Sjs Investment Consulting Inc. Top Holdings and 13F Report (2025) About Sjs Investment Consulting Inc.Investment ActivitySjs Investment Consulting Inc. has $586.41 million in total holdings as of March 31, 2025.Sjs Investment Consulting Inc. owns shares of 1,602 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 5.28% of the portfolio was purchased this quarter.About 1.62% of the portfolio was sold this quarter.This quarter, Sjs Investment Consulting Inc. has purchased 1,599 new stocks and bought additional shares in 454 stocks.Sjs Investment Consulting Inc. sold shares of 321 stocks and completely divested from 98 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $304,122,195Dimensional International Core Equity 2 ETF $49,317,914DIMENSIONAL ETF TRUST $19,310,296Dimensional Short-Duration Fixed Income ETF $17,160,107Eli Lilly and Company $15,493,247 Largest New Holdings this Quarter 922907712 - VANGUARD MUN BD FDS $2,291,864 Holding922040845 - VANGUARD INSTL INDEX FD $281,769 Holding25434V807 - Dimensional International Value ETF $144,845 Holding464288760 - iShares U.S. Aerospace & Defense ETF $116,356 Holding824430300 - SHF HOLDINGS INC $48,533 Holding Largest Purchases this Quarter DIMENSIONAL ETF TRUST 131,573 shares (about $6.67M)UMB Financial 47,249 shares (about $4.78M)Dimensional U.S. Core Equity 2 ETF 90,276 shares (about $2.98M)WesBanco 79,528 shares (about $2.46M)VANGUARD MUN BD FDS 30,871 shares (about $2.29M) Largest Sales this Quarter GRAYSCALE BITCOIN TRUST ETF 30,000 shares (about $1.96M)Avantis U.S. Equity ETF 6,321 shares (about $583.93K)Vanguard High Dividend Yield ETF 1,442 shares (about $185.99K)Grayscale Ethereum Trust (ETH) 11,961 shares (about $182.05K)Dimensional Core Fixed Income ETF 4,137 shares (about $174.00K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSjs Investment Consulting Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$304,122,195$2,978,205 ▲1.0%9,218,61851.9%ETFDFICDimensional International Core Equity 2 ETF$49,317,914$142,016 ▲0.3%1,775,9428.4%ETFDIMENSIONAL ETF TRUST$19,310,296$6,674,706 ▲52.8%380,6483.3%ULTRASHORT FIXEDDFSDDimensional Short-Duration Fixed Income ETF$17,160,107$486,130 ▲2.9%361,1132.9%ETFLLYEli Lilly and Company$15,493,247$8,259 ▲0.1%18,7592.6%MedicalHRLHormel Foods$14,568,963$185,269 ▲1.3%470,8782.5%Consumer StaplesAAPLApple$13,112,373$79,745 ▲0.6%59,0302.2%Computer and TechnologyVANGUARD MALVERN FDS$12,746,558$1,478,065 ▲13.1%164,6202.2%CORE BD ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$8,521,681$150,100 ▼-1.7%325,2551.5%ETFDFCFDimensional Core Fixed Income ETF$8,283,297$174,002 ▼-2.1%196,9401.4%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$8,124,444$946,406 ▲13.2%162,8141.4%ManufacturingAVEMAvantis Emerging