SJS Investment Consulting Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 21, 2025), SJS Investment Consulting Inc. reported 1,599 stock positions worth $579.1 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 54.5% of the portfolio, followed by Dimensional International (DFIC, 7.9%) and Dimensional Short Duration (DFSD, 2.8%). Compared with Q3 2024, it opened 67 new positions, sold out of 127, added to 239 and reduced 976. The biggest buy was Dimension Ultrashort Fi ETF (DUSB, shares +72%) and the biggest sale Eli Lilly (LLY, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- SYLVANIA, OH
- CIK
- 0001894302
- Portfolio Value
- $579.1M (Q4 2024)
- SEC Filing
- 0001894302-25-000001 ↗ filed Jan 21, 2025
Holdings Value
Holdings 1,599 stocks · $579.1M
| DFAC Dimensional US Core Equity 2 | 54.52% | 9,128,342 | $315.7M | Add +1.1% |
| DFIC Dimensional International Co. | 7.90% | 1,770,828 | $45.8M | Add +8.0% |
| DFSD Dimensional Short Duration | 2.84% | 350,883 | $16.4M | Add +6.9% |
| AAPL Apple Inc. | 2.54% | 58,671 | $14.7M | Reduce -1.2% |
| HRL Hormel Foods Corp. | 2.52% | 464,890 | $14.6M | Add +0.7% |
| LLY Eli Lilly & Co. | 2.50% | 18,749 | $14.5M | Reduce -2.1% |
| DUSB Dimension Ultrashort Fi ETF | 2.18% | 249,075 | $12.6M | Add +71.8% |
| VCRB Vanguard Core Bond ETF | 1.91% | 145,531 | $11.0M | Add +11.3% |
| DFCF Dimensional Core Fixed Inc. | 1.43% | 201,077 | $8.3M | Reduce -2.8% |
| DFAX Dimensional World Ex US Core | 1.42% | 330,984 | $8.2M | Reduce -0.6% |
| AVEM Avantis Emerging Markets Eq | 1.27% | 124,727 | $7.3M | Reduce -0.7% |
| VTIP Vanguard Short-Term Tips | 1.20% | 143,848 | $7.0M | Add +16.1% |
| DFSU Dimensional US Sus CORE1 ETF | 1.15% | 176,387 | $6.7M | Add +4.9% |
| NVDA Nvidia Corp. | 1.08% | 46,501 | $6.2M | Reduce -5.4% |
| DFGR Dim Global Real Estate ETF | 0.85% | 192,397 | $4.9M | Add +6.4% |
| GBTC Grayscale Bitcoin Trust ETF | 0.74% | 57,565 | $4.3M | Add +109.7% |
| DFEM Dimensional Emrg MRKT Core | 0.60% | 132,342 | $3.5M | Add +8.4% |
| V Visa Inc. Class A | 0.58% | 10,662 | $3.4M | Add +0.1% |
| MSFT Microsoft Corp. | 0.55% | 7,499 | $3.2M | Reduce -4.7% |
| MCD McDonald's Corp. | 0.50% | 10,029 | $2.9M | Reduce -1.5% |
| GOOG Alphabet Inc. Class C | 0.45% | 13,545 | $2.6M | Reduce -1.4% |
| PFC Premier Financial Corp. | 0.44% | 99,541 | $2.5M | Reduce -6.6% |
| AMZN Amazon.com Inc. | 0.39% | 10,182 | $2.2M | Add +1.7% |
| GOOGL Alphabet Inc. Class A | 0.38% | 11,538 | $2.2M | Add +2.8% |
| AVDE Avantis International Equity | 0.37% | 35,179 | $2.2M | Add +3.0% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.37% | 31,649 | $2.1M | No change |
| BND Vanguard Total Bond Market | 0.37% | 29,790 | $2.1M | Add +33.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.34% | 38,706 | $1.9M | Reduce -2.4% |
