Allodium Investment Consultants, LLC Top Holdings and 13F Report (2026) About Allodium Investment Consultants, LLCInvestment ActivityAllodium Investment Consultants, LLC has $235.46 million in total holdings as of June 30, 2026.Allodium Investment Consultants, LLC owns shares of 57 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 4.96% of the portfolio was purchased this quarter.About 1.65% of the portfolio was sold this quarter.This quarter, Allodium Investment Consultants, LLC has purchased 52 new stocks and bought additional shares in 23 stocks.Allodium Investment Consultants, LLC sold shares of 22 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Equity ETF $27,942,375Dimensional International Core Equity Market ETF $24,557,778Dimensional U.S. Small Cap ETF $22,299,353Avantis Core Fixed Income ETF $15,866,884Vanguard Real Estate ETF $14,822,848 Largest New Holdings this Quarter 704223387 - IMPAX FUNDS SERIES TRUST I $2,906,114 Holding482480100 - KLA $374,120 Holding464287887 - iShares S&P Small-Cap 600 Growth ETF $246,273 Holding25239Y238 - DFA INVT DIMENSIONS GROUP IN $224,476 Holding025072885 - Avantis U.S. Equity ETF $201,098 Holding Largest Purchases this Quarter IMPAX FUNDS SERIES TRUST I 111,523 shares (about $2.91M)iShares Russell 1000 Growth ETF 12,703 shares (about $1.58M)Avantis Core Fixed Income ETF 30,129 shares (about $1.25M)Dimensional International Core Equity Market ETF 17,072 shares (about $704.22K)Vanguard Total Bond Market ETF 7,498 shares (about $550.43K) Largest Sales this Quarter Dimensional Emerging Core Equity Market ETF 17,291 shares (about $695.27K)Dimensional U.S. Small Cap ETF 6,949 shares (about $572.18K)Vanguard Short-Term Tax-Exempt Bond ETF 5,244 shares (about $531.27K)Vanguard Real Estate ETF 4,413 shares (about $425.55K)Dimensional U.S. Equity ETF 4,104 shares (about $336.28K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAllodium Investment Consultants, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFUSDimensional U.S. Equity ETF$27,942,375$336,282 â–¼-1.2%341,01011.9%ETFDFAIDimensional International Core Equity Market ETF$24,557,778$704,220 â–²3.0%595,34010.4%ETFDFASDimensional U.S. Small Cap ETF$22,299,353$572,182 â–¼-2.5%270,8209.5%ETFAVIGAvantis Core Fixed Income ETF$15,866,884$1,247,640 â–²8.5%383,1666.7%ETFVNQVanguard Real Estate ETF$14,822,848$425,546 â–¼-2.8%153,7166.3%ETFDFAEDimensional Emerging Core Equity Market ETF$11,610,982$695,270 â–¼-5.6%288,7594.9%ETFDFISDimensional International Small Cap ETF$10,815,524$330,228 â–²3.1%308,7504.6%ETFDFSIDimensional International Sustainability Core 1 ETF$9,107,690$356,832 â–²4.1%201,9443.9%ETFIVViShares Core S&P 500 ETF$8,890,040$103,346 â–¼-1.1%11,8713.8%ETFNUSCNuveen ESG Small-Cap ETF$6,798,375$402,940 â–²6.3%130,4372.9%ETFDFSUDimensional US Sustainability Core 1 ETF$6,647,244$157,796 â–¼-2.3%142,5532.8%ETFDFSBDimensional Global Sustainability Fixed Income ETF$5,760,464$303,594 â–²5.6%110,5442.4%ETFNUDMNuveen ESG International Developed Markets Equity ETF$4,788,577$225,872 â–²5.0%119,6552.0%ETFAVSFAvantis Short-Term Fixed Income ETF$4,641,096$478,206 â–²11.5%99,6632.0%ETFVEAVanguard FTSE