ALLODIUM INVESTMENT CONSULTANTS, LLC 13F Portfolio
ALLODIUM INVESTMENT CONSULTANTS, LLC runs ALLODIUM INVESTMENT CONSULTANTS, LLC and currently holds 57 stock positions, which is fewer than the average of 231 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 #866 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%.
Portfolio Value
$235.46M
Alpha Score
23.4
#866 of 1000
Holdings
57
ALLODIUM INVESTMENT CONSULTANTS, LLC Current 13F Holdings
Reported holdings from ALLODIUM INVESTMENT CONSULTANTS, LLC's latest SEC 13F filing, ranked by portfolio weight.
57 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFUS DIMENSIONAL ETF TRUST | 11.87% | $64.37 | $84.78 | +31.70% | Trimmed -1.19% |
 DFAI DIMENSIONAL ETF TRUST | 10.43% | $31.75 | $41.35 | +30.24% | Added +2.95% |
 DFAS DIMENSIONAL ETF TRUST | 9.47% | $64.66 | $78.35 | +21.17% | Trimmed -2.50% |
 AVIG AMERICAN CENTY ETF TR | 6.74% | $41.46 | $39.45 | -4.85% | Added +8.53% |
 VNQ VANGUARD INDEX FDS | 6.30% | $89.17 | $90.65 | +1.66% | Trimmed -2.79% |
 DFAE DIMENSIONAL ETF TRUST | 4.93% | $26.24 | $39.40 | +50.15% | Trimmed -5.65% |
 DFIS DIMENSIONAL ETF TRUST | 4.59% | $26.10 | $36.03 | +38.05% | Added +3.15% |
 DFSI DIMENSIONAL ETF TRUST | 3.87% | $35.86 | $45.03 | +25.57% | Added +4.08% |
 IVV ISHARES TR | 3.78% | $594.49 | $781.99 | +31.54% | Trimmed -1.15% |
 NUSC NUSHARES ETF TR | 2.89% | $41.84 | $49.27 | +17.75% | Added +6.30% |
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