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SJS Investment Consulting Inc.
Period ended Sep 30, 2026 · Latest filing Oct 26, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $993,232,897
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- DIMENSIONAL ETF TRUST · US COR EQU 2 ETF · 25434V708 · shares: $427,355,628
- DIMENSIONAL ETF TRUST · INTL CORE EQUITY · 25434V799 · shares: $83,238,366
- VANGUARD MALVERN FDS · CORE BD ETF · 922020748 · shares: $43,924,198
- DIMENSIONAL ETF TRUST · ULTR FIX INC ETF · 25434V591 · shares: $42,988,960
- ELI LILLY & CO · COM · 532457108 · shares: $22,239,348
- APPLE INC · COM · 037833100 · shares: $22,225,224
- VANGUARD MALVERN FDS · STRM INFPROIDX · 922020805 · shares: $20,522,154
- AMERICAN CENTY ETF TR · AVANTIS EMGMKT · 025072604 · shares: $19,666,155
- AMERICAN CENTY ETF TR · US EQT ETF · 025072885 · shares: $18,457,473
- NVIDIA CORPORATION · COM · 67066G104 · shares: $11,903,138
Reported holdings
3,841 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | — | 8,926,356 shares | $396,776,517 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | — | 2,191,561 shares | $82,424,598 |
| VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | — | 596,634 shares | $43,924,198 |
| DIMENSIONAL ETF TRUST | ULTR FIX INC ETF | 25434V591 | — | 840,915 shares | $42,457,805 |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | — | 687,944 shares | $30,579,111 |
| ELI LILLY & CO | COM | 532457108 | — | 19,015 shares | $22,002,146 |
| APPLE INC | COM | 037833100 | — | 61,960 shares | $20,634,054 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | — | 412,869 shares | $20,321,434 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | — | 208,348 shares | $19,588,870 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | — | 144,098 shares | $18,457,473 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | — | 419,650 shares | $11,351,536 |
| AMERICAN CENTY ETF TR | AVAN TOTA EQ ETF | 02507A606 | — | 205,237 shares | $11,233,484 |
| VANGUARD INSTL INDEX FD | 0 3 MO TR BI ETF | 922040845 | — | 147,433 shares | $11,163,595 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 45,553 shares | $10,403,366 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | — | 258,145 shares | $9,556,535 |
| HORMEL FOODS CORP | COM | 440452100 | — | 474,484 shares | $9,461,212 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 | — | 194,197 shares | $9,160,278 |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | 25434V872 | — | 139,142 shares | $5,582,378 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | — | 60,847 shares | $5,482,901 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | — | 109,535 shares | $4,350,727 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 12,604 shares | $4,336,835 |
| VISA INC | COM CL A | 92826C839 | — | 11,645 shares | $4,184,484 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 12,235 shares | $4,168,871 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | — | 36,938 shares | $3,735,533 |
| MICROSOFT CORP | COM | 594918104 | — | 6,740 shares | $3,456,755 |
| WALMART INC | COM | 931142103 | — | 27,979 shares | $2,907,601 |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | 25434V864 | — | 62,143 shares | $2,887,910 |
| ANDERSONS INC | COM | 034164103 | — | 43,555 shares | $2,861,564 |
| APPLIED OPTOELECTRONICS INC | COM | 03823U102 | — | 27,070 shares | $2,686,969 |
| WESBANCO INC | COM | 950810101 | — | 71,461 shares | $2,674,056 |
| AMAZON COM INC | COM | 023135106 | — | 9,313 shares | $2,320,241 |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | 25434V401 | — | 27,525 shares | $2,285,401 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | — | 43,433 shares | $2,274,152 |
| MCDONALDS CORP | COM | 580135101 | — | 8,967 shares | $2,070,797 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 2,421 shares | $1,846,040 |
| VANGUARD MUN BD FDS | CORE TAX EXEMPT | 922907712 | — | 24,893 shares | $1,781,593 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 5,276 shares | $1,745,452 |
| APPLE INC | COM | 037833100 | — | 4,778 shares | $1,591,170 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 6,567 shares | $1,499,772 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | — | 27,151 shares | $1,493,305 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 20,206 shares | $1,417,451 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 8,182 shares | $1,331,547 |
