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Allodium Investment Consultants, LLC Top Holdings and 13F Report (2025)

About Allodium Investment Consultants, LLC

Investment Activity

  • Allodium Investment Consultants, LLC has $119.75 million in total holdings as of December 31, 2024.
  • Allodium Investment Consultants, LLC owns shares of 47 different stocks, but just 17 companies or ETFs make up 80% of its holdings.

Sector Allocation

Map of 500 Largest Holdings ofAllodium Investment Consultants, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$15,898,223249,38413.3%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$12,298,991421,19810.3%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$10,342,283158,9168.6%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$9,582,628107,5738.0%ETF
Dimensional Emerging Core Equity Market ETF stock logo
DFAE
Dimensional Emerging Core Equity Market ETF
$7,019,070276,6685.9%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$6,304,23410,7095.3%ETF
Dimensional International Small Cap ETF stock logo
DFIS
Dimensional International Small Cap ETF
$5,913,016240,8074.9%ETF
Nuveen ESG Small-Cap ETF stock logo
NUSC
Nuveen ESG Small-Cap ETF
$4,664,328111,3683.9%ETF
DFSI
Dimensional International Sustainability Core 1 ETF
$3,703,584112,7423.1%ETF
Dimensional US Sustainability Core 1 ETF stock logo
DFSU
Dimensional US Sustainability Core 1 ETF
$3,581,65094,5033.0%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$3,309,04169,1982.8%ETF
NuShares ESG International Developed Markets Equity ETF stock logo
NUDM
NuShares ESG International Developed Markets Equity ETF
$3,228,956107,4172.7%ETF
DFSB
Dimensional Global Sustainability Fixed Income ETF
$2,630,59051,6412.2%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$2,594,03151,7462.2%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$2,482,26311,2342.1%Finance
NUEM
Nuveen ESG Emerging Markets Equity ETF
$2,096,77872,2531.8%ETF
DFSE
Dimensional Emerging Markets Sustainability Core 1 ETF
$1,939,93158,5531.6%ETF
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$1,865,37116,9191.6%ETF
MANAGER DIRECTED PORTFOLIOS
$1,731,478171,0951.4%VERT GLB SUST RE
Avantis Core Fixed Income ETF stock logo
AVIG
Avantis Core Fixed Income ETF
$1,702,56041,9661.4%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$1,621,40822,5481.4%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,606,4024,0001.3%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$1,559,13420,1781.3%ETF
AVSF
Avantis Short-Term Fixed Income ETF
$1,109,95124,0560.9%ETF
Invesco S&P Global Water Index ETF stock logo
CGW
Invesco S&P Global Water Index ETF
$968,02417,8600.8%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$952,22316,1970.8%ETF
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$886,29521,9330.7%ETF
VTES
Vanguard Short-Term Tax-Exempt Bond ETF
$808,5168,0650.7%ETF
Avantis U.S. Small Cap Equity ETF stock logo
AVSC
Avantis U.S. Small Cap Equity ETF
$782,56614,3960.7%ETF
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$657,08216,2280.5%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$652,3071,1130.5%Finance
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$640,51313,0580.5%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$569,3299,2770.5%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$422,2921,5990.4%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$401,4671,4890.3%ETF
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$337,3451,1720.3%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$332,1661,3820.3%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$322,2463,0240.3%ETF
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$297,2882,4450.2%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$285,6102,4790.2%ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$254,1512,4600.2%ETF
SPDR S&P 600 Small CapValue ETF stock logo
SLYV
SPDR S&P 600 Small CapValue ETF
$253,7552,9080.2%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$234,5003,6030.2%ETF
FDM
First Trust Dow Jones Select Microcap Index Fund
$231,9413,4030.2%ETF
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$228,7771,6900.2%ETF
Apple Inc. stock logo
AAPL
Apple
$228,3839120.2%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$213,3193960.2%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data