Free Trial

Sjs Investment Consulting Inc. Top Holdings and 13F Report (2025)

About Sjs Investment Consulting Inc.

Investment Activity

  • Sjs Investment Consulting Inc. has $630.44 million in total holdings as of June 30, 2025.
  • Sjs Investment Consulting Inc. owns shares of 1,548 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 4.49% of the portfolio was purchased this quarter.
  • About 4.38% of the portfolio was sold this quarter.
  • This quarter, Sjs Investment Consulting Inc. has purchased 1,602 new stocks and bought additional shares in 169 stocks.
  • Sjs Investment Consulting Inc. sold shares of 1,073 stocks and completely divested from 145 stocks this quarter.

Largest Holdings

DIMENSIONAL ETF TRUST
$21,031,600
VANGUARD MALVERN FDS
$19,419,003

Largest New Holdings this Quarter

084670108 - Berkshire Hathaway
$728,800 Holding
21873S108 - COREWEAVE INC
$383,844 Holding
25434V831 - Dimensional US High Profitability ETF
$101,169 Holding
36317J209 - GALAXY DIGITAL INC.
$76,650 Holding

Largest Purchases this Quarter

Avantis U.S. Equity ETF
105,905 shares (about $10.68M)
VANGUARD MALVERN FDS
85,689 shares (about $6.65M)
DIMENSIONAL ETF TRUST
33,768 shares (about $1.71M)
VANGUARD INSTL INDEX FD
15,603 shares (about $1.18M)

