Allodium Investment Consultants LLC Portfolio
Invests via Allodium Investment Consultants LLC | Managed by Eric Hutchens
Invests via Allodium Investment Consultants LLC
Managed by Eric Hutchens
Automatically Tracked
Company Profile
Boutique institutional investment consultant serving family offices, endowments and RIAs with outsourced CIO, manager research and portfolio construction services. Allodium Investment Consultants LLC emphasizes manager due diligence across liquid and alternative strategies, customized asset allocation and fee-sensitive implementation for sub‑institutional clients. Market positioning is independent, advisory-focused, and oriented to multi-asset solutions, cash-flow awareness and tax-aware allocation for private clients and small institutions.
Boutique institutional investment consultant serving family offices, endowments and RIAs with outsourced CIO, manager research and portfolio construction services. Allodium Investment Consultants LLC emphasizes manager due diligence across liquid and alternative strategies, customized asset allocation and fee-sensitive implementation for sub‑institutional clients. Market positioning is independent, advisory-focused, and oriented to multi-asset solutions, cash-flow awareness and tax-aware allocation for private clients and small institutions.
Investment Philosophy & Strategy
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
36.82%
Gain +0.51%
Monthly
1.57%
Yearly
20.64%
Drawdown
15.54%
$236.66M
Equity
Holdings
$236.66M
Investment
$193.92M
$43.98M
Profit +$806,192.59
Realized
$1.24M
Unrealized
$42.74M
Dividends
$5.88M
Goals
Avg. 56% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.51%
Profit
$806,192.59
Win %
69%
This Week
Compared To Last Week
Gain
0.2%
Profit
$482,621.83
Win %
69%
This Month
Compared to last month
Gain
0.14%
Profit
$333,492.37
Win %
69%
This Year
Compared to last year
Gain
0.59%
Profit
$1.38M
Win %
72%
FDM First Trust Dow Jones Select MicroCap Index Fund
+1.74%
+$5,393.76 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.39%
+$4,347.46 
AVSC Avantis U.S. Small Cap Equity ETF
+1.28%
+$44,945.68 
DFMC DFA U.S. Micro Cap Portfolio ETF
+1.24%
+$2,689 
DFAS Dimensional U.S. Small Cap ETF
+1.11%
+$243,738 
IJR iShares Core S&P Small-Cap ETF
+1.11%
+$3,224.78 
IWM iShares Russell 2000 ETF
+1.02%
+$32,304.58 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.93%
+$2,151.24 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.89%
+$6,373.39 
CGW Invesco S&P Global Water Index ETF
+0.89%
+$7,410.86 
DFSU Dimensional US Sustainability Core 1 ETF
+0.81%
+$54,882.9 
DCOR Dimensional US Core Equity 1 ETF
+0.8%
+$7,964.96 
PAVE Global X U.S. Infrastructure Development ETF
+0.75%
+$11,071.49 
AVUS Avantis U.S. Equity ETF
+0.69%
+$1,405.15 
NUSC Nuveen ESG Small-Cap ETF
+0.69%
+$45,652.95 
KLAC KLA Corporation
+0.61%
+$1,289.6 
DFAU Dimensional US Core Equity Market ETF
+0.61%
+$5,923.52 
VB Vanguard Small-Cap ETF
+0.61%
+$5,187.63 
DSI iShares MSCI KLD 400 Social ETF
+0.6%
+$14,316.72 
IWO iShares Russell 2000 Growth ETF
+0.58%
+$2,543.24 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.57%
+$25,310.12 
GOOG Alphabet Inc
+0.56%
+$1,157.53 
AVDE Avantis International Equity ETF
+0.5%
+$5,719.5 
AVEM Avantis Emerging Markets Equity ETF
+0.48%
+$7,096.95 
AVDV Avantis International Small Cap Value ETF
+0.48%
+$2,026.72 
DFUS Dimensional U.S. Equity Market ETF
+0.47%
+$134,426.14 
EFA iShares MSCI EAFE ETF
+0.46%
+$1,166.91 
DFAI Dimensional International Core Equity Market ETF
+0.43%
+$110,137.9 
IVV iShares Core S&P 500 ETF
+0.43%
+$38,699.7 
SPY SPDR S&P 500 ETF Trust
+0.41%
+$3,333.77 
VOO Vanguard S&P 500 ETF
+0.41%
+$1,419.29 
DFAE Dimensional Emerging Core Equity Market ETF
+0.4%
+$46,201.44 
VO Vanguard Mid-Cap ETF
+0.37%
+$1,739.7 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.36%
+$1,338.75 
IWF iShares Russell 1000 Growth ETF
+0.34%
+$7,031.76 
AAPL Apple Inc.
