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:
31.76%
Gain -0.25%
Monthly
1.29%
Yearly
16.64%
Drawdown
15.55%
$244.01M
Equity
Holdings
$244.01M
Investment
$207.66M
$37.97M
Profit -$372,342
Realized
$1.61M
Unrealized
$36.35M
Dividends
$6.72M
Goals
Avg. 52% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.25%
Profit
-$372,342
Win %
67%
This Week
Compared To Last Week
Gain
-0.51%
Profit
-$1.25M
Win %
67%
This Month
Compared to last month
Gain
0.2%
Profit
$495,059.38
Win %
67%
This Year
Compared to last year
Gain
0.2%
Profit
$485,490.27
Win %
73%
TOLZ ProShares DJ Brookfield Global Infrastructure ETF
+1.17%
+$26,849.12 
NUDM Nuveen ESG International Developed Markets Equity Fund
+0.86%
+$42,629.88 
AAPL Apple Inc.
+0.82%
+$2,639.52 
BLDX Impax Global Infrastructure ETF
+0.78%
+$24,033.64 
AVDV Avantis International Small Cap Value ETF
+0.65%
+$2,646.56 
VNQ Vanguard Real Estate ETF
+0.6%
+$90,013 
DFSI Dimensional International Sustainability Core 1 ETF
+0.58%
+$56,642.04 
VGSR Vert Global Sustainable Real Estate ETF
+0.49%
+$14,820.29 
AVDE Avantis International Equity ETF
+0.49%
+$7,238.88 
DFIS Dimensional International Small Cap ETF
+0.4%
+$48,011.82 
DFAI Dimensional International Core Equity Market ETF
+0.4%
+$104,336.43 
CGW Invesco S&P Global Water Index ETF
+0.34%
+$3,162.61 
EFA iShares MSCI EAFE ETF
+0.26%
+$649.62 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.19%
+$567.06 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.18%
+$7,662.25 
FDM First Trust Dow Jones Select MicroCap Index Fund
+0.15%
+$463.15 
DFSB Dimensional Global Sustainability Fixed Income ETF
+0.1%
+$6,023.1 
FTMN Franklin Minnesota Municipal Income ETF
+0.06%
+$865.11 
BSV Vanguard Short-Term Bond ETF
+0.06%
+$1,836.63 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.05%
+$743.1 
AVSF Avantis Short-Term Fixed Income ETF
+0.04%
+$2,349.12 
DFCF Dimensional Core Fixed Income ETF
+0.04%
+$181.91 
BND Vanguard Total Bond Market Index Fund
+0.04%
+$1,264.33 
PAVE Global X U.S. Infrastructure Development ETF
+0.01%
+$139.88 
AVIG Avantis Core Fixed Income ETF
0%
$0 
KLAC KLA Corporation
-2.94%
-$6,367.41 
IWO iShares Russell 2000 Growth ETF
-1.81%
-$7,371.88 
GOOG Alphabet Inc
-1.48%
-$3,163.09 
NUEM Nuveen ESG Emerging Markets Equity Fund
-1.43%
-$49,079.02 
AVEM Avantis Emerging Markets Equity ETF
-1.29%
-$21,244.86 
IWF iShares Russell 1000 Growth ETF
-1.28%
-$26,940.96 
DFAE Dimensional Emerging Core Equity Market ETF
-1.16%
-$134,706 
IWM iShares Russell 2000 ETF
-1.05%
-$31,282.16 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.98%
-$17,709.31 
VB Vanguard Small-Cap ETF
-0.93%
-$7,051.08 
DSI iShares MSCI KLD 400 Social ETF
-0.88%
-$20,673.9 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.8%
-$1,765.12 
SUSA iShares MSCI USA ESG Select ETF
-0.76%
-$5,409.56 
NUSC Nuveen ESG Small-Cap ETF
-0.72%
-$40,327.29 
DFUS Dimensional U.S. Equity Market ETF
-0.69%
-$197,746.94 
VOO Vanguard S&P 500 ETF
-0.6%
-$2,034.63 
IVV iShares Core S&P 500 ETF
-0.59%
-$53,112.19 
DFAU Dimensional US Core Equity Market ETF
-0.57%
-$5,628.16 
SPY SPDR S&P 500 ETF Trust
-0.55%
-$4,389.54 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-0.52%
-$20,466.48 
DFSU Dimensional US Sustainability Core 1 ETF
-0.5%
-$36,164.4 
DFAS Dimensional U.S. Small Cap ETF
-0.48%
-$108,475.18 
IJR iShares Core S&P Small-Cap ETF
-0.46%
-$1,289.61 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.44%
-$1,608.45 
AVUS Avantis U.S. Equity ETF
-0.39%
-$841.5 
VO Vanguard Mid-Cap ETF
-0.36%
-$1,649.52 
AVSC Avantis U.S. Small Cap Equity ETF
-0.19%
-$6,339.71 
BNDX Vanguard Total International Bond ETF
-0.14%
-$4,035.56 
MUB iShares National Muni Bond ETF
-0.1%
-$405.82 
DFMC DFA U.S. Micro Cap Portfolio ETF
-0.04%
-$276.22 
VTEB Vanguard Tax-Exempt Bond ETF
