Filed: 7/15/2025ACC: 0001894302-25-000004
📋 What this filing means
SJS INVESTMENT CONSULTING INC. filed this quarterly 13F‑HR report disclosing 1548 equity positions with a total reported market value of $630.44M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1548
Positions
$630.44M
Total AUM (reported)
14.86M
Total Shares
Allocation by class
US CORE EQUITY 2$319.85M50.7%
COM$84.81M13.5%
INTL CORE EQUITY$54.98M8.7%
ULTRASHORT FIXED$21.03M3.3%
CORE BD ETF$19.42M3.1%
SHORT DURATION F$17.90M2.8%
US EQT ETF$11.17M1.8%
Portfolio Concentration
Top 3$395.86M62.8%
4–10$98.42M15.6%
11–25$75.31M11.9%
Rest$60.84M9.7%
Top 3 weight
62.8%
Top 10 weight
78.4%
Voting Authority Distribution
Total shares with voting rights: 14.86M
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
14.86M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole606
Shared0
Other942
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1548
Rows:
DIMENSIONAL ETF TRUST
SOLEShares8.92M
TypeSH
Market value$319.85M
50.73%
Sole
0.00
Shared
0.00
None
8.92M
DIMENSIONAL ETF TRUST
SOLEShares1.77M
TypeSH
Market value$54.98M
8.72%
Sole
0.00
Shared
0.00
None
1.77M
DIMENSIONAL ETF TRUST
SOLEShares414.42K
TypeSH
Market value$21.03M
3.34%
Sole
0.00
Shared
0.00
None
414.42K
VANGUARD MALVERN FDS
SOLEShares250.31K
TypeSH
Market value$19.42M
3.08%
Sole
0.00
Shared
0.00
None
250.31K
DIMENSIONAL ETF TRUST
SOLEShares372.78K
TypeSH
Market value$17.90M
2.84%
Sole
0.00
Shared
0.00
None
372.78K
ELI LILLY & CO
SOLEShares18.73K
TypeSH
Market value$14.60M
2.32%
Sole
0.00
Shared
0.00
None
18.73K
HORMEL FOODS CORP
SOLEShares475.44K
TypeSH
Market value$14.38M
2.28%
Sole
0.00
Shared
0.00
None
475.44K
APPLE INC
SOLEShares55.94K
TypeSH
Market value$11.48M
1.82%
Sole
0.00
Shared
0.00
None
55.94K
AMERICAN CENTY ETF TR
SOLEShares110.80K
TypeSH
Market value$11.17M
1.77%
Sole
0.00
Shared
0.00
None
110.80K
AMERICAN CENTY ETF TR
SOLEShares138.22K
TypeSH
Market value$9.47M
1.50%
Sole
0.00
Shared
0.00
None
138.22K
DIMENSIONAL ETF TRUST
SOLEShares321.88K
TypeSH
Market value$9.45M
1.50%
Sole
0.00
Shared
0.00
None
321.88K
VANGUARD MALVERN FDS
SOLEShares187.46K
TypeSH
Market value$9.42M
1.49%
Sole
0.00
Shared
0.00
None
187.46K
DIMENSIONAL ETF TRUST
SOLEShares193.32K
TypeSH
Market value$8.17M
1.30%
Sole
0.00
Shared
0.00
None
193.32K
DIMENSIONAL ETF TRUST
SOLEShares204.42K
TypeSH
Market value$8.02M
1.27%
Sole
0.00
Shared
0.00
None
204.42K
NVIDIA CORPORATION
SOLEShares45.97K
TypeSH
Market value$7.26M
1.15%
Sole
0.00
Shared
0.00
None
45.97K
DIMENSIONAL ETF TRUST
SOLEShares236.15K
TypeSH
Market value$6.34M
1.00%
Sole
0.00
Shared
0.00
None
236.15K
VISA INC
SOLEShares10.65K
TypeSH
Market value$3.78M
0.60%
Sole
0.00
Shared
0.00
None
10.65K
MICROSOFT CORP
SOLEShares7.43K
TypeSH
Market value$3.70M
0.59%
Sole
0.00
Shared
0.00
None
7.43K
DIMENSIONAL ETF TRUST
SOLEShares124.36K
TypeSH
Market value$3.69M
0.59%
Sole
0.00
Shared
0.00
None
124.36K
MCDONALDS CORP
SOLEShares10.15K
TypeSH
Market value$2.97M
0.47%
