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Tyler Chapman

Allodium Investment Consultants, Llc

Assets Managed
$235.465M
Holdings
57
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
12.76%(2Q avg: 9.29%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Allodium Investment Consultants, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 57 positions.

Assets under management

The assets under management (AUM) of Allodium Investment Consultants, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 235.465M in assets, with a quarterly growth rate of 12.76% and a 2-quarter average growth rate of 9.29%. The portfolio is managed by Tyler Chapman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Decreased -1.18%
11.87%
$27.942M
341,010 shares@ $81.95 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 2.96%
10.43%
$24.558M
595,340 shares@ $41.26 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Decreased -2.5%
9.48%
$22.299M
270,820 shares@ $82.35 avg price
AVIG
Avantis Core Fixed Income
Recent Activity
Increased 8.54%
6.74%
$15.867M
383,166 shares@ $41.41 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Decreased -2.79%
6.3%
$14.823M
153,716 shares@ $96.44 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Decreased -5.64%
4.94%
$11.611M
288,759 shares@ $40.21 avg price
DFIS
Dimensional International Sm
Recent Activity
Increased 3.15%
4.6%
$10.816M
308,750 shares@ $35.04 avg price
DFSI
Dimensional Int Sus Cor1 Etf
Recent Activity
Increased 4.08%
3.87%
$9.108M
201,944 shares@ $45.11 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -1.14%
3.78%
$8.89M
11,871 shares@ $748.89 avg price
NUSC
Nuveen Esg Small-cap Etf
Recent Activity
Increased 6.31%
2.89%
$6.798M
130,437 shares@ $52.12 avg price

1-10 of 57