Markets Equity ETF$8,096,536$591,712 ▲7.9%134,5611.4%ETFDFSUDimensional US Sustainability Core 1 ETF$6,831,338$514,913 ▲8.2%190,7661.2%ETFNVDANVIDIA$5,468,031$428,213 ▲8.5%50,4520.9%Computer and TechnologyDFGRDimensional Global Real Estate ETF$5,280,086$227,752 ▲4.5%201,0700.9%ETFUMBFUMB Financial$4,778,088$4,776,875 ▲393,741.7%47,2610.8%FinanceVVisa$3,803,077$66,585 ▲1.8%10,8520.6%Business ServicesDFEMDimensional Emerging Markets Core Equity 2 ETF$3,419,717$82,052 ▼-2.3%129,2410.6%ETFMSFTMicrosoft$3,345,118$530,053 ▲18.8%8,9110.6%Computer and TechnologyMCDMcDonald's$3,133,924$1,249 ▲0.0%10,0330.5%Retail/WholesaleWSBCWesBanco$2,462,652$2,462,188 ▲530,186.7%79,5430.4%FinanceVYMIVanguard International High Dividend Yield ETF$2,332,2150.0%31,6490.4%ETFAVDEAvantis International Equity ETF$2,319,716$11,597 ▼-0.5%35,0040.4%ETFVANGUARD MUN BD FDS$2,291,864$2,291,864 ▲New Holding30,8710.4%CORE TAX EXEMPTAMZNAmazon.com$2,235,105$297,938 ▲15.4%11,7480.4%Retail/WholesaleGOOGAlphabet$2,174,126$57,962 ▲2.7%13,9160.4%Computer and TechnologyBNDVanguard Total Bond Market ETF$2,147,678$40,398 ▼-1.8%29,2400.4%ETFGOOGLAlphabet$2,034,329$250,058 ▲14.0%13,1550.3%Computer and TechnologyGRAYSCALE BITCOIN TRUST ETF$1,796,412$1,955,101 ▼-52.1%27,5650.3%SHS REP COM UTANDEAndersons$1,713,8150.0%39,9210.3%Basic MaterialsPEPPepsiCo$1,699,871$11,395 ▼-0.7%11,3370.3%Consumer StaplesDFUSDimensional U.S. Equity ETF$1,613,607$15,120 ▲0.9%26,6800.3%ETFSYYSysco$1,612,9220.0%21,4940.3%Consumer StaplesDFUVDimensional US Marketwide Value ETF$1,422,5280.0%34,5190.2%ETFIVViShares Core S&P 500 ETF$1,251,352$311,855 ▲33.2%2,2270.2%ETFTSLATesla$1,027,773$448,582 ▲77.4%3,9660.2%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$1,011,981$293,133 ▲40.8%1,8090.2%FinanceXOMExxon Mobil$965,515$64,106 ▲7.1%8,1180.2%EnergyGRAYSCALE BITCOIN MINI TR ET$948,777$739,543 ▲353.5%26,0010.2%SHS NEWCOSTCostco Wholesale$907,054$26,483 ▼-2.8%9590.2%Retail/WholesaleSCHWCharles Schwab$824,997$22,545 ▼-2.7%10,5390.1%FinanceMETAMeta Platforms$822,783$62,803 ▲8.3%1,4280.1%Computer and TechnologyYUMYum! Brands$682,314$157 ▲0.0%4,3360.1%Retail/WholesaleVTVVanguard Value ETF$636,893$49,576 ▲8.4%3,6870.1%ETFDFASDimensional U.S. Small Cap ETF$636,289$7,170 ▲1.1%10,6490.1%ETFPALANTIR TECHNOLOGIES INC$635,027$7,934 ▼-1.2%7,5240.1%CL AVTIVanguard Total Stock Market ETF$614,498$23,085 ▲3.9%2,2360.1%ETFPGProcter & Gamble$548,802$9,033 ▲1.7%3,2200.1%Consumer StaplesMDYVSPDR S&P 400 Mid Cap Value ETF$539,3500.0%7,0000.1%ETFJPMJPMorgan Chase & Co.