SJS Investment Consulting Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 16, 2024), SJS Investment Consulting Inc. reported 1,660 stock positions worth $516.3 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 56.6% of the portfolio, followed by Dimensional International (DFIC, 7.8%) and Eli Lilly (LLY, 3.4%). Compared with Q1 2024, it opened 75 new positions, sold out of 62, added to 273 and reduced 358. The biggest buy was Vanguard Core Bond ETF (VCRB, shares +929%) and the biggest sale Vanguard Total Bond Market (BND, shares −58%).
- Most Recent 13F
- Q2 2026
- Location
- SYLVANIA, OH
- CIK
- 0001894302
- Portfolio Value
- $516.3M (Q2 2024)
- SEC Filing
- 0001894302-24-000004 ↗ filed Jul 16, 2024
Holdings Value
Holdings 1,660 stocks · $516.3M
| DFAC Dimensional US Core Equity 2 | 56.60% | 9,063,653 | $292.2M | Add +0.3% |
| DFIC Dimensional International Co. | 7.84% | 1,540,310 | $40.5M | Add +8.3% |
| LLY Eli Lilly & Co. | 3.35% | 19,104 | $17.3M | Add +0.3% |
| DFSD Dimensional Short Duration | 2.90% | 318,490 | $15.0M | Add +7.8% |
| HRL Hormel Foods Corp. | 2.70% | 457,830 | $14.0M | Add +0.8% |
| AAPL Apple Inc. | 2.38% | 58,341 | $12.3M | Add +1.6% |
| DFAX Dimensional World Ex US Core | 1.65% | 335,091 | $8.5M | Reduce -1.9% |
| DFCF Dimensional Core Fixed Inc. | 1.50% | 185,903 | $7.7M | Add +3.5% |
| AVEM Avantis Emerging Markets Eq | 1.31% | 110,602 | $6.8M | Add +25.0% |
| NVDA Nvidia Corp. | 1.20% | 49,980 | $6.2M | Reduce -18.6% |
| VCRB Vanguard Core Bond ETF | 1.08% | 73,639 | $5.6M | Add +929.5% |
| DFSU Dimensional US Sus CORE1 ETF | 1.02% | 150,927 | $5.3M | Add +74.2% |
| VTIP Vanguard Short-Term Tips | 0.97% | 103,563 | $5.0M | Add +35.0% |
| DFGR Dim Global Real Estate ETF | 0.82% | 169,103 | $4.2M | Add +10.5% |
| MSFT Microsoft Corp. | 0.69% | 7,926 | $3.5M | Reduce -1.1% |
| DFEM Dimensional Emrg MRKT Core | 0.64% | 123,615 | $3.3M | Add +2.2% |
| BND Vanguard Total Bond Market | 0.61% | 43,817 | $3.2M | Reduce -58.5% |
| V Visa Inc. Class A | 0.54% | 10,649 | $2.8M | Add +0.2% |
| MCD McDonald's Corp. | 0.50% | 10,110 | $2.6M | Reduce -0.3% |
| GOOG Alphabet Inc. Class C | 0.48% | 13,609 | $2.5M | Reduce -1.0% |
| AVDE Avantis International Equity | 0.41% | 33,824 | $2.1M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 0.40% | 11,472 | $2.1M | Add +1.7% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.40% | 30,000 | $2.1M | No change |
| ANDE The Andersons Inc. | 0.38% | 39,921 | $2.0M | Reduce -0.1% |
| PEP Pepsico Inc. | 0.37% | 11,654 | $1.9M | Add +0.8% |
| AMZN Amazon.com Inc. | 0.37% | 9,874 | $1.9M | Add +2.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.33% | 33,654 | $1.7M | Add +2.2% |
| DFUS Dimensional US Eq MKT ETF | 0.31% | 27,330 | $1.6M | Add +38.0% |
| SYY Sysco Corp. | 0.29% | 21,180 | $1.5M | Add +0.0% |
| GBTC Grayscale Bitcoin Trust ETF | 0.28% | 27,453 | $1.5M | Add +1.1% |
