Filed: 4/9/2026ACC: 0002052983-26-000002
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 $208.82M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
52
Positions
$208.82M
Total AUM (reported)
4.07M
Total Shares
Allocation by class
US EQUITY MARKET$24.47M11.7%
INTL CORE EQT MK$22.53M10.8%
US SMALL CAP ETF$19.76M9.5%
AVANTIS CORE FI$14.67M7.0%
REAL ESTATE ETF$14.03M6.7%
EMGR CRE EQT MNG$10.36M5.0%
INTL SMALL CAP E$10.08M4.8%
Portfolio Concentration
Top 3$66.76M32.0%
4โ10$71.20M34.1%
11โ25$51.81M24.8%
Rest$19.05M9.1%
Top 3 weight
32.0%
Top 10 weight
66.1%
Voting Authority Distribution
Total shares with voting rights: 4.07M
Sole
Full voting authority
6.81K
shares
% of voting shares0.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.06M
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
SOLEShares345.11K
TypeSH
Market value$24.47M
11.72%
Sole
951.00
Shared
0.00
None
344.16K
DIMENSIONAL ETF TRUST
SOLEShares578.27K
TypeSH
Market value$22.53M
10.79%
Sole
2.18K
Shared
0.00
None
576.09K
DIMENSIONAL ETF TRUST
SOLEShares277.77K
TypeSH
Market value$19.76M
9.46%
Sole
1.11K
Shared
0.00
None
276.66K
AMERICAN CENTY ETF TR
SOLEShares353.04K
TypeSH
Market value$14.67M
7.02%
Sole
0.00
Shared
0.00
None
353.04K
VANGUARD INDEX FDS
SOLEShares158.13K
TypeSH
Market value$14.03M
6.72%
Sole
122.00
Shared
0.00
None
158.01K
DIMENSIONAL ETF TRUST
SOLEShares306.05K
TypeSH
Market value$10.36M
4.96%
Sole
965.00
Shared
0.00
None
305.08K
DIMENSIONAL ETF TRUST
SOLEShares299.32K
TypeSH
Market value$10.08M
4.83%
Sole
23.00
Shared
0.00
None
299.30K
DIMENSIONAL ETF TRUST
SOLEShares194.03K
TypeSH
Market value$8.23M
3.94%
Sole
0.00
Shared
0.00
None
194.03K
ISHARES TR
SOLEShares12.01K
TypeSH
Market value$7.84M
3.76%
Sole
0.00
Shared
0.00
None
12.01K
DIMENSIONAL ETF TRUST
SOLEShares145.94K
TypeSH
Market value$6.00M
2.87%
Sole
0.00
Shared
0.00
None
145.94K
NUSHARES ETF TR
SOLEShares122.71K
TypeSH
Market value$5.53M
2.65%
Sole
0.00
Shared
0.00
None
122.71K
DIMENSIONAL ETF TRUST
SOLEShares104.72K
TypeSH
Market value$5.42M
2.59%
Sole
397.00
Shared
0.00
None
104.32K
VANGUARD MUN BD FDS
SOLEShares86.06K
TypeSH
Market value$4.29M
2.06%
Sole
0.00
Shared
0.00
None
86.06K
AMERICAN CENTY ETF TR
SOLEShares89.39K
TypeSH
Market value$4.18M
2.00%
Sole
0.00
Shared
0.00
None
89.39K
NUSHARES ETF TR
SOLEShares114.01K
TypeSH
Market value$4.12M
1.97%
Sole
0.00
Shared
0.00
None
114.01K
VANGUARD TAX-MANAGED FDS
SOLEShares62.66K
TypeSH
Market value$4.02M
1.92%
Sole
0.00
Shared
0.00
None
62.66K
DIMENSIONAL ETF TRUST
SOLEShares77.44K
TypeSH
Market value$3.28M
1.57%
Sole
0.00
Shared
0.00
None
77.44K
NUSHARES ETF TR
SOLEShares80.47K
TypeSH
Market value$2.96M
1.42%
Sole
0.00
Shared
0.00
None
80.47K
AMERICAN CENTY ETF TR
SOLEShares46.69K
TypeSH
Market value$2.91M
1.39%
Sole
0.00
Shared
0.00
None
46.69K
VANGUARD BD INDEX FDS
SOLEShares37.93K
TypeSH
Market value$2.79M
1.34%
Sole
1.04K
Shared
0.00
None
36.89K
VANGUARD BD INDEX FDS
SOLEShares35.53K
TypeSH
Market value$2.79M
1.33%
Sole
0.00
Shared
0.00
None
35.53K
ISHARES TR
