Filed: 1/21/2025ACC: 0001894302-25-000001
📋 What this filing means
SJS INVESTMENT CONSULTING INC. filed this quarterly 13F‑HR report disclosing 1599 equity positions with a total reported market value of $579.13M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1599
Positions
$579.13M
Total AUM (reported)
14.84M
Total Shares
Allocation by class
US CORE EQUITY 2$315.75M54.5%
COM$87.40M15.1%
INTL CORE EQUITY$45.77M7.9%
SHORT DURATION F$16.45M2.8%
ULTRASHORT FIXED$12.60M2.2%
CORE BD ETF$11.03M1.9%
CORE FIXED INCOM$8.30M1.4%
Portfolio Concentration
Top 3$377.97M65.3%
4–10$83.91M14.5%
11–25$61.01M10.5%
Rest$56.25M9.7%
Top 3 weight
65.3%
Top 10 weight
79.8%
Voting Authority Distribution
Total shares with voting rights: 14.84M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
14.84M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole588
Shared0
Other1011
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1599
Rows:
DIMENSIONAL ETF TRUST
SOLEShares9.13M
TypeSH
Market value$315.75M
54.52%
Sole
0.00
Shared
0.00
None
9.13M
DIMENSIONAL ETF TRUST
SOLEShares1.77M
TypeSH
Market value$45.77M
7.90%
Sole
0.00
Shared
0.00
None
1.77M
DIMENSIONAL ETF TRUST
SOLEShares350.88K
TypeSH
Market value$16.45M
2.84%
Sole
0.00
Shared
0.00
None
350.88K
APPLE INC
SOLEShares58.67K
TypeSH
Market value$14.69M
2.54%
Sole
0.00
Shared
0.00
None
58.67K
HORMEL FOODS CORP
SOLEShares464.89K
TypeSH
Market value$14.58M
2.52%
Sole
0.00
Shared
0.00
None
464.89K
ELI LILLY & CO
SOLEShares18.75K
TypeSH
Market value$14.47M
2.50%
Sole
0.00
Shared
0.00
None
18.75K
DIMENSIONAL ETF TRUST
SOLEShares249.07K
TypeSH
Market value$12.60M
2.18%
Sole
0.00
Shared
0.00
None
249.07K
VANGUARD MALVERN FDS
SOLEShares145.53K
TypeSH
Market value$11.03M
1.91%
Sole
0.00
Shared
0.00
None
145.53K
DIMENSIONAL ETF TRUST
SOLEShares201.08K
TypeSH
Market value$8.30M
1.43%
Sole
0.00
Shared
0.00
None
201.08K
DIMENSIONAL ETF TRUST
SOLEShares330.98K
TypeSH
Market value$8.23M
1.42%
Sole
0.00
Shared
0.00
None
330.98K
AMERICAN CENTY ETF TR
SOLEShares124.73K
TypeSH
Market value$7.33M
1.27%
Sole
0.00
Shared
0.00
None
124.73K
VANGUARD MALVERN FDS
SOLEShares143.85K
TypeSH
Market value$6.97M
1.20%
Sole
0.00
Shared
0.00
None
143.85K
DIMENSIONAL ETF TRUST
SOLEShares176.39K
TypeSH
Market value$6.69M
1.15%
Sole
0.00
Shared
0.00
None
176.39K
NVIDIA CORPORATION
SOLEShares46.50K
TypeSH
Market value$6.24M
1.08%
Sole
0.00
Shared
0.00
None
46.50K
DIMENSIONAL ETF TRUST
SOLEShares192.40K
TypeSH
Market value$4.91M
0.85%
Sole
0.00
Shared
0.00
None
192.40K
GRAYSCALE BITCOIN TRUST ETF
SOLEShares57.56K
TypeSH
Market value$4.26M
0.74%
Sole
0.00
Shared
0.00
None
57.56K
DIMENSIONAL ETF TRUST
SOLEShares132.34K
TypeSH
Market value$3.47M
0.60%
Sole
0.00
Shared
0.00
None
132.34K
VISA INC
SOLEShares10.66K
TypeSH
Market value$3.37M
0.58%
Sole
0.00
Shared
0.00
None
10.66K
MICROSOFT CORP
SOLEShares7.50K
TypeSH
Market value$3.16M
0.55%
Sole
0.00
Shared
0.00
None
7.50K
MCDONALDS CORP
SOLEShares10.03K
TypeSH
Market value$2.91M
