ALLODIUM INVESTMENT CONSULTANTS, LLC

Filed: 7/14/2026ACC: 0002052983-26-000003

📋 What this filing means

ALLODIUM INVESTMENT CONSULTANTS, LLC filed this quarterly 13F‑HR report disclosing 57 equity positions with a total reported market value of $235.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$235.46M

Total AUM (reported)

4.28M

Total Shares

Allocation by class

US EQUI MARK ETF$27.94M11.9%

INTL CORE EQT MK$24.56M10.4%

US SMALL CAP ETF$22.30M9.5%

AVANTIS CORE FI$15.87M6.7%

REAL ESTATE ETF$14.82M6.3%

EMGR CRE EQT MNG$11.61M4.9%

INTL SMALL CAP E$10.82M4.6%

Portfolio Concentration

Top 3$74.80M31.8%

4–10$77.91M33.1%

11–25$59.04M25.1%

Rest$23.72M10.1%

Top 3 weight

31.8%

Top 10 weight

64.9%

Voting Authority Distribution

Total shares with voting rights: 4.28M

Sole

Full voting authority

7.96K

% of voting shares0.2%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

4.28M

% of voting shares99.8%

Investment Discretion (by position count)

Sole57

Shared0

Other0

Dominant voting typeNone · 99.8% of voting shares

Institutional Holdings57

Rows:

