Allodium Investment Consultants, LLC 13F Holdings
CIK 0002052983 · MINNEAPOLIS, MN
As of Sep 30, 2025, Allodium Investment Consultants, LLC reported 51 positions worth
CIK 0002052983 · MINNEAPOLIS, MN
As of Sep 30, 2025, Allodium Investment Consultants, LLC reported 51 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 313,314 | $22.7M | 12.81% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 483,993 | 7.6M | 9.93% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 242,434 | 6.6M | 9.37% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 128,022 | 1.7M | 6.61% |
| AMERICAN CENTY ETF TR | AVIG | — | 220,382 | $9.3M | 5.24% |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | DFAE | — | 291,566 | $9.2M | 5.19% |
| DIMENSIONAL INTERNATIONAL SMALL CAP ETF | DFIS | — | 278,448 | $8.8M | 4.97% |
| ISHARES CORE S&P 500 ETF | IVV | — | 11,751 | $7.9M | 4.44% |
| DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | DFSI | — | 188,210 | $7.7M | 4.35% |
| NUVEEN ESG SMALL-CAP ETF | NUSC | — | 138,695 | $6.1M | 3.45% |
| DIMENSIONAL ETF TRUST | DFSU | — | 136,065 | $5.8M | 3.26% |
| DIMENSIONAL ETF TRUST | DFSB | — | 84,562 | $4.5M | 2.54% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 65,583 | $3.9M | 2.22% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 74,605 | $3.7M | 2.11% |
| NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF | NUDM | — | 97,268 | $3.7M | 2.07% |
| DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF | DFSE | — | 76,235 | $3.1M | 1.77% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 11,172 | $2.7M | 1.53% |
| NUVEEN ESG EMERGING MARKETS EQUITY ETF | NUEM | — | 72,792 | $2.6M | 1.47% |
| ISHARES ESG MSCI KLD 400 ETF | DSI | — | 19,950 | $2.5M | 1.42% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 30,148 | $2.2M | 1.27% |
| MANAGER DIRECTED PORTFOLIOS | — | — | 205,125 | $2.2M | 1.23% |
| AVANTIS US SMALL CAP EQUITY ETF | AVSC | Equity | 37,191 | $2.1M | 1.20% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 4,241 | $2.0M | 1.12% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 23,418 | .8M | 1.04% |
| AMERICAN CENTY ETF TR | — | — | 35,478 | .7M | 0.95% |