SJS Investment Consulting Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 15, 2025), SJS Investment Consulting Inc. reported 1,548 stock positions worth $630.4 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 50.7% of the portfolio, followed by Dimensional International (DFIC, 8.7%) and Dimension Ultrashort Fi ETF (DUSB, 3.3%). Compared with Q1 2025, it opened 89 new positions, sold out of 143, added to 165 and reduced 1,078. The biggest buy was Avantis U.S. Equity ETF (AVUS, shares +2163%) and the biggest sale Dimensional US Core Equity 2 (DFAC, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- SYLVANIA, OH
- CIK
- 0001894302
- Portfolio Value
- $630.4M (Q2 2025)
- SEC Filing
- 0001894302-25-000004 ↗ filed Jul 15, 2025
Holdings Value
Holdings 1,548 stocks · $630.4M
| DFAC Dimensional US Core Equity 2 | 50.73% | 8,924,449 | $319.9M | Reduce -3.2% |
| DFIC Dimensional International Co. | 8.72% | 1,768,436 | $55.0M | Reduce -0.4% |
| DUSB Dimension Ultrashort Fi ETF | 3.34% | 414,416 | $21.0M | Add +8.9% |
| VCRB Vanguard Core Bond ETF | 3.08% | 250,309 | $19.4M | Add +52.0% |
| DFSD Dimensional Short Duration | 2.84% | 372,779 | $17.9M | Add +3.2% |
| LLY Eli Lilly & Co. | 2.32% | 18,731 | $14.6M | Reduce -0.1% |
| HRL Hormel Foods Corp. | 2.28% | 475,442 | $14.4M | Add +1.0% |
| AAPL Apple Inc. | 1.82% | 55,939 | $11.5M | Reduce -5.2% |
| AVUS Avantis U.S. Equity ETF | 1.77% | 110,802 | $11.2M | Add +2162.7% |
| AVEM Avantis Emerging Markets Eq | 1.50% | 138,222 | $9.5M | Add +2.7% |
| DFAX Dimensional World Ex US Core | 1.50% | 321,879 | $9.5M | Reduce -1.0% |
| VTIP Vanguard Short-Term Tips | 1.49% | 187,461 | $9.4M | Add +15.1% |
| DFCF Dimensional Core Fixed Inc. | 1.30% | 193,322 | $8.2M | Reduce -1.8% |
| DFSU Dimensional US Sus CORE1 ETF | 1.27% | 204,423 | $8.0M | Add +7.2% |
| NVDA Nvidia Corp. | 1.15% | 45,971 | $7.3M | Reduce -8.9% |
| DFGR Dim Global Real Estate ETF | 1.00% | 236,145 | $6.3M | Add +17.4% |
| V Visa Inc. Class A | 0.60% | 10,652 | $3.8M | Reduce -1.8% |
| MSFT Microsoft Corp. | 0.59% | 7,434 | $3.7M | Reduce -16.6% |
| DFEM Dimensional Emrg MRKT Core | 0.59% | 124,361 | $3.7M | Reduce -3.8% |
| MCD McDonald's Corp. | 0.47% | 10,149 | $3.0M | Add +1.2% |
| AVDE Avantis International Equity | 0.41% | 35,004 | $2.6M | No change |
| VYMI Vanguard Int High DVD YLD Inc. | 0.40% | 31,649 | $2.5M | No change |
| UMBF Umb Financial Corp. | 0.40% | 23,995 | $2.5M | Reduce -49.2% |
| WSBC Wesbanco Inc. | 0.40% | 79,622 | $2.5M | Add +0.1% |
| GBTC Grayscale Bitcoin Trust ETF | 0.37% | 27,565 | $2.3M | No change |
| GOOG Alphabet Inc. Class C | 0.34% | 12,262 | $2.2M | Reduce -11.9% |
| DFUS Dimensional US Eq MKT ETF | 0.32% | 30,420 | $2.0M | Add +14.0% |
| GOOGL Alphabet Inc. Class A | 0.31% | 11,034 | $1.9M | Reduce -16.1% |