DIMENSIONAL ETF TRUST

SOLE

US EQUI MARK ETF

Shares341.01K

TypeSH

Market value$27.94M

11.87%

Sole

855.00

Shared

0.00

None

340.15K

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQT MK

Shares595.34K

TypeSH

Market value$24.56M

10.43%

Sole

2.18K

Shared

0.00

None

593.16K

DIMENSIONAL ETF TRUST

SOLE

US SMALL CAP ETF

Shares270.82K

TypeSH

Market value$22.30M

9.47%

Sole

1.11K

Shared

0.00

None

269.71K

AMERICAN CENTY ETF TR

SOLE

AVANTIS CORE FI

Shares383.17K

TypeSH

Market value$15.87M

6.74%

Sole

0.00

Shared

0.00

None

383.17K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares153.72K

TypeSH

Market value$14.82M

6.30%

Sole

122.00

Shared

0.00

None

153.59K

DIMENSIONAL ETF TRUST

SOLE

EMGR CRE EQT MNG

Shares288.76K

TypeSH

Market value$11.61M

4.93%

Sole

965.00

Shared

0.00

None

287.79K

DIMENSIONAL ETF TRUST

SOLE

INTL SMALL CAP E

Shares308.75K

TypeSH

Market value$10.82M

4.59%

Sole

23.00

Shared

0.00

None

308.73K

DIMENSIONAL ETF TRUST

SOLE

INTERNATIONAL

Shares201.94K

TypeSH

Market value$9.11M

3.87%

Sole

0.00

Shared

0.00

None

201.94K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares11.87K

TypeSH

Market value$8.89M

3.78%

Sole

0.00

Shared

0.00

None

11.87K

NUSHARES ETF TR

SOLE

NUVEEN ESG SMLCP

Shares130.44K

TypeSH

Market value$6.80M

2.89%

Sole

0.00

Shared

0.00

None

130.44K

DIMENSIONAL ETF TRUST

SOLE

US SUSTAINABILTY

Shares142.55K

TypeSH

Market value$6.65M

2.82%

Sole

0.00

Shared

0.00

None

142.55K

DIMENSIONAL ETF TRUST

SOLE

GLOBAL SUSTAINA

Shares110.54K

TypeSH

Market value$5.76M

2.45%

Sole

397.00

Shared

0.00

None

110.15K

NUSHARES ETF TR

SOLE

NUVEEN ESG INTL

Shares119.66K

TypeSH

Market value$4.79M

2.03%

Sole

0.00

Shared

0.00

None

119.66K

AMERICAN CENTY ETF TR

SOLE

AVANTIS SHFXDINC

Shares99.66K

TypeSH

Market value$4.64M

1.97%

Sole

0.00

Shared

0.00

None

99.66K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares61.73K

TypeSH

Market value$4.40M

1.87%

Sole

0.00

Shared

0.00

None

61.73K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares83.68K

TypeSH

Market value$4.23M

1.80%

Sole

0.00

Shared

0.00

None

83.68K

DIMENSIONAL ETF TRUST

SOLE

EMER MARK SU ETF

Shares77.10K

TypeSH

Market value$3.77M

1.60%

Sole

0.00

Shared

0.00

None

77.10K

AMERICAN CENTY ETF TR

SOLE

AVAN US SMAL ETF

Shares48.85K

TypeSH

Market value$3.58M

1.52%

Sole

0.00

Shared

0.00

None

48.85K

NUSHARES ETF TR

SOLE

NUVEEN ESG EMRGN

Shares80.90K

TypeSH

Market value$3.43M

1.46%

Sole

0.00

Shared

0.00

None

80.90K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares45.43K

TypeSH

Market value$3.33M

1.42%

Sole

1.04K

Shared

0.00

None

44.39K

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares10.88K

TypeSH

Market value$3.27M

1.39%

Sole

0.00

Shared

0.00

None

10.88K

MANAGER DIRECTED PORTFOLIOS

SOLE

VERT GLB SUST RE

Shares257.55K

TypeSH

Market value$2.93M

1.25%

Sole

0.00

Shared

0.00

None

257.55K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares37.41K

TypeSH

Market value$2.91M

1.24%

Sole

0.00

Shared

0.00

None

37.41K

IMPAX FUNDS SERIES TRUST I

SOLE

GLOB SUS INF ETF

Shares111.52K

TypeSH

Market value$2.91M

1.23%

Sole

0.00

Shared

0.00

None

111.52K

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares50.13K

TypeSH

Market value$2.43M

1.03%

Sole

0.00

Shared

0.00

None

50.13K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
DIMENSIONAL ETF TRUSTSOLE	US EQUI MARK ETF	341.01K	SH	$27.94M 11.87%	855.00	340.15K
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQT MK	595.34K	SH	$24.56M 10.43%	2.18K	593.16K
DIMENSIONAL ETF TRUSTSOLE	US SMALL CAP ETF	270.82K	SH	$22.30M 9.47%	1.11K	269.71K
AMERICAN CENTY ETF TRSOLE	AVANTIS CORE FI	383.17K	SH	$15.87M 6.74%	0.00	383.17K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	153.72K	SH	$14.82M 6.30%	122.00	153.59K
DIMENSIONAL ETF TRUSTSOLE	EMGR CRE EQT MNG	288.76K	SH	$11.61M 4.93%	965.00	287.79K
DIMENSIONAL ETF TRUSTSOLE	INTL SMALL CAP E	308.75K	SH	$10.82M 4.59%	23.00	308.73K
DIMENSIONAL ETF TRUSTSOLE	INTERNATIONAL	201.94K	SH	$9.11M 3.87%	0.00	201.94K
ISHARES TRSOLE	CORE S&P500 ETF	11.87K	SH	$8.89M 3.78%	0.00	11.87K
NUSHARES ETF TRSOLE	NUVEEN ESG SMLCP	130.44K	SH	$6.80M 2.89%	0.00	130.44K
DIMENSIONAL ETF TRUSTSOLE	US SUSTAINABILTY	142.55K	SH	$6.65M 2.82%	0.00	142.55K
DIMENSIONAL ETF TRUSTSOLE	GLOBAL SUSTAINA	110.54K	SH	$5.76M 2.45%	397.00	110.15K
NUSHARES ETF TRSOLE	NUVEEN ESG INTL	119.66K	SH	$4.79M 2.03%	0.00	119.66K
AMERICAN CENTY ETF TRSOLE	AVANTIS SHFXDINC	99.66K	SH	$4.64M 1.97%	0.00	99.66K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	61.73K	SH	$4.40M 1.87%	0.00	61.73K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	83.68K	SH	$4.23M 1.80%	0.00	83.68K
DIMENSIONAL ETF TRUSTSOLE	EMER MARK SU ETF	77.10K	SH	$3.77M 1.60%	0.00	77.10K
AMERICAN CENTY ETF TRSOLE	AVAN US SMAL ETF	48.85K	SH	$3.58M 1.52%	0.00	48.85K
NUSHARES ETF TRSOLE	NUVEEN ESG EMRGN	80.90K	SH	$3.43M 1.46%	0.00	80.90K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	45.43K	SH	$3.33M 1.42%	1.04K	44.39K
ISHARES TRSOLE	RUSSELL 2000 ETF	10.88K	SH	$3.27M 1.39%	0.00	10.88K
MANAGER DIRECTED PORTFOLIOSSOLE	VERT GLB SUST RE	257.55K	SH	$2.93M 1.25%	0.00	257.55K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	37.41K	SH	$2.91M 1.24%	0.00	37.41K
IMPAX FUNDS SERIES TRUST ISOLE	GLOB SUS INF ETF	111.52K	SH	$2.91M 1.23%	0.00	111.52K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	50.13K	SH	$2.43M 1.03%	0.00	50.13K

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