$532,789$1,962 ▲0.4%2,1720.1%FinanceICFiShares Select U.S. REIT ETF$526,0820.0%8,5500.1%ETFABBVAbbVie$523,107$188,754 ▲56.5%2,4970.1%MedicalJNJJohnson & Johnson$513,125$12,604 ▲2.5%3,0940.1%MedicalDTEDTE Energy$507,590$277 ▲0.1%3,6710.1%UtilitiesHDHome Depot$477,606$66,711 ▼-12.3%1,3030.1%Retail/WholesaleAVUSAvantis U.S. Equity ETF$452,385$583,934 ▼-56.3%4,8970.1%ETFCATCaterpillar$446,5960.0%1,3540.1%IndustrialsVNQIVanguard Global ex-U.S. Real Estate ETF$436,968$80,920 ▼-15.6%10,8000.1%ETFEMXCiShares MSCI Emerging Markets ex China ETF$430,0880.0%7,8070.1%ManufacturingDFAEDimensional Emerging Core Equity Market ETF$414,4990.0%16,0100.1%ETFCCitigroup$395,016$2,698 ▲0.7%5,5640.1%FinanceKRKroger$393,9560.0%5,8200.1%Retail/WholesaleETHEGrayscale Ethereum Trust (ETH)$387,943$182,047 ▼-31.9%25,4890.1%MiscellaneousBXBlackstone$384,218$295,886 ▲335.0%2,7490.1%FinanceVXUSVanguard Total International Stock ETF$372,6000.0%6,0000.1%ETFMPCMarathon Petroleum$367,285$146 ▼0.0%2,5210.1%EnergyVUSBVanguard Ultra-Short Bond ETF$362,916$35,150 ▼-8.8%7,2790.1%ETFIBMInternational Business Machines$358,359$746 ▲0.2%1,4410.1%Computer and TechnologyGLDSPDR Gold Shares$357,006$82,120 ▲29.9%1,2390.1%FinanceISHARES BITCOIN TRUST ETF$341,901$269,860 ▲374.6%7,3040.1%SHS BEN INTWGSGeneDx$316,2660.0%3,5710.1%MedicalELVElevance Health$312,302$14,789 ▲5.0%7180.1%MedicalVBVanguard Small-Cap ETF$310,007$35,258 ▲12.8%1,3980.1%ETFMASMasco$298,8140.0%4,2970.1%ConstructionSHWSherwin-Williams$297,957$2,794 ▲0.9%8530.1%Basic MaterialsUNHUnitedHealth Group$286,296$20,936 ▼-6.8%5470.0%MedicalVANGUARD INSTL INDEX FD$281,769$281,769 ▲New Holding3,7350.0%0-3 MO TREAS BILGWWW.W. Grainger$279,5560.0%2830.0%IndustrialsABTAbbott Laboratories$271,821$1,194 ▲0.4%2,0490.0%MedicalBABoeing$270,834$1,023 ▲0.4%1,5880.0%AerospaceDFATDimensional U.S. Targeted Value ETF$270,661$7,208 ▲2.7%5,2570.0%ETFFSLRFirst Solar$260,320$632 ▼-0.2%2,0590.0%EnergyBACBank of America$255,481$459 ▲0.2%6,1220.0%FinanceKOCoca-Cola$252,103$45,049 ▲21.8%3,5200.0%Consumer StaplesSYKStryker$250,1530.0%6720.0%MedicalVEEVVeeva Systems$248,540$232 ▲0.1%1,0730.0%MedicalDISWalt Disney$236,417$16,090 ▼-6.4%2,3950.0%Consumer DiscretionaryCORCencora$235,711$278 ▲0.1%8480.0%MedicalITWIllinois Tool Works$233,3790.0%9410.0%IndustrialsCSCOCisco Systems$225,469$61,643 ▼-21.5%3,6540.0%Computer and TechnologyYUMCYum China$224,9000.0%4,3200.0%Retail/WholesaleNFLXNetflix$212,618$34,504 ▲19.4%2280.0%Consumer DiscretionaryIWMiShares Russell 2000 ETF$210,2630.0%1,0540.0%FinanceGE VERNOVA INC$207,293$28,392 ▼-12.0%6790.0%COMAVGOBroadcom$202,089$123,899 ▲158.5%1,2070.0%Computer and TechnologyFCNFTI Consulting$198,0450.0%1,2070.0%Business ServicesSCHBSchwab US Broad Market ETF$193,9860.0%9,0100.0%ETFTAT&T$190,412$28,846 ▲17.9%6,7330.0%Computer and TechnologyCVXChevron$183,291$50,673 ▲38.2%1,0960.0%EnergyDTMDT Midstream$178,585$193 ▲0.1%1,8510.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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