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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
+8.14%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$630M
AUM Growth
+$44M
Cap. Flow
+$964K
Cap. Flow %
0.15%
Top 10 Hldgs %
78.4%
Holding
1,692
New
90
Increased
164
Reduced
1,077
Closed
143

Top Buys

Rank Stock Value
1
AVUS icon
Avantis US Equity ETF
AVUS
+$9.92M
2
VCRB icon
Vanguard Core Bond ETF
VCRB
+$6.57M
3
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$1.71M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.23M
5
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$1.18M

Top Sells

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$9.81M
2
UMBF icon
UMB Financial
UMBF
+$2.32M
3
PEP icon
PepsiCo
PEP
+$1.45M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$784K
5
AMZN icon
Amazon
AMZN
+$686K

Sector Composition

Rank Sector Weight
1 Technology 4.22%
2 Consumer Staples 3.18%
3 Healthcare 2.88%
4 Financials 2.16%
5 Consumer Discretionary 1.05%
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
$320M 50.73%
8,924,449
-294,169
-3% -$9.81M
DFIC icon
2
Dimensional International Core Equity 2 ETF
DFIC
$14.6B
$55M 8.72%
1,768,436
-7,506
-0.4% -$220K
DUSB icon
3
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.2B
$21M 3.34%
414,416
+33,768
+9% +$1.71M
VCRB icon
4
Vanguard Core Bond ETF
VCRB
$7.21B
$19.4M 3.08%
250,309
+85,689
+52% +$6.57M
DFSD
5
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.09B
$17.9M 2.84%
372,779
+11,666
+3% +$556K
LLY icon
6
Eli Lilly
LLY
$1.09T
$14.6M 2.32%
18,731
-28
-0.1% -$21.8K
HRL icon
7
Hormel Foods
HRL
$14.1B
$14.4M 2.28%
475,442
+4,564
+1% +$138K
AAPL icon
8
Apple
AAPL
$4.99T
$11.5M 1.82%
55,939
-3,091
-5% -$624K
AVUS icon
9
Avantis US Equity ETF
AVUS
$13.9B
$11.2M 1.77%
110,802
+105,905
+2,163% +$9.92M
AVEM icon
10
Avantis Emerging Markets Equity ETF
AVEM
$24.9B
$9.47M 1.5%
138,222
+3,661
+3% +$231K
DFAX icon
11
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.7B
$9.45M 1.5%
321,879
-3,376
-1% -$92.9K
VTIP icon
12
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$9.42M 1.49%
187,461
+24,647
+15% +$1.23M
DFCF icon
13
Dimensional Core Fixed Income ETF
DFCF
$10.8B
$8.17M 1.3%
193,322
-3,618
-2% -$151K
DFSU
14
Dimensional US Sustainability Core 1 ETF
DFSU
$2.28B
$8.02M 1.27%
204,423
+13,657
+7% +$498K
NVDA icon
15
NVIDIA
NVDA
$4.77T
$7.26M 1.15%
45,971
-4,481
-9% -$564K
DFGR icon
16
Dimensional Global Real Estate ETF
DFGR
$3.9B
$6.34M 1.01%
236,145
+35,075
+17% +$921K
V icon
17
Visa
V
$697B
$3.78M 0.6%
10,652
-200
-2% -$69.7K
MSFT icon
18
Microsoft
MSFT
$2.92T
$3.7M 0.59%
7,434
-1,477
-17% -$641K
DFEM icon
19
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.67B
$3.69M 0.59%
124,361
-4,880
-4% -$134K
MCD icon
20
McDonald's
MCD
$194B
$2.97M 0.47%
10,149
+116
+1% +$35.8K
AVDE icon
21
Avantis International Equity ETF
AVDE
$17.8B
$2.59M 0.41%
35,004
– –
VYMI icon
22
Vanguard International High Dividend Yield ETF
VYMI
$20.4B
$2.54M 0.4%
31,649
– –
UMBF icon
23
UMB Financial
UMBF
$10.9B
$2.52M 0.4%
23,995
-23,266
-49% -$2.32M
WSBC icon
24
WesBanco
WSBC
$4.03B
$2.52M 0.4%
79,622
+79
+0.1% +$2.39K
GBTC icon
25
Grayscale Bitcoin Trust
GBTC
$9.59B
$2.34M 0.37%
27,565
– –
1
2 3 4 5

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SJS Investment Consulting's Q2 2025 Portfolio in Review

As of Q2 2025, SJS Investment Consulting held 1,692 positions worth $630M, up 7.5% from $586M the previous quarter. Its ten largest holdings account for 78% of the portfolio.

SJS Investment Consulting's Q2 2025 filing shows 90 new, 164 increased, 1,077 reduced and 143 closed positions. Its largest new stake was Berkshire Hathaway Class A: 1 share worth $729K. The largest sale was Dimensional US Core Equity 2 ETF, an estimated $9.81M.

By sector, the portfolio is most concentrated in Technology at 4.2% of assets, down from 4.3% a quarter earlier, followed by Consumer Staples and Healthcare.

  • SJS Investment Consulting's largest Q2 2025 buy was Berkshire Hathaway Class A: 1 share worth $729K.
  • SJS Investment Consulting added most to Avantis US Equity ETF in Q2 2025, an estimated $9.92M increase.
  • SJS Investment Consulting's biggest Q2 2025 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $9.81M.
  • SJS Investment Consulting fully exited Yum China in Q2 2025, selling an estimated $225K.
  • SJS Investment Consulting's ten largest holdings make up 78% of its $630M portfolio in Q2 2025.
  • SJS Investment Consulting opened 90 new positions and closed 143 in Q2 2025.
  • SJS Investment Consulting's portfolio value rose 7.5% quarter-over-quarter to $630M.

Based on SJS Investment Consulting's 13F filing for Q2 2025, filed 15 Jul 2025.