| DFUV Dimensional US Marketwide Va | 0.26% | 34,544 | $1.4M | Reduce -7.8% |
| DUSB Dimension Ultrashort Fi ETF | 0.17% | 17,486 | $886K | New |
| COST Costco Wholesale Corp. | 0.17% | 1,032 | $877K | Add +4.6% |
| XOM Exxon Mobil Corp. | 0.16% | 7,213 | $830K | Add +4.0% |
| PFC Premier Financial Corp. | 0.13% | 33,075 | $677K | Add +0.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.13% | 2,449 | $655K | Add +0.8% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.13% | 16,100 | $653K | Reduce -0.3% |
| DFAS Dimensional US Small Cap ETF | 0.12% | 10,529 | $633K | Reduce -13.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.12% | 1,149 | $625K | Add +6.6% |
| PG The Procter & Gamble Co. | 0.12% | 3,726 | $615K | Reduce -1.0% |
| YUM Yum! Brands Inc. | 0.11% | 4,337 | $574K | No change |
| SMH Vaneck Semiconductor ETF | 0.11% | 2,158 | $563K | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.11% | 3,500 | $561K | No change |
| ICF iShares Select U.S. REIT ETF | 0.11% | 9,500 | $544K | Reduce -11.8% |
| META Meta Platforms Inc. Class A | 0.11% | 1,076 | $543K | Add +173.1% |
| JPM JPMorgan Chase & Co. | 0.10% | 2,615 | $529K | No change |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.10% | 7,000 | $511K | No change |
| IVV iShares Core S&P 500 ETF | 0.09% | 861 | $471K | No change |
| JNJ Johnson & Johnson | 0.09% | 3,208 | $469K | Add +0.1% |
| FSLR First Solar Inc. | 0.09% | 2,074 | $468K | No change |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.09% | 7,807 | $462K | No change |
| CAT Caterpillar Inc. | 0.09% | 1,369 | $456K | No change |
| MPC Marathon Petroleum Corp. | 0.09% | 2,536 | $440K | Reduce -0.2% |
| TSLA Tesla Inc. | 0.08% | 2,208 | $437K | Add +34.1% |
| HD Home Depot Inc. | 0.08% | 1,240 | $427K | Reduce -5.6% |
| VUSB Vanguard Ultra Short Bond Et | 0.08% | 8,466 | $419K | Reduce -27.2% |
| DFAE Dimensional Emerging Core Eq | 0.08% | 16,000 | $414K | No change |
| DTE DTE Energy Company | 0.08% | 3,668 | $407K | No change |
| ELV Elevance Health Inc. | 0.07% | 691 | $374K | No change |
| VXUS Vanguard Total Intl Stock | 0.07% | 6,000 | $362K | No change |
| AVUS Avantis U.S. Equity ETF | 0.07% | 3,952 | $356K | Add +0.3% |
| C Citigroup Inc. | 0.07% | 5,433 | $345K | Reduce -1.9% |
| UNH Unitedhealth Group Inc. | 0.06% | 657 | $335K | Add +8.1% |
| ARCH Arch Resources Inc. | 0.06% | 2,003 | $305K | No change |
| MNST Monster Beverage Corp. | 0.06% | 6,045 | $302K | No change |
| BA The Boeing Co. | 0.06% | 1,622 | $295K | Reduce -0.6% |
| KR Kroger Co. | 0.06% | 5,843 | $292K | Reduce -0.8% |
| MAS Masco Corp. | 0.05% | 4,235 | $282K | No change |
| ABBV Abbvie Inc. | 0.05% | 1,639 | $281K | No change |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.05% | 303 | $273K | Reduce -0.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.05% | 1,239 | $270K | No change |
