The Analysis of Allodium Investment Consultants, LLC's Holdings
Currently, Allodium Investment Consultants, LLC holds 51 types of securities in its portfolio with a total value $177.1M. In the most recent quarter, they have increased their positions in DFSI (+49.3K shares, valued at $2.0M), VTEB (+17.4K shares, valued at $870.9K), DFAI (+23.8K shares, valued at $866.3K); decreased their positions in NUEM (-3.9K shares, valued at $139.1K), MSFT (-236 shares, valued at $122.2K), AAPL (-467 shares, valued at $118.9K); initiated new positions in EFA (+2.4K shares, valued at $224.6K), IJT (+1.5K shares, valued at $211.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFUS DIMENSIONAL ETF TRUST313.3K shares0.42%2025-09-302025-10-09
DFAI DIMENSIONAL ETF TRUST484.0K shares5.18%2025-09-302025-10-09 DFAS DIMENSIONAL ETF TRUST242.4K shares1.50%2025-09-302025-10-09 VNQ VANGUARD INDEX FDS128.0K shares5.17%2025-09-302025-10-09 AVIG AMERICAN CENTY ETF TR220.4K shares7.54%2025-09-302025-10-09 DFAE DIMENSIONAL ETF TRUST291.6K shares-0.37%2025-09-302025-10-09 DFIS DIMENSIONAL ETF TRUST278.4K shares6.18%2025-09-302025-10-09 IVV ISHARES TR11.8K shares3.60%2025-09-302025-10-09 DFSI DIMENSIONAL ETF TRUST188.2K shares35.52%2025-09-302025-10-09 NUSC NUSHARES ETF TR138.7K shares2.94%2025-09-302025-10-09 DFSU DIMENSIONAL ETF TRUST136.1K shares1.15%2025-09-302025-10-09 DFSB DIMENSIONAL ETF TRUST84.6K shares11.11%2025-09-302025-10-09 VEA VANGUARD TAX-MANAGED FDS65.6K shares-0.77%2025-09-302025-10-09 VTEB VANGUARD MUN BD FDS74.6K shares30.40%2025-09-302025-10-09 NUDM NUSHARES ETF TR97.3K shares0.83%2025-09-302025-10-09 DFSE DIMENSIONAL ETF TRUST76.2K shares25.93%2025-09-302025-10-09 IWM ISHARES TR11.2K shares0.79%2025-09-302025-10-09 NUEM NUSHARES ETF TR72.8K shares-5.08%2025-09-302025-10-09 DSI ISHARES TR19.9K shares-3.34%2025-09-302025-10-09 BND VANGUARD BD INDEX FDS30.1K shares16.07%2025-09-302025-10-09 VGSR MANAGER DIRECTED PORTFOLIOS205.1K shares13.46%2025-09-302025-10-09 AVSC AMERICAN CENTY ETF TR37.2K shares27.15%2025-09-302025-10-09 IWF ISHARES TR4.2K shares9.93%2025-09-302025-10-09 BSV VANGUARD BD INDEX FDS23.4K shares11.52%2025-09-302025-10-09 AVSF AMERICAN CENTY ETF TR35.5K shares8.90%2025-09-302025-10-09 VTES VANGUARD WELLINGTON FD15.9K shares38.13%2025-09-302025-10-09 BNDX VANGUARD CHARLOTTE FDS25.7K shares5.74%2025-09-302025-10-09 PAVE GLOBAL X FDS25.4K shares-4.00%2025-09-302025-10-09 AVEM AMERICAN CENTY ETF TR16.0K shares4.74%2025-09-302025-10-09 CGW INVESCO EXCH TRADED FD TR II16.3K shares2.64%2025-09-302025-10-09 AVDE AMERICAN CENTY ETF TR11.2K shares0.00%2025-09-302025-10-09 DFAU DIMENSIONAL ETF TRUST19.0K shares-4.06%2025-09-302025-10-09 SPY SPDR S&P 500 ETF TR1.1K shares0.00%2025-09-302025-10-09 TOLZ PROSHARES TR10.7K shares56.44%2025-09-302025-10-09 SUSA ISHARES TR3.5K shares-11.30%2025-09-302025-10-09 VO VANGUARD INDEX FDS1.6K shares0.19%2025-09-302025-10-09 VV VANGUARD INDEX FDS1.5K shares0.27%2025-09-302025-10-09 DCOR DIMENSIONAL ETF TRUST6.0K shares0.25%2025-09-302025-10-09 VB VANGUARD INDEX FDS1.7K shares0.12%2025-09-302025-10-09 MUB ISHARES TR3.6K shares6.13%2025-09-302025-10-09 IWO ISHARES TR1.2K shares0.00%2025-09-302025-10-09 IJR ISHARES TR2.7K shares-1.79%2025-09-302025-10-09 AAPL APPLE INC1.0K shares-30.89%2025-09-302025-10-09 AVDV AMERICAN CENTY ETF TR2.9K shares-5.74%2025-09-302025-10-09 SLYV SPDR SERIES TRUST2.9K shares0.00%2025-09-302025-10-09 FDM FIRST TR EXCHANGE-TRADED FD3.4K shares0.00%2025-09-302025-10-09 DFAR DIMENSIONAL ETF TRUST10.3K shares5.57%2025-09-302025-10-09 MSFT MICROSOFT CORP444 shares-34.71%2025-09-302025-10-09 EFA ISHARES TR2.4K sharesnew addition2025-09-302025-10-09 VOO VANGUARD INDEX FDS352 shares-3.03%2025-09-302025-10-09 IJT ISHARES TR1.5K sharesnew addition2025-09-302025-10-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available