| PEP Pepsico Inc. | 0.30% | 11,413 | $1.7M | Reduce -2.0% |
| DFUS Dimensional US Eq MKT ETF | 0.29% | 26,430 | $1.7M | Reduce -3.3% |
| SYY Sysco Corp. | 0.28% | 21,494 | $1.6M | Reduce -0.0% |
| ANDE The Andersons Inc. | 0.28% | 39,921 | $1.6M | No change |
| DFUV Dimensional US Marketwide Va | 0.24% | 34,519 | $1.4M | No change |
| AVUS Avantis U.S. Equity ETF | 0.19% | 11,218 | $1.1M | Add +191.2% |
| ETHE Grayscale Ethereum Staking E | 0.18% | 37,450 | $1.0M | Reduce -19.3% |
| IVV iShares Core S&P 500 ETF | 0.17% | 1,672 | $984K | Add +94.2% |
| COST Costco Wholesale Corp. | 0.16% | 987 | $904K | Reduce -9.9% |
| TSLA Tesla Inc. | 0.16% | 2,235 | $902K | Add +30.5% |
| XOM Exxon Mobil Corp. | 0.14% | 7,579 | $815K | Reduce -3.3% |
| SCHW Schwab (charles) Corp. | 0.14% | 10,827 | $801K | Add +5.4% |
| META Meta Platforms Inc. Class A | 0.13% | 1,319 | $772K | Add +2.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.13% | 1,285 | $753K | No change |
| DFAS Dimensional US Small Cap ETF | 0.12% | 10,529 | $685K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.11% | 2,152 | $624K | No change |
| YUM Yum! Brands Inc. | 0.10% | 4,335 | $582K | Reduce -0.1% |
| HD Home Depot Inc. | 0.10% | 1,485 | $578K | Add +10.7% |
| PLTR Palantir Technologies Inc. Class A | 0.10% | 7,618 | $576K | Add +38.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.10% | 3,400 | $576K | No change |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.10% | 7,000 | $561K | No change |
| PG The Procter & Gamble Co. | 0.09% | 3,167 | $531K | Reduce -15.1% |
| JPM JPMorgan Chase & Co. | 0.09% | 2,164 | $519K | Reduce -21.6% |
| ICF iShares Select U.S. REIT ETF | 0.09% | 8,550 | $515K | No change |
| VNQI Vanguard GLBL Ex-US Real Est | 0.09% | 12,800 | $506K | Reduce -19.0% |
| CAT Caterpillar Inc. | 0.08% | 1,354 | $491K | Reduce -1.0% |
| DTE DTE Energy Company | 0.08% | 3,669 | $443K | No change |
| JNJ Johnson & Johnson | 0.08% | 3,018 | $436K | Reduce -4.5% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.07% | 7,807 | $433K | No change |
| DFAE Dimensional Emerging Core Eq | 0.07% | 16,010 | $406K | No change |
| VUSB Vanguard Ultra Short Bond Et | 0.07% | 7,984 | $396K | Reduce -7.9% |
| C Citigroup Inc. | 0.07% | 5,526 | $389K | Add +0.5% |
| FSLR First Solar Inc. | 0.06% | 2,064 | $364K | Reduce -0.5% |
| KR Kroger Co. | 0.06% | 5,820 | $356K | Reduce -0.4% |
| VXUS Vanguard Total Intl Stock | 0.06% | 6,000 | $354K | No change |
| MPC Marathon Petroleum Corp. | 0.06% | 2,522 | $352K | Reduce -0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.05% | 1,438 | $316K | Reduce -0.7% |
| MAS Masco Corp. | 0.05% | 4,297 | $312K | Reduce -2.1% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.05% | 283 | $298K | Reduce -9.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.05% | 1,239 | $298K | No change |