| DFAT Dimensional US Target Value | 0.05% | 5,117 | $265K | No change |
| FCN Fti Consulting Inc. | 0.05% | 1,209 | $261K | No change |
| SHW The Sherwin-Williams Co. | 0.05% | 848 | $253K | Reduce -0.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.05% | 6,179 | $246K | Add +0.1% |
| ADBE Adobe Inc. | 0.05% | 435 | $242K | Reduce -0.7% |
| NFLX Netflix Inc. | 0.05% | 358 | $242K | Reduce -8.0% |
| SYK Stryker Corp. | 0.04% | 675 | $230K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.04% | 1,320 | $228K | Add +3.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.04% | 2,278 | $226K | Add +0.1% |
| ITW Illinois Tool Works | 0.04% | 949 | $225K | Reduce -0.1% |
| ACN Accenture PLC Class A | 0.04% | 718 | $218K | Reduce -0.8% |
| IWM iShares Russell 2000 ETF | 0.04% | 1,054 | $214K | No change |
| COR Cencora Inc. | 0.04% | 943 | $212K | No change |
| ABT Abbott Laboratories | 0.04% | 1,948 | $202K | Add +0.1% |
| NOBL Proshares S&P 500 Dividend A | 0.04% | 2,070 | $199K | Reduce -19.5% |
| VEEV Veeva Systems Inc. Class A | 0.04% | 1,070 | $196K | No change |
| TGT Target Corp. | 0.04% | 1,306 | $193K | Reduce -10.3% |
| CSCO Cisco Systems Inc. | 0.04% | 4,020 | $191K | Add +0.1% |
| DELL Dell Technologies -C | 0.04% | 1,366 | $188K | Add +40.7% |
| NKE Nike Inc. Class B | 0.04% | 2,442 | $184K | Reduce -0.0% |
| GLD SPDR Gold Shares | 0.03% | 838 | $180K | Reduce -3.8% |
| VNQ Vanguard Real Estate ETF | 0.03% | 2,122 | $178K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.03% | 467 | $175K | No change |
| SCHB Schwab US Broad Market ETF | 0.03% | 2,755 | $173K | No change |
| KO The Coca-Cola Co. | 0.03% | 2,703 | $172K | Add +0.3% |
| AFL Aflac Inc. | 0.03% | 1,910 | $171K | Add +244.8% |
| PFE Pfizer Inc. | 0.03% | 6,035 | $169K | Reduce -4.0% |
| VIG Vanguard Dividend Apprec ETF | 0.03% | 864 | $158K | No change |
| ADP Automatic Data Processing | 0.03% | 609 | $145K | Reduce -0.2% |
Portfolio Sells Q1 2024 → Q2 2024
| BND Vanguard Total Bond Market | Reduce -58.5% | 0.61% | −0.92 |
| ALKT Alkami Technology Inc. | Reduce -87.1% | 0.02% | −0.15 |
| AMD Advanced Micro Devices | Reduce -79.1% | 0.02% | −0.10 |
| DFAX Dimensional World Ex US Core | Reduce -1.9% | 1.65% | −0.09 |
| ANDE The Andersons Inc. | Reduce -0.1% | 0.38% | −0.07 |
| MCD McDonald's Corp. | Reduce -0.3% | 0.50% | −0.07 |
| DFUV Dimensional US Marketwide Va | Reduce -7.8% | 0.26% | −0.04 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -27.2% | 0.08% | −0.03 |
| UBER Uber Technologies Inc. | Reduce -98.5% | 0.00% | −0.03 |
| DFAS Dimensional US Small Cap ETF | Reduce -13.4% | 0.12% | −0.03 |
| CRM Salesforce Inc. | Reduce -91.4% | 0.00% | −0.03 |
| FTEC Fidelity MSCI Info Tech Indx | Sold out | 0.00% | −0.03 |
| NET Cloudflare Inc. Class A | Reduce -98.7% | 0.00% | −0.02 |
| SMCI Super Micro Computer Inc. | Reduce -43.7% | 0.02% | −0.02 |
| ICF iShares Select U.S. REIT ETF | Reduce -11.8% | 0.11% | −0.02 |
