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 1591 positions in its portfolio as reported in the December 2022 quarterly 13F filing

SJS Investment Consulting has 1591 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) 58.7 $197M +6% 8.1M 24.28
Hormel Foods Corporation (HRL) 6.0 $20M 439k 45.55
Dimensional Etf Trust Intl Core Equity (DFIC) 5.0 $17M +20% 753k 22.35
Dimensional Etf Trust Short Duration F (DFSD) 3.9 $13M -10% 285k 46.09
Dimensional Etf Trust World Ex Us Core (DFAX) 2.4 $8.0M 370k 21.60
Apple (AAPL) 2.1 $7.2M +19% 56k 129.93
Eli Lilly & Co. (LLY) 2.1 $6.9M 19k 365.85
McDonald's Corporation (MCD) 0.8 $2.7M 10k 263.52
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.8 $2.7M +56% 37k 71.84
Visa Com Cl A (V) 0.7 $2.3M 11k 207.77
Pepsi (PEP) 0.6 $2.1M 12k 180.66
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.6 $2.1M +697% 39k 53.19
Andersons (ANDE) 0.6 $1.9M 55k 34.99
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.6 $1.9M +268% 46k 41.34

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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.5 $1.8M 30k 59.57
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.5 $1.7M +140% 34k 50.45
SYSCO Corporation (SYY) 0.5 $1.6M 21k 76.45
Microsoft Corporation (MSFT) 0.5 $1.5M -10% 6.4k 239.80
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $1.5M +112% 33k 46.71
Anthem (ELV) 0.4 $1.4M +285% 2.6k 512.97
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.4 $1.3M +3% 40k 33.48
Arhaus Com Cl A (ARHS) 0.4 $1.3M -15% 135k 9.75
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.3 $1.1M +9% 23k 49.00
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.1M 12k 88.73
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.1M -12% 12k 88.23
Alkami Technology (ALKT) 0.3 $975k 67k 14.59
Premier Financial Corp (PFC) 0.3 $941k -57% 35k 26.97
Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $828k +3% 20k 41.61
Ishares Tr Cohen Steer Reit (ICF) 0.2 $794k 15k 54.84
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $775k +58% 9.4k 82.48
Amazon (AMZN) 0.2 $753k -23% 9.0k 84.00
Target Corporation (TGT) 0.2 $742k +242% 5.0k 149.05
Exxon Mobil Corporation (XOM) 0.2 $726k +31% 6.6k 110.30
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $694k -17% 3.6k 191.21
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.2 $682k +27% 30k 22.46
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $668k 13k 51.15
Procter & Gamble Company (PG) 0.2 $652k -6% 4.3k 151.58
NVIDIA Corporation (NVDA) 0.2 $615k -18% 4.2k 146.15
Yum! Brands (YUM) 0.2 $556k 4.3k 128.08
Johnson & Johnson (JNJ) 0.2 $516k -3% 2.9k 176.66
Vanguard Index Fds Value Etf (VTV) 0.2 $515k 3.7k 140.37
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $504k 1.3k 382.34
Tesla Motors (TSLA) 0.1 $487k -11% 4.0k 123.17
Costco Wholesale Corporation (COST) 0.1 $456k -2% 999.00 456.42
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.1 $453k 7.0k 64.72
American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $442k +13% 6.5k 68.01
DTE Energy Company (DTE) 0.1 $431k 3.7k 117.53
Home Depot (HD) 0.1 $401k -20% 1.3k 315.86
Ishares Msci Emrg Chn (EMXC) 0.1 $378k +3% 8.0k 47.47
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $375k +3% 4.2k 89.99
UnitedHealth (UNH) 0.1 $348k -16% 657.00 529.80
Dimensional Etf Trust Us Sustainabilty 0.1 $344k NEW 14k 24.93
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $329k +214285% 15k 21.95
Marathon Petroleum Corp (MPC) 0.1 $316k 2.7k 116.39
First Solar (FSLR) 0.1 $312k 2.1k 149.79
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $310k 6.0k 51.72
Boeing Company (BA) 0.1 $309k 1.6k 190.49
Caterpillar (CAT) 0.1 $304k -3% 1.3k 239.56
