ETF TRUST

SOLE

EMGR CRE EQT MNG

Shares291.57K

TypeSH

Market value$9.19M

5.19%

Sole

965.00

Shared

0.00

None

290.60K

DIMENSIONAL ETF TRUST

SOLE

INTL SMALL CAP E

Shares278.45K

TypeSH

Market value$8.81M

4.97%

Sole

81.00

Shared

0.00

None

278.37K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares11.75K

TypeSH

Market value$7.86M

4.44%

Sole

0.00

Shared

0.00

None

11.75K

DIMENSIONAL ETF TRUST

SOLE

INTERNATIONAL

Shares188.21K

TypeSH

Market value$7.71M

4.35%

Sole

0.00

Shared

0.00

None

188.21K

NUSHARES ETF TR

SOLE

NUVEEN ESG SMLCP

Shares138.69K

TypeSH

Market value$6.12M

3.45%

Sole

0.00

Shared

0.00

None

138.69K

DIMENSIONAL ETF TRUST

SOLE

US SUSTAINABILTY

Shares136.06K

TypeSH

Market value$5.78M

3.26%

Sole

0.00

Shared

0.00

None

136.06K

DIMENSIONAL ETF TRUST

SOLE

GLOBAL SUSTAINA

Shares84.56K

TypeSH

Market value$4.50M

2.54%

Sole

319.00

Shared

0.00

None

84.24K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares65.58K

TypeSH

Market value$3.93M

2.22%

Sole

0.00

Shared

0.00

None

65.58K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares74.61K

TypeSH

Market value$3.74M

2.11%

Sole

0.00

Shared

0.00

None

74.61K

NUSHARES ETF TR

SOLE

NUVEEN ESG INTL

Shares97.27K

TypeSH

Market value$3.66M

2.07%

Sole

0.00

Shared

0.00

None

97.27K

DIMENSIONAL ETF TRUST

SOLE

EMERGING MARKETS

Shares76.23K

TypeSH

Market value$3.13M

1.77%

Sole

0.00

Shared

0.00

None

76.23K

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares11.17K

TypeSH

Market value$2.70M

1.53%

Sole

0.00

Shared

0.00

None

11.17K

NUSHARES ETF TR

SOLE

NUVEEN ESG EMRGN

Shares72.79K

TypeSH

Market value$2.60M

1.47%

Sole

0.00

Shared

0.00

None

72.79K

ISHARES TR

SOLE

ESG MSCI KLD 400

Shares19.95K

TypeSH

Market value$2.51M

1.42%

Sole

0.00

Shared

0.00

None

19.95K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares30.15K

TypeSH

Market value$2.24M

1.27%

Sole

1.04K

Shared

0.00

None

29.11K

MANAGER DIRECTED PORTFOLIOS

SOLE

VERT GLB SUST RE

Shares205.13K

TypeSH

Market value$2.18M

1.23%

Sole

0.00

Shared

0.00

None

205.13K

AMERICAN CENTY ETF TR

SOLE

AVANTIS US SMALL

Shares37.19K

TypeSH

Market value$2.13M

1.20%

Sole

0.00

Shared

0.00

None

37.19K

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares4.24K

TypeSH

Market value$1.99M

1.12%

Sole

0.00

Shared

0.00

None

4.24K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares23.42K

TypeSH

Market value$1.85M

1.04%

Sole

0.00

Shared

0.00

None

23.42K

AMERICAN CENTY ETF TR

SOLE

AVANTIS SHFXDINC

Shares35.48K

TypeSH

Market value$1.68M

0.95%

Sole

0.00

Shared

0.00

None

35.48K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
DIMENSIONAL ETF TRUSTSOLE	US EQUITY MARKET	313.31K	SH	$22.70M 12.81%	1.01K	312.31K
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQT MK	483.99K	SH	$17.59M 9.93%	2.18K	481.81K
DIMENSIONAL ETF TRUSTSOLE	US SMALL CAP ETF	242.43K	SH	$16.60M 9.37%	1.15K	241.28K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	128.02K	SH	$11.70M 6.61%	122.00	127.90K
AMERICAN CENTY ETF TRSOLE	AVANTIS CORE FI	220.38K	SH	$9.27M 5.24%	0.00	220.38K
DIMENSIONAL ETF TRUSTSOLE	EMGR CRE EQT MNG	291.57K	SH	$9.19M 5.19%	965.00	290.60K
DIMENSIONAL ETF TRUSTSOLE	INTL SMALL CAP E	278.45K	SH	$8.81M 4.97%	81.00	278.37K
ISHARES TRSOLE	CORE S&P500 ETF	11.75K	SH	$7.86M 4.44%	0.00	11.75K
DIMENSIONAL ETF TRUSTSOLE	INTERNATIONAL	188.21K	SH	$7.71M 4.35%	0.00	188.21K
NUSHARES ETF TRSOLE	NUVEEN ESG SMLCP	138.69K	SH	$6.12M 3.45%	0.00	138.69K
DIMENSIONAL ETF TRUSTSOLE	US SUSTAINABILTY	136.06K	SH	$5.78M 3.26%	0.00	136.06K
DIMENSIONAL ETF TRUSTSOLE	GLOBAL SUSTAINA	84.56K	SH	$4.50M 2.54%	319.00	84.24K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	65.58K	SH	$3.93M 2.22%	0.00	65.58K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	74.61K	SH	$3.74M 2.11%	0.00	74.61K
NUSHARES ETF TRSOLE	NUVEEN ESG INTL	97.27K	SH	$3.66M 2.07%	0.00	97.27K
DIMENSIONAL ETF TRUSTSOLE	EMERGING MARKETS	76.23K	SH	$3.13M 1.77%	0.00	76.23K
ISHARES TRSOLE	RUSSELL 2000 ETF	11.17K	SH	$2.70M 1.53%	0.00	11.17K
NUSHARES ETF TRSOLE	NUVEEN ESG EMRGN	72.79K	SH	$2.60M 1.47%	0.00	72.79K
ISHARES TRSOLE	ESG MSCI KLD 400	19.95K	SH	$2.51M 1.42%	0.00	19.95K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	30.15K	SH	$2.24M 1.27%	1.04K	29.11K
MANAGER DIRECTED PORTFOLIOSSOLE	VERT GLB SUST RE	205.13K	SH	$2.18M 1.23%	0.00	205.13K
AMERICAN CENTY ETF TRSOLE	AVANTIS US SMALL	37.19K	SH	$2.13M 1.20%	0.00	37.19K
ISHARES TRSOLE	RUS 1000 GRW ETF	4.24K	SH	$1.99M 1.12%	0.00	4.24K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	23.42K	SH	$1.85M 1.04%	0.00	23.42K
AMERICAN CENTY ETF TRSOLE	AVANTIS SHFXDINC	35.48K	SH	$1.68M 0.95%	0.00	35.48K

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