SJS Investment Consulting

Latest statistics and disclosures from SJS Investment Consulting's latest quarterly 13F-HR filing:

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Positions held by SJS Investment Consulting consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for SJS Investment Consulting

SJS Investment Consulting holds 2473 positions in its portfolio as reported in the March 2026 quarterly 13F filing

SJS Investment Consulting has 2473 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 43.8 $359M 9.2M 38.86
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Dimensional Etf Trust Intl Core Equity (DFIC) 8.5 $70M +3% 2.0M 35.53
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Dimensional Etf Trust Ultrashort Fixed (DUSB) 4.6 $37M +14% 738k 50.71
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Vanguard Malvern Fds Core Bd Etf (VCRB) 4.1 $34M +13% 437k 77.38
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Dimensional Etf Trust Short Duration F (DFSD) 2.7 $22M +3% 455k 47.88
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Eli Lilly & Co. (LLY) 2.1 $18M 19k 919.77
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Apple (AAPL) 2.1 $17M -7% 66k 253.79
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Vanguard Malvern Fds Strm Infproidx (VTIP) 1.9 $16M +12% 319k 49.95
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American Centy Etf Tr Us Eqt Etf (AVUS) 1.9 $16M +28% 141k 111.18
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American Centy Etf Tr Avantis Emgmkt (AVEM) 1.7 $14M +8% 176k 80.58
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Hormel Foods Corporation (HRL) 1.3 $11M 474k 22.65
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NVIDIA Corporation (NVDA) 1.2 $10M +19% 58k 174.40
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American Centy Etf Tr Avantis Total Eq (AVTM) 1.2 $9.6M NEW 205k 47.01
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Dimensional Etf Trust World Ex Us Core (DFAX) 1.1 $9.2M -2% 271k 33.97
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Dimensional Etf Trust Global Real Est (DFGR) 1.1 $8.8M +10% 330k 26.58
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Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 1.1 $8.7M -4% 115k 75.65
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Dimensional Etf Trust Us Sustainabilty (DFSU) 1.1 $8.6M 210k 41.09
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Dimensional Etf Trust Core Fixed Incom (DFCF) 1.0 $8.1M 192k 42.22
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.6 $4.9M +53% 58k 84.84
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Alphabet Cap Stk Cl A (GOOGL) 0.5 $4.5M +8% 16k 287.56
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.5 $3.8M 111k 34.55
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Wal-Mart Stores (WMT) 0.4 $3.7M +2% 30k 124.28
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Alphabet Cap Stk Cl C (GOOG) 0.4 $3.6M 12k 286.86
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.4 $3.5M +15% 37k 94.24
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Visa Com Cl A (V) 0.4 $3.3M 11k 302.24
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McDonald's Corporation (MCD) 0.4 $3.3M -8% 11k 310.80
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Microsoft Corporation (MSFT) 0.4 $3.1M -12% 8.3k 370.16
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Andersons (ANDE) 0.4 $2.9M 40k 71.78
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WesBan (WSBC) 0.3 $2.5M -3% 71k 34.49
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Amazon (AMZN) 0.3 $2.4M +22% 12k 208.26
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Dimensional Etf Trust Us Equity Market (DFUS) 0.3 $2.2M 31k 70.91
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JPMorgan Chase & Co. (JPM) 0.2 $1.8M -15% 6.2k 294.17
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SYSCO Corporation (SYY) 0.2 $1.5M 22k 71.33
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $1.5M +9% 2.3k 650.22
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $1.5M 20k 73.64
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Exxon Mobil Corporation (XOM) 0.2 $1.5M -9% 8.7k 169.66
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Vanguard Mun Bd Fds Core Tax Exempt (VCRM) 0.2 $1.3M 18k 75.15
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $1.3M 26k 48.46
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UMB Financial Corporation (UMBF) 0.2 $1.2M 11k 112.79
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Costco Wholesale Corporation (COST) 0.1 $1.2M +18% 1.2k 996.78
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Procter & Gamble Company (PG) 0.1 $1.2M +6% 8.2k 144.45
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Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $1.1M 21k 52.78
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Johnson & Johnson (JNJ) 0.1 $1.1M -2% 4.4k 244.45
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $1.0M 1.6k 653.21
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Ge Vernova (GEV) 0.1 $1.0M +18% 1.2k 873.06
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Caterpillar (CAT) 0.1 $983k -41% 1.4k 708.46
