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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 2 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWM ISHARES TR 10,877.0 $3.3M 1.39% -91.0 -0.8% $300.45 -1.5%
22 VGSR MANAGER DIRECTED PORTFOLIOS 257,545.0 $2.9M 1.25% +15K +6.0% $11.38 -1.2%
23 BSV VANGUARD BD INDEX FDS 37,413.0 $2.9M 1.24% +2K +5.3% $77.91 -0.9%
24 BLDX IMPAX FUNDS SERIES TRUST I 111,523.0 $2.9M 1.23% NEW $26.06 -1.1%
25 BNDX VANGUARD CHARLOTTE FDS 50,132.0 $2.4M 1.03% +7K +17.3% $48.43 -2.0%
26 DSI ISHARES TR 16,456.0 $2.3M 0.99% -2K -11.2% $142.39 +3.5%
27 IWF ISHARES TR 16,944.0 $2.1M 0.89% +13K +299.5% $124.17 -0.6%
28 TOLZ PROSHARES TR 34,347.0 $2.0M 0.86% +1K +3.2% $59.27 -1.1%
29 PAVE GLOBAL X FDS 27,337.0 $1.6M 0.68% -165.0 -0.6% $58.92 -6.4%
30 AVEM AMERICAN CENTY ETF TR 15,771.0 $1.5M 0.65% -712.0 -4.3% $96.49 +0.3%
31 VTES VANGUARD WELLINGTON FD 14,348.0 $1.5M 0.62% -5K -26.8% $101.31 -0.9%
32 AVDE AMERICAN CENTY ETF TR 12,300.0 $1.1M 0.47% +114.0 +0.9% $89.20 +6.0%
33 DCOR DIMENSIONAL ETF TRUST 11,888.0 $975K 0.41% +3K +35.7% $81.98 +3.5%
34 DFAU DIMENSIONAL ETF TRUST 18,511.0 $957K 0.41% -395.0 -2.1% $51.69 +3.1%
35 VB VANGUARD INDEX FDS 2,882.0 $873K 0.37% $303.07 -1.0%
36 CGW INVESCO EXCH TRADED FD TR II 13,068.0 $859K 0.36% -3K -17.7% $65.73 -1.6%
37 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%
38 ESML ISHARES TR 13,141.0 $735K 0.31% -429.0 -3.2% $55.93 -1.5%
39 DFCF DIMENSIONAL ETF TRUST 11,692.0 $494K 0.21% +654.0 +5.9% $42.21 -1.9%
40 VO VANGUARD INDEX FDS 5,799.0 $467K 0.20% +4K +300.5% $80.57 +2.1%
Page 2 of 3  ·  57 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%