SI
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SJS Investment Consulting Inc.13F | |
SJS Investment Consulting Inc. | |
Last update 2025-07-15 | 1548 Stocks (90 new) |
Value $630.00 Mil | Turnover 4 % |
SJS Investment Consulting Inc.... Top Holdings of 2025-06-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
DFAC | Dimensional U.S. Core Equity 2 ETF | 8,924,449 | 319,852.2 | -3.19% | 50.730 | -1.65% | 0.920 | +18.32% | +5.38% | 35,270.9 | ||
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 1,768,436 | 54,980.7 | -0.42% | 8.720 | -0.04% | 0.570 | +12.24% | +19.58% | 9,640.8 | ||
DUSB |
Dimensional Ultrashort Fixed Income ETF
Dimensional Ultrashort Fixed Income ETF
| 414,416 | 21,031.6 | +8.87% | 3.340 | +0.27% | 1.550 | +1.28% | +2.48% | 1,357.7 | ||
VCRB | Vanguard Core Bond ETF | 250,309 | 19,419.0 | +52.05% | 3.080 | +1.05% | 0.650 | +1.00% | +3.37% | 2,952.8 | ||
DFSD |
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
| 372,779 | 17,897.1 | +3.23% | 2.840 | +0.09% | 0.370 | +0.95% | +2.28% | 4,852.5 | ||
LLY | Eli Lilly and Co | 18,731 | 14,601.4 | -0.15% | 2.320 | 0% | 0.000 | +7.69% | +2.69% | 709,031.6 | Drug Manufacturers | |
HRL | Hormel Foods Corp | 475,442 | 14,382.1 | +0.97% | 2.280 | +0.02% | 0.090 | +0.06% | -1.86% | 16,447.3 | Consumer Packaged Goods | |
AAPL | Apple Inc | 55,939 | 11,477.0 | -5.24% | 1.820 | -0.12% | 0.000 | +8.32% | -15.87% | 3,138,913.2 | Hardware | |
AVUS | Avantis U.S. Equity ETF | 110,802 | 11,171.1 | +2,162.65% | 1.770 | +1.69% | 0.130 | +18.68% | +5.62% | 8,811.7 | ||
AVEM | Avantis Emerging Markets Equity ETF | 138,222 | 9,473.8 | +2.72% | 1.500 | +0.04% | 0.090 | +21.07% | +18.56% | 10,942.9 |
SJS Investment Consulting Inc.'s Historical Top Holdings Breakdowns
SJS Investment Consulting Inc.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
AVUS | Avantis U.S. Equity ETF | 2025-06-30 | Add Add | +1.69% | 81.38 ($93.61) 100.82 | $101.74 | 8.68% | Add 2162.65% | 110,802 | 105,905 | |
DFAC | Dimensional U.S. Core Equity 2 ETF | 2025-06-30 | Reduce Reduce | -1.65% | 29.12 ($33.35) 35.84 | $36.25 | 8.70% | Reduce -3.19% | 8,924,449 | -294,169 | |
VCRB | Vanguard Core Bond ETF | 2025-06-30 | Add Add | +1.05% | 75.74 ($76.63) 77.9 | $76.66 | 0.03% | Add 52.05% | 250,309 | 85,689 | |
UMBF | UMB Financial Corp | 2025-06-30 | Reduce Reduce | -0.40% | 86.4 ($99.74) 107.99 | $108.49 | 8.77% | Reduce -49.23% | 23,995 | -23,266 | |
PEP | PepsiCo Inc | 2025-06-30 | Reduce Reduce | -0.28% | 128.02 ($134.95) 151.37 | $135.35 | 0.30% | Reduce -95.25% | 539 | -10,798 | |
DUSB |
Dimensional Ultrashort Fixed Income ETF
Dimensional Ultrashort Fixed Income ETF
| 2025-06-30 | Add Add | +0.27% | 50.6 ($50.73) 50.86 | $50.85 | 0.24% | Add 8.87% | 414,416 | 33,768 | |
VTIP |
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
| 2025-06-30 | Add Add | +0.20% | 49.57 ($49.94) 50.27 | $50.01 | 0.14% | Add 15.14% | 187,461 | 24,647 | |
VBIL |
Vanguard 0-3 Month Treasury Bill ETF
Vanguard 0-3 Month Treasury Bill ETF
| 2025-06-30 | Add Add | +0.19% | 75.21 ($75.39) 75.55 | $75.45 | 0.09% | Add 417.75% | 19,338 | 15,603 | |
DFGR | Dimensional Global Real Estate ETF | 2025-06-30 | Add Add | +0.15% | 23.51 ($26.25) 27.25 | $26.89 | 2.44% | Add 17.44% | 236,145 | 35,075 | |
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Reduce Reduce | -0.13% | 498.8 ($573.99) 620.9 | $627.25 | 9.28% | Reduce -61.34% | 861 | -1,366 |
SJS Investment Consulting Inc. Total Holding History ($B)
SJS Investment Consulting Inc.'s Asset Allocation
SJS Investment Consulting Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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SJS Investment Consulting Inc.'s Hypothetical Growth since 2025-06-30
SJS Investment Consulting Inc.'s Yearly Returns
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SJS Investment Consulting Inc.'s Holdings Heat Map
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SJS Investment Consulting Inc.'s Holdings Bubble Chart
SJS Investment Consulting Inc. News
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