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Size ($ in 1000's)
At 03/31/2024: $500,582 At 12/31/2023: $442,039
SJS Investment Consulting Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from SJS Investment Consulting Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the SJS Investment Consulting Inc. top holdings by largest position size, as per the latest 13f filing made by SJS Investment Consulting Inc..
In the SJS Investment Consulting Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by SJS Investment Consulting Inc. in that top holding, then the share count change between reporting periods, and finally the SJS Investment Consulting Inc. top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
DIMENSIONAL ETF TRUST (DFAC) |
9,038,695 |
+118,649 |
$288,786 | DFAC | 9,038,695 | +118,649 | $288,786 | DIMENSIONAL ETF TRUST (DFIC) |
1,421,686 |
+203,636 |
$38,030 | DFIC | 1,421,686 | +203,636 | $38,030 | HORMEL FOODS CORP |
454,273 |
+4,324 |
$15,850 | HRL | 454,273 | +4,324 | $15,850 | ELI LILLY & CO |
19,053 |
+221 |
$14,822 | LLY | 19,053 | +221 | $14,822 | DIMENSIONAL ETF TRUST (DFSD) |
295,356 |
+28,397 |
$13,894 | DFSD | 295,356 | +28,397 | $13,894 | APPLE INC |
57,447 |
-346 |
$9,851 | AAPL | 57,447 | -346 | $9,851 | DIMENSIONAL ETF TRUST (DFAX) |
341,759 |
+111 |
$8,694 | DFAX | 341,759 | +111 | $8,694 | VANGUARD BD INDEX FDS (BND) |
105,530 |
+16,626 |
$7,665 | BND | 105,530 | +16,626 | $7,665 | DIMENSIONAL ETF TRUST (DFCF) |
179,573 |
+12,117 |
$7,533 | DFCF | 179,573 | +12,117 | $7,533 | NVIDIA CORPORATION |
6,137 |
+640 |
$5,545 | NVDA | 6,137 | +640 | $5,545 | AMERICAN CENTY ETF TR (AVEM) |
88,467 |
+19,972 |
$5,128 | AVEM | 88,467 | +19,972 | $5,128 | DIMENSIONAL ETF TRUST (DFGR) |
153,021 |
+79,971 |
$3,907 | DFGR | 153,021 | +79,971 | $3,907 | VANGUARD MALVERN FDS (VTIP) |
76,734 |
+17,579 |
$3,675 | VTIP | 76,734 | +17,579 | $3,675 | MICROSOFT CORP |
8,010 |
+262 |
$3,370 | MSFT | 8,010 | +262 | $3,370 | DIMENSIONAL ETF TRUST (DFEM) |
120,955 |
+22,123 |
$3,083 | DFEM | 120,955 | +22,123 | $3,083 | DIMENSIONAL ETF TRUST (DFSU) |
86,647 |
+62,317 |
$2,982 | DFSU | 86,647 | +62,317 | $2,982 | VISA INC |
10,630 |
+443 |
$2,967 | V | 10,630 | +443 | $2,967 | MCDONALDS CORP |
10,141 |
+32 |
$2,859 | MCD | 10,141 | +32 | $2,859 | ANDERSONS INC |
39,956 |
UNCH |
$2,292 | ANDE | 39,956 | UNCH | $2,292 | AMERICAN CENTY ETF TR (AVDE) |
33,806 |
-45 |
$2,155 | AVDE | 33,806 | -45 | $2,155 | ALPHABET INC |
13,748 |
+1,163 |
$2,093 | GOOG | 13,748 | +1,163 | $2,093 | VANGUARD WHITEHALL FDS (VYMI) |
30,000 |
UNCH |
$2,064 | VYMI | 30,000 | UNCH | $2,064 | PEPSICO INC |
11,567 |
-1 |
$2,024 | PEP | 11,567 | -1 | $2,024 | AMAZON COM INC |
9,669 |
+441 |
$1,744 | AMZN | 9,669 | +441 | $1,744 | SYSCO CORP |
21,178 |
+139 |
$1,719 | SYY | 21,178 | +139 | $1,719 | GRAYSCALE BITCOIN TR BTC |
27,153 |
+27,153 |
$1,715 | GBTC | 27,153 | +27,153 | $1,715 | ALPHABET INC |
11,285 |
-1,867 |
$1,703 | GOOGL | 11,285 | -1,867 | $1,703 | VANGUARD MUN BD FDS (VTEB) |
32,944 |
+7,340 |
$1,667 | VTEB | 32,944 | +7,340 | $1,667 | DIMENSIONAL ETF TRUST (DFUV) |
37,466 |
UNCH |
$1,532 | DFUV | 37,466 | UNCH | $1,532 | DIMENSIONAL ETF TRUST (DFUS) |
19,800 |
UNCH |
$1,128 | DFUS | 19,800 | UNCH | $1,128 | ALKAMI TECHNOLOGY INC |
34,800 |
-30,000 |
$855 | ALKT | 34,800 | -30,000 | $855 | EXXON MOBIL CORP |
6,939 |
+257 |
$807 | XOM | 6,939 | +257 | $807 | DIMENSIONAL ETF TRUST (DFAS) |
12,161 |
UNCH |
$758 | DFAS | 12,161 | UNCH | $758 | COSTCO WHSL CORP NEW |
987 |
+43 |
$723 | COST | 987 | +43 | $723 | VANGUARD INTL EQUITY INDEX F (VNQI) |
16,140 |
-15,670 |
$680 | VNQI | 16,140 | -15,670 | $680 | PREMIER FINANCIAL CORP |
32,954 |
-101 |
$669 | PFC | 32,954 | -101 | $669 | VANGUARD INDEX FDS (VTI) |
2,429 |
+139 |
$631 | VTI | 2,429 | +139 | $631 | ISHARES TR (ICF) |
10,770 |
-2,300 |
$621 | ICF | 10,770 | -2,300 | $621 | PROCTER AND GAMBLE CO |
3,764 |
-93 |
$611 | PG | 3,764 | -93 | $611 | YUM BRANDS INC |
4,337 |
+1 |
$601 | YUM | 4,337 | +1 | $601 | ADVANCED MICRO DEVICES INC |
3,297 |
+881 |
$595 | AMD | 3,297 | +881 | $595 | VANGUARD BD INDEX FDS (VUSB) |
11,632 |
-1,064 |
$576 | VUSB | 11,632 | -1,064 | $576 | VANGUARD INDEX FDS (VTV) |
3,500 |
-100 |
$570 | VTV | 3,500 | -100 | $570 | SPDR S&P 500 ETF TR (SPY) |
1,078 |
+1 |
$564 | SPY | 1,078 | +1 | $564 | VANGUARD MALVERN FDS (VCRB) |
7,153 |
+7,153 |
$547 | VCRB | 7,153 | +7,153 | $547 | SPDR SER TR (MDYV) |
7,000 |
UNCH |
$532 | MDYV | 7,000 | UNCH | $532 | JPMORGAN CHASE & CO |
2,615 |
+281 |
$524 | JPM | 2,615 | +281 | $524 | MARATHON PETE CORP |
2,541 |
+145 |
$512 | MPC | 2,541 | +145 | $512 | JOHNSON & JOHNSON |
3,205 |
+11 |
$507 | JNJ | 3,205 | +11 | $507 | HOME DEPOT INC |
1,313 |
+26 |
$504 | HD | 1,313 | +26 | $504 |
See Full List: All Stocks Held By SJS Investment Consulting Inc.
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By SJS Investment Consulting Inc.
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