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Portfolio (Quarterly) Guide ↗

Allodium Investment Consultants, LLC

· CIK 0002052983
13F Portfolio $235M AUM 57 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 20 Added 21 Reduced
Page 1 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFUS DIMENSIONAL ETF TRUST 341,010.0 $27.9M 11.87% -4K -1.2% $81.94 +2.6%
2 DFAS DIMENSIONAL ETF TRUST 270,820.0 $22.3M 9.47% -7K -2.5% $82.34 -0.2%
3 VNQ VANGUARD INDEX FDS 153,716.0 $14.8M 6.29% -4K -2.8% $96.43 -0.4%
4 DFAE DIMENSIONAL ETF TRUST 288,759.0 $11.6M 4.93% -17K -5.7% $40.21 +0.9%
5 IVV ISHARES TR 11,871.0 $8.9M 3.78% -138.0 -1.1% $748.89 +3.3%
6 DFSU DIMENSIONAL ETF TRUST 142,553.0 $6.6M 2.82% -3K -2.3% $46.63 +3.8%
7 VEA VANGUARD TAX-MANAGED FDS 61,732.0 $4.4M 1.87% -925.0 -1.5% $71.25 +3.5%
8 VTEB VANGUARD MUN BD FDS 83,684.0 $4.2M 1.80% -2K -2.8% $50.58 -3.4%
9 IWM ISHARES TR 10,877.0 $3.3M 1.39% -91.0 -0.8% $300.45 -1.5%
10 DSI ISHARES TR 16,456.0 $2.3M 0.99% -2K -11.2% $142.39 +3.5%
11 PAVE GLOBAL X FDS 27,337.0 $1.6M 0.68% -165.0 -0.6% $58.92 -6.4%
12 AVEM AMERICAN CENTY ETF TR 15,771.0 $1.5M 0.65% -712.0 -4.3% $96.49 +0.3%
13 VTES VANGUARD WELLINGTON FD 14,348.0 $1.5M 0.62% -5K -26.8% $101.31 -0.9%
14 DFAU DIMENSIONAL ETF TRUST 18,511.0 $957K 0.41% -395.0 -2.1% $51.69 +3.1%
15 CGW INVESCO EXCH TRADED FD TR II 13,068.0 $859K 0.36% -3K -17.7% $65.73 -1.6%
16 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,055.0 $788K 0.34% -58.0 -5.2% $746.77 +3.1%
17 ESML ISHARES TR 13,141.0 $735K 0.31% -429.0 -3.2% $55.93 -1.5%
18 DFAR DIMENSIONAL ETF TRUST 12,006.0 $314K 0.13% -175.0 -1.4% $26.16 -1.2%
19 IJR ISHARES TR 2,041.0 $303K 0.13% -336.0 -14.1% $148.33 -2.0%
20 AAPL APPLE INC Technology 936.0 $271K 0.12% -229.0 -19.7% $289.36 +10.6%
Page 1 of 2  ·  21 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 55.0%
Technology 45.0%