Filed: 1/14/2026ACC: 0002052983-26-000001
๐ What this filing means
ALLODIUM INVESTMENT CONSULTANTS, LLC filed this quarterly 13FโHR report disclosing 52 equity positions with a total reported market value of $197.34M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
52
Positions
$197.34M
Total AUM (reported)
3.82M
Total Shares
Allocation by class
US EQUITY MARKET$24.85M12.6%
INTL CORE EQT MK$22.07M11.2%
US SMALL CAP ETF$18.78M9.5%
REAL ESTATE ETF$13.10M6.6%
AVANTIS CORE FI$11.67M5.9%
EMGR CRE EQT MNG$10.43M5.3%
INTL SMALL CAP E$9.95M5.0%
Portfolio Concentration
Top 3$65.70M33.3%
4โ10$67.75M34.3%
11โ25$46.58M23.6%
Rest$17.31M8.8%
Top 3 weight
33.3%
Top 10 weight
67.6%
Voting Authority Distribution
Total shares with voting rights: 3.82M
Sole
Full voting authority
7.10K
shares
% of voting shares0.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.81M
shares
% of voting shares99.8%
Investment Discretion (by position count)
Sole52
Shared0
Other0
Dominant voting typeNone ยท 99.8% of voting shares
Institutional Holdings52
Rows:
DIMENSIONAL ETF TRUST
SOLEShares335.10K
TypeSH
Market value$24.85M
12.59%
Sole
951.00
Shared
0.00
None
334.15K
DIMENSIONAL ETF TRUST
SOLEShares579.13K
TypeSH
Market value$22.07M
11.18%
Sole
2.18K
Shared
0.00
None
576.95K
DIMENSIONAL ETF TRUST
SOLEShares269.52K
TypeSH
Market value$18.78M
9.52%
Sole
1.15K
Shared
0.00
None
268.37K
VANGUARD INDEX FDS
SOLEShares147.99K
TypeSH
Market value$13.10M
6.64%
Sole
122.00
Shared
0.00
None
147.87K
AMERICAN CENTY ETF TR
SOLEShares278.37K
TypeSH
Market value$11.67M
5.91%
Sole
0.00
Shared
0.00
None
278.37K
DIMENSIONAL ETF TRUST
SOLEShares320.22K
TypeSH
Market value$10.43M
5.29%
Sole
965.00
Shared
0.00
None
319.26K
DIMENSIONAL ETF TRUST
SOLEShares301.96K
TypeSH
Market value$9.95M
5.04%
Sole
23.00
Shared
0.00
None
301.94K
ISHARES TR
SOLEShares12.12K
TypeSH
Market value$8.30M
4.21%
Sole
0.00
Shared
0.00
None
12.12K
DIMENSIONAL ETF TRUST
SOLEShares191.92K
TypeSH
Market value$8.22M
4.17%
Sole
0.00
Shared
0.00
None
191.92K
NUSHARES ETF TR
SOLEShares136.31K
TypeSH
Market value$6.09M
3.08%
Sole
0.00
Shared
0.00
None
136.31K
DIMENSIONAL ETF TRUST
SOLEShares132.03K
TypeSH
Market value$5.73M
2.91%
Sole
0.00
Shared
0.00
None
132.03K
DIMENSIONAL ETF TRUST
SOLEShares86.88K
TypeSH
Market value$4.50M
2.28%
Sole
319.00
Shared
0.00
None
86.56K
VANGUARD TAX-MANAGED FDS
SOLEShares64.49K
TypeSH
Market value$4.03M
2.04%
Sole
0.00
Shared
0.00
None
64.49K
VANGUARD MUN BD FDS
SOLEShares78.49K
TypeSH
Market value$3.95M
2.00%
Sole
0.00
Shared
0.00
None
78.49K
NUSHARES ETF TR
SOLEShares96.68K
TypeSH
Market value$3.50M
1.77%
Sole
0.00
Shared
0.00
None
96.68K
DIMENSIONAL ETF TRUST
SOLEShares76K
TypeSH
Market value$3.15M
1.60%
Sole
0.00
Shared
0.00
None
76K
ISHARES TR
SOLEShares11.04K
TypeSH
Market value$2.72M
1.38%
Sole
0.00
Shared
0.00
None
11.04K
NUSHARES ETF TR
SOLEShares74.93K
TypeSH
Market value$2.67M
1.35%
Sole
0.00
Shared
0.00
None
74.93K
VANGUARD BD INDEX FDS
SOLEShares34.92K
TypeSH
Market value$2.59M
1.31%
Sole
1.04K
Shared
0.00
None
33.88K
AMERICAN CENTY ETF TR
SOLEShares42.47K
TypeSH
Market value$2.49M
1.26%
Sole
0.00
Shared
0.00
None
