Allodium Investment Consultants, LLC Top Holdings and 13F Report (2026) About Allodium Investment Consultants, LLCInvestment ActivityAllodium Investment Consultants, LLC has $243.52 million in total holdings as of September 30, 2026.Allodium Investment Consultants, LLC owns shares of 56 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 6.57% of the portfolio was purchased this quarter.About 1.09% of the portfolio was sold this quarter.This quarter, Allodium Investment Consultants, LLC has purchased 57 new stocks and bought additional shares in 30 stocks.Allodium Investment Consultants, LLC sold shares of 15 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dimensional U.S. Equity ETF $28,308,496Dimensional International Core Equity Market ETF $26,197,932Dimensional U.S. Small Cap ETF $22,100,377Avantis Core Fixed Income ETF $16,614,782Vanguard Real Estate ETF $14,668,880 Largest New Holdings this Quarter 746729813 - PUTNAM ETF TRUST $1,417,042 Holding Largest Purchases this Quarter Dimensional International Core Equity Market ETF 37,002 shares (about $1.53M)Avantis Core Fixed Income ETF 38,636 shares (about $1.52M)PUTNAM ETF TRUST 173,021 shares (about $1.42M)Dimensional U.S. Small Cap ETF 14,641 shares (about $1.13M)iShares ESG Aware MSCI USA Small-Cap ETF 21,246 shares (about $1.10M) Largest Sales this Quarter Nuveen ESG Small-Cap ETF 16,839 shares (about $817.11K)iShares Core S&P 500 ETF 249 shares (about $190.69K)iShares ESG MSCI KLD 400 ETF 553 shares (about $80.84K)Vanguard Small-Cap ETF 251 shares (about $71.40K)Vanguard Tax-Exempt Bond ETF 1,308 shares (about $61.95K) 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$28,308,496$5,563 ▼0.0%340,94311.6%ETFDFAIDimensional International Core Equity Market ETF$26,197,932$1,532,993 ▲6.2%632,34210.8%ETFDFASDimensional U.S. Small Cap ETF$22,100,377$1,133,506 ▲5.4%285,4619.1%ETFAVIGAvantis Core Fixed Income ETF$16,614,782$1,521,872 ▲10.1%421,8026.8%ETFVNQVanguard Real Estate ETF$14,668,880$891,283 ▲6.5%163,6606.0%ETFDFAEDimensional Emerging Core Equity Market ETF$12,034,765$683,641 ▲6.0%306,1504.9%ETFDFISDimensional International Small Cap ETF$11,996,338$810,321 ▲7.2%331,1164.9%ETFDFSIDimensional International Sustainability Core 1 ETF$9,840,485$718,656 ▲7.9%217,8544.0%ETFIVViShares Core S&P 500 ETF$8,900,609$190,695 ▼-2.1%11,6223.7%ETFDFSUDimensional US Sustainability Core 1 ETF$7,107,793$383,585 ▲5.7%150,6852.9%ETFDFSBDimensional Global Sustainability Fixed Income ETF$5,968,864$491,435 ▲9.0%120,4622.5%ETFNUSCNuveen ESG Small-Cap ETF$5,512,345$817,113 ▼-12.9%113,5982.3%ETFAVSFAvantis Short-Term Fixed Income ETF$5,357,764$811,629 ▲17.9%117,4562.2%ETFNUDMNuveen ESG International Developed Markets Equity ETF$4,978,904$227,418 ▲4.8%125,3822.0%ETFVEAVanguard FTSE Developed Markets ETF$4,328,268$30,645 ▼-0.7%61,2981.8%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$4,123,144$395,503 ▲10.6%85,2771.7%ETFVTEBVanguard Tax-Exempt Bond ETF$3,901,347$61,947 ▼-1.6%82,3761.6%ETFNUEMNuveen ESG Emerging Markets Equity ETF$3,603,922$158,563 ▲4.6%84,6191.5%ETFBNDVanguard Total Bond Market ETF$3,547,711$360,853 ▲11.3%50,5731.5%ETFAVSCAvantis U.S. Small Cap Equity ETF$3,371,718$6,015 ▼-0.2%48,7671.4%ETFBSVVanguard Short-Term Bond ETF$3,118,217$259,839 ▲9.1%40,8141.3%ETFIMPAX FUNDS SERIES TRUST I$3,023,247$290,450 ▲10.6%123,3761.2%GLOB SUS INF ETFIWMiShares Russell 2000 ETF$2,997,599$25,010 ▼-0.8%10,7871.2%ETFMANAGER DIRECTED PORTFOLIOS$2,987,198$251,483 ▲9.2%281,2201.2%VERT GLB SUST REBNDXVanguard Total International Bond ETF$2,878,961$529,259 ▲22.5%61,4241.2%ETFDSIiShares ESG MSCI KLD 400 ETF$2,324,636$80,835 ▼-3.4%15,9031.0%ETFTOLZDJ Brookfield Global Infrastructure ETF$2,213,896$343,828 ▲18.4%40,6620.9%ETFIWFiShares Russell 1000 Growth ETF$2,122,4360.0%16,9440.9%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$1,788,131$1,104,796 ▲161.7%34,3870.7%ETFAVEMAvantis Emerging Markets Equity ETF$1,707,260$224,432 ▲15.1%18,1580.7%ETFAVDEAvantis International Equity ETF$1,482,507$374,141 ▲33.8%16,4520.6%ETFPAVEGlobal X U.S. Infrastructure Development ETF$1,468,799$33,600 ▲2.3%27,9770.6%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$1,465,393$50,680 ▲3.6%14,8620.6%ETFPUTNAM ETF TRUST$1,417,042$1,417,042 ▲New Holding173,0210.6%FRANK MINN ETFDFAUDimensional US Core Equity Market ETF$966,197$3,037 ▼-0.3%18,4530.4%ETFCGWInvesco S&P Global Water Index ETF$891,741$77,055 ▲9.5%14,3040.4%ETFDFA INVT DIMENSIONS GROUP IN$789,582$579,480 ▲275.8%13,8110.3%U.S. MIC CAP SHSSPYSPDR S&P 500 ETF Trust$783,984$20,591 ▼-2.6%1,0280.3%ETFVBVanguard Small-Cap ETF$748,422$71,400 ▼-8.7%2,6310.3%ETFSUSAiShares MSCI USA ESG Select ETF$705,313$318,021 ▲82.1%4,5310.3%ETFDFCFDimensional Core Fixed Income ETF$486,546$17,453 ▲3.7%12,1270.2%ETFVOVanguard Mid-Cap ETF$446,033$8,704 ▼-1.9%5,6880.2%ETFIWOiShares Russell 2000 Growth ETF$418,3120.0%1,1720.2%ETFAVDVAvantis International Small Cap Value ETF$416,553$1,750 ▼-0.4%3,8080.2%ETFMUBiShares National Muni Bond ETF$390,7520.0%3,8650.2%ETFVVVanguard Large-Cap ETF$358,176$18,648 ▼-4.9%1,0180.1%ETFVOOVanguard S&P 500 ETF$336,808$11,904 ▼-3.4%4810.1%ETFAAPLApple$311,7070.0%9360.1%TechnologyFDMFirst Trust Dow Jones Select MicroCap Index Fund$297,9470.0%3,4030.1%ETFSLYVSPDR S&P 600 Small Cap Value ETF$297,0900.0%2,9080.1%ETFIJRiShares Core S&P Small-Cap ETF$278,496$816 ▲0.3%2,0470.1%ETFEFAiShares MSCI EAFE ETF$249,9590.0%2,4060.1%ETFKLACKLA$241,7130.0%1,2400.1%TechnologyIJTiShares S&P Small-Cap 600 Growth ETF$221,0810.0%1,3790.1%ETFAVUSAvantis U.S. Equity ETF$211,285$10,244 ▲5.1%1,6500.1%ETFGOOGAlphabet$210,9180.0%6190.1%Communication ServicesDIMENSIONAL ETF TRUST$0$974,571 ▼-100.0%00.0%US COR EQU 1 ETFDFARDimensional US Real Estate ETF$0$314,064 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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