JPMorgan Chase & Co. (JPM) 0.1 $302k -29% 2.3k 134.12
Nike CL B (NKE) 0.1 $287k -8% 2.5k 117.01
Kroger (KR) 0.1 $262k 5.9k 44.58
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $261k -31% 8.9k 29.38
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $256k -37% 1.6k 158.80
Abbvie (ABBV) 0.1 $255k +2% 1.6k 161.64
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $250k 5.7k 43.95
Illinois Tool Works (ITW) 0.1 $245k 1.1k 220.30
Yum China Holdings (YUMC) 0.1 $239k 4.4k 54.65
Citigroup Com New (C) 0.1 $231k 5.1k 45.23
W.W. Grainger (GWW) 0.1 $230k -13% 413.00 556.25
Abbott Laboratories (ABT) 0.1 $219k -3% 2.0k 109.79
Masco Corporation (MAS) 0.1 $198k 4.2k 46.67
Pfizer (PFE) 0.1 $193k +2% 3.8k 51.24
FTI Consulting (FCN) 0.1 $192k 1.2k 158.80
At&t (T) 0.1 $185k +19% 10k 18.41
Coca-Cola Company (KO) 0.1 $185k +3% 2.9k 63.61
Walt Disney Company (DIS) 0.1 $185k -13% 2.1k 86.88
Ishares Tr Russell 2000 Etf (IWM) 0.1 $184k 1.1k 174.36
Accenture Plc Ireland Shs Class A (ACN) 0.1 $180k -7% 676.00 266.84
Cisco Systems (CSCO) 0.1 $180k +19% 3.8k 47.64
Adobe Systems Incorporated (ADBE) 0.1 $179k +2% 531.00 336.53
Sherwin-Williams Company (SHW) 0.1 $173k +517% 729.00 237.33
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $171k -49% 5.3k 32.21
Stryker Corporation (SYK) 0.0 $164k 671.00 244.49
Veeva Sys Cl A Com (VEEV) 0.0 $164k 1.0k 161.38
Vanguard World Fds Energy Etf (VDE) 0.0 $163k 1.3k 121.28
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.0 $161k -42% 3.0k 53.44
Verizon Communications (VZ) 0.0 $160k +46% 4.1k 39.40
Chevron Corporation (CVX) 0.0 $159k -36% 886.00 179.35
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $157k -50% 2.1k 75.28
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $157k 1.0k 151.85
Sb Financial (SBFG) 0.0 $147k -16% 8.8k 16.76
Deere & Company (DE) 0.0 $146k +3% 341.00 428.76
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $143k +7% 3.2k 44.81
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.0 $140k +33% 6.8k 20.49
Automatic Data Processing (ADP) 0.0 $139k -17% 581.00 238.86
Bank of America Corporation (BAC) 0.0 $138k -18% 4.2k 33.12
Merck & Co (MRK) 0.0 $136k +6% 1.2k 110.95
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 0.0 $135k 6.4k 20.98
Calix (CALX) 0.0 $128k +18560% 1.9k 68.43
Spdr Gold Tr Gold Shs (GLD) 0.0 $127k 748.00 169.64
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $124k -8% 2.2k 56.48
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $123k -45% 6.4k 19.29
3M Company (MMM) 0.0 $121k +2% 1.0k 119.92
Jazz Pharmaceuticals Shs Usd (JAZZ) 0.0 $121k 760.00 159.31
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.0 $120k -11% 2.5k 47.19
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $116k 262.00 442.79
AmerisourceBergen (ABC) 0.0 $116k -19% 697.00 165.71
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $114k -47% 1.1k 102.81
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.0 $113k 4.7k 24.24
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $112k +2% 2.7k 41.97
4068594 Enphase Energy (ENPH) 0.0 $107k -44% 405.00 264.96
Key (KEY) 0.0 $107k 6.1k 17.42
Dt Midstream Common Stock (DTM) 0.0 $102k 1.8k 55.26
Fifth Third Ban (FITB) 0.0 $100k -33% 3.1k 32.81
Netflix (NFLX) 0.0 $99k +469% 336.00 294.49
First Fndtn (FFWM) 0.0 $97k -51% 6.7k 14.33
Dex (DXCM) 0.0 $92k +40400% 810.00 113.24
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $91k -17% 2.3k 40.51
Ishares Tr National Mun Etf (MUB) 0.0 $90k NEW 854.00 105.52
Proshares Tr Ulsh 20yrtre New (TTT) 0.0 $89k 1.2k 77.03
Global X Fds Autonmous Ev Etf (DRIV) 0.0 $88k -5% 4.4k 19.87
Ishares Core Msci Emkt (IEMG) 0.0 $86k -60% 1.8k 46.70
ConocoPhillips (COP) 0.0 $82k +2% 696.00 118.04
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $82k 759.00 108.21
