Filed: 10/21/2025ACC: 0001894302-25-000007
📋 What this filing means
SJS INVESTMENT CONSULTING INC. filed this quarterly 13F‑HR report disclosing 1634 equity positions with a total reported market value of $730.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1634
Positions
$730.87M
Total AUM (reported)
15.71M
Total Shares
Allocation by class
US CORE EQUITY 2$346.73M47.4%
COM$115.75M15.8%
INTL CORE EQUITY$59.55M8.1%
ULTRASHORT FIXED$30.53M4.2%
CORE BD ETF$25.87M3.5%
SHORT DURATION F$19.62M2.7%
STRM INFPROIDX$12.25M1.7%
Portfolio Concentration
Top 3$436.81M59.8%
4–10$111.83M15.3%
11–25$83.46M11.4%
Rest$98.78M13.5%
Top 3 weight
59.8%
Top 10 weight
75.1%
Voting Authority Distribution
Total shares with voting rights: 15.71M
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
15.71M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole891
Shared0
Other743
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1634
Rows:
DIMENSIONAL ETF TRUST
SOLEShares8.99M
TypeSH
Market value$346.73M
47.44%
Sole
0.00
Shared
0.00
None
8.99M
DIMENSIONAL ETF TRUST
SOLEShares1.82M
TypeSH
Market value$59.55M
8.15%
Sole
0.00
Shared
0.00
None
1.82M
DIMENSIONAL ETF TRUST
SOLEShares601.21K
TypeSH
Market value$30.53M
4.18%
Sole
0.00
Shared
0.00
None
601.21K
VANGUARD MALVERN FDS
SOLEShares329.99K
TypeSH
Market value$25.87M
3.54%
Sole
0.00
Shared
0.00
None
329.99K
DIMENSIONAL ETF TRUST
SOLEShares407.15K
TypeSH
Market value$19.62M
2.68%
Sole
0.00
Shared
0.00
None
407.15K
APPLE INC
SOLEShares62.18K
TypeSH
Market value$15.83M
2.17%
Sole
0.00
Shared
0.00
None
62.18K
ELI LILLY & CO
SOLEShares19.02K
TypeSH
Market value$14.51M
1.99%
Sole
0.00
Shared
0.00
None
19.02K
VANGUARD MALVERN FDS
SOLEShares241.96K
TypeSH
Market value$12.25M
1.68%
Sole
0.00
Shared
0.00
None
241.96K
AMERICAN CENTY ETF TR
SOLEShares110.03K
TypeSH
Market value$11.96M
1.64%
Sole
0.00
Shared
0.00
None
110.03K
HORMEL FOODS CORP
SOLEShares476.39K
TypeSH
Market value$11.79M
1.61%
Sole
0.00
Shared
0.00
None
476.39K
AMERICAN CENTY ETF TR
SOLEShares149.25K
TypeSH
Market value$11.21M
1.53%
Sole
0.00
Shared
0.00
None
149.25K
DIMENSIONAL ETF TRUST
SOLEShares210.53K
TypeSH
Market value$8.94M
1.22%
Sole
0.00
Shared
0.00
None
210.53K
DIMENSIONAL ETF TRUST
SOLEShares280.03K
TypeSH
Market value$8.79M
1.20%
Sole
0.00
Shared
0.00
None
280.03K
NVIDIA CORPORATION
SOLEShares46.93K
TypeSH
Market value$8.76M
1.20%
Sole
0.00
Shared
0.00
None
46.93K
DIMENSIONAL ETF TRUST
SOLEShares191.34K
TypeSH
Market value$8.18M
1.12%
Sole
0.00
Shared
0.00
None
191.34K
DIMENSIONAL ETF TRUST
SOLEShares265.32K
TypeSH
Market value$7.25M
0.99%
Sole
0.00
Shared
0.00
None
265.32K
MICROSOFT CORP
SOLEShares9.32K
TypeSH
Market value$4.83M
0.66%
Sole
0.00
Shared
0.00
None
9.32K
VISA INC
SOLEShares11.07K
TypeSH
Market value$3.78M
0.52%
Sole
0.00
Shared
0.00
None
11.07K
DIMENSIONAL ETF TRUST
SOLEShares113.60K
TypeSH
Market value$3.64M
0.50%
Sole
0.00
Shared
0.00
None
113.60K
MCDONALDS CORP
SOLEShares11.80K
TypeSH
Market value$3.58M