| AMZN Amazon.com Inc. | 0.29% | 8,280 | $1.8M | Reduce -29.5% |
| VCRM Vanguard Core Tax-Ex Bond | 0.28% | 23,774 | $1.7M | Reduce -23.0% |
| BTC Grayscale Bitcoin Mini ETF | 0.27% | 36,241 | $1.7M | Add +39.4% |
| SYY Sysco Corp. | 0.26% | 21,472 | $1.6M | Reduce -0.1% |
| BND Vanguard Total Bond Market | 0.24% | 20,269 | $1.5M | Reduce -30.7% |
| ANDE The Andersons Inc. | 0.23% | 40,014 | $1.5M | Add +0.2% |
| VBIL Vanguard 0-3M T-Bill ETF | 0.23% | 19,338 | $1.5M | Add +417.8% |
| DFUV Dimensional US Marketwide Va | 0.23% | 34,459 | $1.5M | Reduce -0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.17% | 1,691 | $1.0M | Reduce -6.5% |
| META Meta Platforms Inc. Class A | 0.16% | 1,350 | $996K | Reduce -5.5% |
| SCHW Schwab (charles) Corp. | 0.15% | 10,479 | $956K | Reduce -0.6% |
| PLTR Palantir Technologies Inc. Class A | 0.14% | 6,376 | $869K | Reduce -15.3% |
| COST Costco Wholesale Corp. | 0.14% | 867 | $858K | Reduce -9.6% |
| XOM Exxon Mobil Corp. | 0.12% | 7,147 | $770K | Reduce -12.0% |
| VXUS Vanguard Total Intl Stock | 0.12% | 11,000 | $760K | Add +83.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.12% | 1 | $729K | New |
| DFIV Dimensional International Va | 0.11% | 16,437 | $704K | Add +346.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.11% | 2,259 | $687K | Add +1.0% |
| DFAS Dimensional US Small Cap ETF | 0.11% | 10,516 | $670K | Reduce -1.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.11% | 3,751 | $663K | Add +1.7% |
| TSLA Tesla Inc. | 0.10% | 1,943 | $617K | Reduce -51.0% |
| JPM JPMorgan Chase & Co. | 0.09% | 1,991 | $577K | Reduce -8.3% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.09% | 7,000 | $556K | No change |
| IVV iShares Core S&P 500 ETF | 0.08% | 861 | $535K | Reduce -61.3% |
| ICF iShares Select U.S. REIT ETF | 0.08% | 8,550 | $523K | No change |
| CAT Caterpillar Inc. | 0.08% | 1,339 | $520K | Reduce -1.1% |
| MPC Marathon Petroleum Corp. | 0.08% | 3,094 | $514K | Add +22.7% |
| PG The Procter & Gamble Co. | 0.08% | 3,157 | $503K | Reduce -2.0% |
| DTE DTE Energy Company | 0.08% | 3,665 | $485K | Reduce -0.2% |
| C Citigroup Inc. | 0.08% | 5,614 | $478K | Add +0.9% |
| HD Home Depot Inc. | 0.07% | 1,287 | $472K | Reduce -1.2% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.07% | 7,462 | $471K | Reduce -4.4% |
| GEV GE Vernova Inc. | 0.07% | 886 | $469K | Add +30.5% |
| DFAE Dimensional Emerging Core Eq | 0.07% | 16,010 | $463K | No change |
| VNQI Vanguard GLBL Ex-US Real Est | 0.07% | 10,000 | $462K | Reduce -7.4% |
| IBIT iShares Bitcoin Trust ETF | 0.07% | 7,421 | $454K | Add +1.6% |
| JNJ Johnson & Johnson | 0.07% | 2,956 | $452K | Reduce -4.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 1,426 | $420K | Reduce -1.0% |
| KR Kroger Co. | 0.07% | 5,773 | $414K | Reduce -0.8% |
| NFLX Netflix Inc. | 0.06% | 301 | $403K | Add +32.0% |
