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SIC

SJS Investment Consulting Portfolio holdings

AUM $919M
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
+12.81%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$919M
AUM Growth
+$100M
Cap. Flow
+$8.56M
Cap. Flow %
0.93%
Top 10 Hldgs %
73.95%
Holding
3,000
New
528
Increased
1,514
Reduced
448
Closed
116

Top Buys

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$6.25M
2
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$5.07M
3
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$4.23M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$3.65M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.71M

Top Sells

Rank Stock Value
1
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
+$17.6M
2
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.94M
3
NVDA icon
NVIDIA
NVDA
+$1.82M
4
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$1.1M
5
DFSU
Dimensional US Sustainability Core 1 ETF
DFSU
+$704K

Sector Composition

Rank Sector Weight
1 Technology 5.35%
2 Healthcare 3.58%
3 Consumer Staples 2.72%
4 Financials 2.37%
5 Industrials 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFAC icon
1
Dimensional US Core Equity 2 ETF
DFAC
$47.7B
$416M 45.28%
9,377,832
+146,060
+2% +$6.25M
DFIC icon
2
Dimensional International Core Equity 2 ETF
DFIC
$14.6B
$77.1M 8.39%
2,069,299
+112,894
+6% +$4.23M
DUSB icon
3
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.2B
$37.5M 4.08%
737,985
+279
+0% +$14.2K
VCRB icon
4
Vanguard Core Bond ETF
VCRB
$7.21B
$37.4M 4.07%
484,453
+47,244
+11% +$3.65M
LLY icon
5
Eli Lilly
LLY
$1.09T
$23M 2.5%
19,153
+53
+0.3% +$54.2K
VTIP icon
6
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$21.1M 2.3%
420,192
+100,777
+32% +$5.07M
AAPL icon
7
Apple
AAPL
$4.99T
$19M 2.06%
65,502
-899
-1% -$257K
AVUS icon
8
Avantis US Equity ETF
AVUS
$13.9B
$18.5M 2.02%
144,667
+4,201
+3% +$518K
AVEM icon
9
Avantis Emerging Markets Equity ETF
AVEM
$24.9B
$18M 1.96%
186,638
+10,669
+6% +$984K
HRL icon
10
Hormel Foods
HRL
$14.1B
$11.8M 1.28%
475,479
+1,324
+0.3% +$29.4K
AVTM
11
Avantis Total Equity Markets ETF
AVTM
$793M
$11.2M 1.22%
205,237
– –
DFGR icon
12
Dimensional Global Real Estate ETF
DFGR
$3.9B
$11M 1.19%
378,778
+49,229
+15% +$1.41M
NVDA icon
13
NVIDIA
NVDA
$4.77T
$9.84M 1.07%
49,169
-8,854
-15% -$1.82M
DFAX icon
14
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.7B
$9.59M 1.04%
260,306
-10,528
-4% -$387K
DFSU
15
Dimensional US Sustainability Core 1 ETF
DFSU
$2.28B
$9.08M 0.99%
194,776
-15,568
-7% -$704K
VBIL
16
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$9.39B
$7.63M 0.83%
100,758
-14,612
-13% -$1.1M
DFCF icon
17
Dimensional Core Fixed Income ETF
DFCF
$10.8B
$6.17M 0.67%
146,198
-46,005
-24% -$1.94M
GOOGL icon
18
Alphabet (Google) Class A
GOOGL
$4.08T
$5.49M 0.6%
15,362
-245
-2% -$88.2K
AVDE icon
19
Avantis International Equity ETF
AVDE
$17.8B
$5.45M 0.59%
61,103
+3,246
+6% +$291K
GOOG icon
20
Alphabet (Google) Class C
GOOG
$4.07T
$4.46M 0.49%
12,636
+231
+2% +$82.6K
DFEM icon
21
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.67B
$4.44M 0.48%
109,192
-2,110
-2% -$82.9K
DFSD
22
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.09B
$4.16M 0.45%
87,060
-368,248
-81% -$17.6M
V icon
23
Visa
V
$697B
$3.79M 0.41%
11,046
+29
+0.3% +$9.31K
VYMI icon
24
Vanguard International High Dividend Yield ETF
VYMI
$20.4B
$3.6M 0.39%
36,649
– –
WMT icon
25
Walmart Inc
WMT
$900B
$3.35M 0.36%
29,602
+22
+0.1% +$2.73K
1
2 3 4 5

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SJS Investment Consulting's Q2 2026 Portfolio in Review

As of Q2 2026, SJS Investment Consulting held 3,000 positions worth $919M, up 12% from $819M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

SJS Investment Consulting's Q2 2026 filing shows 528 new, 1,514 increased, 448 reduced and 116 closed positions. Its largest new stake was Kestra Medical Technologies: 20,060 shares worth $510K. The largest sale was Dimensional Short-Duration Fixed Income ETF, an estimated $17.6M.

By sector, the portfolio is most concentrated in Technology at 5.3% of assets, up from 5% a quarter earlier, followed by Healthcare and Consumer Staples.

  • SJS Investment Consulting's largest Q2 2026 buy was Kestra Medical Technologies: 20,060 shares worth $510K.
  • SJS Investment Consulting added most to Dimensional US Core Equity 2 ETF in Q2 2026, an estimated $6.25M increase.
  • SJS Investment Consulting's biggest Q2 2026 reduction was Dimensional Short-Duration Fixed Income ETF, cutting an estimated $17.6M.
  • SJS Investment Consulting fully exited Vanguard Short Duration Bond ETF in Q2 2026, selling an estimated $299K.
  • SJS Investment Consulting's ten largest holdings make up 74% of its $919M portfolio in Q2 2026.
  • SJS Investment Consulting opened 528 new positions and closed 116 in Q2 2026.
  • SJS Investment Consulting's portfolio value rose 12% quarter-over-quarter to $919M.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.