+0.31%
+$931.32 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.29%
+$11,009.45 
SUSA iShares MSCI USA ESG Select ETF
+0.26%
+$1,007.64 
DFSI Dimensional International Sustainability Core 1 ETF
+0.24%
+$22,234.03 
DFIS Dimensional International Small Cap ETF
+0.15%
+$16,981.25 
DFCF Dimensional Core Fixed Income ETF
+0.09%
+$409.22 
AVIG Avantis Core Fixed Income ETF
+0.05%
+$7,663.32 
BSV Vanguard Short-Term Bond ETF
+0.03%
+$935.33 
AVSF Avantis Short-Term Fixed Income ETF
+0.02%
+$996.63 
BND Vanguard Total Bond Market Index Fund
+0.01%
+$449.75 
DFSB Dimensional Global Sustainability Fixed Income ETF
0%
$0 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
0%
$0 
NUEM Nuveen ESG Emerging Markets Equity Fund
-0.84%
-$29,122.56 
TOLZ ProShares DJ Brookfield Global Infrastructure ETF
-0.66%
-$13,395.33 
VNQ Vanguard Real Estate ETF
-0.54%
-$79,932.32 
DFAR Dimensional US Real Estate ETF
-0.48%
-$1,500.75 
VGSR Vert Global Sustainable Real Estate ETF
-0.25%
-$7,185.51 
BLDX Impax Global Infrastructure ETF
-0.14%
-$3,903.3 
VTEB Vanguard Tax-Exempt Bond ETF
-0.12%
-$5,021.04 
MUB iShares National Muni Bond ETF
-0.08%
-$328.52 
NUDM Nuveen ESG International Developed Markets Equity Fund
-0.06%
-$2,991.37 
BNDX Vanguard Total International Bond ETF
-0.03%
-$751.98 Events
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Dividends
Dividend Analysis
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| Trades 316 | Longs Won 232/316 73% | Profit Factor 40 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $544,685.19 |
| Average Win $194,411.22 | Best Trade (Aug 13) $5.71M | Sharpe Ratio -9.78 |
| Average Loss -$13,423.57 | Worst Trade (Sep 02) -$160,926.8 | Z-Score 7.82 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 6d | Expectancy $139,164 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 17,544 | 15,789 | 14,035 | 12,281 | 10,526 | 8,772 | 7,018 | 5,263 | 3,509 | 1,754 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 936 | $200,041.91 | $305,253 | - | $105,211.09 | 52.59% | +0.306% |
| AVDE Avantis International Equity ETF | 12,300 | $795,125.52 | $1.15M | - | $352,156.98 | 44.29% | +0.501% |
| AVDV Avantis International Small Cap Value ETF | 3,824 | $279,337.5 | $428,249.76 | - | $148,912.26 | 53.31% | +0.476% |
| AVEM Avantis Emerging Markets Equity ETF | 15,771 | $956,910.6 | $1.49M | - | $536,760.81 | 56.09% | +0.477% |
| AVIG Avantis Core Fixed Income ETF | 383,166 | $15.89M | $15.54M | - | -$342,257.34 | -2.15% | +0.049% |
| AVSC Avantis U.S. Small Cap Equity ETF | 48,854 | $2.71M | $3.56M | - | $845,009.38 | 31.16% | +1.28% |
| AVSF Avantis Short-Term Fixed Income ETF | 99,663 | $4.65M | $4.61M | - | -$43,645.51 | -0.94% | +0.022% |
| AVUS Avantis U.S. Equity ETF | 1,570 | $201,098 | $204,406.15 | - | $3,308.15 | 1.65% | +0.692% |
| BLDX Impax Global Infrastructure ETF | 111,523 | $2.91M | $2.85M | - | -$54,470.89 | -1.87% | -0.137% |
| BND Vanguard Total Bond Market Index Fund | 45,429 | $3.31M | $3.26M | - | -$47,642.05 | -1.44% | +0.014% |
| BNDX Vanguard Total International Bond ETF | 50,132 | $2.44M | $2.37M | - | -$75,565.2 | -3.09% | -0.032% |
| BSV Vanguard Short-Term Bond ETF | 37,413 | $2.91M | $2.89M | - | -$26,608.36 | -0.91% | +0.032% |
| CGW Invesco S&P Global Water Index ETF | 13,068 | $713,361.21 | $841,317.84 | - | $127,956.63 | 17.94% | +0.889% |
| DCOR Dimensional US Core Equity 1 ETF | 11,888 | $850,646.56 | $1M | - | $151,749.6 | 17.84% | +0.801% |
| DFAE Dimensional Emerging Core Equity Market ETF | 288,759 | $7.6M | $11.48M | - | $3.87M | 50.95% | +0.404% |
| DFAI Dimensional International Core Equity Market ETF | 595,340 | $18.9M | $25.53M | - | $6.62M | 35.05% | +0.433% |
| DFAR Dimensional US Real Estate ETF | 12,006 | $280,830.76 | $310,054.95 | - | $29,224.19 | 10.41% | -0.482% |
| DFAS Dimensional U.S. Small Cap ETF | 270,820 | $17.51M | $22.1M | - | $4.59M | 26.24% | +1.115% |
| DFAU Dimensional US Core Equity Market ETF | 18,511 | $749,294.19 | $979,602.12 | - | $230,307.93 | 30.74% | +0.608% |
| DFCF Dimensional Core Fixed Income ETF | 11,692 | $496,688.3 | $483,522.66 | - | -$13,165.64 | -2.65% | +0.085% |
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FAQ
Which stocks have generated the highest profits for Allodium Investment Consultants LLC?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional International Core Equity Market ETF - $780,271.94, Vanguard Real Estate ETF - $718,418.43, Avantis Core Fixed Income ETF - $674,482.71, Dimensional Emerging Core Equity Market ETF - $671,686.4, and Dimensional U.S. Equity Market ETF - $392,344.96. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Vanguard Russell 1000 Growth Fund - $25,217.3, iShares S&P Small-Cap 600 Growth ETF - $17,330.85, and Vanguard S&P 500 ETF - $5,453.49. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Allodium Investment Consultants LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.88M earned over time. The largest contributors to dividend income include Dimensional International Core Equity Market ETF - $740,026.95, Vanguard Real Estate ETF - $685,983.51, Avantis Core Fixed Income ETF - $674,482.71, Dimensional U.S. Equity Market ETF - $317,692.9, and Dimensional Global Sustainability Fixed Income ETF - $300,632.31. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Allodium Investment Consultants LLC's monthly returns?
Allodium Investment Consultants LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Allodium Investment Consultants LLC's strategy be considered aggressive or moderate?
Allodium Investment Consultants LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Allodium Investment Consultants LLC's strategy?
Allodium Investment Consultants LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