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Charles Schwab Corporation (SCHW) 0.1 $978k 10k 93.98
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Welltower Inc Com reit (WELL) 0.1 $910k -9% 4.6k 197.71
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $887k -4% 12k 77.11
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Chevron Corporation (CVX) 0.1 $885k +8% 4.3k 206.92
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Tesla Motors (TSLA) 0.1 $856k +12% 2.3k 371.70
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Nextera Energy (NEE) 0.1 $822k -26% 8.9k 92.88
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Vanguard Index Fds Value Etf (VTV) 0.1 $820k -2% 4.2k 196.20
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Citigroup Com New (C) 0.1 $810k +3% 7.1k 113.41
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $795k +286% 2.4k 337.95
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $775k 2.4k 320.79
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Broadcom (AVGO) 0.1 $756k -29% 2.4k 309.51
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Meta Platforms Cl A (META) 0.1 $752k -6% 1.3k 572.00
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Verizon Communications (VZ) 0.1 $740k -2% 15k 50.20
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $718k 1.00 718140.00
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $713k +21% 1.2k 577.25
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Home Depot (HD) 0.1 $710k +32% 2.2k 328.94
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $699k 9.8k 71.13
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Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.1 $693k +64% 34k 20.42
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Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.1 $687k +65% 37k 18.66
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Linde SHS (LIN) 0.1 $655k +10% 1.3k 495.67
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $639k +23% 1.1k 597.55
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Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $626k +49% 32k 19.62
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Spdr Series Trust State Street Spd (MDYV) 0.1 $596k 7.0k 85.15
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W.W. Grainger (GWW) 0.1 $586k +20% 537.00 1090.81
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Marathon Petroleum Corp (MPC) 0.1 $583k 2.4k 244.18
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DTE Energy Company (DTE) 0.1 $547k 3.7k 146.22
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Micron Technology (MU) 0.1 $542k +34% 1.6k 337.84
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $542k 16k 33.86
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Ishares Tr Select Us Reit (ICF) 0.1 $536k 8.7k 61.89
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Palantir Technologies Cl A (PLTR) 0.1 $526k -37% 3.6k 146.28
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Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $525k -63% 9.9k 52.76
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Emerson Electric (EMR) 0.1 $524k +8% 4.0k 131.02
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Spdr Gold Tr Gold Shs (GLD) 0.1 $471k 1.1k 430.29
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Grayscale Ethereum Staking Shs New (ETH) 0.1 $464k +46640% 23k 19.86
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Ishares Msci Emrg Chn (EMXC) 0.1 $458k -3% 5.8k 78.66
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Vanguard World Inf Tech Etf (VGT) 0.1 $458k -2% 656.00 698.11
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Boeing Company (BA) 0.1 $448k +29% 2.3k 199.03
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $445k 10k 44.45
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Western Digital (WDC) 0.1 $439k +82% 1.6k 270.49
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FedEx Corporation (FDX) 0.1 $438k +37% 1.2k 356.18
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Ishares Gold Tr Shares Represent (IAUM) 0.1 $437k 9.3k 46.70
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Cisco Systems (CSCO) 0.1 $423k -31% 5.4k 77.60
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International Business Machines (IBM) 0.1 $422k +12% 1.7k 242.39
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First Solar (FSLR) 0.1 $410k -4% 2.1k 197.26
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Vertiv Holdings Com Cl A (VRT) 0.1 $410k +98% 1.6k 250.62
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Vanguard Index Fds Small Cp Etf (VB) 0.0 $403k +2% 1.5k 261.92
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Bank of America Corporation (BAC) 0.0 $397k +6% 8.1k 48.75
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Abbvie (ABBV) 0.0 $389k -17% 1.8k 217.50
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Select Sector Spdr Tr State Street Tec (XLK) 0.0 $385k 2.9k 132.88
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Marriott Intl Cl A (MAR) 0.0 $384k +1486% 1.2k 327.07
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Lam Research Corp Com New (LRCX) 0.0 $384k +47% 1.8k 213.65
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Illinois Tool Works (ITW) 0.0 $380k -17% 1.5k 260.29