SOLEShares10.97K
TypeSH
Market value$2.72M
1.30%
Sole
0.00
Shared
0.00
None
10.97K
MANAGER DIRECTED PORTFOLIOS
SOLEShares242.85K
TypeSH
Market value$2.51M
1.20%
Sole
0.00
Shared
0.00
None
242.85K
ISHARES TR
SOLEShares18.53K
TypeSH
Market value$2.25M
1.08%
Sole
0.00
Shared
0.00
None
18.53K
VANGUARD CHARLOTTE FDS
SOLEShares42.73K
TypeSH
Market value$2.05M
0.98%
Sole
0.00
Shared
0.00
None
42.73K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 345.11K | SH | $24.47M 11.72% | 951.00 | 0.00 | 344.16K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 578.27K | SH | $22.53M 10.79% | 2.18K | 0.00 | 576.09K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 277.77K | SH | $19.76M 9.46% | 1.11K | 0.00 | 276.66K |
AMERICAN CENTY ETF TRSOLE | AVANTIS CORE FI | 353.04K | SH | $14.67M 7.02% | 0.00 | 0.00 | 353.04K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 158.13K | SH | $14.03M 6.72% | 122.00 | 0.00 | 158.01K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 306.05K | SH | $10.36M 4.96% | 965.00 | 0.00 | 305.08K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 299.32K | SH | $10.08M 4.83% | 23.00 | 0.00 | 299.30K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 194.03K | SH | $8.23M 3.94% | 0.00 | 0.00 | 194.03K |
ISHARES TRSOLE | CORE S&P500 ETF | 12.01K | SH | $7.84M 3.76% | 0.00 | 0.00 | 12.01K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 145.94K | SH | $6.00M 2.87% | 0.00 | 0.00 | 145.94K |
NUSHARES ETF TRSOLE | NUVEEN ESG SMLCP | 122.71K | SH | $5.53M 2.65% | 0.00 | 0.00 | 122.71K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL SUSTAINA | 104.72K | SH | $5.42M 2.59% | 397.00 | 0.00 | 104.32K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 86.06K | SH | $4.29M 2.06% | 0.00 | 0.00 | 86.06K |
AMERICAN CENTY ETF TRSOLE | AVANTIS SHFXDINC | 89.39K | SH | $4.18M 2.00% | 0.00 | 0.00 | 89.39K |
NUSHARES ETF TRSOLE | NUVEEN ESG INTL | 114.01K | SH | $4.12M 1.97% | 0.00 | 0.00 | 114.01K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 62.66K | SH | $4.02M 1.92% | 0.00 | 0.00 | 62.66K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MARKETS | 77.44K | SH | $3.28M 1.57% | 0.00 | 0.00 | 77.44K |
NUSHARES ETF TRSOLE | NUVEEN ESG EMRGN | 80.47K | SH | $2.96M 1.42% | 0.00 | 0.00 | 80.47K |
AMERICAN CENTY ETF TRSOLE | AVANTIS US SMALL | 46.69K | SH | $2.91M 1.39% | 0.00 | 0.00 | 46.69K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 37.93K | SH | $2.79M 1.34% | 1.04K | 0.00 | 36.89K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 35.53K | SH | $2.79M 1.33% | 0.00 | 0.00 | 35.53K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 10.97K | SH | $2.72M 1.30% | 0.00 | 0.00 | 10.97K |
MANAGER DIRECTED PORTFOLIOSSOLE | VERT GLB SUST RE | 242.85K | SH | $2.51M 1.20% | 0.00 | 0.00 | 242.85K |
ISHARES TRSOLE | ESG MSCI KLD 400 | 18.53K | SH | $2.25M 1.08% | 0.00 | 0.00 | 18.53K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 42.73K | SH | $2.05M 0.98% | 0.00 | 0.00 | 42.73K |
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