Allodium Investment Consultants, LLC
52 holdingsFiling period: 2026-03-31Current AUM: $228.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | 345.1K | $24.5M | $28.2M | 12.34% | +10.0K | 2026-03-31 |
| 2 | DFAI | DIMENSIONAL ETF TRUST | 578.3K | $22.5M | $24.3M | 10.67% | -864 | 2026-03-31 |
| 3 | DFAS | DIMENSIONAL ETF TRUST | 277.8K | $19.8M | $22.5M | 9.87% | +8.2K | 2026-03-31 |
| 4 | AVIG | AMERICAN CENTY ETF TR | 353.0K | $14.7M | $14.4M | 6.31% | +74.7K | 2026-03-31 |
| 5 | VNQ | VANGUARD INDEX FDS | 158.1K | $14.0M | $15.6M | 6.86% | +10.1K | 2026-03-31 |
| 6 | DFAE | DIMENSIONAL ETF TRUST | 306.1K | $10.4M | $11.5M | 5.03% | -14,172 | 2026-03-31 |
| 7 | DFIS | DIMENSIONAL ETF TRUST | 299.3K | $10.1M | $10.7M | 4.71% | -2,636 | 2026-03-31 |
| 8 | DFSI | DIMENSIONAL ETF TRUST | 194.0K | $8.2M | $8.9M | 3.91% | +2.1K | 2026-03-31 |
| 9 | IVV | ISHARES TR | 12.0K | $7.8M | $9.0M | 3.95% | -107 | 2026-03-31 |
| 10 | DFSU | DIMENSIONAL ETF TRUST | 145.9K | $6.0M | $6.9M | 3.02% | +13.9K | 2026-03-31 |
| 11 | NUSC | NUSHARES ETF TR | 122.7K | $5.5M | $6.2M | 2.74% | -13,605 | 2026-03-31 |
| 12 | DFSB | DIMENSIONAL ETF TRUST | 104.7K | $5.4M | $5.3M | 2.33% | +17.8K | 2026-03-31 |
| 13 | VTEB | VANGUARD MUN BD FDS | 86.1K | $4.3M | $4.3M | 1.87% | +7.6K | 2026-03-31 |
| 14 | AVSF | AMERICAN CENTY ETF TR | 89.4K | $4.2M | $4.1M | 1.82% | +38.9K | 2026-03-31 |
| 15 | NUDM | NUSHARES ETF TR | 114.0K | $4.1M | $4.6M | 2.02% | +17.3K | 2026-03-31 |
| 16 | VEA | VANGUARD TAX-MANAGED FDS | 62.7K | $4.0M | $4.4M | 1.94% | -1,830 | 2026-03-31 |
| 17 | DFSE | DIMENSIONAL ETF TRUST | 77.4K | $3.3M | $3.6M | 1.56% | +1.4K | 2026-03-31 |
| 18 | NUEM | NUSHARES ETF TR | 80.5K | $3.0M | $3.2M | 1.41% | +5.5K | 2026-03-31 |
| 19 | AVSC | AMERICAN CENTY ETF TR | 46.7K | $2.9M | $3.4M | 1.48% | +4.2K | 2026-03-31 |
| 20 | BND | VANGUARD BD INDEX FDS | 37.9K | $2.8M | $2.7M | 1.20% | +3.0K | 2026-03-31 |
| 21 | BSV | VANGUARD BD INDEX FDS | 35.5K | $2.8M | $2.8M | 1.21% | +8.0K | 2026-03-31 |
| 22 | IWM | ISHARES TR | 11.0K | $2.7M | $3.2M | 1.40% | -73 | 2026-03-31 |
| 23 | VGSR | MANAGER DIRECTED PORTFOLIOS | 242.8K | $2.5M | $2.8M | 1.24% | +28.1K | 2026-03-31 |
| 24 | DSI | ISHARES TR | 18.5K | $2.2M | $2.6M | 1.15% | -600 | 2026-03-31 |
| 25 | BNDX | VANGUARD CHARLOTTE FDS | 42.7K | $2.1M | $2.0M | 0.89% | +7.1K | 2026-03-31 |
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