13FBOX
SJS Investment Consulting Inc. · 13F Holdings
Options Calculator Rankings

SJS Investment Consulting Inc.

No.2930
Latest AUM (Q2 2026)
$918.7M
QoQ Change Q1 2026
+$100.1M+12.2%
Holdings
2884
New Buys
528
Adds
1523
Reduces
445
Exits
117
Unchanged
388
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
DDIMENSIONAL ETF TRUSTDFAC
45.28%43.82%$416.0M9.4M$358.7M9.2M+146,060+1.58%Add
DDIMENSIONAL ETF TRUSTDFIC
8.39%8.49%$77.1M2.1M$69.5M2.0M+112,894+5.77%Add
DDIMENSIONAL ETF TRUSTDUSB
4.08%4.57%$37.5M737,985$37.4M737,706+279+0.04%Add
VVANGUARD MALVERN FDSVCRB
4.07%4.13%$37.4M484,453$33.8M437,209+47,244+10.81%Add
ELI LILLY & COLLY
2.5%2.15%$23.0M19,153$17.6M19,100+53+0.28%Add
VVANGUARD MALVERN FDSVTIP
2.3%1.95%$21.1M420,192$16.0M319,415+100,777+31.55%Add
APPLE INCAAPL
2.06%2.06%$19.0M65,502$16.9M66,401-899-1.35%Reduce
AAMERICAN CENTY ETF TRAVUS
2.02%1.91%$18.5M144,667$15.6M140,466+4,201+2.99%Add
AAMERICAN CENTY ETF TRAVEM
1.96%1.73%$18.0M186,638$14.2M175,969+10,669+6.06%Add
HORMEL FOODS CORPHRL
1.28%1.31%$11.8M475,479$10.7M474,155+1,324+0.28%Add
AAvantis Total Equity Markets ETFAVTM
1.22%1.18%$11.2M205,237$9.6M205,23700.00%Unchanged
DDIMENSIONAL ETF TRUSTDFGR
1.19%1.07%$11.0M378,778$8.8M329,549+49,229+14.94%Add
NVIDIA CORPORATIONNVDA
1.07%1.24%$9.8M49,169$10.1M58,023-8,854-15.26%Reduce
DDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFDFAX
1.04%1.12%$9.6M260,306$9.2M270,834-10,528-3.89%Reduce
DDIMENSIONAL ETF TRUSTDFSU
0.99%1.06%$9.1M194,776$8.6M210,344-15,568-7.40%Reduce
VVANGUARD INSTL INDEX FDVBIL
0.83%1.07%$7.6M100,758$8.7M115,370-14,612-12.67%Reduce
DDIMENSIONAL ETF TRUSTDFCF
0.67%0.99%$6.2M146,198$8.1M192,203-46,005-23.94%Reduce
ALPHABET INCGOOGL
0.6%0.55%$5.5M15,362$4.5M15,607-245-1.57%Reduce
AVANTIS INTLNGG
0.59%0.6%$5.5M61,103$4.9M57,857+3,246+5.61%Add
AAlphabet Inc Class CGOOG
0.49%0.43%$4.5M12,636$3.6M12,405+231+1.86%Add
DDIMENSIONAL ETF TRUSTDFEM
0.48%0.47%$4.4M109,192$3.8M111,302-2,110-1.90%Reduce
DDIMENSIONAL ETF TRUSTDFSD
0.45%2.66%$4.2M87,060$21.8M455,308-368,248-80.88%Reduce
VISA INCV
0.41%0.41%$3.8M11,046$3.3M11,017+29+0.26%Add
VVANGUARD WHITEHALL FDSVYMI
0.39%0.42%$3.6M36,649$3.5M36,64900.00%Unchanged
WALMART INCWMT
0.36%0.45%$3.4M29,602$3.7M29,580+22+0.07%Add
MICROSOFT CORPMSFT
0.35%0.37%$3.2M8,518$3.1M8,271+247+2.99%Add
ANDERSONS INC COMANDE
0.32%0.35%$3.0M43,555$2.9M39,984+3,571+8.93%Add
AMAZON COM INCAMZN
0.3%0.29%$2.8M11,743$2.4M11,518+225+1.95%Add
WESBANCO INCWSBC
0.3%0.3%$2.8M71,568$2.5M71,324+244+0.34%Add
MCDONALDS CORPMCD
0.27%0.4%$2.5M9,331$3.3M10,541-1,210-11.48%Reduce
DDIMENSIONAL U.S. EQUITY MARKET ETFDFUS
0.25%0.27%$2.3M27,525$2.2M30,775-3,250-10.56%Reduce
JPMORGAN CHASE & COJPM
0.22%0.22%$2.1M6,304$1.8M6,181+123+1.99%Add
DDIMENSIONAL ETF TRUSTDFAU
0.2%0.01%$1.8M35,752$73,6361,632+34,120+2,090.69%Add
SYSCO CORP COMSYY
0.2%0.19%$1.8M21,726$1.5M21,613+113+0.52%Add
SSTATE STR SPDR S&P 500 ETF TSPY
0.19%0.18%$1.7M2,288$1.5M2,292-4-0.17%Reduce
CATERPILLAR INCCAT
0.17%0.12%$1.6M1,504$983,3441,388+116+8.36%Add
VVANGUARD MUN BD FDSVCRM
0.17%0.16%$1.6M20,403$1.3M17,903+2,500+13.96%Add
VVANGUARD TOTALBND
0.16%0.18%$1.5M20,216$1.5M20,189+27+0.13%Add
DDIMENSIONAL USDFUV
0.16%0.15%$1.4M26,169$1.3M26,16900.00%Unchanged
UMB FINL CORPUMBF
0.16%0.15%$1.4M10,063$1.2M10,999-936-8.51%Reduce
MICRON TECHNOLOGY INCMU
0.14%0.07%$1.3M1,144$542,2341,605-461-28.72%Reduce
GE VERNOVA INCGEV
0.13%0.12%$1.2M1,054$1.0M1,152-98-8.51%Reduce
EXXON MOBIL CORPXOM
0.13%0.18%$1.2M8,942$1.5M8,693+249+2.86%Add
PROCTER & GAMBLE COPG
0.13%0.14%$1.2M8,229$1.2M8,168+61+0.75%Add
JOHNSON & JOHNSONJNJ
0.12%0.13%$1.1M4,507$1.1M4,409+98+2.22%Add
COSTCO WHOLESALE CORPORATIONCOST
0.12%0.15%$1.1M1,216$1.2M1,207+9+0.75%Add
DDIMENSIONAL ETF TRUSTDFIV
0.12%0.14%$1.1M20,785$1.1M21,205-420-1.98%Reduce
WELLTOWER INC COMWELL
0.12%0.11%$1.1M4,706$910,2384,604+102+2.22%Add
CCITIGROUP INCC
0.11%0.1%$1.0M7,427$810,4407,146+281+3.93%Add
IISHARES TRIVV
0.11%0.13%$1.0M1,347$1.0M1,574-227-14.42%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow