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The Analysis of Allodium Investment Consultants, LLC's Holdings & P&L

Currently, Allodium Investment Consultants, LLC holds 52 types of securities in its portfolio with a total value $208.8M. In the most recent quarter, they have increased their positions in AVIG (+74.7K shares, valued at $3.1M), AVSF (+38.9K shares, valued at $1.8M), DFSB (+17.8K shares, valued at $923.1K); decreased their positions in NUSC (-13.6K shares, valued at $613.0K), DFAE (-14.2K shares, valued at $479.9K), VEA (-1.8K shares, valued at $117.3K); initiated new positions in ESML (+13.6K shares, valued at $638.1K).

1M P&L

-973.4K-0.43%

3M P&L

-2.6M-1.15%

HY P&L

+14.1M+6.67%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A208.0M

99.9%

2Consumer Electronics295.7K

0.1%

Top Industries by Stock Count

1N/A49 stocks

98.0%

2Consumer Electronics1 stocks

2.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFUS DIMENSIONAL ETF TRUST345.1K shares2.99%2026-03-312026-04-09

DFAI DIMENSIONAL ETF TRUST578.3K shares-0.15%2026-03-312026-04-09

DFAS DIMENSIONAL ETF TRUST277.8K shares3.06%2026-03-312026-04-09

AVIG AMERICAN CENTY ETF TR353.0K shares26.82%2026-03-312026-04-09

VNQ VANGUARD INDEX FDS158.1K shares6.85%2026-03-312026-04-09

DFAE DIMENSIONAL ETF TRUST306.1K shares-4.43%2026-03-312026-04-09

DFIS DIMENSIONAL ETF TRUST299.3K shares-0.87%2026-03-312026-04-09

DFSI DIMENSIONAL ETF TRUST194.0K shares1.10%2026-03-312026-04-09

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IVV ISHARES TR12.0K shares-0.88%2026-03-312026-04-09

DFSU DIMENSIONAL ETF TRUST145.9K shares10.53%2026-03-312026-04-09

NUSC NUSHARES ETF TR122.7K shares-9.98%2026-03-312026-04-09

DFSB DIMENSIONAL ETF TRUST104.7K shares20.53%2026-03-312026-04-09

VTEB VANGUARD MUN BD FDS86.1K shares9.65%2026-03-312026-04-09

AVSF AMERICAN CENTY ETF TR89.4K shares77.07%2026-03-312026-04-09

NUDM NUSHARES ETF TR114.0K shares17.93%2026-03-312026-04-09

VEA VANGUARD TAX-MANAGED FDS62.7K shares-2.84%2026-03-312026-04-09

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DFSE DIMENSIONAL ETF TRUST77.4K shares1.90%2026-03-312026-04-09

NUEM NUSHARES ETF TR80.5K shares7.39%2026-03-312026-04-09

AVSC AMERICAN CENTY ETF TR46.7K shares9.94%2026-03-312026-04-09

BND VANGUARD BD INDEX FDS37.9K shares8.61%2026-03-312026-04-09

BSV VANGUARD BD INDEX FDS35.5K shares28.94%2026-03-312026-04-09

IWM ISHARES TR11.0K shares-0.66%2026-03-312026-04-09

VGSR MANAGER DIRECTED PORTFOLIOS242.8K shares13.08%2026-03-312026-04-09

DSI ISHARES TR18.5K shares-3.14%2026-03-312026-04-09

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BNDX VANGUARD CHARLOTTE FDS42.7K shares19.87%2026-03-312026-04-09