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Kroger (KR) 0.0 $379k -21% 5.2k 72.36
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Dell Technologies CL C (DELL) 0.0 $369k +115% 2.2k 164.13
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Sherwin-Williams Company (SHW) 0.0 $359k +7% 1.1k 320.68
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Select Sector Spdr Tr State Street Ind (XLI) 0.0 $359k 2.2k 161.73
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $352k +24% 9.2k 38.42
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Phillips 66 (PSX) 0.0 $346k 1.9k 182.18
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Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $344k 5.1k 67.53
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Ge Aerospace Com New (GE) 0.0 $343k +8% 1.2k 283.81
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AmerisourceBergen (COR) 0.0 $336k +30% 1.1k 313.98
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Vanguard Index Fds Growth Etf (VUG) 0.0 $333k +56% 762.00 436.79
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Wells Fargo & Company (WFC) 0.0 $315k 4.0k 79.60
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Advanced Micro Devices (AMD) 0.0 $314k +427% 1.5k 203.43
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Pepsi (PEP) 0.0 $311k 2.0k 155.29
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $310k +20% 728.00 426.40
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Masco Corporation (MAS) 0.0 $307k +8% 5.1k 60.37
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Analog Devices (ADI) 0.0 $306k -27% 962.00 318.14
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National HealthCare Corporation (NHC) 0.0 $305k 1.9k 159.70
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Abbott Laboratories (ABT) 0.0 $304k -26% 3.0k 102.68
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Vanguard Malvern Fds Short Duration B (VSDB) 0.0 $299k NEW 3.9k 76.25
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Walt Disney Company (DIS) 0.0 $292k 3.0k 96.37
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At&t (T) 0.0 $290k 10k 28.99
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Raytheon Technologies Corp (RTX) 0.0 $278k +119% 1.4k 192.98
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Howmet Aerospace (HWM) 0.0 $275k -22% 1.2k 230.42
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Ishares Gold Tr Ishares New (IAU) 0.0 $270k +47% 3.1k 88.16
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Coca-Cola Company (KO) 0.0 $267k -11% 3.5k 76.05
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Mastercard Incorporated Cl A (MA) 0.0 $263k +150% 526.00 499.67
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Automatic Data Processing (ADP) 0.0 $262k -18% 1.3k 203.18
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Novartis Sponsored Adr (NVS) 0.0 $259k 1.7k 152.75
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Anthem (ELV) 0.0 $254k +23% 868.00 292.75
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $252k +4% 1.0k 248.00
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Stryker Corporation (SYK) 0.0 $250k +8% 762.00 328.59
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Select Sector Spdr Tr State Street Con (XLY) 0.0 $250k 2.3k 108.98
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Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.0 $250k NEW 13k 19.53
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Dt Midstream Common Stock (DTM) 0.0 $249k 1.8k 134.67
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AFLAC Incorporated (AFL) 0.0 $246k 2.2k 109.71
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Veeva Sys Cl A Com (VEEV) 0.0 $244k +29% 1.4k 175.66
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FTI Consulting (FCN) 0.0 $240k +5% 1.4k 176.77
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $237k +3% 3.7k 64.08
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.0 $233k +10% 4.7k 49.78
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Amgen (AMGN) 0.0 $232k -13% 659.00 351.85
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $228k 1.6k 145.79
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General Dynamics Corporation (GD) 0.0 $227k +5% 660.00 343.69
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Iron Mountain (IRM) 0.0 $227k +5% 2.2k 102.14
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Lowe's Companies (LOW) 0.0 $225k -66% 953.00 236.28
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $220k 8.8k 25.10
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $218k +22% 2.8k 78.41
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Amphenol Corp Cl A (APH) 0.0 $214k +30% 1.7k 126.35
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Harrow Health (HROW) 0.0 $214k 6.1k 35.26
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $214k -13% 1.1k 198.29
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Vanguard Mun Bd Fds Intermediate Trm (VTEI) 0.0 $212k 2.1k 99.94
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Oracle Corporation (ORCL) 0.0 $212k -61% 1.4k 147.10
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $208k 3.3k 62.44