Sole
0.00
Shared
0.00
None
10.15K
AMERICAN CENTY ETF TR
SOLEShares35K
TypeSH
Market value$2.59M
0.41%
Sole
0.00
Shared
0.00
None
35K
VANGUARD WHITEHALL FDS
SOLEShares31.65K
TypeSH
Market value$2.54M
0.40%
Sole
0.00
Shared
0.00
None
31.65K
UMB FINL CORP
SOLEShares24K
TypeSH
Market value$2.52M
0.40%
Sole
0.00
Shared
0.00
None
24K
WESBANCO INC
SOLEShares79.62K
TypeSH
Market value$2.52M
0.40%
Sole
0.00
Shared
0.00
None
79.62K
GRAYSCALE BITCOIN TRUST ETF
SOLEShares27.57K
TypeSH
Market value$2.34M
0.37%
Sole
0.00
Shared
0.00
None
27.57K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 8.92M | SH | $319.85M 50.73% | 0.00 | 0.00 | 8.92M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.77M | SH | $54.98M 8.72% | 0.00 | 0.00 | 1.77M |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 414.42K | SH | $21.03M 3.34% | 0.00 | 0.00 | 414.42K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 250.31K | SH | $19.42M 3.08% | 0.00 | 0.00 | 250.31K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 372.78K | SH | $17.90M 2.84% | 0.00 | 0.00 | 372.78K |
ELI LILLY & COSOLE | COM | 18.73K | SH | $14.60M 2.32% | 0.00 | 0.00 | 18.73K |
HORMEL FOODS CORPSOLE | COM | 475.44K | SH | $14.38M 2.28% | 0.00 | 0.00 | 475.44K |
APPLE INCSOLE | COM | 55.94K | SH | $11.48M 1.82% | 0.00 | 0.00 | 55.94K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 110.80K | SH | $11.17M 1.77% | 0.00 | 0.00 | 110.80K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 138.22K | SH | $9.47M 1.50% | 0.00 | 0.00 | 138.22K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 321.88K | SH | $9.45M 1.50% | 0.00 | 0.00 | 321.88K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 187.46K | SH | $9.42M 1.49% | 0.00 | 0.00 | 187.46K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 193.32K | SH | $8.17M 1.30% | 0.00 | 0.00 | 193.32K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 204.42K | SH | $8.02M 1.27% | 0.00 | 0.00 | 204.42K |
NVIDIA CORPORATIONSOLE | COM | 45.97K | SH | $7.26M 1.15% | 0.00 | 0.00 | 45.97K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 236.15K | SH | $6.34M 1.00% | 0.00 | 0.00 | 236.15K |
VISA INCSOLE | COM CL A | 10.65K | SH | $3.78M 0.60% | 0.00 | 0.00 | 10.65K |
MICROSOFT CORPSOLE | COM | 7.43K | SH | $3.70M 0.59% | 0.00 | 0.00 | 7.43K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 124.36K | SH | $3.69M 0.59% | 0.00 | 0.00 | 124.36K |
MCDONALDS CORPSOLE | COM | 10.15K | SH | $2.97M 0.47% | 0.00 | 0.00 | 10.15K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 35K | SH | $2.59M 0.41% | 0.00 | 0.00 | 35K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 31.65K | SH | $2.54M 0.40% | 0.00 | 0.00 | 31.65K |
UMB FINL CORPSOLE | COM | 24K | SH | $2.52M 0.40% | 0.00 | 0.00 | 24K |
WESBANCO INCSOLE | COM | 79.62K | SH | $2.52M 0.40% | 0.00 | 0.00 | 79.62K |
GRAYSCALE BITCOIN TRUST ETFSOLE | SHS REP COM UT | 27.57K | SH | $2.34M 0.37% | 0.00 | 0.00 | 27.57K |
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