Filed: 1/21/2026ACC: 0001894302-26-000001
๐ What this filing means
SJS INVESTMENT CONSULTING INC. filed this quarterly 13FโHR report disclosing 2087 equity positions with a total reported market value of $790.38M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2087
Positions
$790.38M
Total AUM (reported)
16.36M
Total Shares
Allocation by class
US CORE EQUITY 2$360.73M45.6%
COM$131.66M16.7%
INTL CORE EQUITY$65.15M8.2%
ULTRASHORT FIXED$32.56M4.1%
CORE BD ETF$30.00M3.8%
SHORT DURATION F$21.18M2.7%
STRM INFPROIDX$14.01M1.8%
Portfolio Concentration
Top 3$458.45M58.0%
4โ10$129.84M16.4%
11โ25$94.04M11.9%
Rest$108.04M13.7%
Top 3 weight
58.0%
Top 10 weight
74.4%
Voting Authority Distribution
Total shares with voting rights: 16.36M
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
16.36M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1696
Shared0
Other391
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings2087
Rows:
DIMENSIONAL ETF TRUST
SOLEShares9.11M
TypeSH
Market value$360.73M
45.64%
Sole
0.00
Shared
0.00
None
9.11M
DIMENSIONAL ETF TRUST
SOLEShares1.89M
TypeSH
Market value$65.15M
8.24%
Sole
0.00
Shared
0.00
None
1.89M
DIMENSIONAL ETF TRUST
SOLEShares642.93K
TypeSH
Market value$32.56M
4.12%
Sole
0.00
Shared
0.00
None
642.93K
VANGUARD MALVERN FDS
SOLEShares385.18K
TypeSH
Market value$30.00M
3.80%
Sole
0.00
Shared
0.00
None
385.18K
DIMENSIONAL ETF TRUST
SOLEShares441.69K
TypeSH
Market value$21.18M
2.68%
Sole
0.00
Shared
0.00
None
441.69K
ELI LILLY & CO
SOLEShares19.07K
TypeSH
Market value$20.49M
2.59%
Sole
0.00
Shared
0.00
None
19.07K
APPLE INC
SOLEShares71.46K
TypeSH
Market value$19.43M
2.46%
Sole
0.00
Shared
0.00
None
71.46K
VANGUARD MALVERN FDS
SOLEShares283.24K
TypeSH
Market value$14.01M
1.77%
Sole
0.00
Shared
0.00
None
283.24K
AMERICAN CENTY ETF TR
SOLEShares162.08K
TypeSH
Market value$12.48M
1.58%
Sole
0.00
Shared
0.00
None
162.08K
AMERICAN CENTY ETF TR
SOLEShares109.60K
TypeSH
Market value$12.25M
1.55%
Sole
0.00
Shared
0.00
None
109.60K
HORMEL FOODS CORP
SOLEShares473.73K
TypeSH
Market value$11.23M
1.42%
Sole
0.00
Shared
0.00
None
473.73K
DIMENSIONAL ETF TRUST
SOLEShares210.78K
TypeSH
Market value$9.15M
1.16%
Sole
0.00
Shared
0.00
None
210.78K
VANGUARD INSTL INDEX FD
SOLEShares120.27K
TypeSH
Market value$9.07M
1.15%
Sole
0.00
Shared
0.00
None
120.27K
DIMENSIONAL ETF TRUST
SOLEShares276.43K
TypeSH
Market value$9.05M
1.14%
Sole
0.00
Shared
0.00
None
276.43K
NVIDIA CORPORATION
SOLEShares48.40K
TypeSH
Market value$9.03M
1.14%
Sole
0.00
Shared
0.00
None
48.40K
DIMENSIONAL ETF TRUST
SOLEShares191.90K
TypeSH
Market value$8.17M
1.03%
Sole
0.00
Shared
0.00
None
191.90K
DIMENSIONAL ETF TRUST
SOLEShares297.80K
TypeSH
Market value$7.87M
1.00%
Sole
0.00
Shared
0.00
None
297.80K
MICROSOFT CORP
SOLEShares9.45K
TypeSH
Market value$4.57M
0.58%
Sole
0.00
Shared
0.00
None
9.45K
ALPHABET INC
SOLEShares14.41K
TypeSH
Market value$4.51M
0.57%
Sole
0.00
Shared
0.00
None
14.41K
VISA INC
SOLEShares11.16K
TypeSH
Market value$3.91M
