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Portfolio (Quarterly) Guide ↗

Allodium Investment Consultants, LLC

· CIK 0002052983
13F Portfolio $209M AUM 52 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 26 Added 12 Reduced 1 Exited
Page 2 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BSV VANGUARD BD INDEX FDS 35,527.0 $2.8M 1.33% +8K +28.9% $78.41 -0.5%
22 IWM ISHARES TR 10,968.0 $2.7M 1.30% -73.0 -0.7% $248.00 +17.1%
23 VGSR MANAGER DIRECTED PORTFOLIOS 242,850.0 $2.5M 1.20% +28K +13.1% $10.33 +10.0%
24 DSI ISHARES TR 18,531.0 $2.2M 1.07% -600.0 -3.1% $121.19 +17.0%
25 BNDX VANGUARD CHARLOTTE FDS 42,728.0 $2.1M 0.98% +7K +19.9% $48.05 +0.4%
26 TOLZ PROSHARES TR 33,294.0 $2.0M 0.96% +2K +6.6% $59.98 +1.7%
27 VTES VANGUARD WELLINGTON FD 19,592.0 $2.0M 0.95% +556.0 +2.9% $101.14 -0.0%
28 IWF ISHARES TR 4,241.0 $1.8M 0.87% $426.42 -70.5%
29 PAVE GLOBAL X FDS 27,502.0 $1.4M 0.67% +385.0 +1.4% $50.81 +11.6%
30 AVEM AMERICAN CENTY ETF TR 16,483.0 $1.3M 0.64% +656.0 +4.1% $80.58 +19.8%
31 AVDE AMERICAN CENTY ETF TR 12,186.0 $1.0M 0.49% +1K +10.8% $84.84 +7.9%
32 CGW INVESCO EXCH TRADED FD TR II 15,884.0 $1.0M 0.49% -524.0 -3.2% $63.94 -1.6%
33 DFAU DIMENSIONAL ETF TRUST 18,906.0 $853K 0.41% -110.0 -0.6% $45.12 +14.5%
34 VB VANGUARD INDEX FDS 2,880.0 $754K 0.36% +1K +77.3% $261.95 +11.7%
35 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,113.0 $724K 0.35% $650.34 +15.4%
36 ESML ISHARES TR 13,570.0 $638K 0.31% NEW $47.02 +12.6%
37 DCOR DIMENSIONAL ETF TRUST 8,759.0 $631K 0.30% +4K +81.6% $72.08 +13.2%
38 DFCF DIMENSIONAL ETF TRUST 11,038.0 $466K 0.22% +2K +22.6% $42.22 -0.2%
39 VO VANGUARD INDEX FDS 1,448.0 $416K 0.20% -67.0 -4.4% $287.26 -72.7%
40 MUB ISHARES TR 3,865.0 $410K 0.20% $106.15 +0.7%
Page 2 of 3  ·  52 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 57.6%
Technology 23.5%
Communication Services 18.8%