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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 3  ·  57 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 DFAI DIMENSIONAL ETF TRUST 595,340.0 $24.6M 10.43% +17K +3.0% $41.25 +5.2%
3 DFAS DIMENSIONAL ETF TRUST 270,820.0 $22.3M 9.47% -7K -2.5% $82.34 -0.2%
4 AVIG AMERICAN CENTY ETF TR 383,166.0 $15.9M 6.74% +30K +8.5% $41.41 -2.1%
5 VNQ VANGUARD INDEX FDS 153,716.0 $14.8M 6.29% -4K -2.8% $96.43 -0.4%
6 DFAE DIMENSIONAL ETF TRUST 288,759.0 $11.6M 4.93% -17K -5.7% $40.21 +0.9%
7 DFIS DIMENSIONAL ETF TRUST 308,750.0 $10.8M 4.59% +9K +3.1% $35.03 +7.5%
8 DFSI DIMENSIONAL ETF TRUST 201,944.0 $9.1M 3.87% +8K +4.1% $45.10 +5.1%
9 IVV ISHARES TR 11,871.0 $8.9M 3.78% -138.0 -1.1% $748.89 +3.3%
10 NUSC NUSHARES ETF TR 130,437.0 $6.8M 2.89% +8K +6.3% $52.12 -1.5%
11 DFSU DIMENSIONAL ETF TRUST 142,553.0 $6.6M 2.82% -3K -2.3% $46.63 +3.8%
12 DFSB DIMENSIONAL ETF TRUST 110,544.0 $5.8M 2.45% +6K +5.6% $52.11 -2.8%
13 NUDM NUSHARES ETF TR 119,655.0 $4.8M 2.03% +6K +5.0% $40.02 +3.3%
14 AVSF AMERICAN CENTY ETF TR 99,663.0 $4.6M 1.97% +10K +11.5% $46.57 -1.0%
15 VEA VANGUARD TAX-MANAGED FDS 61,732.0 $4.4M 1.87% -925.0 -1.5% $71.25 +3.5%
16 VTEB VANGUARD MUN BD FDS 83,684.0 $4.2M 1.80% -2K -2.8% $50.58 -3.4%
17 DFSE DIMENSIONAL ETF TRUST 77,097.0 $3.8M 1.60% $48.88 +2.3%
18 AVSC AMERICAN CENTY ETF TR 48,854.0 $3.6M 1.52% +2K +4.6% $73.34 -0.1%
19 NUEM NUSHARES ETF TR 80,896.0 $3.4M 1.46% +431.0 +0.5% $42.44 +2.9%
20 BND VANGUARD BD INDEX FDS 45,429.0 $3.3M 1.42% +7K +19.8% $73.41 -2.0%
Page 1 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%