| WGS Genedx Holdings Corp. | 0.06% | 4,280 | $395K | Add +19.9% |
| CRWV Coreweave Inc. Class A | 0.06% | 2,354 | $384K | New |
| VUSB Vanguard Ultra Short Bond Et | 0.06% | 7,167 | $357K | Reduce -1.5% |
| GLD SPDR Gold Shares | 0.05% | 1,131 | $345K | Reduce -8.7% |
| FSLR First Solar Inc. | 0.05% | 2,055 | $340K | Reduce -0.2% |
| BA The Boeing Co. | 0.05% | 1,597 | $335K | Add +0.6% |
| VST Vistra Corp. | 0.05% | 1,610 | $312K | Add +28.1% |
| VEEV Veeva Systems Inc. Class A | 0.05% | 1,070 | $308K | Reduce -0.3% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.05% | 281 | $292K | Reduce -0.7% |
| ABBV Abbvie Inc. | 0.05% | 1,556 | $289K | Reduce -37.7% |
| SHW The Sherwin-Williams Co. | 0.05% | 837 | $287K | Reduce -1.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.05% | 6,046 | $286K | Reduce -1.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.04% | 1,164 | $276K | Reduce -16.7% |
| MAS Masco Corp. | 0.04% | 4,216 | $271K | Reduce -1.9% |
| DFAT Dimensional US Target Value | 0.04% | 4,907 | $265K | Reduce -6.7% |
| SYK Stryker Corp. | 0.04% | 668 | $264K | Reduce -0.6% |
| ELV Elevance Health Inc. | 0.04% | 677 | $263K | Reduce -5.7% |
| ABT Abbott Laboratories | 0.04% | 1,863 | $253K | Reduce -9.1% |
| CSCO Cisco Systems Inc. | 0.04% | 3,548 | $246K | Reduce -2.9% |
| COR Cencora Inc. | 0.04% | 812 | $244K | Reduce -4.3% |
| AXON Axon Enterprise Inc. | 0.04% | 294 | $243K | Add +11.8% |
| ITW Illinois Tool Works | 0.04% | 936 | $231K | Reduce -0.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.04% | 1,838 | $228K | Reduce -23.3% |
| IWM iShares Russell 2000 ETF | 0.04% | 1,054 | $227K | No change |
| SCHB Schwab US Broad Market ETF | 0.03% | 9,010 | $215K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.03% | 487 | $214K | Add +4.3% |
| AVGO Broadcom Inc. | 0.03% | 767 | $211K | Reduce -36.5% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.03% | 2,000 | $205K | Add +25.0% |
| DTM DT Midstream Inc. | 0.03% | 1,843 | $203K | Reduce -0.4% |
| KO The Coca-Cola Co. | 0.03% | 2,813 | $199K | Reduce -20.1% |
| ORCL Oracle Corp. | 0.03% | 891 | $195K | Reduce -26.9% |
| FCN Fti Consulting Inc. | 0.03% | 1,204 | $194K | Reduce -0.3% |
Portfolio Sells Q1 2025 → Q2 2025
| DFAC Dimensional US Core Equity 2 | Reduce -3.2% | 50.73% | −1.13 |
| AAPL Apple Inc. | Reduce -5.2% | 1.82% | −0.42 |
| UMBF Umb Financial Corp. | Reduce -49.2% | 0.40% | −0.41 |
| LLY Eli Lilly & Co. | Reduce -0.1% | 2.32% | −0.33 |
| PEP Pepsico Inc. | Reduce -95.3% | 0.01% | −0.28 |
| BND Vanguard Total Bond Market | Reduce -30.7% | 0.24% | −0.13 |
| IVV iShares Core S&P 500 ETF | Reduce -61.3% | 0.08% | −0.13 |
| DFCF Dimensional Core Fixed Inc. | Reduce -1.8% | 1.30% | −0.12 |
| YUM Yum! Brands Inc. | Reduce -99.8% | 0.00% | −0.12 |