TOLZ PROSHARES TR33.3K shares6.59%2026-03-312026-04-09

VTES VANGUARD WELLINGTON FD19.6K shares2.92%2026-03-312026-04-09

IWF ISHARES TR4.2K shares0.00%2026-03-312026-04-09

PAVE GLOBAL X FDS27.5K shares1.42%2026-03-312026-04-09

AVEM AMERICAN CENTY ETF TR16.5K shares4.14%2026-03-312026-04-09

AVDE AMERICAN CENTY ETF TR12.2K shares10.77%2026-03-312026-04-09

CGW INVESCO EXCH TRADED FD TR II15.9K shares-3.19%2026-03-312026-04-09

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DFAU DIMENSIONAL ETF TRUST18.9K shares-0.58%2026-03-312026-04-09

VB VANGUARD INDEX FDS2.9K shares77.34%2026-03-312026-04-09

SPY STATE STR SPDR S&P 500 ETF T1.1K shares0.00%2026-03-312026-04-09

ESML ISHARES TR13.6K sharesnew addition2026-03-312026-04-09

DCOR DIMENSIONAL ETF TRUST8.8K shares81.57%2026-03-312026-04-09

DFCF DIMENSIONAL ETF TRUST11.0K shares22.62%2026-03-312026-04-09

VO VANGUARD INDEX FDS1.4K shares-4.42%2026-03-312026-04-09

MUB ISHARES TR3.9K shares-0.15%2026-03-312026-04-09

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AVDV AMERICAN CENTY ETF TR3.8K shares27.52%2026-03-312026-04-09

IWO ISHARES TR1.2K shares0.00%2026-03-312026-04-09

SUSA ISHARES TR2.5K shares0.04%2026-03-312026-04-09

VV VANGUARD INDEX FDS1.1K shares-10.55%2026-03-312026-04-09

VANGUARD INDEX FDS VANGUARD INDEX FDS498 shares0.20%2026-03-312026-04-09

AAPL APPLE INC1.2K shares0.00%2026-03-312026-04-09

IJR ISHARES TR2.4K shares-6.23%2026-03-312026-04-09

DFAR DIMENSIONAL ETF TRUST12.2K shares0.06%2026-03-312026-04-09

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FDM FIRST TR EXCHANGE-TRADED FD3.4K shares0.00%2026-03-312026-04-09