Largest Sales this Quarter

Dimensional U.S. Core Equity 2 ETF
294,169 shares (about $10.54M)
UMB Financial
23,266 shares (about $2.45M)
PepsiCo
10,798 shares (about $1.43M)
iShares Core S&P 500 ETF
1,366 shares (about $848.15K)
Amazon.com
3,468 shares (about $760.81K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSjs Investment Consulting Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$319,852,240$10,543,017 -3.2%8,924,44950.7%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$54,980,689$233,362 -0.4%1,768,4368.7%ETF
DIMENSIONAL ETF TRUST
$21,031,600$1,713,725 8.9%414,4163.3%ULTRASHORT FIXED
VANGUARD MALVERN FDS
$19,419,003$6,647,763 52.1%250,3093.1%CORE BD ETF
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$17,897,142$560,085 3.2%372,7792.8%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$14,601,378$21,827 -0.1%18,7312.3%Medical
Hormel Foods Corporation stock logo
HRL
Hormel Foods
$14,382,131$138,061 1.0%475,4422.3%Consumer Staples
Apple Inc. stock logo
AAPL
Apple
$11,477,027$634,182 -5.2%55,9391.8%Computer and Technology
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$11,171,058$10,677,342 2,162.7%110,8021.8%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$9,473,757$250,925 2.7%138,2221.5%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$9,453,587$99,153 -1.0%321,8791.5%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$9,423,690$1,239,008 15.1%187,4611.5%Manufacturing
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$8,169,788$152,897 -1.8%193,3221.3%ETF
Dimensional US Sustainability Core 1 ETF stock logo
DFSU
Dimensional US Sustainability Core 1 ETF
$8,023,592$536,037 7.2%204,4231.3%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$7,262,982$707,956 -8.9%45,9711.2%Computer and Technology
Dimensional Global Real Estate ETF stock logo
DFGR
Dimensional Global Real Estate ETF
$6,335,759$941,061 17.4%236,1451.0%ETF
Visa Inc. stock logo
V
Visa
$3,782,114$71,012 -1.8%10,6520.6%Business Services
Microsoft Corporation stock logo
MSFT
Microsoft
$3,697,719$734,669 -16.6%7,4340.6%Computer and Technology
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$3,691,035$144,838 -3.8%124,3610.6%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$2,965,205$33,891 1.2%10,1490.5%Retail/Wholesale
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$2,590,6470.0%35,0040.4%ETF
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$2,535,4020.0%31,6490.4%ETF
UMB Financial Corporation stock logo
UMBF
UMB Financial
$2,523,315$2,446,653 -49.2%23,9950.4%Finance
WesBanco, Inc. stock logo
WSBC
WesBanco
$2,518,432$2,499 0.1%79,6220.4%Finance
GRAYSCALE BITCOIN TRUST ETF
$2,338,3390.0%27,5650.4%SHS REP COM UT
Alphabet Inc. stock logo
GOOG
Alphabet
$2,175,178$293,406 -11.9%12,2620.3%Computer and Technology
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$2,038,749$250,655 14.0%30,4200.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,944,530$373,785 -16.1%11,0340.3%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,816,468$760,811 -29.5%8,2800.3%Retail/Wholesale
VANGUARD MUN BD FDS
$1,749,054$522,127 -23.0%23,7740.3%CORE TAX EXEMPT
GRAYSCALE BITCOIN MINI TR ET
$1,730,508$488,960 39.4%36,2410.3%SHS NEW
Sysco Corporation stock logo
SYY
Sysco
$1,626,302$1,666 -0.1%21,4720.3%Consumer Staples
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$1,492,407$660,535 -30.7%20,2690.2%ETF
The Andersons, Inc. stock logo
ANDE
Andersons
$1,470,523$3,418 0.2%40,0140.2%Basic Materials
VANGUARD INSTL INDEX FD
$1,461,016$1,178,831 417.8%19,3380.2%0-3 MO TREAS BIL
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$1,456,927$2,537 -0.2%34,4590.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,044,946$72,918 -6.5%1,6910.2%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$996,224$57,560 -5.5%1,3500.2%Computer and Technology
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$956,113$5,474 -0.6%10,4790.2%Finance
PALANTIR TECHNOLOGIES INC
$869,177$156,495 -15.3%6,3760.1%CL A
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$858,391$91,086 -9.6%8670.1%Retail/Wholesale
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$770,423$104,671 -12.0%7,1470.1%Energy
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$759,990$345,450 83.3%11,0000.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$728,800$728,800 New Holding10.1%Finance
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$703,983$546,372 346.7%16,4370.1%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$686,529$6,990 1.0%2,2590.1%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$669,986$8,474 -1.2%10,5160.1%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$662,952$11,311 1.7%3,7510.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$617,145$642,555 -51.0%1,9430.1%Auto/Tires/Trucks
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$577,115$52,465 -8.3%1,9910.1%Finance
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$556,0100.0%7,0000.1%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$534,595$848,150 -61.3%8610.1%ETF
iShares Select U.S. REIT ETF stock logo
ICF
iShares Select U.S. REIT ETF
$522,9180.0%8,5500.1%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$519,879$5,824 -1.1%1,3390.1%Industrials
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$513,945$95,181 22.7%3,0940.1%Energy
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$503,026$10,038 -2.0%3,1570.1%Consumer Staples
DTE Energy Company stock logo
DTE
DTE Energy
$485,467$795 -0.2%3,6650.1%Utilities
Citigroup Inc. stock logo
C
Citigroup
$477,831$4,256 0.9%5,6140.1%Financial Services
The Home Depot, Inc. stock logo
HD
Home Depot
$471,934$5,867 -1.2%1,2870.1%Retail/Wholesale
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$471,151$21,783 -4.4%7,4620.1%Manufacturing
GE VERNOVA INC
$468,850$109,539 30.5%8860.1%COM
Dimensional Emerging Core Equity Market ETF stock logo
DFAE
Dimensional Emerging Core Equity Market ETF
$463,4900.0%16,0100.1%ETF
Vanguard Global ex-U.S. Real Estate ETF stock logo
VNQI
Vanguard Global ex-U.S. Real Estate ETF
$461,500$36,920 -7.4%10,0000.1%ETF
ISHARES BITCOIN TRUST ETF
$454,240$7,162 1.6%7,4210.1%SHS BEN INT
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$451,544$21,080 -4.5%2,9560.1%Medical
International Business Machines Corporation stock logo
IBM
International Business Machines
$420,429$4,422 -1.0%1,4260.1%Computer and Technology
The Kroger Co. stock logo
KR
Kroger
$414,098$3,371 -0.8%5,7730.1%Retail/Wholesale
Netflix, Inc. stock logo
NFLX
Netflix
$403,079$97,757 32.0%3010.1%Consumer Discretionary
GeneDx Holdings Corp. stock logo
WGS
GeneDx
$395,087$65,448 19.9%4,2800.1%Medical
COREWEAVE INC
$383,844$383,844 New Holding2,3540.1%COM CL A
Vanguard Ultra-Short Bond ETF stock logo
VUSB
Vanguard Ultra-Short Bond ETF
$357,358$5,584 -1.5%7,1670.1%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$344,763$32,922 -8.7%1,1310.1%Finance
First Solar, Inc. stock logo
FSLR
First Solar
$340,185$662 -0.2%2,0550.1%Energy
The Boeing Company stock logo
BA
Boeing
$334,620$1,886 0.6%1,5970.1%Aerospace
Vistra Corp. stock logo
VST
Vistra
$312,035$68,415 28.1%1,6100.0%Utilities
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$308,139$864 -0.3%1,0700.0%Medical
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$292,308$2,080 -0.7%2810.0%Industrials
AbbVie Inc. stock logo
ABBV
AbbVie
$288,741$174,618 -37.7%1,5560.0%Medical
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$287,235$5,491 -1.9%8370.0%Basic Materials
Bank of America Corporation stock logo
BAC
Bank of America
$286,116$3,597 -1.2%6,0460.0%Finance
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$275,845$55,453 -16.7%1,1640.0%ETF
Masco Corporation stock logo
MAS
Masco
$271,342$5,213 -1.9%4,2160.0%Construction
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$264,758$18,884 -6.7%4,9070.0%ETF
Stryker Corporation stock logo
SYK
Stryker
$264,282$1,583 -0.6%6680.0%Medical
Elevance Health, Inc. stock logo
ELV
Elevance Health
$263,326$15,947 -5.7%6770.0%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$253,408$25,300 -9.1%1,8630.0%Medical
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$246,148$7,354 -2.9%3,5480.0%Computer and Technology
Cencora, Inc. stock logo
COR
Cencora
$243,520$10,796 -4.2%8120.0%Medical
Axon Enterprise, Inc stock logo
AXON
Axon Enterprise
$243,415$25,666 11.8%2940.0%Aerospace
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$231,427$1,236 -0.5%9360.0%Industrials
The Walt Disney Company stock logo
DIS
Walt Disney
$227,969$69,085 -23.3%1,8380.0%Consumer Discretionary
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$227,4430.0%1,0540.0%Finance
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$214,7090.0%9,0100.0%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$213,501$8,768 4.3%4870.0%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$211,424$121,286 -36.5%7670.0%Computer and Technology
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$205,140$41,028 25.0%2,0000.0%Business Services
DT Midstream, Inc. stock logo
DTM
DT Midstream
$202,565$879 -0.4%1,8430.0%Energy
CocaCola Company (The) stock logo
KO
CocaCola
$199,020$50,020 -20.1%2,8130.0%Consumer Staples
Oracle Corporation stock logo
ORCL
Oracle
$194,705$71,676 -26.9%8910.0%Computer and Technology
FTI Consulting, Inc. stock logo
FCN
FTI Consulting
$194,446$485 -0.2%1,2040.0%Business Services

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data