Filed: 4/23/2026ACC: 0001894302-26-000004
๐ What this filing means
SJS INVESTMENT CONSULTING INC. filed this quarterly 13FโHR report disclosing 2473 equity positions with a total reported market value of $818.64M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2473
Positions
$818.64M
Total AUM (reported)
17.22M
Total Shares
Allocation by class
US CORE EQUITY 2$358.75M43.8%
COM$127.47M15.6%
INTL CORE EQUITY$69.51M8.5%
ULTRASHORT FIXED$37.41M4.6%
CORE BD ETF$33.83M4.1%
SHORT DURATION F$21.80M2.7%
STRM INFPROIDX$15.95M1.9%
Portfolio Concentration
Top 3$465.67M56.9%
4โ10$135.80M16.6%
11โ25$101.21M12.4%
Rest$115.96M14.2%
Top 3 weight
56.9%
Top 10 weight
73.5%
Voting Authority Distribution
Total shares with voting rights: 17.22M
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
17.22M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole795
Shared0
Other1678
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings2473
Rows:
DIMENSIONAL ETF TRUST
SOLEShares9.23M
TypeSH
Market value$358.75M
43.82%
Sole
0.00
Shared
0.00
None
9.23M
DIMENSIONAL ETF TRUST
SOLEShares1.96M
TypeSH
Market value$69.51M
8.49%
Sole
0.00
Shared
0.00
None
1.96M
DIMENSIONAL ETF TRUST
SOLEShares737.71K
TypeSH
Market value$37.41M
4.57%
Sole
0.00
Shared
0.00
None
737.71K
VANGUARD MALVERN FDS
SOLEShares437.21K
TypeSH
Market value$33.83M
4.13%
Sole
0.00
Shared
0.00
None
437.21K
DIMENSIONAL ETF TRUST
SOLEShares455.31K
TypeSH
Market value$21.80M
2.66%
Sole
0.00
Shared
0.00
None
455.31K
ELI LILLY & CO
SOLEShares19.10K
TypeSH
Market value$17.57M
2.15%
Sole
0.00
Shared
0.00
None
19.10K
APPLE INC
SOLEShares66.40K
TypeSH
Market value$16.85M
2.06%
Sole
0.00
Shared
0.00
None
66.40K
VANGUARD MALVERN FDS
SOLEShares319.42K
TypeSH
Market value$15.95M
1.95%
Sole
0.00
Shared
0.00
None
319.42K
AMERICAN CENTY ETF TR
SOLEShares140.47K
TypeSH
Market value$15.62M
1.91%
Sole
0.00
Shared
0.00
None
140.47K
AMERICAN CENTY ETF TR
SOLEShares175.97K
TypeSH
Market value$14.18M
1.73%
Sole
0.00
Shared
0.00
None
175.97K
HORMEL FOODS CORP
SOLEShares474.15K
TypeSH
Market value$10.74M
1.31%
Sole
0.00
Shared
0.00
None
474.15K
NVIDIA CORPORATION
SOLEShares58.02K
TypeSH
Market value$10.12M
1.24%
Sole
0.00
Shared
0.00
None
58.02K
AMERICAN CENTY ETF TR
SOLEShares205.24K
TypeSH
Market value$9.65M
1.18%
Sole
0.00
Shared
0.00
None
205.24K
DIMENSIONAL ETF TRUST
SOLEShares270.83K
TypeSH
Market value$9.20M
1.12%
Sole
0.00
Shared
0.00
None
270.83K
DIMENSIONAL ETF TRUST
SOLEShares329.55K
TypeSH
Market value$8.76M
1.07%
Sole
0.00
Shared
0.00
None
329.55K
VANGUARD INSTL INDEX FD
SOLEShares115.37K
TypeSH
Market value$8.73M
1.07%
Sole
0.00
Shared
0.00
None
115.37K
DIMENSIONAL ETF TRUST
SOLEShares210.34K
TypeSH
Market value$8.64M
1.06%
Sole
0.00
Shared
0.00
None
210.34K
DIMENSIONAL ETF TRUST
SOLEShares192.20K
TypeSH
Market value$8.11M
0.99%
Sole
0.00
Shared
0.00
None
192.20K
AMERICAN CENTY ETF TR
SOLEShares57.86K
TypeSH
Market value$4.91M
0.60%
Sole
0.00
Shared
0.00
None
57.86K
ALPHABET INC
SOLEShares15.61K
TypeSH
