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
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20252,890 pos · $790.4M
- 13F HOLDINGS REPORTQ/E Sep 20252,101 pos · $730.9M
- 13F HOLDINGS REPORTQ/E Jun 20251,801 pos · $630.4M
- 13F HOLDINGS REPORTQ/E Mar 20251,893 pos · $586.4M
- 13F HOLDINGS REPORTQ/E Dec 20241,875 pos · $579.1M
- 13F HOLDINGS REPORTQ/E Sep 20242,104 pos · $566.7M
- 13F HOLDINGS REPORTQ/E Jun 20242,105 pos · $516.3M
- 13F HOLDINGS REPORTQ/E Mar 20242,108 pos · $500.6M
- 13F HOLDINGS REPORTQ/E Dec 20232,069 pos · $398.5M
- 13F HOLDINGS REPORTQ/E Sep 20232,076 pos · $398.4M
- 13F HOLDINGS REPORTQ/E Jun 20232,069 pos · $366.8M
- 13F HOLDINGS REPORTQ/E Mar 20231,803 pos · $335.9M
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% |