United Parcel Service CL B (UPS) 0.0 $82k -48% 472.00 173.84
Intercontinental Exchange (ICE) 0.0 $82k 796.00 102.59
Iron Mountain (IRM) 0.0 $80k 1.6k 49.85
Paypal Holdings (PYPL) 0.0 $79k -12% 1.1k 71.19
Welltower Inc Com reit (WELL) 0.0 $77k 1.2k 65.55
Pinterest Cl A (PINS) 0.0 $77k 3.2k 24.28
Walgreen Boots Alliance (WBA) 0.0 $75k 2.0k 37.36
Wisdomtree Tr Us Largecap Fund (EPS) 0.0 $73k 1.7k 41.58
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $71k 933.00 75.54
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $69k -47% 1.5k 47.43
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) 0.0 $67k 1.3k 50.21
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.0 $66k 2.7k 24.77
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $66k NEW 1.0k 66.02
Match Group (MTCH) 0.0 $66k +13150% 1.6k 41.49
Intel Corporation (INTC) 0.0 $66k +2% 2.5k 26.43
Wells Fargo & Company (WFC) 0.0 $65k +6% 1.6k 41.29
Bristol Myers Squibb (BMY) 0.0 $64k +13% 893.00 71.95
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $64k +120% 3.2k 20.14
American Water Works (AWK) 0.0 $63k 411.00 152.42
Cheniere Energy Com New (LNG) 0.0 $61k +4% 408.00 149.97
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $61k -41% 1.2k 51.79
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.0 $59k +104% 3.1k 18.93
Linde SHS (LIN) 0.0 $57k -24% 176.00 326.18
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $57k -22% 212.00 266.39
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $55k 1.4k 40.97
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $52k -6% 1.6k 31.47
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $52k 600.00 86.19
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $52k 4.5k 11.37
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.0 $51k +149% 1.1k 47.81
Wal-Mart Stores (WMT) 0.0 $50k +17% 356.00 141.52
Humana (HUM) 0.0 $49k +1257% 95.00 512.19
General Mills (GIS) 0.0 $48k 575.00 83.85
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.0 $48k 1.0k 46.62
Ford Motor Company (F) 0.0 $48k -36% 4.1k 11.63
Shopify Cl A (SHOP) 0.0 $47k 1.4k 34.71
Lowe's Companies (LOW) 0.0 $45k 227.00 199.34
Select Sector Spdr Tr Technology (XLK) 0.0 $44k 353.00 124.44
Axon Enterprise (AXON) 0.0 $43k 258.00 165.93
General Dynamics Corporation (GD) 0.0 $42k -51% 170.00 248.11
Becton, Dickinson and (BDX) 0.0 $42k +2% 165.00 254.30
FirstEnergy (FE) 0.0 $42k +22% 993.00 41.94
AFLAC Incorporated (AFL) 0.0 $41k -48% 572.00 71.94
Goldman Sachs (GS) 0.0 $40k +4% 116.00 343.96
Eaton Vance Municipal Bond Fund (EIM) 0.0 $40k 3.8k 10.39
Fs Kkr Capital Corp (FSK) 0.0 $39k 2.2k 17.50
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.0 $39k 1.8k 22.11
Dentsply Sirona (XRAY) 0.0 $39k 1.2k 31.84
MetLife (MET) 0.0 $38k +2% 529.00 72.37
Comcast Corp Cl A (CMCSA) 0.0 $38k +54% 1.1k 34.97
Wp Carey (WPC) 0.0 $37k 470.00 78.15
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $37k 737.00 49.49
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.0 $36k 2.0k 17.77
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) 0.0 $35k 1.7k 19.93
Jack Henry & Associates (JKHY) 0.0 $34k -40% 196.00 175.56
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 0.0 $34k 1.5k 22.51
Texas Instruments Incorporated (TXN) 0.0 $34k +16% 203.00 165.22
Kkr & Co (KKR) 0.0 $33k +42% 719.00 46.42
Travelers Companies (TRV) 0.0 $33k +13% 177.00 187.49
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 0.0 $33k 1.5k 21.37
Dimensional Etf Trust Us Real Estate E (DFAR) 0.0 $32k +248% 1.5k 21.15
Morgan Stanley Com New (MS) 0.0 $32k +10% 379.00 85.02
Emerson Electric (EMR) 0.0 $32k -41% 334.00 96.06
Paychex (PAYX) 0.0 $32k -55% 273.00 115.56