| UNH Unitedhealth Group Inc. | 0.05% | 587 | $297K | Reduce -10.7% |
| SHW The Sherwin-Williams Co. | 0.05% | 845 | $287K | Reduce -0.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 2,558 | $285K | Add +8.7% |
| DFAT Dimensional US Target Value | 0.05% | 5,117 | $285K | No change |
| ABBV Abbvie Inc. | 0.05% | 1,596 | $284K | Reduce -2.1% |
| BA The Boeing Co. | 0.05% | 1,582 | $280K | Reduce -3.4% |
| CSCO Cisco Systems Inc. | 0.05% | 4,653 | $275K | Add +14.0% |
| WGS Genedx Holdings Corp. | 0.05% | 3,571 | $274K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.05% | 6,111 | $269K | Reduce -1.1% |
| ORCL Oracle Corp. | 0.05% | 1,573 | $262K | Add +21.5% |
| GEV GE Vernova Inc. | 0.04% | 772 | $254K | Add +207.6% |
| ELV Elevance Health Inc. | 0.04% | 684 | $252K | Reduce -0.9% |
| SYK Stryker Corp. | 0.04% | 672 | $242K | Reduce -0.4% |
| BTC Grayscale Bitcoin Mini ETF | 0.04% | 5,734 | $240K | Reduce -1.4% |
| ITW Illinois Tool Works | 0.04% | 941 | $239K | Reduce -0.8% |
| IWM iShares Russell 2000 ETF | 0.04% | 1,054 | $233K | No change |
| GLD SPDR Gold Shares | 0.04% | 954 | $231K | Add +7.2% |
| ABT Abbott Laboratories | 0.04% | 2,040 | $231K | Reduce -0.5% |
| FCN Fti Consulting Inc. | 0.04% | 1,207 | $231K | Reduce -0.1% |
| VYM Vanguard High DVD Yield ETF | 0.04% | 1,800 | $230K | No change |
| VEEV Veeva Systems Inc. Class A | 0.04% | 1,072 | $225K | Reduce -0.1% |
| YUMC Yum China Holdings Inc. | 0.04% | 4,320 | $208K | No change |
| NOBL Proshares S&P 500 Dividend A | 0.04% | 2,070 | $206K | No change |
| SCHB Schwab US Broad Market ETF | 0.04% | 9,010 | $205K | Reduce -2.1% |
| ACN Accenture PLC Class A | 0.03% | 567 | $199K | Reduce -15.4% |
| ADBE Adobe Inc. | 0.03% | 436 | $194K | Reduce -6.4% |
| NOW ServiceNow Inc. | 0.03% | 182 | $193K | Reduce -14.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.03% | 467 | $192K | Reduce -0.6% |
| COR Cencora Inc. | 0.03% | 847 | $190K | Reduce -15.2% |
| DTM DT Midstream Inc. | 0.03% | 1,849 | $184K | No change |
| KO The Coca-Cola Co. | 0.03% | 2,891 | $180K | Reduce -6.2% |
| TGT Target Corp. | 0.03% | 1,307 | $177K | Reduce -0.9% |
Portfolio Sells Q3 2024 → Q4 2024
| LLY Eli Lilly & Co. | Reduce -2.1% | 2.50% | −0.50 |
| DFAX Dimensional World Ex US Core | Reduce -0.6% | 1.42% | −0.17 |
| AVEM Avantis Emerging Markets Eq | Reduce -0.7% | 1.27% | −0.17 |
| DFCF Dimensional Core Fixed Inc. | Reduce -2.8% | 1.43% | −0.14 |
| SMH Vaneck Semiconductor ETF | Sold out | 0.00% | −0.07 |
| MNST Monster Beverage Corp. | Reduce -99.1% | 0.00% | −0.06 |
| MSFT Microsoft Corp. | Reduce -4.7% | 0.55% | −0.05 |
| PEP Pepsico Inc. | Reduce -2.0% | 0.30% | −0.05 |