Market value$4.49M
0.55%
Sole
0.00
Shared
0.00
None
15.61K
DIMENSIONAL ETF TRUST
SOLEShares111.30K
TypeSH
Market value$3.85M
0.47%
Sole
0.00
Shared
0.00
None
111.30K
WALMART INC
SOLEShares29.58K
TypeSH
Market value$3.68M
0.45%
Sole
0.00
Shared
0.00
None
29.58K
ALPHABET INC
SOLEShares12.40K
TypeSH
Market value$3.56M
0.43%
Sole
0.00
Shared
0.00
None
12.40K
VANGUARD WHITEHALL FDS
SOLEShares36.65K
TypeSH
Market value$3.45M
0.42%
Sole
0.00
Shared
0.00
None
36.65K
VISA INC
SOLEShares11.02K
TypeSH
Market value$3.33M
0.41%
Sole
0.00
Shared
0.00
None
11.02K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 9.23M | SH | $358.75M 43.82% | 0.00 | 0.00 | 9.23M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.96M | SH | $69.51M 8.49% | 0.00 | 0.00 | 1.96M |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 737.71K | SH | $37.41M 4.57% | 0.00 | 0.00 | 737.71K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 437.21K | SH | $33.83M 4.13% | 0.00 | 0.00 | 437.21K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 455.31K | SH | $21.80M 2.66% | 0.00 | 0.00 | 455.31K |
ELI LILLY & COSOLE | COM | 19.10K | SH | $17.57M 2.15% | 0.00 | 0.00 | 19.10K |
APPLE INCSOLE | COM | 66.40K | SH | $16.85M 2.06% | 0.00 | 0.00 | 66.40K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 319.42K | SH | $15.95M 1.95% | 0.00 | 0.00 | 319.42K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 140.47K | SH | $15.62M 1.91% | 0.00 | 0.00 | 140.47K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 175.97K | SH | $14.18M 1.73% | 0.00 | 0.00 | 175.97K |
HORMEL FOODS CORPSOLE | COM | 474.15K | SH | $10.74M 1.31% | 0.00 | 0.00 | 474.15K |
NVIDIA CORPORATIONSOLE | COM | 58.02K | SH | $10.12M 1.24% | 0.00 | 0.00 | 58.02K |
AMERICAN CENTY ETF TRSOLE | AVANTIS TOTAL EQ | 205.24K | SH | $9.65M 1.18% | 0.00 | 0.00 | 205.24K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 270.83K | SH | $9.20M 1.12% | 0.00 | 0.00 | 270.83K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 329.55K | SH | $8.76M 1.07% | 0.00 | 0.00 | 329.55K |
VANGUARD INSTL INDEX FDSOLE | 0-3 MO TREAS BIL | 115.37K | SH | $8.73M 1.07% | 0.00 | 0.00 | 115.37K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 210.34K | SH | $8.64M 1.06% | 0.00 | 0.00 | 210.34K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 192.20K | SH | $8.11M 0.99% | 0.00 | 0.00 | 192.20K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 57.86K | SH | $4.91M 0.60% | 0.00 | 0.00 | 57.86K |
ALPHABET INCSOLE | CAP STK CL A | 15.61K | SH | $4.49M 0.55% | 0.00 | 0.00 | 15.61K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 111.30K | SH | $3.85M 0.47% | 0.00 | 0.00 | 111.30K |
WALMART INCSOLE | COM | 29.58K | SH | $3.68M 0.45% | 0.00 | 0.00 | 29.58K |
ALPHABET INCSOLE | CAP STK CL C | 12.40K | SH | $3.56M 0.43% | 0.00 | 0.00 | 12.40K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 36.65K | SH | $3.45M 0.42% | 0.00 | 0.00 | 36.65K |
VISA INCSOLE | COM CL A | 11.02K | SH | $3.33M 0.41% | 0.00 | 0.00 | 11.02K |
Page 1 of 99
โฆ