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CIK: 0002052983
Total reported value
$235.5M
$235.5M
52 檔
38.4%
In Q4 2025, Allodium Investment Consultants, LLC's U.S. equity holdings reached a combined market value of $235.5M, distributed across 52 disclosed stock positions.
In Q4 2025, Allodium Investment Consultants, LLC displayed an active expansion posture, initiating 2 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 12.59% | +0.15% | +6.95% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 11.18% | -0.36% | +19.66% | |
| 3 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 9.52% | +0.01% | +11.17% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-Other | 6.64% | -0.42% | +15.60% | |
| 5 | AVIG | Avantis Core Fixed Income | ETF-Other | 5.91% | -0.28% | +26.31% | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 5.29% | -0.03% | +9.83% | |
| 7 | DFIS | Dimensional International Sm | ETF-Other | 5.04% | -0.24% | +8.44% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.21% | +0.02% | +3.11% | |
| 9 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 4.17% | -0.07% | +1.97% | |
| 10 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 3.08% | +0.24% | -1.72% | |
| 11 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 2.91% | -0.05% | -2.96% | |
| 12 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 2.28% | -0.14% | +2.74% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.04% | -0.05% | -1.67% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.00% | -0.26% | +5.21% | |
| 15 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 1.77% | +0.06% | -0.61% | |
| 16 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 1.60% | +0.03% | -0.31% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.38% | +0.09% | -1.17% | |
| 18 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 1.35% | +0.04% | +2.93% | |
| 19 | BND | Vanguard Total Bond Market | ETF-Other | 1.31% | +0.08% | +15.84% | |
| 20 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 1.26% | +0.13% | +14.21% | |
| 21 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 1.25% | -0.08% | -4.11% | |
| 22 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 1.20% | -0.03% | +42.30% | |
| 23 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 1.13% | +0.05% | +4.69% | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.10% | -0.09% | +17.66% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.02% | +0.02% | — | |
| 26 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.98% | -0.33% | +19.90% | |
| 27 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.87% | +0.05% | +38.66% | |
| 28 | TOLZ | Proshares Glb Infrastructure | ETF-Other | 0.86% | -0.10% | +192.18% | |
| 29 | PAVE | Global X US Infrastructure | ETF-Other | 0.66% | +0.01% | +6.88% | |
| 30 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.62% | +0.01% | -1.24% | |
| 31 | CGW | Invesco S&p Global Water Ind | ETF-Other | 0.52% | -0.13% | +0.55% | |
| 32 | AVDE | Avantis International Equity | ETF-Other | 0.46% | -0.03% | -1.54% | |
| 33 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.45% | — | -0.17% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.38% | -0.02% | — | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.22% | — | -5.61% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-Other | 0.21% | +0.01% | -3.96% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-Other | 0.21% | -0.02% | +7.02% | |
| 38 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.19% | -0.01% | — | |
| 39 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.19% | +0.02% | — | |
| 40 | VV | Vanguard Large-cap ETF | ETF-Other | 0.19% | +0.01% | -19.11% | |
| 41 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.18% | +0.11% | -19.69% | |
| 42 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.18% | — | -28.80% | |
| 43 | AAPL | Apple Inc | Stock-Tech | 0.16% | -0.02% | +11.48% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | +0.01% | +41.19% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.15% | -0.01% | -7.35% | |
| 46 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.14% | -0.01% | +2.01% | |
| 47 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.14% | -0.01% | +18.16% | |
| 48 | FDM | First Trust Dow J Select Mic | ETF-Other | 0.14% | — | — | |
| 49 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.13% | — | — | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.13% | -0.02% | — |
According to official SEC Form 13F filings, Allodium Investment Consultants, LLC reported a total U.S. public equity portfolio value of $235.5M across 52 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFUS, DFAI, DFAS) accounted for 38.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
DFCF
市值: $383.1K
Top Position Liquidated / Trimmed
IJT
前期市值: $211.7K
During Q4 2025, Allodium Investment Consultants, LLC's top holdings by market value included DFUS (12.6%)、DFAI (11.2%)、DFAS (9.5%). The largest single position, DFUS, represented 12.6% of total portfolio value.
In Q4 2025, Allodium Investment Consultants, LLC made 45 total portfolio adjustments, initiating 2 new buys, adding to 26 positions, trimming 16 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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