Filed: 4/15/2025ACC: 0001894302-25-000003
📋 What this filing means
SJS INVESTMENT CONSULTING INC. filed this quarterly 13F‑HR report disclosing 1602 equity positions with a total reported market value of $586.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1602
Positions
$586.41M
Total AUM (reported)
14.97M
Total Shares
Allocation by class
US CORE EQUITY 2$304.12M51.9%
COM$92.21M15.7%
INTL CORE EQUITY$49.32M8.4%
ULTRASHORT FIXED$19.31M3.3%
SHORT DURATION F$17.16M2.9%
CORE BD ETF$12.75M2.2%
WORLD EX US CORE$8.52M1.5%
Portfolio Concentration
Top 3$372.75M63.6%
4–10$89.89M15.3%
11–25$63.92M10.9%
Rest$59.85M10.2%
Top 3 weight
63.6%
Top 10 weight
78.9%
Voting Authority Distribution
Total shares with voting rights: 14.97M
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
14.97M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole651
Shared0
Other951
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1602
Rows:
DIMENSIONAL ETF TRUST
SOLEShares9.22M
TypeSH
Market value$304.12M
51.86%
Sole
0.00
Shared
0.00
None
9.22M
DIMENSIONAL ETF TRUST
SOLEShares1.78M
TypeSH
Market value$49.32M
8.41%
Sole
0.00
Shared
0.00
None
1.78M
DIMENSIONAL ETF TRUST
SOLEShares380.65K
TypeSH
Market value$19.31M
3.29%
Sole
0.00
Shared
0.00
None
380.65K
DIMENSIONAL ETF TRUST
SOLEShares361.11K
TypeSH
Market value$17.16M
2.93%
Sole
0.00
Shared
0.00
None
361.11K
ELI LILLY & CO
SOLEShares18.76K
TypeSH
Market value$15.49M
2.64%
Sole
0.00
Shared
0.00
None
18.76K
HORMEL FOODS CORP
SOLEShares470.88K
TypeSH
Market value$14.57M
2.48%
Sole
0.00
Shared
0.00
None
470.88K
APPLE INC
SOLEShares59.03K
TypeSH
Market value$13.11M
2.24%
Sole
0.00
Shared
0.00
None
59.03K
VANGUARD MALVERN FDS
SOLEShares164.62K
TypeSH
Market value$12.75M
2.17%
Sole
0.00
Shared
0.00
None
164.62K
DIMENSIONAL ETF TRUST
SOLEShares325.25K
TypeSH
Market value$8.52M
1.45%
Sole
0.00
Shared
0.00
None
325.25K
DIMENSIONAL ETF TRUST
SOLEShares196.94K
TypeSH
Market value$8.28M
1.41%
Sole
0.00
Shared
0.00
None
196.94K
VANGUARD MALVERN FDS
SOLEShares162.81K
TypeSH
Market value$8.12M
1.39%
Sole
0.00
Shared
0.00
None
162.81K
AMERICAN CENTY ETF TR
SOLEShares134.56K
TypeSH
Market value$8.10M
1.38%
Sole
0.00
Shared
0.00
None
134.56K
DIMENSIONAL ETF TRUST
SOLEShares190.77K
TypeSH
Market value$6.83M
1.16%
Sole
0.00
Shared
0.00
None
190.77K
NVIDIA CORPORATION
SOLEShares50.45K
TypeSH
Market value$5.47M
0.93%
Sole
0.00
Shared
0.00
None
50.45K
DIMENSIONAL ETF TRUST
SOLEShares201.07K
TypeSH
Market value$5.28M
0.90%
Sole
0.00
Shared
0.00
None
201.07K
UMB FINL CORP
SOLEShares47.26K
TypeSH
Market value$4.78M
0.81%
Sole
0.00
Shared
0.00
None
47.26K
VISA INC
SOLEShares10.85K
TypeSH
Market value$3.80M
0.65%
Sole
0.00
Shared
0.00
None
10.85K
DIMENSIONAL ETF TRUST
SOLEShares129.24K
TypeSH
Market value$3.42M
0.58%
Sole
0.00
Shared
0.00
None
129.24K
MICROSOFT CORP
SOLEShares8.91K
TypeSH
Market value$3.35M
0.57%
Sole
0.00
Shared
0.00
None
8.91K
MCDONALDS CORP
SOLEShares10.03K
TypeSH
Market value$3.13M