| MCD McDonald's Corp. | Reduce -1.5% | 0.50% | −0.05 |
| VNQI Vanguard GLBL Ex-US Real Est | Reduce -19.0% | 0.09% | −0.04 |
| BP BP PLC-Spons ADR | Reduce -77.3% | 0.01% | −0.04 |
| FSLR First Solar Inc. | Reduce -0.5% | 0.06% | −0.03 |
| CAVA Cava Group Inc. | Reduce -75.2% | 0.01% | −0.03 |
| INSW International Seaways Inc. | Reduce -99.9% | 0.00% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -2.4% | 0.34% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -15.1% | 0.09% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -3.3% | 0.14% | −0.02 |
| ELV Elevance Health Inc. | Reduce -0.9% | 0.04% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -10.7% | 0.05% | −0.02 |
| ET Energy Transfer LP | Reduce -50.1% | 0.02% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -9.9% | 0.16% | −0.02 |
| JNJ Johnson & Johnson | Reduce -4.5% | 0.08% | −0.02 |
| MMM 3M Co. | Reduce -96.2% | 0.00% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -21.6% | 0.09% | −0.01 |
| SYY Sysco Corp. | Reduce -0.0% | 0.28% | −0.01 |
| ARDX Ardelyx Inc. | Sold out | 0.00% | −0.01 |
| MPC Marathon Petroleum Corp. | Reduce -0.5% | 0.06% | −0.01 |
| DASH DoorDash Inc. Class A | Reduce -72.2% | 0.01% | −0.01 |
| GD General Dynamics Corp. | Reduce -73.4% | 0.00% | −0.01 |
| T AT&T Inc. | Reduce -34.5% | 0.02% | −0.01 |
| MAS Masco Corp. | Reduce -2.1% | 0.05% | −0.01 |
| AFL Aflac Inc. | Reduce -39.3% | 0.01% | −0.01 |
| F Ford Motor Co. | Reduce -93.9% | 0.00% | −0.01 |
| ISRG Intuitive Surgical Inc. | Reduce -96.1% | 0.00% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -31.3% | 0.02% | −0.01 |
| PINS Pinterest Inc. Class A | Reduce -49.8% | 0.01% | −0.01 |
| NKE Nike Inc. Class B | Reduce -10.4% | 0.03% | −0.01 |
| UPS United Parcel Service Class B | Reduce -90.6% | 0.00% | −0.01 |
| CAT Caterpillar Inc. | Reduce -1.0% | 0.08% | −0.01 |
| ADBE Adobe Inc. | Reduce -6.4% | 0.03% | −0.01 |
| DFUS Dimensional US Eq MKT ETF | Reduce -3.3% | 0.29% | −0.01 |
| FCN Fti Consulting Inc. | Reduce -0.1% | 0.04% | −0.01 |
| IRM Iron Mountain Inc. | Reduce -9.6% | 0.03% | −0.01 |
| KO The Coca-Cola Co. | Reduce -6.2% | 0.03% | −0.01 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -7.9% | 0.07% | −0.01 |
| ABBV Abbvie Inc. | Reduce -2.1% | 0.05% | −0.01 |
| ONEQ Fidelity Nasdaq Comp Indx | Reduce -49.6% | 0.01% | −0.01 |
| SHW The Sherwin-Williams Co. | Reduce -0.2% | 0.05% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -20.4% | 0.02% | −0.01 |
| ACN Accenture PLC Class A | Reduce -15.4% | 0.03% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| DUSB Dimension Ultrashort Fi ETF | Add +71.8% | 2.18% | +0.88 |
| GBTC Grayscale Bitcoin Trust ETF | Add +109.7% | 0.74% | +0.49 |
| VTIP Vanguard Short-Term Tips | Add +16.1% | 1.20% | +0.12 |