0.50%
Sole
0.00
Shared
0.00
None
11.16K
ALPHABET INC
SOLEShares12.46K
TypeSH
Market value$3.91M
0.49%
Sole
0.00
Shared
0.00
None
12.46K
DIMENSIONAL ETF TRUST
SOLEShares112.80K
TypeSH
Market value$3.73M
0.47%
Sole
0.00
Shared
0.00
None
112.80K
MCDONALDS CORP
SOLEShares11.55K
TypeSH
Market value$3.53M
0.45%
Sole
0.00
Shared
0.00
None
11.55K
WALMART INC
SOLEShares28.83K
TypeSH
Market value$3.21M
0.41%
Sole
0.00
Shared
0.00
None
28.83K
AMERICAN CENTY ETF TR
SOLEShares37.59K
TypeSH
Market value$3.09M
0.39%
Sole
0.00
Shared
0.00
None
37.59K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 9.11M | SH | $360.73M 45.64% | 0.00 | 0.00 | 9.11M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.89M | SH | $65.15M 8.24% | 0.00 | 0.00 | 1.89M |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 642.93K | SH | $32.56M 4.12% | 0.00 | 0.00 | 642.93K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 385.18K | SH | $30.00M 3.80% | 0.00 | 0.00 | 385.18K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 441.69K | SH | $21.18M 2.68% | 0.00 | 0.00 | 441.69K |
ELI LILLY & COSOLE | COM | 19.07K | SH | $20.49M 2.59% | 0.00 | 0.00 | 19.07K |
APPLE INCSOLE | COM | 71.46K | SH | $19.43M 2.46% | 0.00 | 0.00 | 71.46K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 283.24K | SH | $14.01M 1.77% | 0.00 | 0.00 | 283.24K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 162.08K | SH | $12.48M 1.58% | 0.00 | 0.00 | 162.08K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 109.60K | SH | $12.25M 1.55% | 0.00 | 0.00 | 109.60K |
HORMEL FOODS CORPSOLE | COM | 473.73K | SH | $11.23M 1.42% | 0.00 | 0.00 | 473.73K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 210.78K | SH | $9.15M 1.16% | 0.00 | 0.00 | 210.78K |
VANGUARD INSTL INDEX FDSOLE | 0-3 MO TREAS BIL | 120.27K | SH | $9.07M 1.15% | 0.00 | 0.00 | 120.27K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 276.43K | SH | $9.05M 1.14% | 0.00 | 0.00 | 276.43K |
NVIDIA CORPORATIONSOLE | COM | 48.40K | SH | $9.03M 1.14% | 0.00 | 0.00 | 48.40K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 191.90K | SH | $8.17M 1.03% | 0.00 | 0.00 | 191.90K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 297.80K | SH | $7.87M 1.00% | 0.00 | 0.00 | 297.80K |
MICROSOFT CORPSOLE | COM | 9.45K | SH | $4.57M 0.58% | 0.00 | 0.00 | 9.45K |
ALPHABET INCSOLE | CAP STK CL A | 14.41K | SH | $4.51M 0.57% | 0.00 | 0.00 | 14.41K |
VISA INCSOLE | COM CL A | 11.16K | SH | $3.91M 0.50% | 0.00 | 0.00 | 11.16K |
ALPHABET INCSOLE | CAP STK CL C | 12.46K | SH | $3.91M 0.49% | 0.00 | 0.00 | 12.46K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 112.80K | SH | $3.73M 0.47% | 0.00 | 0.00 | 112.80K |
MCDONALDS CORPSOLE | COM | 11.55K | SH | $3.53M 0.45% | 0.00 | 0.00 | 11.55K |
WALMART INCSOLE | COM | 28.83K | SH | $3.21M 0.41% | 0.00 | 0.00 | 28.83K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 37.59K | SH | $3.09M 0.39% | 0.00 | 0.00 | 37.59K |
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