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SJS Investment Consulting Portfolio holdings
AUM
$993M
Turnover
18.33%
1-Year Est. Return
16.29%
This Fund
S&P 500
This Quarter Est. Return
+0.37%
1 Year Est. Return
+16.29%
3 Year Est. Return
+69.4%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$993M
AUM Growth
+$74.5M
(+8.1%)
Cap. Flow
+$79.1M
Cap. Flow % of AUM
Cap. Flow %
7.96%
Top 10 Holdings %
Top 10 Hldgs %
71.74%
Holding
3,366
New
482
Increased
1,828
Reduced
529
Closed
135
Avg Time Held
1.9
years
Top 10 Avg Time Held
2.4
years
Top 20 Avg Time Held
2.7
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
|
+$10.6M |
| 2 |
Vanguard Core Bond ETF
VCRB
|
+$8.5M |
| 3 |
Dimensional Ultrashort Fixed Income ETF
DUSB
|
+$5.76M |
| 4 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$5.53M |
| 5 |
Vanguard 0-3 Month Treasury Bill ETF
VBIL
|
+$3.53M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$1.18M |
| 2 |
National Healthcare
NHC
|
+$424K |
| 3 |
TSMC
TSM
|
+$366K |
| 4 |
GE Vernova
GEV
|
+$365K |
| 5 |
Vertiv
VRT
|
+$356K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 77.66% |
| 2 | Technology | 6.7% |
| 3 | Healthcare | 3.71% |
| 4 | Financials | 2.71% |
| 5 | Consumer Staples | 2.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
$49.3B
| $427M | 43.03% |
9,614,300
+236,468
| +3% | +$10.6M |
2021 Q4
19 quarters
|
|
|
2
Dimensional International Core Equity 2 ETF
DFIC
$15.3B
| $83.2M | 8.38% |
2,213,198
+143,899
| +7% | +$5.53M |
2022 Q3
16 quarters
|
|
|
3
Vanguard Core Bond ETF
VCRB
$7.69B
| $43.9M | 4.42% |
596,634
+112,181
| +23% | +$8.5M |
2024 Q1
10 quarters
|
|
|
4
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.79B
| $43M | 4.33% |
851,435
+113,450
| +15% | +$5.76M |
2024 Q2
9 quarters
|
|
5
Eli Lilly
LLY
$1.14T
| $22.2M | 2.24% |
19,220
+67
| +0.3% | +$79.1K |
2021 Q4
19 quarters
|
|
6
Apple
AAPL
$5.07T
| $22.2M | 2.24% |
66,738
+1,236
| +2% | +$397K |
2021 Q4
19 quarters
|
|
7
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$20.7B
| $20.5M | 2.07% |
416,947
-3,245
| -0.8% | -$161K |
2021 Q4
19 quarters
|
|
8
Avantis Emerging Markets Equity ETF
AVEM
$27.1B
| $19.7M | 1.98% |
209,170
+22,532
| +12% | +$2.1M |
2021 Q4
19 quarters
|
|
9
Avantis US Equity ETF
AVUS
$14.8B
| $18.5M | 1.86% |
144,098
-569
| -0.4% | -$73.5K |
2021 Q4
19 quarters
|
|
10
NVIDIA
NVDA
$5.26T
| $11.9M | 1.2% |
52,120
+2,951
| +6% | +$633K |
2021 Q4
19 quarters
|
|
11
Dimensional Global Real Estate ETF
DFGR
$3.82B
| $11.4M | 1.14% |
419,650
+40,872
| +11% | +$1.19M |
2023 Q2
13 quarters
|
|
12
Avantis Total Equity Markets ETF
AVTM
$783M
| $11.2M | 1.13% |
205,237
| – | – |
2026 Q1
2 quarters
|
|
|
13
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$11.4B
| $11.2M | 1.12% |
147,433
+46,675
| +46% | +$3.53M |
2025 Q1
6 quarters
|
|
14
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.1B
| $9.6M | 0.96% |
258,145
-2,161
| -0.8% | -$80.7K |
2021 Q4
19 quarters
|
|
15
Hormel Foods
HRL
$11.5B
| $9.46M | 0.95% |
474,643
-836
| -0.2% | -$19.5K |
2021 Q4
19 quarters
|
|
16
Dimensional US Sustainability Core 1 ETF
DFSU
$2.39B
| $9.16M | 0.92% |
194,197
-579
| -0.3% | -$27.6K |
2022 Q4
15 quarters
|
|
17
Dimensional Core Fixed Income ETF
DFCF
$11.6B
| $5.58M | 0.56% |
139,142
-7,056
| -5% | -$292K |
2023 Q4
11 quarters
|
|
18
Avantis International Equity ETF
AVDE
$19.5B
| $5.48M | 0.55% |
60,847
-256
| -0.4% | -$23.5K |
2021 Q4
19 quarters
|
|
19
Alphabet (Google) Class A
GOOGL
$3.92T
| $5.09M | 0.51% |
14,805
-557
| -4% | -$193K |
2021 Q4
19 quarters
|
|
20
Microsoft
MSFT
$3.95T
| $4.66M | 0.47% |
9,081
+563
| +7% | +$260K |
2021 Q4
19 quarters
|
|
21
Alphabet (Google) Class C
GOOG
$3.87T
| $4.43M | 0.45% |
12,995
+359
| +3% | +$124K |
2021 Q4
19 quarters
|
|
22
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.08B
| $4.35M | 0.44% |
109,535
+343
| +0.3% | +$13.5K |
2022 Q3
16 quarters
|
|
23
Visa
V
$754B
| $4.31M | 0.43% |
11,993
+947
| +9% | +$346K |
2021 Q4
19 quarters
|
|
24
Vanguard International High Dividend Yield ETF
VYMI
$21.5B
| $3.74M | 0.38% |
36,938
+289
| +0.8% | +$29.9K |
2021 Q4
19 quarters
|
|
25
Amazon
AMZN
$2.73T
| $3.31M | 0.33% |
13,302
+1,559
| +13% | +$396K |
2021 Q4
19 quarters
|
|
Similar funds
PAI
SJS Investment Consulting's Q3 2026 Portfolio in Review
As of Q3 2026, SJS Investment Consulting held 3,366 positions worth $993M, up 8.1% from $919M the previous quarter. Its ten largest holdings account for 72% of the portfolio.
SJS Investment Consulting deployed $79.1M of net new capital in Q3 2026, opening 482 new positions and adding to 1,828 existing holdings. Its largest new stake was Grayscale Solana Staking ETF: 27,473 shares worth $244K.
By sector, the portfolio is most concentrated in Miscellaneous at 78% of assets, down from 80% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was Dimensional Short-Duration Fixed Income ETF, an estimated $1.18M trimmed.
- SJS Investment Consulting's largest Q3 2026 buy was Grayscale Solana Staking ETF: 27,473 shares worth $244K.
- SJS Investment Consulting added most to U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2026, an estimated $10.6M increase.
- SJS Investment Consulting's biggest Q3 2026 reduction was Dimensional Short-Duration Fixed Income ETF, cutting an estimated $1.18M.
- SJS Investment Consulting fully exited Harrow in Q3 2026, selling an estimated $258K.
- SJS Investment Consulting's ten largest holdings make up 72% of its $993M portfolio in Q3 2026.
- SJS Investment Consulting opened 482 new positions and closed 135 in Q3 2026.
- SJS Investment Consulting's portfolio value rose 8.1% quarter-over-quarter to $993M.
Based on SJS Investment Consulting's 13F filing for Q3 2026, filed 26 Oct 2026.