| AVUS Avantis U.S. Equity ETF | Add +191.2% | 0.19% | +0.12 |
| IVV iShares Core S&P 500 ETF | Add +94.2% | 0.17% | +0.08 |
| VCRB Vanguard Core Bond ETF | Add +11.3% | 1.91% | +0.08 |
| TSLA Tesla Inc. | Add +30.5% | 0.16% | +0.08 |
| BND Vanguard Total Bond Market | Add +33.7% | 0.37% | +0.07 |
| DFSD Dimensional Short Duration | Add +6.9% | 2.84% | +0.07 |
| V Visa Inc. Class A | Add +0.1% | 0.58% | +0.07 |
| PLTR Palantir Technologies Inc. Class A | Add +38.5% | 0.10% | +0.06 |
| AMZN Amazon.com Inc. | Add +1.7% | 0.39% | +0.06 |
| DFSU Dimensional US Sus CORE1 ETF | Add +4.9% | 1.15% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +2.8% | 0.38% | +0.05 |
| GEV GE Vernova Inc. | Add +207.6% | 0.04% | +0.03 |
| APP AppLovin Corp. Class A | Add +1652.0% | 0.02% | +0.02 |
| SOUN Soundhound AI Inc. Class A | New | 0.02% | +0.02 |
| SCHW Schwab (charles) Corp. | Add +5.4% | 0.14% | +0.02 |
| VTEI Vanguard Int Tax-Exempt Bond | Add +2035.8% | 0.02% | +0.02 |
| VST Vistra Corp. | Add +619.0% | 0.02% | +0.02 |
| MSTR Strategy Inc. | New | 0.02% | +0.02 |
| HAFN Hafnia Ltd. | New | 0.02% | +0.02 |
| AVRE Avantis Real Estate ETF | New | 0.01% | +0.01 |
| ESPR Esperion Therapeutics Inc. | New | 0.01% | +0.01 |
| GILD Gilead Sciences Inc. | Add +266.5% | 0.01% | +0.01 |
| CSCO Cisco Systems Inc. | Add +14.0% | 0.05% | +0.01 |
| DIS The Walt Disney Co. | Add +8.7% | 0.05% | +0.01 |
| AXON Axon Enterprise Inc. | Add +3.5% | 0.03% | +0.01 |
| EA Electronic Arts Inc. | Add +1458.3% | 0.01% | +0.01 |
| AVGO Broadcom Inc. | Add +42.0% | 0.02% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +62.9% | 0.02% | +0.01 |
| PROSHARES TR II | New | 0.01% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +784.3% | 0.01% | +0.01 |
| ALSN Allison Transmission Holding | Add +1650.0% | 0.01% | +0.01 |
| EME Emcor Group Inc. | Add +494.7% | 0.01% | +0.01 |
| C Citigroup Inc. | Add +0.5% | 0.07% | +0.01 |
| ORCL Oracle Corp. | Add +21.5% | 0.05% | +0.01 |
| NZF Nuveen Municipal Credit Inc. | New | 0.01% | +0.01 |
| PNR Pentair PLC | Add +753.9% | 0.01% | +0.01 |
| BSCR Invesco Bulletshares 2027 CB | Add +46.3% | 0.02% | +0.00 |
| QUAL iShares MSCI USA Quality Fac | Add +114.0% | 0.01% | +0.00 |
| CME Cme Group Inc. | Add +570.6% | 0.00% | +0.00 |
| HD Home Depot Inc. | Add +10.7% | 0.10% | +0.00 |
| ARM Arm Holdings PLC-ADR | Add +675.0% | 0.00% | +0.00 |
| MRVL Marvell Technology Inc. | Add +9.4% | 0.01% | +0.00 |
| RKLB Rocket Lab USA Inc. | New | 0.00% | +0.00 |
| AAL American Airlines Group Inc. | Add +2671.1% | 0.00% | +0.00 |
| FERG Ferguson Enterprises Inc. | Add +481.8% | 0.00% | +0.00 |
| META Meta Platforms Inc. Class A | Add +2.2% | 0.13% | +0.00 |
| TIP iShares Tips Bond 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 |