Developed Markets ETF$4,398,427$65,907 â–¼-1.5%61,7321.9%ETFVTEBVanguard Tax-Exempt Bond ETF$4,232,741$120,330 â–¼-2.8%83,6841.8%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$3,768,466$16,717 â–¼-0.4%77,0971.6%ETFAVSCAvantis U.S. Small Cap Equity ETF$3,582,952$158,414 â–²4.6%48,8541.5%ETFNUEMNuveen ESG Emerging Markets Equity ETF$3,432,927$18,290 â–²0.5%80,8961.5%ETFBNDVanguard Total Bond Market ETF$3,334,951$550,430 â–²19.8%45,4291.4%ETFIWMiShares Russell 2000 ETF$3,267,995$27,341 â–¼-0.8%10,8771.4%FinanceMANAGER DIRECTED PORTFOLIOS$2,932,150$167,303 â–²6.1%257,5451.2%VERT GLB SUST REBSVVanguard Short-Term Bond ETF$2,914,839$146,938 â–²5.3%37,4131.2%ETFIMPAX FUNDS SERIES TRUST I$2,906,114$2,906,114 â–²New Holding111,5231.2%GLOB SUS INF ETFBNDXVanguard Total International Bond ETF$2,427,903$358,577 â–²17.3%50,1321.0%ETFDSIiShares ESG MSCI KLD 400 ETF$2,343,121$295,453 â–¼-11.2%16,4561.0%ETFIWFiShares Russell 1000 Growth ETF$2,103,967$1,577,354 â–²299.5%16,9440.9%ETFTOLZDJ Brookfield Global Infrastructure ETF$2,035,719$62,410 â–²3.2%34,3470.9%ETFPAVEGlobal X U.S. Infrastructure Development ETF$1,610,695$9,722 â–¼-0.6%27,3370.7%ETFAVEMAvantis Emerging Markets Equity ETF$1,521,743$68,701 â–¼-4.3%15,7710.6%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$1,453,596$531,270 â–¼-26.8%14,3480.6%ETFAVDEAvantis International Equity ETF$1,097,160$10,169 â–²0.9%12,3000.5%ETFDIMENSIONAL ETF TRUST$974,571$256,514 â–²35.7%11,8880.4%US COR EQU 1 ETFDFAUDimensional US Core Equity Market ETF$956,826$20,417 â–¼-2.1%18,5110.4%ETFVBVanguard Small-Cap ETF$873,456$606 â–²0.1%2,8820.4%ETFCGWInvesco S&P Global Water Index ETF$858,991$185,102 â–¼-17.7%13,0680.4%ETFSPYSPDR S&P 500 ETF Trust$787,842$43,313 â–¼-5.2%1,0550.3%FinanceESMLiShares ESG Aware MSCI USA Small-Cap ETF$734,989$23,994 â–¼-3.2%13,1410.3%ETFDFCFDimensional Core Fixed Income ETF$493,533$27,606 â–²5.9%11,6920.2%ETFVOVanguard Mid-Cap ETF$467,246$350,576 â–²300.5%5,7990.2%ETFIWOiShares Russell 2000 Growth ETF$461,7490.0%1,1720.2%ETFMUBiShares National Muni Bond ETF$415,9510.0%3,8650.2%ETFAVDVAvantis International Small Cap Value ETF$394,058$103 â–²0.0%3,8240.2%ETFSUSAiShares MSCI USA ESG Select ETF$383,8760.0%2,4880.2%ETFKLACKLA$374,120$374,120 â–²New Holding1,2400.2%Computer and TechnologyVVVanguard Large-Cap ETF$368,466$1,032 â–²0.3%1,0710.2%ETFVOOVanguard S&P 500 ETF$342,1910.0%4980.1%ETFSLYVSPDR S&P 600 Small Cap Value ETF$317,3320.0%2,9080.1%ETFFDMFirst Trust Dow Jones Select MicroCap Index Fund$316,8530.0%3,4030.1%ETFDFARDimensional US Real Estate ETF$314,064$4,578 â–¼-1.4%12,0060.1%ETFIJRiShares Core S&P Small-Cap ETF$302,750$49,840 â–¼-14.1%2,0410.1%ETFAAPLApple$270,841$66,263 â–¼-19.7%9360.1%Computer and TechnologyEFAiShares MSCI EAFE ETF$249,9350.0%2,4060.1%FinanceIJTiShares S&P Small-Cap 600 Growth ETF$246,273$246,273 â–²New Holding1,3790.1%ETFDFA INVT DIMENSIONS GROUP IN$224,476$224,476 â–²New Holding3,6750.1%U.S. MIC CAP SHSGOOGAlphabet$218,711$72,786 â–¼-25.0%6190.1%Computer and TechnologyAVUSAvantis U.S. Equity ETF$201,098$201,098 â–²New Holding1,5700.1%ETFShowing largest 100 holdings. 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