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Goldman Sachs (GS) 0.0 $207k +99% 245.00 846.39
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Ishares Tr Core S&p Scp Etf (IJR) 0.0 $200k 1.6k 124.31
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Merck & Co (MRK) 0.0 $198k -23% 1.6k 120.29
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Freeport Mcmoran CL B (FCX) 0.0 $197k +216% 3.4k 58.78
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Fifth Third Ban (FITB) 0.0 $194k 4.2k 46.46
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Intel Corporation (INTC) 0.0 $187k +138% 4.2k 44.13
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Key (KEY) 0.0 $187k 9.3k 20.05
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Texas Instruments Incorporated (TXN) 0.0 $178k 915.00 194.17
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TJX Companies (TJX) 0.0 $174k +50% 1.1k 159.63
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Bristol Myers Squibb (BMY) 0.0 $173k +35% 2.8k 60.65
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Proshares Tr Bitcoin Etf (BITO) 0.0 $172k NEW 19k 9.31
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Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.0 $172k +34% 3.6k 47.53
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National Health Investors (NHI) 0.0 $170k 2.1k 80.86
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $162k +62% 1.7k 97.23
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Select Sector Spdr Tr State Street Hea (XLV) 0.0 $161k -2% 1.1k 146.61
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Target Corporation (TGT) 0.0 $160k -16% 1.3k 121.16
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Deere & Company (DE) 0.0 $156k -39% 277.00 564.54
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $154k +20% 1.5k 106.01
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Emcor (EME) 0.0 $154k +42% 208.00 738.32
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Spdr Series Trust State Street Spd (SPSB) 0.0 $153k +26% 5.1k 30.07
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Jazz Pharmaceuticals Shs Usd (JAZZ) 0.0 $150k +5% 795.00 189.05
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McKesson Corporation (MCK) 0.0 $149k +7% 172.00 865.36
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Ishares Tr Core Msci Eafe (IEFA) 0.0 $145k -13% 1.6k 90.53
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Select Sector Spdr Tr State Street Fin (XLF) 0.0 $145k -5% 2.9k 49.37
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PG&E Corporation (PCG) 0.0 $144k +40% 8.2k 17.57
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Blackrock (BLK) 0.0 $142k -32% 148.00 961.72
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Pfizer (PFE) 0.0 $142k +2% 5.1k 28.08
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Comfort Systems USA (FIX) 0.0 $138k +38% 100.00 1378.99
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Tonix Pharmaceuticals Hldg C Com New (TNXP) 0.0 $138k NEW 10k 13.75
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ConocoPhillips (COP) 0.0 $137k -3% 1.0k 132.07
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L3harris Technologies (LHX) 0.0 $137k -44% 397.00 345.15
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Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $135k 7.0k 19.30
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Consolidated Edison (ED) 0.0 $135k 1.2k 113.18
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Airbnb Com Cl A (ABNB) 0.0 $134k +32% 1.1k 126.30
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Sandisk Corp (SNDK) 0.0 $133k +452% 210.00 635.34
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Oneok (OKE) 0.0 $133k +2% 1.5k 90.39
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $131k 367.00 356.56
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Palo Alto Networks (PANW) 0.0 $128k +7% 795.00 160.32
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $126k 586.00 215.06
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Match Group (MTCH) 0.0 $125k +24% 4.1k 30.71
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Duke Energy Corp Com New (DUK) 0.0 $124k +19% 949.00 130.94
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Servicenow (NOW) 0.0 $123k +55% 1.2k 104.55
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Select Sector Spdr Tr State Street Com (XLC) 0.0 $122k -3% 1.1k 110.87
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Dycom Industries (DY) 0.0 $122k 360.00 338.82
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Nike CL B (NKE) 0.0 $122k -5% 2.3k 52.83
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J.B. Hunt Transport Services (JBHT) 0.0 $121k +17% 570.00 211.90
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Constellation Energy (CEG) 0.0 $120k +2% 430.00 279.25
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MetLife (MET) 0.0 $119k +23% 1.7k 70.72
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Wisdomtree Tr Us Largecap Fund (EPS) 0.0 $118k 1.7k 68.11
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Dimensional Etf Trust Us High Profitab (DUHP) 0.0 $116k +11% 3.2k 36.76
