Sjs Investment Consulting Inc. Top Holdings and 13F Report (2024) About Sjs Investment Consulting Inc.Investment ActivitySjs Investment Consulting Inc. has $566.74 million in total holdings as of September 30, 2024.Sjs Investment Consulting Inc. owns shares of 1,657 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 4.74% of the portfolio was purchased this quarter.About 1.02% of the portfolio was sold this quarter.This quarter, Sjs Investment Consulting Inc. has purchased 1,660 new stocks and bought additional shares in 422 stocks.Sjs Investment Consulting Inc. sold shares of 421 stocks and completely divested from 78 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $309,441,820Dimensional International Core Equity 2 ETF $46,135,199Eli Lilly and Company $16,973,726Dimensional Short-Duration Fixed Income ETF $15,675,958Hormel Foods $14,638,538 Largest New Holdings this Quarter Grayscale Ethereum Trust (ETH) $1,015,412 HoldingBP $298,927 HoldingGRAYSCALE BITCOIN MINI TR BT $163,772 HoldingGeneDx $151,554 HoldingHarrow $138,163 Holding Largest Purchases this Quarter DIMENSIONAL ETF TRUST 127,494 shares (about $6.47M)VANGUARD MALVERN FDS 57,100 shares (about $4.52M)Dimensional International Core Equity 2 ETF 99,178 shares (about $2.79M)Premier Financial 73,547 shares (about $1.73M)Grayscale Ethereum Trust (ETH) 46,387 shares (about $1.02M) Largest Sales this Quarter Vanguard Total Bond Market ETF 21,542 shares (about $1.62M)Dimensional U.S. Core Equity 2 ETF 39,395 shares (about $1.35M)Arch Resources 2,000 shares (about $276.67K)VanEck Semiconductor ETF 574 shares (about $140.89K)Tesla 495 shares (about $129.49K) 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$309,441,820$1,350,855 ▼-0.4%9,024,25854.6%ETFDFICDimensional International Core Equity 2 ETF$46,135,199$2,790,869 ▲6.4%1,639,4888.1%ETFLLYEli Lilly and Company$16,973,726$48,727 ▲0.3%19,1593.0%MedicalDFSDDimensional Short-Duration Fixed Income ETF$15,675,958$471,242 ▲3.1%328,3612.8%ETFHRLHormel Foods$14,638,538$125,310 ▲0.9%461,7832.6%Consumer StaplesAAPLApple$13,840,729$247,214 ▲1.8%59,4022.4%Computer and TechnologyVANGUARD MALVERN FDS$10,353,184$4,521,733 ▲77.5%130,7391.8%CORE BD ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$8,995,789$55,019 ▼-0.6%333,0541.6%ETFDFCFDimensional Core Fixed Income ETF$8,933,334$904,183 ▲11.3%206,8381.6%ETFAVEMAvantis Emerging Markets Equity ETF$8,117,465$972,556 ▲13.6%125,6571.4%ETFDIMENSIONAL ETF TRUST$7,360,623$6,472,860 ▲729.1%144,9801.3%ULTRASHORT FIXEDDFSUDimensional US Sustainability Core 1 ETF$6,249,661$638,195 ▲11.4%168,0921.1%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$6,109,575$1,002,870 ▲19.6%123,9011.1%ManufacturingNVDANVIDIA$5,968,322$101,281 ▼-1.7%49,1461.1%Computer and TechnologyDFGRDimensional Global Real Estate ETF$5,216,922$336,622 ▲6.9%180,7670.9%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$3,437,031$42,732 ▼-1.2%122,0970.6%ETFMSFTMicrosoft$3,385,309$25,389 ▼-0.7%7,8670.6%Computer and TechnologyMCDMcDonald's$3,100,781$22,229 ▲0.7%10,1830.5%Retail/WholesaleVVisa$2,928,726$825 ▲0.0%10,6520.5%Business ServicesPFCPremier Financial$2,503,476$1,726,878 ▲222.4%106,6220.4%FinanceVYMIVanguard International High Dividend Yield ETF$2,323,670$121,070 ▲5.5%31,6490.4%ETFGOOGAlphabet$2,295,555$20,230 ▲0.9%13,7300.4%Computer and TechnologyAVDEAvantis International Equity ETF$2,289,544$22,321 ▲1.0%34,1570.4%ETFVTEBVanguard Tax-Exempt Bond ETF$2,026,295$305,902 ▲17.8%39,6380.4%ETFANDEAndersons$2,001,6420.0%39,9210.4%Basic MaterialsPEPPepsiCo$1,979,578$2,211 ▼-0.1%11,6410.3%Consumer StaplesAMZNAmazon.com$1,865,094$25,340 ▲1.4%10,0100.3%Retail/WholesaleGOOGLAlphabet$1,860,781$41,793 ▼-2.2%11,2200.3%Computer and TechnologyDFUSDimensional U.S. Equity ETF$1,699,9260.0%27,3300.3%ETFSYYSysco$1,678,068$24,745 ▲1.5%21,4970.3%Consumer StaplesBNDVanguard Total Bond Market ETF$1,673,076$1,618,020 ▼-49.2%22,2750.3%ETFDFUVDimensional US Marketwide Value ETF$1,439,098$1,042 ▼-0.1%34,5190.3%ETFGRAYSCALE BITCOIN TR BTC$1,386,3770.0%27,4530.2%SHS REP COM UTETHEGrayscale Ethereum Trust (ETH)$1,015,412$1,015,412 ▲New Holding46,3870.2%MiscellaneousCOSTCostco Wholesale$970,740$55,851 ▲6.1%1,0950.2%Retail/WholesaleXOMExxon Mobil$918,694$73,149 ▲8.7%7,8370.2%Oils/EnergyVNQIVanguard Global ex-U.S. Real Estate ETF$741,178$14,073 ▼-1.9%15,8000.1%ETFMETAMeta Platforms$739,096$123,087 ▲20.0%1,2910.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$737,125$78,015 ▲11.8%1,2850.1%FinanceDFASDimensional U.S. Small Cap ETF$682,9110.0%10,5290.1%ETFSCHWCharles Schwab$665,924$629,890 ▲1,748.0%10,2750.1%FinancePGProcter & Gamble$645,790$520 ▲0.1%3,7290.1%Consumer StaplesVTIVanguard Total Stock Market ETF$609,315$84,092 ▼-12.1%2,1520.1%ETFYUMYum! Brands$605,9240.0%4,3370.1%Retail/WholesaleVTVVanguard Value ETF$593,538$17,457 ▼-2.9%3,4000.1%ETFJPMJPMorgan Chase & Co.$582,081$30,780 ▲5.6%2,7610.1%FinanceICFiShares Cohen & Steers REIT ETF$563,531$62,615 ▼-10.0%8,5500.1%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$556,2200.0%7,0000.1%ETFHDHome Depot$543,449$40,931 ▲8.1%1,3410.1%Retail/WholesaleCATCaterpillar$535,086$391 ▼-0.1%1,3680.1%Industrial ProductsFSLRFirst Solar$517,3400.0%2,0740.1%Oils/EnergyJNJJohnson & Johnson$512,449$7,455 ▼-1.4%3,1620.1%MedicalIVViShares Core S&P 500 ETF$496,6430.0%8610.1%ETFEMXCiShares MSCI Emerging Markets ex China ETF$477,0860.0%7,8070.1%ManufacturingDTEDTE Energy$471,138$128 ▲0.0%3,6690.1%UtilitiesTSLATesla$448,116$129,491 ▼-22.4%1,7130.1%Auto/Tires/TrucksDFAEDimensional Emerging Core Equity Market ETF$438,835$274 ▲0.1%16,0100.1%ETFVUSBVanguard Ultra-Short Bond ETF$433,061$10,287 ▲2.4%8,6720.1%ETFMPCMarathon Petroleum$412,978$163 ▼0.0%2,5350.1%Oils/EnergySMHVanEck Semiconductor ETF$388,793$140,888 ▼-26.6%1,5840.1%ManufacturingVXUSVanguard Total International Stock ETF$388,4400.0%6,0000.1%ETFUNHUnitedHealth Group$384,1360.0%6570.1%MedicalMASMasco$368,581$13,095 ▲3.7%4,3910.1%ConstructionAVUSAvantis U.S. Equity ETF$366,518$9,515 ▼-2.5%3,8520.1%ETFELVElevance Health$358,800$520 ▼-0.1%6900.1%MedicalCCitigroup$344,166$4,069 ▲1.2%5,4980.1%FinanceKRKroger$334,8040.0%5,8430.1%Retail/WholesaleGWWW.W. Grainger$326,187$11,427 ▲3.6%3140.1%Industrial ProductsSHWSherwin-Williams$323,275$382 ▼-0.1%8470.1%Basic MaterialsABBVAbbVie$322,041$1,580 ▼-0.5%1,6310.1%MedicalIBMInternational Business Machines$320,121$28,298 ▲9.7%1,4480.1%Computer and TechnologyMNSTMonster Beverage$315,973$626 ▲0.2%6,0570.1%Consumer StaplesBPBP$298,927$298,927 ▲New Holding9,5230.1%Oils/EnergyVBVanguard Small-Cap ETF$293,9040.0%1,2390.1%ETFDFATDimensional U.S. Targeted Value ETF$284,6590.0%5,1170.1%ETFFCNFTI Consulting$274,893$228 ▼-0.1%1,2080.0%Business ServicesBABoeing$248,891$2,281 ▲0.9%1,6370.0%AerospaceITWIllinois Tool Works$248,7050.0%9490.0%Industrial ProductsBACBank of America$245,1950.0%6,1790.0%FinanceSYKStryker$243,8510.0%6750.0%MedicalADBEAdobe$241,286$16,051 ▲7.1%4660.0%Computer and TechnologyACNAccenture$236,832$16,967 ▼-6.7%6700.0%Computer and TechnologyABTAbbott Laboratories$233,853$11,744 ▲5.3%2,0510.0%MedicalIWMiShares Russell 2000 ETF$232,8190.0%1,0540.0%FinanceVYMVanguard High Dividend Yield ETF$230,760$182,172 ▲374.9%1,8000.0%ETFDISWalt Disney$226,459$7,311 ▲3.3%2,3540.0%Consumer DiscretionaryNKENIKE$226,128$10,254 ▲4.8%2,5580.0%Consumer DiscretionaryVEEVVeeva Systems$225,191$630 ▲0.3%1,0730.0%Computer and TechnologyCORCencora$224,856$12,605 ▲5.9%9990.0%MedicalETEnergy Transfer$224,428$218,441 ▲3,648.8%13,9830.0%Oils/EnergyKOCoca-Cola$221,376$27,160 ▲14.0%3,0810.0%Consumer StaplesNOBLProShares S&P 500 Aristocrats ETF$220,9940.0%2,0700.0%ETFORCLOracle$220,610$45,485 ▲26.0%1,2950.0%Computer and TechnologyCSCOCisco Systems$217,123$3,193 ▲1.5%4,0800.0%Computer and TechnologyGLDSPDR Gold Shares$216,324$12,639 ▲6.2%8900.0%FinanceIRMIron Mountain$210,211$20,082 ▲10.6%1,7690.0%Business ServicesTGTTarget$205,647$2,027 ▲1.0%1,3190.0%Retail/WholesalePALANTIR TECHNOLOGIES INC$204,676$137,232 ▲203.5%5,5020.0%CL ASCHBSchwab US Broad Market ETF$204,017$20,754 ▲11.3%3,0670.0%ETFYUMCYum China$194,4870.0%4,3200.0%Retail/WholesaleShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