| NICE Nice Ltd. - Spon ADR | Reduce -97.2% | 0.00% | −0.02 |
| HD Home Depot Inc. | Reduce -5.6% | 0.08% | −0.02 |
| BLDR Builders Firstsource Inc. | Reduce -88.9% | 0.00% | −0.02 |
| MPC Marathon Petroleum Corp. | Reduce -0.2% | 0.09% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -50.2% | 0.01% | −0.02 |
| TGT Target Corp. | Reduce -10.3% | 0.04% | −0.01 |
| ARM Arm Holdings PLC-ADR | Sold out | 0.00% | −0.01 |
| NOBL Proshares S&P 500 Dividend A | Reduce -19.5% | 0.04% | −0.01 |
| MSI Motorola Solutions Inc. | Reduce -91.6% | 0.00% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -37.1% | 0.01% | −0.01 |
| ICE Intercontinental Exchange Inc. | Reduce -31.7% | 0.02% | −0.01 |
| KR Kroger Co. | Reduce -0.8% | 0.06% | −0.01 |
| IQV Iqvia Holdings Inc. | Reduce -91.7% | 0.00% | −0.01 |
| NKE Nike Inc. Class B | Reduce -0.0% | 0.04% | −0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -73.2% | 0.00% | −0.01 |
| SHW The Sherwin-Williams Co. | Reduce -0.2% | 0.05% | −0.01 |
| VNQI Vanguard GLBL Ex-US Real Est | Reduce -0.3% | 0.13% | −0.01 |
| IT Gartner Inc. | Reduce -86.2% | 0.00% | −0.01 |
| GWW WW Grainger Inc. | Reduce -0.3% | 0.05% | −0.01 |
| XLV SS Health Care Select Sector | Reduce -76.4% | 0.00% | −0.01 |
| MRVL Marvell Technology Inc. | Reduce -58.2% | 0.01% | −0.01 |
| TTWO Take-Two Interactive Softwre | Reduce -94.6% | 0.00% | −0.01 |
| SPGI S&P Global Inc. | Reduce -88.1% | 0.00% | −0.01 |
| ACN Accenture PLC Class A | Reduce -0.8% | 0.04% | −0.01 |
| ITW Illinois Tool Works | Reduce -0.1% | 0.04% | −0.01 |
| NOC Northrop Grumman Corp. | Reduce -90.5% | 0.00% | −0.01 |
| INTC Intel Corp. | Reduce -3.1% | 0.01% | −0.01 |
| CSL Carlisle Cos Inc. | Reduce -84.6% | 0.00% | −0.01 |
| EFX Equifax Inc. | Reduce -91.0% | 0.00% | −0.01 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.01 |
| AON Aon PLC Class A | Reduce -92.5% | 0.00% | −0.01 |
| AZO AutoZone Inc. | Reduce -81.8% | 0.00% | −0.01 |
| BA The Boeing Co. | Reduce -0.6% | 0.06% | −0.01 |
| TRU Transunion | Reduce -40.7% | 0.01% | −0.01 |
| DRIV Global X Autonomous&elec-ETF | Reduce -69.4% | 0.00% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| VCRB Vanguard Core Bond ETF | Add +929.5% | 1.08% | +0.98 |
| DFSU Dimensional US Sus CORE1 ETF | Add +74.2% | 1.02% | +0.42 |
| AAPL Apple Inc. | Add +1.6% | 2.38% | +0.41 |
| LLY Eli Lilly & Co. | Add +0.3% | 3.35% | +0.39 |
| AVEM Avantis Emerging Markets Eq | Add +25.0% | 1.31% | +0.28 |
| DFIC Dimensional International Co. | Add +8.3% | 7.84% | +0.25 |
| VTIP Vanguard Short-Term Tips | Add +35.0% | 0.97% | +0.24 |
| DUSB Dimension Ultrashort Fi ETF | New | 0.17% | +0.17 |
| DFSD Dimensional Short Duration | Add +7.8% | 2.90% | +0.12 |
| SMH Vaneck Semiconductor ETF | New | 0.11% | +0.11 |
| DFUS Dimensional US Eq MKT ETF | Add +38.0% | 0.31% | +0.09 |