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Union Pacific Corporation (UNP) 0.0 $116k +76% 478.00 242.62
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American Electric Power Company (AEP) 0.0 $113k -34% 861.00 131.08
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Wec Energy Group (WEC) 0.0 $112k +8% 966.00 115.77
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Edison International (EIX) 0.0 $111k +35% 1.5k 73.18
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Eaton Corp SHS (ETN) 0.0 $111k -23% 311.00 357.67
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $110k 571.00 191.81
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BP Sponsored Adr (BP) 0.0 $108k -13% 2.3k 47.00
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Parker-Hannifin Corporation (PH) 0.0 $107k +13% 119.00 895.24
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Applied Digital Corp Com New (APLD) 0.0 $106k +33% 4.5k 23.74
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Sellas Life Sciences Group I Com New (SLS) 0.0 $106k NEW 25k 4.23
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Comcast Corp Cl A (CMCSA) 0.0 $106k 3.7k 28.71
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Centene Corporation (CNC) 0.0 $106k +50% 3.2k 32.74
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Paychex (PAYX) 0.0 $105k -5% 1.1k 92.12
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Tyson Foods Cl A (TSN) 0.0 $104k +15% 1.6k 64.07
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Technipfmc (FTI) 0.0 $103k +33% 1.5k 69.13
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Netflix (NFLX) 0.0 $100k -49% 1.0k 96.15
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $98k +6% 3.2k 30.68
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Stantec (STN) 0.0 $98k 1.1k 86.40
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Cheniere Energy Com New (LNG) 0.0 $97k 343.00 283.76
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Kkr & Co (KKR) 0.0 $96k +97% 1.0k 92.50
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Domino's Pizza (DPZ) 0.0 $96k +60% 266.00 359.32
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Gilead Sciences (GILD) 0.0 $95k +84% 679.00 139.32
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Stifel Financial (SF) 0.0 $94k +143% 1.3k 73.92
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Fortinet (FTNT) 0.0 $94k +24% 1.2k 81.72
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John Hancock Exchange Traded Multifactor Mi (JHMM) 0.0 $94k 1.4k 67.12
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Lockheed Martin Corporation (LMT) 0.0 $92k +28% 152.00 604.60
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Five Below (FIVE) 0.0 $91k +26% 400.00 228.48
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General Mills (GIS) 0.0 $90k +20% 2.4k 37.22
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Dimensional Etf Trust World Equity Etf (DFAW) 0.0 $89k +4% 1.2k 73.78
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Fidelity Natl Finl Com Shs (FNF) 0.0 $89k +105% 1.9k 46.38
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Booking Holdings (BKNG) 0.0 $88k +31% 21.00 4210.50
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Travelers Companies (TRV) 0.0 $87k +70% 299.00 291.68
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $86k -16% 3.0k 29.08
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Hasbro (HAS) 0.0 $86k 906.00 94.33
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Corning Incorporated (GLW) 0.0 $85k +3% 626.00 136.12
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Ross Stores (ROST) 0.0 $84k +139% 388.00 216.64
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Lincoln Electric Holdings (LECO) 0.0 $84k +3% 337.00 249.08
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Eversource Energy (ES) 0.0 $84k +27% 1.2k 69.28
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Citizens Financial (CFG) 0.0 $83k +2% 1.4k 59.97
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $83k 600.00 138.32
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Delta Air Lines Com New (DAL) 0.0 $83k +37% 1.2k 66.48
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Gap (GAP) 0.0 $83k +13% 3.4k 24.20
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Owens Corning (OC) 0.0 $83k +343% 763.00 108.22
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Zoom Communications Cl A (ZM) 0.0 $83k -4% 1.0k 80.40
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Everest Re Group (EG) 0.0 $82k +85% 252.00 326.85
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Blackstone Group Inc Com Cl A (BX) 0.0 $82k +15% 711.00 114.92
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Ishares Tr Core Div Grwth (DGRO) 0.0 $81k NEW 1.2k 70.18
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Curtiss-Wright (CW) 0.0 $80k -2% 117.00 681.13
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Sb Financial (SBFG) 0.0 $80k 3.8k 21.00
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Global X Fds Global X Copper (COPX) 0.0 $79k +642% 1.0k 76.35
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Past Filings by SJS Investment Consulting

SEC 13F filings are viewable for SJS Investment Consulting going back to 2021