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Allodium Investment Consultants, LLC
Period ended Sep 30, 2026 · Latest filing Oct 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $243,518,381
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- DIMENSIONAL ETF TRUST · US EQUI MARK ETF · 25434V401 · shares: $28,308,496
- DIMENSIONAL ETF TRUST · INTL CORE EQT MK · 25434V203 · shares: $26,197,932
- DIMENSIONAL ETF TRUST · US SMALL CAP ETF · 25434V500 · shares: $22,100,377
- AMERICAN CENTY ETF TR · AVANTIS CORE FI · 025072562 · shares: $16,614,782
- VANGUARD INDEX FDS · REAL ESTATE ETF · 922908553 · shares: $14,668,880
- DIMENSIONAL ETF TRUST · EMGR CRE EQT MNG · 25434V302 · shares: $12,034,765
- DIMENSIONAL ETF TRUST · INTL SMALL CAP E · 25434V773 · shares: $11,996,338
- DIMENSIONAL ETF TRUST · INTERNATIONAL · 25434V690 · shares: $9,840,485
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $8,900,609
- DIMENSIONAL ETF TRUST · US SUSTAINABILTY · 25434V716 · shares: $7,107,793
Reported holdings
56 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | 25434V401 | — | 340,943 shares | $28,308,496 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | — | 632,342 shares | $26,197,932 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | — | 285,461 shares | $22,100,377 |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | 025072562 | — | 421,802 shares | $16,614,782 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | — | 163,660 shares | $14,668,880 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | — | 306,150 shares | $12,034,765 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 | — | 331,116 shares | $11,996,338 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 | — | 217,854 shares | $9,840,485 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 11,622 shares | $8,900,609 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 | — | 150,685 shares | $7,107,793 |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | 25434V674 | — | 120,462 shares | $5,968,864 |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | 67092P607 | — | 113,598 shares | $5,512,345 |
| AMERICAN CENTY ETF TR | AVANTIS SHFXDINC | 025072687 | — | 117,456 shares | $5,357,764 |
| NUSHARES ETF TR | NUVEEN ESG INTL | 67092P805 | — | 125,382 shares | $4,978,904 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 61,298 shares | $4,328,268 |
| DIMENSIONAL ETF TRUST | EMER MARK SU ETF | 25434V682 | — | 85,277 shares | $4,123,144 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | — | 82,376 shares | $3,901,347 |
| NUSHARES ETF TR | NUVEEN ESG EMRGN | 67092P888 | — | 84,619 shares | $3,603,922 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 50,573 shares | $3,547,711 |
| AMERICAN CENTY ETF TR | AVAN US SMAL ETF | 025072323 | — | 48,767 shares | $3,371,718 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | — | 40,814 shares | $3,118,217 |
| IMPAX FUNDS SERIES TRUST I | GLOB SUS INF ETF | 704223387 | — | 123,376 shares | $3,023,247 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 10,787 shares | $2,997,599 |
| MANAGER DIRECTED PORTFOLIOS | VERT GLB SUST RE | 56170L695 | — | 281,220 shares | $2,987,198 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | — | 61,424 shares | $2,878,961 |
| ISHARES TR | ESG MSCI KLD ETF | 464288570 | — | 15,903 shares | $2,324,636 |
| PROSHARES TR | DJ BRKFLD GLB | 74347B508 | — | 40,662 shares | $2,213,896 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 16,944 shares | $2,122,436 |
| ISHARES TR | ESG AWARE MSCI | 46435U663 | — | 34,387 shares | $1,788,131 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | — | 18,158 shares | $1,707,260 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | — | 16,452 shares | $1,482,507 |
| GLOBAL X FDS | US INFR DEV ETF | 37954Y673 | — | 27,977 shares | $1,468,799 |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | 921935870 | — | 14,862 shares | $1,465,393 |
| PUTNAM ETF TRUST | FRANK MINN ETF | 746729813 | — | 173,021 shares | $1,417,042 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | — | 18,453 shares | $966,197 |
| INVESCO EXCH TRADED FD TR II | S&P GBL WATER | 46138E263 | — | 14,304 shares | $891,741 |
| DFA INVT DIMENSIONS GROUP IN | U.S. MIC CAP SHS | 25239Y238 | — | 13,811 shares | $789,582 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 1,028 shares | $783,984 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 2,631 shares | $748,422 |
| ISHARES TR | ESG OPTIMIZED | 464288802 | — | 4,531 shares | $705,313 |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | 25434V872 | — | 12,127 shares | $486,546 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 5,688 shares | $446,033 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 | — | 1,172 shares | $418,312 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | — | 3,808 shares | $416,553 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 3,865 shares | $390,752 |
| VANGUARD INDEX FDS | MRNGSTR LRG CAP | 922908637 | — | 1,018 shares | $358,176 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 481 shares | $336,808 |
| APPLE INC | COM | 037833100 | — | 936 shares | $311,707 |
| FIRST TR EXCHANGE-TRADED FD | COM SHS ANNUAL | 33718M105 | — | 3,403 shares | $297,947 |
| SPDR SERIES TRUST | ST STR SP600SM C | 78464A300 | — | 2,908 shares | $297,090 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 2,047 shares | $278,496 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 2,406 shares | $249,959 |
| KLA CORP | COM NEW | 482480100 | — | 1,240 shares | $241,713 |
| ISHARES TR | S&P SML 600 GWT | 464287887 | — | 1,379 shares | $221,081 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | — | 1,650 shares | $211,285 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 619 shares | $210,918 |