Allodium Investment Consultants, LLC Portfolio Holdings

Allodium Investment Consultants, LLC

  • $120 Billion
  • Q4 2024

Allodium Investment Consultants, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $120 Billion distributed in 47 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $15.9B, Dimensional ETF Tr with a value of $12.3B, Dimensional ETF Tr U S Small C with a value of $10.3B, Vanguard Specialized Funds Van with a value of $9.58B, and Dimensional ETF Tr with a value of $7.02B.

Examining the 13F form we can see an increase of $120B in the current position value.

Allodium Investment Consultants, LLC is based out at Minneapolis, MN

Below you can find more details about Allodium Investment Consultants, LLC portfolio as well as his latest detailed transactions.

Portfolio value $120 Billion
ETFs: $104 Billion
Technology: $228 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.9 Billion 13.28% of portfolio
249,384
Q4 2024 New
$0
$12.3 Billion 10.27% of portfolio
421,198
Q4 2024 New
$0
$10.3 Billion 8.64% of portfolio
158,916
Q4 2024 New
$0
$9.58 Billion 8.0% of portfolio
107,573
Q4 2024 New
$0
$7.02 Billion 5.86% of portfolio
276,668
Q4 2024 New
$0
$6.3 Billion 5.26% of portfolio
10,709
Q4 2024 New
$0
$5.91 Billion 4.94% of portfolio
240,807
Q4 2024 New
$0
$4.66 Billion 3.9% of portfolio
111,368
Q4 2024 New
-
$3.7 Billion 3.09% of portfolio
-
Q4 2024 New
-
$3.58 Billion 2.99% of portfolio
-
Q4 2024 New
$0
$3.31 Billion 2.76% of portfolio
69,198
Q4 2024 New
$0
$3.23 Billion 2.7% of portfolio
107,417
Q4 2024 New
-
$2.63 Billion 2.2% of portfolio
-
Q4 2024 New
$0
$2.59 Billion 2.17% of portfolio
51,746
Q4 2024 New
$0
$2.48 Billion 2.07% of portfolio
11,234
Q4 2024 New
$0
$2.1 Billion 1.75% of portfolio
72,253
Q4 2024 New
$0
$1.87 Billion 1.56% of portfolio
16,919
Q4 2024 New
Manager Directed Portfolios
-
$1.73 Billion 1.45% of portfolio
-
Q4 2024 New
$0
$1.7 Billion 1.42% of portfolio
41,966
Q4 2024 New
$0
$1.62 Billion 1.35% of portfolio
22,548
Q4 2024 New
$0
$1.61 Billion 1.34% of portfolio
4,000
Q4 2024 New
$0
$1.56 Billion 1.3% of portfolio
20,178
Q4 2024 New
$0
$1.11 Billion 0.93% of portfolio
24,056
Q4 2024 New
$0
$968 Million 0.81% of portfolio
17,860
Q4 2024 New
$0
$952 Million 0.8% of portfolio
16,197
Q4 2024 New
$0
$886 Million 0.74% of portfolio
21,933
Q4 2024 New
Vanguard Wellington Fd
-
$809 Million 0.68% of portfolio
-
Q4 2024 New
$0
$783 Million 0.65% of portfolio
14,396
Q4 2024 New
$0
$657 Million 0.55% of portfolio
16,228
Q4 2024 New
$0
$652 Million 0.54% of portfolio
1,113
Q4 2024 New
$0
$641 Million 0.53% of portfolio
13,058
Q4 2024 New
$0
$569 Million 0.48% of portfolio
9,277
Q4 2024 New
$0
$422 Million 0.35% of portfolio
1,599
Q4 2024 New
$0
$401 Million 0.34% of portfolio
1,489
Q4 2024 New
$0
$332 Million 0.28% of portfolio
1,382
Q4 2024 New
$0
$337 Million 0.28% of portfolio
1,172
Q4 2024 New
$0
$322 Million 0.27% of portfolio
3,024
Q4 2024 New
$0
$297 Million 0.25% of portfolio
2,445
Q4 2024 New
$0
$286 Million 0.24% of portfolio
2,479
Q4 2024 New
$0
$254 Million 0.21% of portfolio
2,908
Q4 2024 New
$0
$254 Million 0.21% of portfolio
2,460
Q4 2024 New
$0
$235 Million 0.2% of portfolio
3,603
Q4 2024 New
$3.57T
$228 Million 0.19% of portfolio
912
Q4 2024 New
$0
$232 Million 0.19% of portfolio
3,403
Q4 2024 New
$0
$229 Million 0.19% of portfolio
1,690
Q4 2024 New
$0
$213 Million 0.18% of portfolio
396
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $120 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 47 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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