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Sjs Investment Consulting Inc. Top Holdings and 13F Report (2025)

About Sjs Investment Consulting Inc.

Investment Activity

  • Sjs Investment Consulting Inc. has $579.13 million in total holdings as of December 31, 2024.
  • Sjs Investment Consulting Inc. owns shares of 1,599 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • Approximately 4.11% of the portfolio was purchased this quarter.
  • About 1.18% of the portfolio was sold this quarter.
  • This quarter, Sjs Investment Consulting Inc. has purchased 1,657 new stocks and bought additional shares in 250 stocks.
  • Sjs Investment Consulting Inc. sold shares of 963 stocks and completely divested from 134 stocks this quarter.

Largest New Holdings this Quarter

GRAYSCALE BITCOIN MINI TR ET
$240,083 Holding
SoundHound AI
$129,159 Holding
GRAYSCALE ETHEREUM MINI TR E
$118,088 Holding
MicroStrategy
$92,679 Holding
HAFNIA LTD
$88,976 Holding

Largest Purchases this Quarter

DIMENSIONAL ETF TRUST
104,095 shares (about $5.27M)
Dimensional U.S. Core Equity 2 ETF
104,084 shares (about $3.60M)
Dimensional International Core Equity 2 ETF
131,340 shares (about $3.39M)
GRAYSCALE BITCOIN TRUST ETF
30,112 shares (about $2.23M)
VANGUARD MALVERN FDS
14,792 shares (about $1.12M)