42.47K
ISHARES TR
SOLEShares19.13K
TypeSH
Market value$2.46M
1.25%
Sole
0.00
Shared
0.00
None
19.13K
AMERICAN CENTY ETF TR
SOLEShares50.48K
TypeSH
Market value$2.38M
1.20%
Sole
0.00
Shared
0.00
None
50.48K
MANAGER DIRECTED PORTFOLIOS
SOLEShares214.75K
TypeSH
Market value$2.23M
1.13%
Sole
0.00
Shared
0.00
None
214.75K
VANGUARD BD INDEX FDS
SOLEShares27.55K
TypeSH
Market value$2.17M
1.10%
Sole
0.00
Shared
0.00
None
27.55K
ISHARES TR
SOLEShares4.24K
TypeSH
Market value$2.01M
1.02%
Sole
0.00
Shared
0.00
None
4.24K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 335.10K | SH | $24.85M 12.59% | 951.00 | 0.00 | 334.15K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 579.13K | SH | $22.07M 11.18% | 2.18K | 0.00 | 576.95K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 269.52K | SH | $18.78M 9.52% | 1.15K | 0.00 | 268.37K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 147.99K | SH | $13.10M 6.64% | 122.00 | 0.00 | 147.87K |
AMERICAN CENTY ETF TRSOLE | AVANTIS CORE FI | 278.37K | SH | $11.67M 5.91% | 0.00 | 0.00 | 278.37K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 320.22K | SH | $10.43M 5.29% | 965.00 | 0.00 | 319.26K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 301.96K | SH | $9.95M 5.04% | 23.00 | 0.00 | 301.94K |
ISHARES TRSOLE | CORE S&P500 ETF | 12.12K | SH | $8.30M 4.21% | 0.00 | 0.00 | 12.12K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 191.92K | SH | $8.22M 4.17% | 0.00 | 0.00 | 191.92K |
NUSHARES ETF TRSOLE | NUVEEN ESG SMLCP | 136.31K | SH | $6.09M 3.08% | 0.00 | 0.00 | 136.31K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 132.03K | SH | $5.73M 2.91% | 0.00 | 0.00 | 132.03K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL SUSTAINA | 86.88K | SH | $4.50M 2.28% | 319.00 | 0.00 | 86.56K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 64.49K | SH | $4.03M 2.04% | 0.00 | 0.00 | 64.49K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 78.49K | SH | $3.95M 2.00% | 0.00 | 0.00 | 78.49K |
NUSHARES ETF TRSOLE | NUVEEN ESG INTL | 96.68K | SH | $3.50M 1.77% | 0.00 | 0.00 | 96.68K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MARKETS | 76K | SH | $3.15M 1.60% | 0.00 | 0.00 | 76K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 11.04K | SH | $2.72M 1.38% | 0.00 | 0.00 | 11.04K |
NUSHARES ETF TRSOLE | NUVEEN ESG EMRGN | 74.93K | SH | $2.67M 1.35% | 0.00 | 0.00 | 74.93K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 34.92K | SH | $2.59M 1.31% | 1.04K | 0.00 | 33.88K |
AMERICAN CENTY ETF TRSOLE | AVANTIS US SMALL | 42.47K | SH | $2.49M 1.26% | 0.00 | 0.00 | 42.47K |
ISHARES TRSOLE | ESG MSCI KLD 400 | 19.13K | SH | $2.46M 1.25% | 0.00 | 0.00 | 19.13K |
AMERICAN CENTY ETF TRSOLE | AVANTIS SHFXDINC | 50.48K | SH | $2.38M 1.20% | 0.00 | 0.00 | 50.48K |
MANAGER DIRECTED PORTFOLIOSSOLE | VERT GLB SUST RE | 214.75K | SH | $2.23M 1.13% | 0.00 | 0.00 | 214.75K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 27.55K | SH | $2.17M 1.10% | 0.00 | 0.00 | 27.55K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 4.24K | SH | $2.01M 1.02% | 0.00 | 0.00 | 4.24K |
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