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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
-0.75%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$819M
AUM Growth
+$28.3M
Cap. Flow
+$39.9M
Cap. Flow %
4.88%
Top 10 Hldgs %
73.47%
Holding
2,597
New
509
Increased
1,194
Reduced
436
Closed
123

Top Buys

Rank Stock Value
1
AVTM
Avantis Total Equity Markets ETF
AVTM
+$9.97M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.83M
3
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$4.81M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$4.06M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$3.53M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.32M
2
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$1.05M
3
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$782K
4
CAT icon
Caterpillar
CAT
+$683K
5
MSFT icon
Microsoft
MSFT
+$494K

Sector Composition

Rank Sector Weight
1 Technology 5.03%
2 Healthcare 3.05%
3 Consumer Staples 2.87%
4 Financials 2.11%
5 Consumer Discretionary 1.39%
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
$359M 43.82%
9,231,772
+120,004
+1% +$4.83M
DFIC icon
2
Dimensional International Core Equity 2 ETF
DFIC
$14.6B
$69.5M 8.49%
1,956,405
+65,693
+3% +$2.39M
DUSB icon
3
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.2B
$37.4M 4.57%
737,706
+94,772
+15% +$4.81M
VCRB icon
4
Vanguard Core Bond ETF
VCRB
$7.21B
$33.8M 4.13%
437,209
+52,033
+14% +$4.06M
DFSD
5
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.09B
$21.8M 2.66%
455,308
+13,618
+3% +$655K
LLY icon
6
Eli Lilly
LLY
$1.09T
$17.6M 2.15%
19,100
+32
+0.2% +$32.4K
AAPL icon
7
Apple
AAPL
$4.99T
$16.9M 2.06%
66,401
-5,061
-7% -$1.32M
VTIP icon
8
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$16M 1.95%
319,415
+36,177
+13% +$1.8M
AVUS icon
9
Avantis US Equity ETF
AVUS
$13.9B
$15.6M 1.91%
140,466
+30,870
+28% +$3.53M
AVEM icon
10
Avantis Emerging Markets Equity ETF
AVEM
$24.9B
$14.2M 1.73%
175,969
+13,893
+9% +$1.15M
HRL icon
11
Hormel Foods
HRL
$14.1B
$10.7M 1.31%
474,155
+424
+0.1% +$10.1K
NVDA icon
12
NVIDIA
NVDA
$4.77T
$10.1M 1.24%
58,023
+9,626
+20% +$1.77M
AVTM
13
Avantis Total Equity Markets ETF
AVTM
$793M
$9.65M 1.18%
+205,237
New +$9.97M
DFAX icon
14
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.7B
$9.2M 1.12%
270,834
-5,600
-2% -$195K
DFGR icon
15
Dimensional Global Real Estate ETF
DFGR
$3.9B
$8.76M 1.07%
329,549
+31,753
+11% +$871K
VBIL
16
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$9.39B
$8.73M 1.07%
115,370
-4,902
-4% -$370K
DFSU
17
Dimensional US Sustainability Core 1 ETF
DFSU
$2.28B
$8.64M 1.06%
210,344
-435
-0.2% -$18.8K
DFCF icon
18
Dimensional Core Fixed Income ETF
DFCF
$10.8B
$8.11M 0.99%
192,203
+307
+0.2% +$13.1K
AVDE icon
19
Avantis International Equity ETF
AVDE
$17.8B
$4.91M 0.6%
57,857
+20,264
+54% +$1.76M
GOOGL icon
20
Alphabet (Google) Class A
GOOGL
$4.08T
$4.49M 0.55%
15,607
+1,196
+8% +$376K
DFEM icon
21
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.67B
$3.85M 0.47%
111,302
-1,499
-1% -$53.2K
WMT icon
22
Walmart Inc
WMT
$900B
$3.68M 0.45%
29,580
+749
+3% +$92K
GOOG icon
23
Alphabet (Google) Class C
GOOG
$4.07T
$3.56M 0.43%
12,405
-58
-0.5% -$18.2K
VYMI icon
24
Vanguard International High Dividend Yield ETF
VYMI
$20.4B
$3.45M 0.42%
36,649
+5,000
+16% +$477K
V icon
25
Visa
V
$697B
$3.33M 0.41%
11,017
-143
-1% -$46K
1
2 3 4 5

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SJS Investment Consulting's Q1 2026 Portfolio in Review

As of Q1 2026, SJS Investment Consulting held 2,597 positions worth $819M, up 3.6% from $790M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

SJS Investment Consulting deployed $39.9M of net new capital in Q1 2026, opening 509 new positions and adding to 1,194 existing holdings. Its largest new stake was Avantis Total Equity Markets ETF: 205,237 shares worth $9.65M.

By sector, the portfolio is most concentrated in Technology at 5% of assets, down from 5.6% a quarter earlier, followed by Healthcare and Consumer Staples.

On the sell side, the largest reduction was Apple, an estimated $1.32M trimmed.

  • SJS Investment Consulting's largest Q1 2026 buy was Avantis Total Equity Markets ETF: 205,237 shares worth $9.65M.
  • SJS Investment Consulting added most to Dimensional US Core Equity 2 ETF in Q1 2026, an estimated $4.83M increase.
  • SJS Investment Consulting's biggest Q1 2026 reduction was Apple, cutting an estimated $1.32M.
  • SJS Investment Consulting fully exited GeneDx Holdings in Q1 2026, selling an estimated $390K.
  • SJS Investment Consulting's ten largest holdings make up 73% of its $819M portfolio in Q1 2026.
  • SJS Investment Consulting opened 509 new positions and closed 123 in Q1 2026.
  • SJS Investment Consulting's portfolio value rose 3.6% quarter-over-quarter to $819M.

Based on SJS Investment Consulting's 13F filing for Q1 2026, filed 23 Apr 2026.