| VCRM Vanguard Core Tax-Ex Bond | Reduce -23.0% | 0.28% | −0.11 |
| AMZN Amazon.com Inc. | Reduce -29.5% | 0.29% | −0.09 |
| TSLA Tesla Inc. | Reduce -51.0% | 0.10% | −0.08 |
| ETHE Grayscale Ethereum Staking E | Reduce -99.6% | 0.00% | −0.07 |
| BX Blackstone Inc. | Reduce -80.1% | 0.01% | −0.05 |
| V Visa Inc. Class A | Reduce -1.8% | 0.60% | −0.05 |
| ABBV Abbvie Inc. | Reduce -37.7% | 0.05% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -12.0% | 0.12% | −0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -16.1% | 0.31% | −0.04 |
| YUMC Yum China Holdings Inc. | Sold out | 0.00% | −0.04 |
| GOOG Alphabet Inc. Class C | Reduce -11.9% | 0.34% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -6.6% | 0.03% | −0.02 |
| ITA iShares U.S. Aerospace & Def | Sold out | 0.00% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -9.6% | 0.14% | −0.02 |
| HAFN Hafnia Ltd. | Sold out | 0.00% | −0.02 |
| VNQ Vanguard Real Estate ETF | Reduce -98.9% | 0.00% | −0.02 |
| SYY Sysco Corp. | Reduce -0.1% | 0.26% | −0.02 |
| JNJ Johnson & Johnson | Reduce -4.5% | 0.07% | −0.02 |
| AVRE Avantis Real Estate ETF | Reduce -82.7% | 0.00% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -52.9% | 0.01% | −0.01 |
| CVX Chevron Corp. | Reduce -31.1% | 0.02% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -2.0% | 0.08% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -93.2% | 0.00% | −0.01 |
| GILD Gilead Sciences Inc. | Reduce -80.2% | 0.00% | −0.01 |
| INTU Intuit Inc. | Reduce -97.4% | 0.00% | −0.01 |
| ELV Elevance Health Inc. | Reduce -5.7% | 0.04% | −0.01 |
| DFUV Dimensional US Marketwide Va | Reduce -0.2% | 0.23% | −0.01 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -67.9% | 0.00% | −0.01 |
| KO The Coca-Cola Co. | Reduce -20.1% | 0.03% | −0.01 |
| AMGN Amgen Inc. | Reduce -89.0% | 0.00% | −0.01 |
| SBUX Starbucks Corp. | Reduce -99.2% | 0.00% | −0.01 |
| DTE DTE Energy Company | Reduce -0.2% | 0.08% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -16.7% | 0.04% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -45.6% | 0.01% | −0.01 |
| MAS Masco Corp. | Reduce -1.9% | 0.04% | −0.01 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -82.3% | 0.00% | −0.01 |
| ENB Enbridge Inc. | Sold out | 0.00% | −0.01 |
| BNY Bank of New York Mellon Corp. | Reduce -93.0% | 0.00% | −0.01 |
| T AT&T Inc. | Reduce -17.0% | 0.03% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -6.5% | 0.17% | −0.01 |
| HD Home Depot Inc. | Reduce -1.2% | 0.07% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| AVUS Avantis U.S. Equity ETF | Add +2162.7% | 1.77% | +1.69 |
| VCRB Vanguard Core Bond ETF | Add +52.0% | 3.08% | +0.91 |
| VBIL Vanguard 0-3M T-Bill ETF | Add +417.8% | 0.23% | +0.18 |
| AVEM Avantis Emerging Markets Eq | Add +2.7% | 1.50% | +0.12 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.12% | +0.12 |