Largest Sales this Quarter

NVIDIA
2,645 shares (about $355.20K)
Eli Lilly and Company
410 shares (about $316.52K)
Monster Beverage
6,001 shares (about $313.23K)
Grayscale Ethereum Trust (ETH)
8,937 shares (about $250.41K)
Dimensional Core Fixed Income ETF
5,761 shares (about $237.76K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSjs Investment Consulting Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
DFAC
Dimensional U.S. Core Equity 2 ETF
$315,749,347$3,600,266 1.2%9,128,34254.5%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$45,767,062$3,394,483 8.0%1,770,8287.9%ETF
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$16,449,409$1,055,832 6.9%350,8832.8%ETF
Apple Inc. stock logo
AAPL
Apple
$14,692,496$183,058 -1.2%58,6712.5%Computer and Technology
Hormel Foods Co. stock logo
HRL
Hormel Foods
$14,583,603$97,467 0.7%464,8902.5%Consumer Staples
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$14,474,228$316,520 -2.1%18,7492.5%Medical
DIMENSIONAL ETF TRUST
$12,600,696$5,266,163 71.8%249,0752.2%ULTRASHORT FIXED
VANGUARD MALVERN FDS
$11,032,690$1,121,380 11.3%145,5311.9%CORE BD ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$8,298,448$237,756 -2.8%201,0771.4%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$8,228,263$51,460 -0.6%330,9841.4%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$7,332,701$54,675 -0.7%124,7271.3%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$6,965,145$965,837 16.1%143,8481.2%Manufacturing
Dimensional US Sustainability Core 1 ETF stock logo
DFSU
Dimensional US Sustainability Core 1 ETF
$6,685,081$314,381 4.9%176,3871.2%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$6,244,673$355,200 -5.4%46,5011.1%Computer and Technology
Dimensional Global Real Estate ETF stock logo
DFGR
Dimensional Global Real Estate ETF
$4,913,831$297,031 6.4%192,3970.8%ETF
GRAYSCALE BITCOIN TRUST ETF
$4,260,962$2,228,891 109.7%57,5650.7%SHS REP COM UT
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$3,466,037$268,317 8.4%132,3420.6%ETF
Visa Inc. stock logo
V
Visa
$3,369,663$3,160 0.1%10,6620.6%Business Services
Microsoft Co. stock logo
MSFT
Microsoft
$3,160,760$155,109 -4.7%7,4990.5%Computer and Technology
McDonald's Co. stock logo
MCD
McDonald's
$2,907,288$44,643 -1.5%10,0290.5%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$2,579,545$35,232 -1.3%13,5450.4%Computer and Technology
Premier Financial Corp. stock logo
PFC
Premier Financial
$2,545,255$181,061 -6.6%99,5410.4%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,233,747$37,734 1.7%10,1820.4%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,184,213$60,199 2.8%11,5380.4%Computer and Technology
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$2,158,936$62,720 3.0%35,1790.4%ETF
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$2,148,3350.0%31,6490.4%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$2,142,199$540,404 33.7%29,7900.4%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$1,940,332$46,721 -2.4%38,7060.3%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,735,484$34,670 -2.0%11,4130.3%Consumer Staples
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$1,684,913$57,375 -3.3%26,4300.3%ETF
Sysco Co. stock logo
SYY
Sysco
$1,643,444$229 0.0%21,4940.3%Consumer Staples
The Andersons, Inc. stock logo
ANDE
Andersons
$1,617,6030.0%39,9210.3%Basic Materials
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$1,412,5180.0%34,5190.2%ETF
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$1,087,361$713,987 191.2%11,2180.2%ETF
Grayscale Ethereum Trust (ETH) stock logo
ETHE
Grayscale Ethereum Trust (ETH)
$1,049,349$250,415 -19.3%37,4500.2%Miscellaneous
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$984,273$477,419 94.2%1,6720.2%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$904,360$98,957 -9.9%9870.2%Retail/Wholesale
Tesla, Inc. stock logo
TSLA
Tesla
$902,496$210,784 30.5%2,2350.2%Auto/Tires/Trucks
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$815,327$27,755 -3.3%7,5790.1%Oils/Energy
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$801,307$40,854 5.4%10,8270.1%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$772,487$16,399 2.2%1,3190.1%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$753,0530.0%1,2850.1%Finance
DFAS
Dimensional U.S. Small Cap ETF
$685,2280.0%10,5290.1%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$623,6240.0%2,1520.1%ETF
Yum! Brands, Inc. stock logo
YUM
Yum! Brands
$581,585$268 0.0%4,3350.1%Retail/Wholesale
The Home Depot, Inc. stock logo
HD
Home Depot
$577,723$56,022 10.7%1,4850.1%Retail/Wholesale
PALANTIR TECHNOLOGIES INC
$576,151$160,034 38.5%7,6180.1%CL A
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$575,6200.0%3,4000.1%ETF
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$561,4000.0%7,0000.1%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$530,884$94,208 -15.1%3,1670.1%Consumer Staples
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$518,616$143,075 -21.6%2,1640.1%Finance
iShares Cohen & Steers REIT ETF stock logo
ICF
iShares Cohen & Steers REIT ETF
$515,2230.0%8,5500.1%ETF
Vanguard Global ex-U.S. Real Estate ETF stock logo
VNQI
Vanguard Global ex-U.S. Real Estate ETF
$506,368$118,680 -19.0%12,8000.1%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$491,218$5,079 -1.0%1,3540.1%Industrial Products
DTE Energy stock logo
DTE
DTE Energy
$443,0330.0%3,6690.1%Utilities
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$436,478$20,826 -4.6%3,0180.1%Medical
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$432,8990.0%7,8070.1%Manufacturing
Dimensional Emerging Core Equity Market ETF stock logo
DFAE
Dimensional Emerging Core Equity Market ETF
$406,1740.0%16,0100.1%ETF
Vanguard Ultra-Short Bond ETF stock logo
VUSB
Vanguard Ultra-Short Bond ETF
$396,171$34,139 -7.9%7,9840.1%ETF
Citigroup Inc. stock logo
C
Citigroup
$388,947$1,971 0.5%5,5260.1%Finance
First Solar, Inc. stock logo
FSLR
First Solar
$363,761$1,762 -0.5%2,0640.1%Oils/Energy
The Kroger Co. stock logo
KR
Kroger
$355,893$1,406 -0.4%5,8200.1%Retail/Wholesale
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$353,5800.0%6,0000.1%ETF
Marathon Petroleum Co. stock logo
MPC
Marathon Petroleum
$351,819$1,814 -0.5%2,5220.1%Oils/Energy
International Business Machines Co. stock logo
IBM
International Business Machines
$316,130$2,198 -0.7%1,4380.1%Computer and Technology
Masco Co. stock logo
MAS
Masco
$311,834$6,822 -2.1%4,2970.1%Construction
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$298,297$32,676 -9.9%2830.1%Industrial Products
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$297,7070.0%1,2390.1%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$296,941$35,410 -10.7%5870.1%Medical
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$287,242$680 -0.2%8450.0%Basic Materials
The Walt Disney Company stock logo
DIS
Walt Disney
$284,865$22,718 8.7%2,5580.0%Consumer Discretionary
DFAT
Dimensional U.S. Targeted Value ETF
$284,8130.0%5,1170.0%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$283,566$6,219 -2.1%1,5960.0%Medical
The Boeing Company stock logo
BA
Boeing
$280,014$9,735 -3.4%1,5820.0%Aerospace
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$275,442$33,920 14.0%4,6530.0%Computer and Technology
GeneDx Holdings Corp. stock logo
WGS
GeneDx
$274,4680.0%3,5710.0%Medical
Bank of America Co. stock logo
BAC
Bank of America
$268,578$2,989 -1.1%6,1110.0%Finance
Oracle Co. stock logo
ORCL
Oracle
$262,067$46,316 21.5%1,5730.0%Computer and Technology
GE VERNOVA INC
$253,935$171,373 207.6%7720.0%COM
Elevance Health, Inc. stock logo
ELV
Elevance Health
$252,328$2,213 -0.9%6840.0%Medical
Stryker Co. stock logo
SYK
Stryker
$241,955$1,080 -0.4%6720.0%Medical
GRAYSCALE BITCOIN MINI TR ET
$240,083$240,083 New Holding5,7340.0%SHS NEW
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$238,601$2,028 -0.8%9410.0%Industrial Products
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$232,8920.0%1,0540.0%Finance
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$230,993$15,496 7.2%9540.0%Finance
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$230,763$1,244 -0.5%2,0400.0%Medical
FTI Consulting, Inc. stock logo
FCN
FTI Consulting
$230,694$191 -0.1%1,2070.0%Business Services
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$229,6620.0%1,8000.0%ETF
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$225,388$210 -0.1%1,0720.0%Medical
Yum China Holdings, Inc. stock logo
YUMC
Yum China
$208,0950.0%4,3200.0%Retail/Wholesale
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$206,0690.0%2,0700.0%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$204,527$134,906 193.8%9,0100.0%ETF
Accenture plc stock logo
ACN
Accenture
$199,466$36,235 -15.4%5670.0%Computer and Technology
Adobe Inc. stock logo
ADBE
Adobe
$193,881$13,340 -6.4%4360.0%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$192,943$31,804 -14.2%1820.0%Computer and Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$191,676$1,231 -0.6%4670.0%ETF
Cencora, Inc. stock logo
COR
Cencora
$190,305$34,152 -15.2%8470.0%Medical
DT Midstream, Inc. stock logo
DTM
DT Midstream
$183,8470.0%1,8490.0%Oils/Energy
The Coca-Cola Company stock logo
KO
Coca-Cola
$179,981$11,829 -6.2%2,8910.0%Consumer Staples
Target Co. stock logo
TGT
Target
$176,615$1,622 -0.9%1,3070.0%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
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