Bhp Group Sponsored Ads (BHP) 0.0 $31k 500.00 62.05
Tilray Brands Com Cl 2 (TLRY) 0.0 $31k 12k 2.69
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $30k 332.00 91.31
Nextera Energy (NEE) 0.0 $30k -57% 359.00 83.60
Siren Etf Tr Nsd Nxgn Eco Etf (BLCN) 0.0 $30k 1.5k 20.30
FedEx Corporation (FDX) 0.0 $30k -55% 163.00 181.00
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $30k +61% 102.00 288.78
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.0 $29k 1.5k 19.62
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $29k -53% 606.00 48.24
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $29k 646.00 45.15
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) 0.0 $28k 1.4k 20.68
Analog Devices (ADI) 0.0 $28k -53% 172.00 164.03
Mastercard Incorporated Cl A (MA) 0.0 $28k -74% 81.00 347.74
Monday SHS (MNDY) 0.0 $28k 229.00 122.00
V.F. Corporation (VFC) 0.0 $28k +50% 1.0k 27.61
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.0 $27k 1.4k 19.00
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $27k 173.00 155.15
Cardinal Health (CAH) 0.0 $27k +888% 346.00 76.87
McKesson Corporation (MCK) 0.0 $26k +7% 70.00 375.11
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $26k -42% 671.00 38.98
Phillips 66 (PSX) 0.0 $26k +6% 249.00 104.08
FactSet Research Systems (FDS) 0.0 $25k -52% 62.00 401.21
Dupont De Nemours (DD) 0.0 $25k +4% 361.00 68.63
Ishares Gold Tr Ishares New (IAU) 0.0 $25k 712.00 34.59
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $25k 663.00 36.97
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB) 0.0 $25k 475.00 51.58
Amplify Etf Tr Blockchain Ldr (BLOK) 0.0 $25k 1.6k 15.12
CVS Caremark Corporation (CVS) 0.0 $24k +12% 262.00 93.19
Annaly Capital Management In Com New (NLY) 0.0 $24k -4% 1.2k 21.08
Albemarle Corporation (ALB) 0.0 $24k +4% 111.00 216.86
Blackstone Group Inc Com Cl A (BX) 0.0 $24k +3% 322.00 74.19
Vanguard World Fds Health Car Etf (VHT) 0.0 $24k 95.00 248.05
Kinder Morgan (KMI) 0.0 $23k -9% 1.3k 18.08
Vmware Cl A Com (VMW) 0.0 $23k -2% 186.00 122.76
Corteva (CTVA) 0.0 $23k +6% 385.00 58.78
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $22k 300.00 74.51
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $22k 325.00 67.45
PNC Financial Services (PNC) 0.0 $22k -2% 138.00 157.94
MPLX Com Unit Rep Ltd (MPLX) 0.0 $22k +9% 659.00 32.84
Dow (DOW) 0.0 $22k +13% 429.00 50.39
Fastenal Company (FAST) 0.0 $21k +3% 452.00 47.36
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $21k 67.00 319.40
Scorpio Tankers SHS (STNG) 0.0 $21k +4311% 397.00 53.73
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $21k -75% 215.00 96.99
General Motors Company (GM) 0.0 $20k +3% 593.00 33.64
Duke Energy Corp Com New (DUK) 0.0 $19k 188.00 102.99
Draftkings Com Cl A (DKNG) 0.0 $19k 1.7k 11.39
Western Asset Hgh Yld Dfnd (HYI) 0.0 $19k 1.5k 12.48
RBB Motley Fool Gbl (TMFG) 0.0 $19k NEW 834.00 22.89
Meta Platforms Cl A (META) 0.0 $19k -63% 159.00 120.04
Colgate-Palmolive Company (CL) 0.0 $19k +5% 238.00 78.79
Hanesbrands (HBI) 0.0 $19k 2.9k 6.36
Medtronic SHS (MDT) 0.0 $19k -55% 241.00 77.72
Nxp Semiconductors N V (NXPI) 0.0 $19k +5% 117.00 158.03
Dell Technologies CL C (DELL) 0.0 $18k 445.00 40.22
International Business Machines (IBM) 0.0 $18k +28% 127.00 140.89
Concentrix Corp (CNXC) 0.0 $18k 132.00 133.16
Ishares Tr Global Reit Etf (REET) 0.0 $17k -68% 767.00 22.71
BlackRock Credit All Inc Trust IV (BTZ) 0.0 $17k 1.6k 10.10
Oracle Corporation (ORCL) 0.0 $16k -61% 200.00 81.74
Ishares Tr Ishares Biotech (IBB) 0.0 $16k +476% 121.00 131.29
Penn National Gaming (PENN) 0.0 $16k -45% 531.00 29.70
Suncor Energy (SU) 0.0 $16k 490.00 31.73

Past Filings by SJS Investment Consulting

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