0.53%
Sole
0.00
Shared
0.00
None
10.03K
WESBANCO INC
SOLEShares79.54K
TypeSH
Market value$2.46M
0.42%
Sole
0.00
Shared
0.00
None
79.54K
VANGUARD WHITEHALL FDS
SOLEShares31.65K
TypeSH
Market value$2.33M
0.40%
Sole
0.00
Shared
0.00
None
31.65K
AMERICAN CENTY ETF TR
SOLEShares35K
TypeSH
Market value$2.32M
0.40%
Sole
0.00
Shared
0.00
None
35K
VANGUARD MUN BD FDS
SOLEShares30.87K
TypeSH
Market value$2.29M
0.39%
Sole
0.00
Shared
0.00
None
30.87K
AMAZON COM INC
SOLEShares11.75K
TypeSH
Market value$2.24M
0.38%
Sole
0.00
Shared
0.00
None
11.75K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 9.22M | SH | $304.12M 51.86% | 0.00 | 0.00 | 9.22M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.78M | SH | $49.32M 8.41% | 0.00 | 0.00 | 1.78M |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 380.65K | SH | $19.31M 3.29% | 0.00 | 0.00 | 380.65K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 361.11K | SH | $17.16M 2.93% | 0.00 | 0.00 | 361.11K |
ELI LILLY & COSOLE | COM | 18.76K | SH | $15.49M 2.64% | 0.00 | 0.00 | 18.76K |
HORMEL FOODS CORPSOLE | COM | 470.88K | SH | $14.57M 2.48% | 0.00 | 0.00 | 470.88K |
APPLE INCSOLE | COM | 59.03K | SH | $13.11M 2.24% | 0.00 | 0.00 | 59.03K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 164.62K | SH | $12.75M 2.17% | 0.00 | 0.00 | 164.62K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 325.25K | SH | $8.52M 1.45% | 0.00 | 0.00 | 325.25K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 196.94K | SH | $8.28M 1.41% | 0.00 | 0.00 | 196.94K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 162.81K | SH | $8.12M 1.39% | 0.00 | 0.00 | 162.81K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 134.56K | SH | $8.10M 1.38% | 0.00 | 0.00 | 134.56K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 190.77K | SH | $6.83M 1.16% | 0.00 | 0.00 | 190.77K |
NVIDIA CORPORATIONSOLE | COM | 50.45K | SH | $5.47M 0.93% | 0.00 | 0.00 | 50.45K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 201.07K | SH | $5.28M 0.90% | 0.00 | 0.00 | 201.07K |
UMB FINL CORPSOLE | COM | 47.26K | SH | $4.78M 0.81% | 0.00 | 0.00 | 47.26K |
VISA INCSOLE | COM CL A | 10.85K | SH | $3.80M 0.65% | 0.00 | 0.00 | 10.85K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 129.24K | SH | $3.42M 0.58% | 0.00 | 0.00 | 129.24K |
MICROSOFT CORPSOLE | COM | 8.91K | SH | $3.35M 0.57% | 0.00 | 0.00 | 8.91K |
MCDONALDS CORPSOLE | COM | 10.03K | SH | $3.13M 0.53% | 0.00 | 0.00 | 10.03K |
WESBANCO INCSOLE | COM | 79.54K | SH | $2.46M 0.42% | 0.00 | 0.00 | 79.54K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 31.65K | SH | $2.33M 0.40% | 0.00 | 0.00 | 31.65K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 35K | SH | $2.32M 0.40% | 0.00 | 0.00 | 35K |
VANGUARD MUN BD FDSSOLE | CORE TAX EXEMPT | 30.87K | SH | $2.29M 0.39% | 0.00 | 0.00 | 30.87K |
AMAZON COM INCSOLE | COM | 11.75K | SH | $2.24M 0.38% | 0.00 | 0.00 | 11.75K |
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