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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
+3.48%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$790M
AUM Growth
+$59.5M
Cap. Flow
+$38M
Cap. Flow %
4.8%
Top 10 Hldgs %
74.43%
Holding
2,160
New
526
Increased
829
Reduced
265
Closed
73

Top Buys

Rank Stock Value
1
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$6.39M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.77M
3
VCRB icon
Vanguard Core Bond ETF
VCRB
+$4.33M
4
AAPL icon
Apple
AAPL
+$2.49M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.49M

Top Sells

Rank Stock Value
1
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$873K
2
VST icon
Vistra
VST
+$372K
3
IBIT icon
iShares Bitcoin Trust
IBIT
+$260K
4
META icon
Meta Platforms (Facebook)
META
+$252K
5
DOC icon
Healthpeak Properties
DOC
+$190K

Sector Composition

Rank Sector Weight
1 Technology 5.65%
2 Healthcare 3.61%
3 Consumer Staples 2.82%
4 Financials 2.32%
5 Communication Services 1.49%
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
$361M 45.64%
9,111,768
+122,216
+1% +$4.77M
DFIC icon
2
Dimensional International Core Equity 2 ETF
DFIC
$14.6B
$65.2M 8.24%
1,890,712
+74,588
+4% +$2.49M
DUSB icon
3
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.2B
$32.6M 4.12%
642,934
+41,724
+7% +$2.12M
VCRB icon
4
Vanguard Core Bond ETF
VCRB
$7.21B
$30M 3.8%
385,176
+55,188
+17% +$4.33M
DFSD
5
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.09B
$21.2M 2.68%
441,690
+34,544
+8% +$1.66M
LLY icon
6
Eli Lilly
LLY
$1.09T
$20.5M 2.59%
19,068
+52
+0.3% +$49.7K
AAPL icon
7
Apple
AAPL
$4.99T
$19.4M 2.46%
71,462
+9,282
+15% +$2.49M
VTIP icon
8
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$14M 1.77%
283,238
+41,279
+17% +$2.06M
AVEM icon
9
Avantis Emerging Markets Equity ETF
AVEM
$24.9B
$12.5M 1.58%
162,076
+12,827
+9% +$982K
AVUS icon
10
Avantis US Equity ETF
AVUS
$13.9B
$12.3M 1.55%
109,596
-436
-0.4% -$48K
HRL icon
11
Hormel Foods
HRL
$14.1B
$11.2M 1.42%
473,731
-2,659
-0.6% -$62.1K
DFSU
12
Dimensional US Sustainability Core 1 ETF
DFSU
$2.28B
$9.15M 1.16%
210,779
+244
+0.1% +$10.5K
VBIL
13
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$9.39B
$9.07M 1.15%
120,272
+84,687
+238% +$6.39M
DFAX icon
14
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.7B
$9.05M 1.14%
276,434
-3,595
-1% -$115K
NVDA icon
15
NVIDIA
NVDA
$4.77T
$9.03M 1.14%
48,397
+1,466
+3% +$273K
DFCF icon
16
Dimensional Core Fixed Income ETF
DFCF
$10.8B
$8.17M 1.03%
191,896
+559
+0.3% +$23.9K
DFGR icon
17
Dimensional Global Real Estate ETF
DFGR
$3.9B
$7.87M 1%
297,796
+32,475
+12% +$876K
MSFT icon
18
Microsoft
MSFT
$2.92T
$4.57M 0.58%
9,452
+135
+1% +$67.7K
GOOGL icon
19
Alphabet (Google) Class A
GOOGL
$4.08T
$4.51M 0.57%
14,411
+1,187
+9% +$339K
V icon
20
Visa
V
$697B
$3.91M 0.5%
11,160
+87
+0.8% +$29.6K
GOOG icon
21
Alphabet (Google) Class C
GOOG
$4.07T
$3.91M 0.49%
12,463
+243
+2% +$69.6K
DFEM icon
22
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.67B
$3.73M 0.47%
112,801
-795
-0.7% -$26K
MCD icon
23
McDonald's
MCD
$194B
$3.53M 0.45%
11,552
-244
-2% -$74.7K
WMT icon
24
Walmart Inc
WMT
$900B
$3.21M 0.41%
28,831
+723
+3% +$77.6K
AVDE icon
25
Avantis International Equity ETF
AVDE
$17.8B
$3.09M 0.39%
37,593
+3,095
+9% +$248K
1
2 3 4 5

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SJS Investment Consulting's Q4 2025 Portfolio in Review

As of Q4 2025, SJS Investment Consulting held 2,160 positions worth $790M, up 8.1% from $731M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

SJS Investment Consulting deployed $38M of net new capital in Q4 2025, opening 526 new positions and adding to 829 existing holdings. Its largest new stake was State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF: 829 shares worth $68.4K.

By sector, the portfolio is most concentrated in Technology at 5.6% of assets, up from 5.4% a quarter earlier, followed by Healthcare and Consumer Staples.

On the sell side, the largest reduction was Grayscale Bitcoin Mini Trust ETF, an estimated $873K trimmed.

  • SJS Investment Consulting's largest Q4 2025 buy was State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF: 829 shares worth $68.4K.
  • SJS Investment Consulting added most to Vanguard 0-3 Month Treasury Bill ETF in Q4 2025, an estimated $6.39M increase.
  • SJS Investment Consulting's biggest Q4 2025 reduction was Grayscale Bitcoin Mini Trust ETF, cutting an estimated $873K.
  • SJS Investment Consulting fully exited Olin in Q4 2025, selling an estimated $49.1K.
  • SJS Investment Consulting's ten largest holdings make up 74% of its $790M portfolio in Q4 2025.
  • SJS Investment Consulting opened 526 new positions and closed 73 in Q4 2025.
  • SJS Investment Consulting's portfolio value rose 8.1% quarter-over-quarter to $790M.

Based on SJS Investment Consulting's 13F filing for Q4 2025, filed 21 Jan 2026.