0.50%
Sole
0.00
Shared
0.00
None
10.03K
ALPHABET INC
SOLEShares13.54K
TypeSH
Market value$2.58M
0.45%
Sole
0.00
Shared
0.00
None
13.54K
PREMIER FINANCIAL CORP
SOLEShares99.54K
TypeSH
Market value$2.55M
0.44%
Sole
0.00
Shared
0.00
None
99.54K
AMAZON COM INC
SOLEShares10.18K
TypeSH
Market value$2.23M
0.39%
Sole
0.00
Shared
0.00
None
10.18K
ALPHABET INC
SOLEShares11.54K
TypeSH
Market value$2.18M
0.38%
Sole
0.00
Shared
0.00
None
11.54K
AMERICAN CENTY ETF TR
SOLEShares35.18K
TypeSH
Market value$2.16M
0.37%
Sole
0.00
Shared
0.00
None
35.18K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 9.13M | SH | $315.75M 54.52% | 0.00 | 0.00 | 9.13M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.77M | SH | $45.77M 7.90% | 0.00 | 0.00 | 1.77M |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 350.88K | SH | $16.45M 2.84% | 0.00 | 0.00 | 350.88K |
APPLE INCSOLE | COM | 58.67K | SH | $14.69M 2.54% | 0.00 | 0.00 | 58.67K |
HORMEL FOODS CORPSOLE | COM | 464.89K | SH | $14.58M 2.52% | 0.00 | 0.00 | 464.89K |
ELI LILLY & COSOLE | COM | 18.75K | SH | $14.47M 2.50% | 0.00 | 0.00 | 18.75K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 249.07K | SH | $12.60M 2.18% | 0.00 | 0.00 | 249.07K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 145.53K | SH | $11.03M 1.91% | 0.00 | 0.00 | 145.53K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 201.08K | SH | $8.30M 1.43% | 0.00 | 0.00 | 201.08K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 330.98K | SH | $8.23M 1.42% | 0.00 | 0.00 | 330.98K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 124.73K | SH | $7.33M 1.27% | 0.00 | 0.00 | 124.73K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 143.85K | SH | $6.97M 1.20% | 0.00 | 0.00 | 143.85K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 176.39K | SH | $6.69M 1.15% | 0.00 | 0.00 | 176.39K |
NVIDIA CORPORATIONSOLE | COM | 46.50K | SH | $6.24M 1.08% | 0.00 | 0.00 | 46.50K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 192.40K | SH | $4.91M 0.85% | 0.00 | 0.00 | 192.40K |
GRAYSCALE BITCOIN TRUST ETFSOLE | SHS REP COM UT | 57.56K | SH | $4.26M 0.74% | 0.00 | 0.00 | 57.56K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 132.34K | SH | $3.47M 0.60% | 0.00 | 0.00 | 132.34K |
VISA INCSOLE | COM CL A | 10.66K | SH | $3.37M 0.58% | 0.00 | 0.00 | 10.66K |
MICROSOFT CORPSOLE | COM | 7.50K | SH | $3.16M 0.55% | 0.00 | 0.00 | 7.50K |
MCDONALDS CORPSOLE | COM | 10.03K | SH | $2.91M 0.50% | 0.00 | 0.00 | 10.03K |
ALPHABET INCSOLE | CAP STK CL C | 13.54K | SH | $2.58M 0.45% | 0.00 | 0.00 | 13.54K |
PREMIER FINANCIAL CORPSOLE | COM | 99.54K | SH | $2.55M 0.44% | 0.00 | 0.00 | 99.54K |
AMAZON COM INCSOLE | COM | 10.18K | SH | $2.23M 0.39% | 0.00 | 0.00 | 10.18K |
ALPHABET INCSOLE | CAP STK CL A | 11.54K | SH | $2.18M 0.38% | 0.00 | 0.00 | 11.54K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 35.18K | SH | $2.16M 0.37% | 0.00 | 0.00 | 35.18K |
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