| META Meta Platforms Inc. Class A | Add +173.1% | 0.11% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +1.7% | 0.40% | +0.06 |
| DFGR Dim Global Real Estate ETF | Add +10.5% | 0.82% | +0.04 |
| TSLA Tesla Inc. | Add +34.1% | 0.08% | +0.03 |
| COST Costco Wholesale Corp. | Add +4.6% | 0.17% | +0.03 |
| DFEM Dimensional Emrg MRKT Core | Add +2.2% | 0.64% | +0.02 |
| AFL Aflac Inc. | Add +244.8% | 0.03% | +0.02 |
| AMZN Amazon.com Inc. | Add +2.1% | 0.37% | +0.02 |
| CAVA Cava Group Inc. | New | 0.02% | +0.02 |
| JHMM John Hancock Multi Fact Mid | New | 0.02% | +0.02 |
| DELL Dell Technologies -C | Add +40.7% | 0.04% | +0.01 |
| DY Dycom Industries Inc. | Add +5071.4% | 0.01% | +0.01 |
| DFNM Dimensional National Muni BD | Add +245.4% | 0.01% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.6% | 0.12% | +0.01 |
| CPRT Copart Inc. | Add +76.0% | 0.02% | +0.01 |
| ORCL Oracle Corp. | Add +24.9% | 0.03% | +0.01 |
| GSEW Goldman Sachs Eql WGHT Large | New | 0.01% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | Add +215.1% | 0.01% | +0.01 |
| DFAW Dimensional World Eqty ETF | New | 0.01% | +0.01 |
| AB Alliancebernstein Holding LP | New | 0.01% | +0.01 |
| TJX TJX Companies Inc. | Add +130.3% | 0.01% | +0.01 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.01% | +0.01 |
| PINS Pinterest Inc. Class A | Add +0.1% | 0.03% | +0.01 |
| FDS Factset Research Systems Inc. | Add +300.0% | 0.01% | +0.01 |
| LRCX Lam Research Corp. | Add +52.4% | 0.01% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +8.1% | 0.06% | +0.00 |
| SPSB SS SPDR P St C Corp. ETF | Add +60.9% | 0.01% | +0.00 |
| PROSHARES TR II | New | 0.00% | +0.00 |
| ROST Ross Stores Inc. | Add +262.1% | 0.01% | +0.00 |
| MET Metlife Inc. | Add +64.5% | 0.01% | +0.00 |
| SEIC Sei Investments Company | Add +1034.5% | 0.00% | +0.00 |
| SPGP Invesco S&P 500 Garp ETF | New | 0.00% | +0.00 |
| EXCHANGE TRADED CONCEPTS TRU | New | 0.00% | +0.00 |
| ISRG Intuitive Surgical Inc. | Add +218.8% | 0.00% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +103.3% | 0.01% | +0.00 |
| ZWS Zurn Elkay Water Solutions C | Add +47600.0% | 0.00% | +0.00 |
| RRX Regal Rexnord Corp. | Add +1633.3% | 0.00% | +0.00 |
| DLTR Dollar Tree Inc. | Add +368.8% | 0.00% | +0.00 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.00% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2,883 | $918.7M | DFAC, DFIC, DUSB, VCRB, LLY |
| Q1 2026 | 2,472 | $818.6M | DFAC, DFIC, DUSB, VCRB, DFSD |
| Q4 2025 | 2,087 | $790.4M | DFAC, DFIC, DUSB, VCRB, DFSD |
| Q3 2025 | 1,634 | $730.9M | DFAC, DFIC, DUSB, VCRB, DFSD |
| Q2 2025 | 1,548 | $630.4M | DFAC, DFIC, DUSB, VCRB, DFSD |
| Q1 2025 | 1,601 | $586.4M | DFAC, DFIC, DUSB, DFSD, LLY |
| Q4 2024 | 1,599 | $579.1M | DFAC, DFIC, DFSD, AAPL, HRL |
| Q3 2024 | 1,657 | $566.7M | DFAC, DFIC, LLY, DFSD, HRL |
| Q2 2024 | 1,660 | $516.3M | DFAC, DFIC, LLY, DFSD, HRL |
| Q1 2024 | 1,645 | $500.6M | DFAC, DFIC, HRL, LLY, DFSD |