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ALLODIUM INVESTMENT CONSULTANTS, LLC 13F portfolio summary

ALLODIUM INVESTMENT CONSULTANTS, LLC of ALLODIUM INVESTMENT CONSULTANTS, LLC has 57 current stock holdings with a reported portfolio value of $235.5M. The portfolio 1 year return is +17.37%. Top holdings include DFUS (11.87%), DFAI (10.43%), DFAS (9.47%), AVIG (6.74%), VNQ (6.30%).

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ALLODIUM INVESTMENT CONSULTANTS, LLC

ALLODIUM INVESTMENT CONSULTANTS, LLC
Latest filing: 2026-06-30

ALLODIUM INVESTMENT CONSULTANTS, LLC runs ALLODIUM INVESTMENT CONSULTANTS, LLC and currently holds 57 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $235.46M. Their top holdings are DFUS, DFAI, DFAS, AVIG, VNQ. The top five represent 44.8% of reported portfolio weight. ALLODIUM INVESTMENT CONSULTANTS, LLC ranks #886 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ALLODIUM INVESTMENT CONSULTANTS, LLC initiated 3 new positions. They added to 21 existing positions. They trimmed 22 positions. Their current best-performing preview position is IWO with returns of +25.54%.

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Top 5 Holdings
DFUS11.9%
DFAI10.4%
DFAS9.5%
AVIG6.7%
VNQ6.3%
Top 5: 44.8%
Portfolio Returns
1 Year
+17.37%
#795/1000
3 Year
+25.65%
#885/1000
5 Year
+25.65%
#879/1000

Portfolio Value

$235.46M

Alpha Score

22.3

#886 of 1000

Holdings

57

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57 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
DFUS
DIMENSIONAL ETF TRUST
11.87%$64.37$83.66+29.96%
Trimmed
-1.19%
DFAI
DIMENSIONAL ETF TRUST
10.43%$31.75$43.33+36.47%
Added
+2.95%
DFAS
DIMENSIONAL ETF TRUST
9.47%$64.66$83.03+28.41%
Trimmed
-2.50%
AVIG
AMERICAN CENTY ETF TR
6.74%$41.46$40.72-1.80%
Added
+8.53%
VNQ
VANGUARD INDEX FDS
6.30%$89.17$98.48+10.44%
Trimmed
-2.79%
DFAE
DIMENSIONAL ETF TRUST
4.93%$26.24$39.48+50.46%
Trimmed
-5.65%
DFIS
DIMENSIONAL ETF TRUST
4.59%$26.10$37.55+43.85%
Added
+3.15%
DFSI
DIMENSIONAL ETF TRUST
3.87%$35.86$47.37+32.08%
Added
+4.08%
IVV
ISHARES TR
3.78%$594.49$769.30+29.41%
Trimmed
-1.15%
NUSC
NUSHARES ETF TR
2.89%$41.84$51.96+24.19%
Added
+6.30%

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