SLYV SPDR SERIES TRUST2.9K shares0.00%2026-03-312026-04-09

ALPHABET INC ALPHABET INC825 shares0.00%2026-03-312026-04-09

EFA ISHARES TR2.4K shares0.00%2026-03-312026-04-09

DFUS

DIMENSIONAL ETF TRUST

2.99%

Shares345.1K

Event2026-03-31

Filed2026-04-09

DFAI

DIMENSIONAL ETF TRUST

-0.15%

Shares578.3K

Event2026-03-31

Filed2026-04-09

DFAS

DIMENSIONAL ETF TRUST

3.06%

Shares277.8K

Event2026-03-31

Filed2026-04-09

AVIG

AMERICAN CENTY ETF TR

26.82%

Shares353.0K

Event2026-03-31

Filed2026-04-09

VNQ

VANGUARD INDEX FDS

6.85%

Shares158.1K

Event2026-03-31

Filed2026-04-09

DFAE

DIMENSIONAL ETF TRUST

-4.43%

Shares306.1K

Event2026-03-31

Filed2026-04-09

DFIS

DIMENSIONAL ETF TRUST

-0.87%

Shares299.3K

Event2026-03-31

Filed2026-04-09

DFSI

DIMENSIONAL ETF TRUST

1.10%

Shares194.0K

Event2026-03-31

Filed2026-04-09

IVV

ISHARES TR

-0.88%

Shares12.0K

Event2026-03-31

Filed2026-04-09

DFSU

DIMENSIONAL ETF TRUST

10.53%

Shares145.9K

Event2026-03-31

Filed2026-04-09

NUSC

NUSHARES ETF TR

-9.98%

Shares122.7K

Event2026-03-31

Filed2026-04-09

DFSB

DIMENSIONAL ETF TRUST

20.53%

Shares104.7K

Event2026-03-31

Filed2026-04-09

VTEB

VANGUARD MUN BD FDS

9.65%

Shares86.1K

Event2026-03-31

Filed2026-04-09

AVSF

AMERICAN CENTY ETF TR

77.07%

Shares89.4K

Event2026-03-31

Filed2026-04-09

NUDM

NUSHARES ETF TR

17.93%

Shares114.0K

Event2026-03-31

Filed2026-04-09

VEA

VANGUARD TAX-MANAGED FDS

-2.84%

Shares62.7K

Event2026-03-31

Filed2026-04-09

DFSE

DIMENSIONAL ETF TRUST

1.90%

Shares77.4K

Event2026-03-31

Filed2026-04-09

NUEM

NUSHARES ETF TR

7.39%

Shares80.5K

Event2026-03-31

Filed2026-04-09

AVSC

AMERICAN CENTY ETF TR

9.94%

Shares46.7K

Event2026-03-31

Filed2026-04-09

BND

VANGUARD BD INDEX FDS

8.61%

Shares37.9K

Event2026-03-31

Filed2026-04-09

BSV

VANGUARD BD INDEX FDS

28.94%

Shares35.5K

Event2026-03-31

Filed2026-04-09

IWM

ISHARES TR

-0.66%

Shares11.0K

Event2026-03-31

Filed2026-04-09

VGSR

MANAGER DIRECTED PORTFOLIOS

13.08%

Shares242.8K

Event2026-03-31

Filed2026-04-09

DSI

ISHARES TR

-3.14%

Shares18.5K

Event2026-03-31

Filed2026-04-09

BNDX

VANGUARD CHARLOTTE FDS

19.87%

Shares42.7K

Event2026-03-31

Filed2026-04-09

TOLZ

PROSHARES TR

6.59%

Shares33.3K

Event2026-03-31

Filed2026-04-09

VTES

VANGUARD WELLINGTON FD

2.92%

Shares19.6K

Event2026-03-31

Filed2026-04-09

IWF

ISHARES TR

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-09

PAVE

GLOBAL X FDS

1.42%

Shares27.5K

Event2026-03-31

Filed2026-04-09

AVEM

AMERICAN CENTY ETF TR

4.14%

Shares16.5K

Event2026-03-31

Filed2026-04-09

AVDE

AMERICAN CENTY ETF TR

10.77%

Shares12.2K

Event2026-03-31

Filed2026-04-09

CGW

INVESCO EXCH TRADED FD TR II

-3.19%

Shares15.9K

Event2026-03-31

Filed2026-04-09

DFAU

DIMENSIONAL ETF TRUST

-0.58%

Shares18.9K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

77.34%

Shares2.9K

Event2026-03-31

Filed2026-04-09

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-09

ESML

ISHARES TR

New

Shares13.6K

Event2026-03-31

Filed2026-04-09

DCOR

DIMENSIONAL ETF TRUST

81.57%

Shares8.8K

Event2026-03-31

Filed2026-04-09

DFCF

DIMENSIONAL ETF TRUST

22.62%

Shares11.0K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

-4.42%

Shares1.4K

Event2026-03-31

Filed2026-04-09

MUB

ISHARES TR

-0.15%

Shares3.9K

Event2026-03-31

Filed2026-04-09

AVDV

AMERICAN CENTY ETF TR

27.52%

Shares3.8K

Event2026-03-31

Filed2026-04-09

IWO

ISHARES TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-09

SUSA

ISHARES TR

0.04%

Shares2.5K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

-10.55%

Shares1.1K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

0.20%

Shares498

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-09

IJR

ISHARES TR

-6.23%

Shares2.4K

Event2026-03-31

Filed2026-04-09

DFAR

DIMENSIONAL ETF TRUST

0.06%

Shares12.2K

Event2026-03-31

Filed2026-04-09

FDM

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-09

SLYV

SPDR SERIES TRUST

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

0.00%

Shares825

Event2026-03-31

Filed2026-04-09

EFA

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available