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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 3 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWO ISHARES TR 1,172.0 $462K 0.20% $393.98 -4.2%
42 MUB ISHARES TR 3,865.0 $416K 0.18% $107.62 -3.3%
43 AVDV AMERICAN CENTY ETF TR 3,824.0 $394K 0.17% $103.05 +10.4%
44 SUSA ISHARES TR 2,488.0 $384K 0.16% $154.29 +2.5%
45 KLAC KLA CORP Technology 1,240.0 $374K 0.16% NEW $301.71 -38.5%
46 VV VANGUARD INDEX FDS 1,071.0 $368K 0.16% $344.04 +3.2%
47 VOO VANGUARD INDEX FDS 498.0 $342K 0.14% $687.13 +3.0%
48 SLYV SPDR SERIES TRUST 2,908.0 $317K 0.14% $109.12 +0.5%
49 FDM FIRST TR EXCHANGE-TRADED FD 3,403.0 $317K 0.14% $93.11 +0.6%
50 DFAR DIMENSIONAL ETF TRUST 12,006.0 $314K 0.13% -175.0 -1.4% $26.16 -1.2%
51 IJR ISHARES TR 2,041.0 $303K 0.13% -336.0 -14.1% $148.33 -2.0%
52 AAPL APPLE INC Technology 936.0 $271K 0.12% -229.0 -19.7% $289.36 +10.6%
53 EFA ISHARES TR 2,406.0 $250K 0.11% $103.88 +4.3%
54 IJT ISHARES TR 1,379.0 $246K 0.10% NEW $178.59 -4.6%
55 DFA INVT DIMENSIONS GROUP IN 3,675.0 $224K 0.10% NEW $61.08
56 GOOG ALPHABET INC 619.0 $219K 0.09% -206.0 -25.0% $353.33
57 AVUS AMERICAN CENTY ETF TR 1,570.0 $201K 0.09% NEW $128.09 +2.5%
Page 3 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%