-0.02%
-$823.76 Events
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Dividends
Dividend Analysis
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| Trades 362 | Longs Won 266/362 73% | Profit Factor 21.19 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $468,779.04 |
| Average Win $149,803.68 | Best Trade (Oct 16) $5.05M | Sharpe Ratio -54.52 |
| Average Loss -$19,585.98 | Worst Trade (Oct 15) -$247,647.94 | Z-Score 6.41 (100%) |
| Commissions $0 | Avg. Trade Length 12m | Expectancy $104,882.66 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,500 | 11,250 | 10,000 | 8,750 | 7,500 | 6,250 | 5,000 | 3,750 | 2,500 | 1,250 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 936 | $200,041.91 | $322,751.52 | - | $122,709.61 | 61.34% | +0.825% |
| AVDE Avantis International Equity ETF | 16,452 | $1.17M | $1.49M | - | $316,842.56 | 27.1% | +0.489% |
| AVDV Avantis International Small Cap Value ETF | 3,808 | $278,296.15 | $411,283.04 | - | $132,986.89 | 47.79% | +0.648% |
| AVEM Avantis Emerging Markets Equity ETF | 18,158 | $1.18M | $1.62M | - | $438,896.1 | 37.15% | -1.294% |
| AVIG Avantis Core Fixed Income ETF | 421,802 | $17.41M | $16.77M | - | -$640,628.78 | -3.68% | 0.0 |
| AVSC Avantis U.S. Small Cap Equity ETF | 48,767 | $2.71M | $3.4M | - | $695,641.09 | 25.7% | -0.186% |
| AVSF Avantis Short-Term Fixed Income ETF | 117,456 | $5.46M | $5.37M | - | -$93,104.98 | -1.7% | +0.044% |
| AVUS Avantis U.S. Equity ETF | 1,650 | $211,342.12 | $213,279 | - | $1,936.88 | 0.92% | -0.393% |
| BLDX Impax Global Infrastructure ETF | 123,376 | $3.2M | $3.1M | - | -$92,423.74 | -2.89% | +0.78% |
| BND Vanguard Total Bond Market Index Fund | 50,573 | $3.67M | $3.58M | - | -$87,954.39 | -2.4% | +0.035% |
| BNDX Vanguard Total International Bond ETF | 61,424 | $2.97M | $2.9M | - | -$78,020.75 | -2.62% | -0.139% |
| BSV Vanguard Short-Term Bond ETF | 40,814 | $3.17M | $3.13M | - | -$45,742.32 | -1.44% | +0.059% |
| CGW Invesco S&P Global Water Index ETF | 14,304 | $790,416.01 | $918,888.96 | - | $128,472.95 | 16.25% | +0.345% |
| DFAE Dimensional Emerging Core Equity Market ETF | 306,150 | $8.29M | $11.46M | - | $3.17M | 38.27% | -1.162% |
| DFAI Dimensional International Core Equity Market ETF | 632,342 | $20.43M | $26.35M | - | $5.92M | 28.96% | +0.397% |
| DFAS Dimensional U.S. Small Cap ETF | 285,461 | $18.64M | $22.26M | - | $3.62M | 19.4% | -0.485% |
| DFAU Dimensional US Core Equity Market ETF | 18,453 | $746,945.74 | $974,041.6 | - | $227,095.86 | 30.4% | -0.574% |
| DFCF Dimensional Core Fixed Income ETF | 12,127 | $514,140.88 | $492,780.64 | - | -$21,360.24 | -4.15% | +0.037% |
| DFIS Dimensional International Small Cap ETF | 331,116 | $8.87M | $11.94M | - | $3.07M | 34.62% | +0.404% |
| DFMC DFA U.S. Micro Cap Portfolio ETF | 13,811 | $803,956.35 | $794,408.72 | - | -$9,547.63 | -1.19% | -0.035% |
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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 - $889,832.36, Vanguard Real Estate ETF - $842,098.32, Dimensional Emerging Core Equity Market ETF - $749,073.81, Avantis Core Fixed Income ETF - $726,401.7, and Dimensional U.S. Equity Market ETF - $460,474.68. 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 - $16,834.42, and Vanguard S&P 500 ETF - $2,308.09. 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 $6.72M earned over time. The largest contributors to dividend income include Dimensional International Core Equity Market ETF - $849,587.37, Vanguard Real Estate ETF - $809,663.4, Avantis Core Fixed Income ETF - $726,401.7, Dimensional U.S. Equity Market ETF - $384,530.86, and Dimensional Emerging Core Equity Market ETF - $363,291.41. 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.
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