0.49%
Sole
0.00
Shared
0.00
None
11.80K
ALPHABET INC
SOLEShares13.22K
TypeSH
Market value$3.21M
0.44%
Sole
0.00
Shared
0.00
None
13.22K
ALPHABET INC
SOLEShares12.22K
TypeSH
Market value$2.98M
0.41%
Sole
0.00
Shared
0.00
None
12.22K
WALMART INC
SOLEShares28.11K
TypeSH
Market value$2.90M
0.40%
Sole
0.00
Shared
0.00
None
28.11K
AMERICAN CENTY ETF TR
SOLEShares34.50K
TypeSH
Market value$2.72M
0.37%
Sole
0.00
Shared
0.00
None
34.50K
VANGUARD INSTL INDEX FD
SOLEShares35.59K
TypeSH
Market value$2.69M
0.37%
Sole
0.00
Shared
0.00
None
35.59K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 8.99M | SH | $346.73M 47.44% | 0.00 | 0.00 | 8.99M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.82M | SH | $59.55M 8.15% | 0.00 | 0.00 | 1.82M |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 601.21K | SH | $30.53M 4.18% | 0.00 | 0.00 | 601.21K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 329.99K | SH | $25.87M 3.54% | 0.00 | 0.00 | 329.99K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 407.15K | SH | $19.62M 2.68% | 0.00 | 0.00 | 407.15K |
APPLE INCSOLE | COM | 62.18K | SH | $15.83M 2.17% | 0.00 | 0.00 | 62.18K |
ELI LILLY & COSOLE | COM | 19.02K | SH | $14.51M 1.99% | 0.00 | 0.00 | 19.02K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 241.96K | SH | $12.25M 1.68% | 0.00 | 0.00 | 241.96K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 110.03K | SH | $11.96M 1.64% | 0.00 | 0.00 | 110.03K |
HORMEL FOODS CORPSOLE | COM | 476.39K | SH | $11.79M 1.61% | 0.00 | 0.00 | 476.39K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 149.25K | SH | $11.21M 1.53% | 0.00 | 0.00 | 149.25K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 210.53K | SH | $8.94M 1.22% | 0.00 | 0.00 | 210.53K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 280.03K | SH | $8.79M 1.20% | 0.00 | 0.00 | 280.03K |
NVIDIA CORPORATIONSOLE | COM | 46.93K | SH | $8.76M 1.20% | 0.00 | 0.00 | 46.93K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 191.34K | SH | $8.18M 1.12% | 0.00 | 0.00 | 191.34K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 265.32K | SH | $7.25M 0.99% | 0.00 | 0.00 | 265.32K |
MICROSOFT CORPSOLE | COM | 9.32K | SH | $4.83M 0.66% | 0.00 | 0.00 | 9.32K |
VISA INCSOLE | COM CL A | 11.07K | SH | $3.78M 0.52% | 0.00 | 0.00 | 11.07K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 113.60K | SH | $3.64M 0.50% | 0.00 | 0.00 | 113.60K |
MCDONALDS CORPSOLE | COM | 11.80K | SH | $3.58M 0.49% | 0.00 | 0.00 | 11.80K |
ALPHABET INCSOLE | CAP STK CL A | 13.22K | SH | $3.21M 0.44% | 0.00 | 0.00 | 13.22K |
ALPHABET INCSOLE | CAP STK CL C | 12.22K | SH | $2.98M 0.41% | 0.00 | 0.00 | 12.22K |
WALMART INCSOLE | COM | 28.11K | SH | $2.90M 0.40% | 0.00 | 0.00 | 28.11K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 34.50K | SH | $2.72M 0.37% | 0.00 | 0.00 | 34.50K |
VANGUARD INSTL INDEX FDSOLE | 0-3 MO TREAS BIL | 35.59K | SH | $2.69M 0.37% | 0.00 | 0.00 | 35.59K |
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