| BTC Grayscale Bitcoin Mini ETF | Add +39.4% | 0.27% | +0.11 |
| VTIP Vanguard Short-Term Tips | Add +15.1% | 1.49% | +0.11 |
| DFSU Dimensional US Sus CORE1 ETF | Add +7.2% | 1.27% | +0.11 |
| DFGR Dim Global Real Estate ETF | Add +17.4% | 1.00% | +0.10 |
| DFIV Dimensional International Va | Add +346.7% | 0.11% | +0.09 |
| CRWV Coreweave Inc. Class A | New | 0.06% | +0.06 |
| VXUS Vanguard Total Intl Stock | Add +83.3% | 0.12% | +0.06 |
| DFUS Dimensional US Eq MKT ETF | Add +14.0% | 0.32% | +0.05 |
| DUSB Dimension Ultrashort Fi ETF | Add +8.9% | 3.34% | +0.04 |
| GEV GE Vernova Inc. | Add +30.5% | 0.07% | +0.04 |
| NFLX Netflix Inc. | Add +32.0% | 0.06% | +0.03 |
| VST Vistra Corp. | Add +28.1% | 0.05% | +0.02 |
| MPC Marathon Petroleum Corp. | Add +22.7% | 0.08% | +0.02 |
| DUHP Dimensional US High Profi Et | New | 0.02% | +0.02 |
| HROW Harrow Inc. | Add +97.6% | 0.03% | +0.02 |
| AXON Axon Enterprise Inc. | Add +11.8% | 0.04% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | Add +1.6% | 0.07% | +0.01 |
| GLXY Galaxy Digital Inc. Class A | New | 0.01% | +0.01 |
| BSCV Invesco Bulletshares 2031 CB | New | 0.01% | +0.01 |
| OKLO Oklo Inc. | Add +205.4% | 0.01% | +0.01 |
| COIN Coinbase Global Inc. Class A | Add +7.4% | 0.02% | +0.01 |
| IRM Iron Mountain Inc. | Add +25.0% | 0.03% | +0.01 |
| WGS Genedx Holdings Corp. | Add +19.9% | 0.06% | +0.01 |
| C Citigroup Inc. | Add +0.9% | 0.08% | +0.01 |
| NRG NRG Energy Inc. | Add +616.3% | 0.01% | +0.01 |
| BA The Boeing Co. | Add +0.6% | 0.05% | +0.01 |
| IYW iShares Ustechnology ETF | New | 0.01% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +0.3% | 0.02% | +0.01 |
| ED Consolidated Edison Inc. | Add +1677.3% | 0.01% | +0.01 |
| CVNA Carvana Co. | Add +960.0% | 0.01% | +0.01 |
| ARKK ARK Innovation ETF | Add +4410.0% | 0.01% | +0.00 |
| NBIS Nebius Group NV | New | 0.00% | +0.00 |
| PTLC Pacer Trendpilot US Large Ca | New | 0.00% | +0.00 |
| VGT Vanguard Info Tech ETF | Add +14.1% | 0.02% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +4.3% | 0.03% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +9.7% | 0.02% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.0% | 0.11% | +0.00 |
| QCOM Qualcomm Inc. | Add +125.0% | 0.01% | +0.00 |
| OSCR Oscar Health Inc. Class A | Add +33600.0% | 0.00% | +0.00 |
| RKLB Rocket Lab Corp. | New | 0.00% | +0.00 |
| MSTR Strategy Inc. | Add +25.8% | 0.01% | +0.00 |
| VSS Vanguard Ftse All Wo X-US SC | Add +4.9% | 0.02% | +0.00 |
| EA Electronic Arts Inc. | Add +442.9% | 0.00% | +0.00 |
| DFEB FT Vest U.S. Equity Deep Buf | New | 0.00% | +0.00 |
| GE General Electric | Add +4.8% | 0.01% | +0.00 |
Notes & Other Activity Q1 2025 → Q2 2025
| JQCNR Nuveen Credit Strategies-RTS | RIGHT 04/29/2025 | Sold out | 330 | $0before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |