Allodium Investment Consultants, LLC
CIK: 0002052983SEC EDGAR →
Portfolio Value
$197.3B
Holdings
52
As of
Q4 2025
New Positions
2
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 335,103 | $24.9B | 12.59% |
| 2 | DIMENSIONAL ETF TRUST | 579,132 | $22.1B | 11.18% |
| 3 | DIMENSIONAL ETF TRUST | 269,525 | $18.8B | 9.51% |
| 4 | VANGUARD INDEX FDS | 147,991 | $13.1B | 6.64% |
| 5 | AMERICAN CENTY ETF TR | 278,373 | $11.7B | 5.91% |
| 6 | DIMENSIONAL ETF TRUST | 320,222 | $10.4B | 5.28% |
| 7 | DIMENSIONAL ETF TRUST | 301,959 | $9.9B | 5.04% |
| 8 | ISHARES TR | 12,116 | $8.3B | 4.20% |
| 9 | DIMENSIONAL ETF TRUST | 191,922 | $8.2B | 4.17% |
| 10 | NUSHARES ETF TR | 136,311 | $6.1B | 3.08% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 47 | $193.5B | 98.1% |
| Technology | 3 | $2.2B | 1.1% |
| Unknown | 1 | $1.3B | 0.7% |
| Communication Services | 1 | $258.0M | 0.1% |