Institutional Manager · CIK 0001894302

SJS Investment Consulting Inc.

SYLVANIA, OH · File #028-21784

Latest AUM

$790.4M

Positions

2,890

Top-10 Concentration

81.8%

Filings

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
REDUCE	HORMEL FOODS CORP	HRL	-476,376	-$11.3M	-$488,645
ADD	VANGUARD INSTL INDEX FD	922040845	+84,687	+$6.4M	-$6,603
ADD	DIMENSIONAL ETF TRUST	25434V708	+122,216	+$4.8M	+$9.2M
ADD	VANGUARD MALVERN FDS	922020748	+55,188	+$4.3M	-$169,949
ADD	DIMENSIONAL ETF TRUST	25434V799	+74,588	+$2.6M	+$3.0M
ADD	DIMENSIONAL ETF TRUST	25434V591	+41,724	+$2.1M	-$78,190
ADD	VANGUARD MALVERN FDS	922020805	+41,279	+$2.0M	-$283,052
ADD	DIMENSIONAL ETF TRUST	25434V864	+34,544	+$1.7M	-$97,706
ADD	AMERICAN CENTY ETF TR	025072604	+12,827	+$987,934	+$285,028
ADD	DIMENSIONAL ETF TRUST	25434V658	+32,475	+$857,990	-$236,135

Sector Allocation

Technology

5.3%$42.3M

Healthcare

3.4%$26.9M

Consumer Staples

2.5%$20.0M

Consumer Discretionary

1.2%$9.7M

Financials

1.2%$9.2M

Industrials

0.9%$7.3M

Energy

0.3%$2.8M

Communication Services

0.3%$2.4M

Materials

0.2%$1.5M

Real Estate

0.1%$1.3M

Utilities

0.1%$642,853

Filing History

Jan 21, 202613F HOLDINGS REPORTQ/E Dec 20252,890 pos · $790.4M
Oct 21, 202513F HOLDINGS REPORTQ/E Sep 20252,101 pos · $730.9M
Jul 15, 202513F HOLDINGS REPORTQ/E Jun 20251,801 pos · $630.4M
Apr 15, 202513F HOLDINGS REPORTQ/E Mar 20251,893 pos · $586.4M
Jan 21, 202513F HOLDINGS REPORTQ/E Dec 20241,875 pos · $579.1M
Oct 16, 202413F HOLDINGS REPORTQ/E Sep 20242,104 pos · $566.7M
Jul 16, 202413F HOLDINGS REPORTQ/E Jun 20242,105 pos · $516.3M
Apr 18, 202413F HOLDINGS REPORTQ/E Mar 20242,108 pos · $500.6M
Oct 17, 202313F HOLDINGS REPORTQ/E Dec 20232,069 pos · $398.5M

Top 20 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	DIMENSIONAL ETF TRUST	25434V708	9,111,768	$360.7M	50.18%
2	DIMENSIONAL ETF TRUST	25434V799	1,890,712	$65.2M	9.06%
3	DIMENSIONAL ETF TRUST	25434V591	642,934	$32.6M	4.53%
4	VANGUARD MALVERN FDS	922020748	385,176	$30.0M	4.17%
5	DIMENSIONAL ETF TRUST	25434V864	441,690	$21.2M	2.95%
6	ELI LILLY & CO	LLY	19,047	$20.5M	2.85%
7	APPLE INC	AAPL	71,033	$19.3M	2.69%
8	VANGUARD MALVERN FDS	922020805	283,238	$14.0M	1.95%
9	AMERICAN CENTY ETF TR	025072604	162,076	$12.5M	1.74%
10	AMERICAN CENTY ETF TR	025072885	109,596	$12.3M	1.70%
11	HORMEL FOODS CORP	HRL	473,717	$11.2M	1.56%
12	DIMENSIONAL ETF TRUST	25434V716	210,779	$9.2M	1.27%
13	VANGUARD INSTL INDEX FD	922040845	120,272	$9.1M	1.26%
14	DIMENSIONAL ETF TRUST	25434V880	276,434	$9.0M	1.26%
15	NVIDIA CORPORATION	NVDA	47,816	$8.9M	1.24%
16	DIMENSIONAL ETF TRUST	25434V872	191,896	$8.2M	1.14%
17	DIMENSIONAL ETF TRUST	25434V658	297,796	$7.9M	1.09%
18	ALPHABET INC	GOOG	14,241	$4.5M	0.62%
19	MICROSOFT CORP	MSFT	9,212	$4.5M	0.62%
20	VISA INC	V	11,113	$3.9M	0.54%