| UMB FINL CORP | COM | 902788108 | — | 10,000 shares | $1,300,100 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 3,300 shares | $1,235,068 |
| SYSCO CORP | COM | 871829107 | — | 15,673 shares | $1,221,868 |
| MICROSOFT CORP | COM | 594918104 | — | 2,341 shares | $1,200,699 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 1,092 shares | $1,163,233 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 1,515 shares | $1,160,391 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | — | 19,412 shares | $1,084,374 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 7,148 shares | $1,038,396 |
| WELLTOWER INC | COM | 95040Q104 | — | 4,456 shares | $1,025,897 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 3,875 shares | $1,025,892 |
| MARATHON PETE CORP | COM | 56585A102 | — | 2,557 shares | $1,011,089 |
| AMAZON COM INC | COM | 023135106 | — | 3,989 shares | $993,860 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 11,500 shares | $977,040 |
| CHARLES SCHWAB CORP (THE) | COM | 808513105 | — | 9,890 shares | $966,677 |
| CATERPILLAR INC | COM | 149123101 | — | 1,178 shares | $954,708 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | 46138J643 | — | 46,196 shares | $929,695 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 1,724 shares | $927,487 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | 46138J577 | — | 50,247 shares | $914,496 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 4,200 shares | $907,454 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 1,290 shares | $903,809 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 1,207 shares | $893,027 |
| CITIGROUP INC | COM NEW | 172967424 | — | 6,823 shares | $883,495 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 | — | 44,583 shares | $871,375 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 914 shares | $831,737 |
| META PLATFORMS INC | CL A | 30303M102 | — | 1,144 shares | $829,657 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | — | 21,637 shares | $813,768 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 1,324 shares | $810,136 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 2,201 shares | $757,321 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 1 shares | $747,005 |
| CHEVRON CORPORATION | COM | 166764100 | — | 3,527 shares | $720,183 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | — | 9,297 shares | $719,788 |
| TESLA INC | COM | 88160R101 | — | 1,908 shares | $676,901 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 622 shares | $662,499 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 5,266 shares | $661,834 |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 | — | 9,946 shares | $642,413 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 8,325 shares | $630,536 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | — | 16,016 shares | $629,599 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 13,720 shares | $629,354 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 1,896 shares | $627,254 |
| SPDR SERIES TRUST | ST STR SP400VAL | 78464A839 | — | 7,000 shares | $619,570 |
| KESTRA MED TECHNOLOGIES LTD | SHS | G52441105 | — | 19,994 shares | $565,631 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 2,838 shares | $555,528 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | — | 11,675 shares | $552,695 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 1,186 shares | $540,896 |
| INTEL CORP | COM | 458140100 | — | 4,423 shares | $531,778 |
| DIMENSIONAL ETF TRUST | ULTR FIX INC ETF | 25434V591 | — | 10,520 shares | $531,155 |
| BROADCOM INC | COM | 11135F101 | — | 1,464 shares | $514,143 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 671 shares | $511,725 |
| WW GRAINGER INC | COM | 384802104 | — | 410 shares | $510,762 |
| CISCO SYS INC | COM | 17275R102 | — | 4,705 shares | $506,363 |
| ISHARES TR | SELECT US REIT | 464287564 | — | 8,000 shares | $503,200 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 | — | 5,063 shares | $501,643 |
| SELLAS LIFE SCIENCES GROUP I | COM NEW | 81642T209 | — | 40,000 shares | $492,400 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 2,605 shares | $487,257 |
| LINDE PLC | SHS | G54950103 | — | 1,024 shares | $486,067 |
| SYSCO CORP | COM | 871829107 | — | 6,203 shares | $483,586 |
| ABBVIE INC | COM | 00287Y109 | — | 1,823 shares | $476,918 |
| EMERSON ELEC CO | COM | 291011104 | — | 3,015 shares | $467,627 |