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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.66T
$228 Million 0.19% of portfolio
912
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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