Fund HoldingsSJS Investment Consulting Inc.

Total Portfolio Value
$918.73M
Total Bought
$547.64M
Total Sold
$466.51M
Net Transaction
+$81.14M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
09,377,832+9,377,8320416,00145.28%+416,001
DIMENSIONAL ETF TRUST
ULTR FIX INC ETF
0737,985+737,985037,4754.08%+37,475
AMERICAN CENTY ETF TR
AVAN TOTA EQ ETF
0205,237+205,237011,1741.22%+11,174
VANGUARD INSTL INDEX FD0100,758+100,75807,6250.83%+7,625
DIMENSIONAL ETF TRUST
INTL CORE EQUITY
1,956,4052,069,299+112,89469,51177,1028.39%+7,591
DIMENSIONAL ETF TRUST
CORE FIXE IN ETF
0146,198+146,19806,1710.67%+6,171
ELI LILLY & CO(LLY)019,153+19,153022,9732.50%+22,973
VANGUARD MALVERN FDS319,415420,192+100,77715,95521,1062.30%+5,151
DIMENSIONAL ETF TRUST
SHOR DUR FIX ETF
087,060+87,06004,1570.45%+4,157
AMERICAN CENTY ETF TR175,969186,638+10,66914,18018,0091.96%+3,829
VANGUARD MALVERN FDS437,209484,453+47,24433,83137,4164.07%+3,584
AMERICAN CENTY ETF TR140,466144,667+4,20115,61718,5292.02%+2,912
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
027,525+27,52502,2550.25%+2,255
DIMENSIONAL ETF TRUST
GLOBAL REAL EST
329,549378,778+49,2298,75910,9731.19%+2,214
APPLE INC(AAPL)065,502+65,502018,9542.06%+18,954
DIMENSIONAL ETF TRUST
US CORE EQT MKT
035,752+35,75201,8480.20%+1,848
HORMEL FOODS CORP(HRL)0475,479+475,479011,8011.28%+11,801
ALPHABET INC(GOOG)015,362+15,36205,4900.60%+5,490
ALPHABET INC(GOOG)012,636+12,63604,4650.49%+4,465
MICRON TECHNOLOGY INC(MU)1,6051,144-4615421,3210.14%+778
APPLIED OPTOELECTRONICS INC(AAOI)05,441+5,44108060.09%+806
SPDR SERIES TRUST
ST STR SP400VAL
07,000+7,00006640.07%+664
CATERPILLAR INC(CAT)01,504+1,50401,6020.17%+1,602
DIMENSIONAL ETF TRUST
EMERGING MKTS CO
111,302109,192-2,1103,8454,4380.48%+592
SELECT SECTOR SPDR TR
ST STR TECHN ETF
02,868+2,86805460.06%+546
AMERICAN CENTY ETF TR57,85761,103+3,2464,9095,4500.59%+542
KESTRA MED TECHNOLOGIES LTD
SHS
020,060+20,06005100.06%+510
SELLAS LIFE SCIENCES GROUP I(SLS)25,00040,000+15,0001065900.06%+485
VISA INC(V)011,046+11,04603,7900.41%+3,790
ADVANCED MICRO DEVICES INC(AMD)1,5451,313-2323147630.08%+448
DIMENSIONAL ETF TRUST
US SUSTAINABILTY
0194,776+194,77609,0820.99%+9,082
SELECT SECTOR SPDR TR
ST STR INDL ETF
02,219+2,21904110.04%+411
AMAZON COM INC(AMZN)11,51811,743+2252,3992,7990.30%+400
DIMENSIONAL ETF TRUST
WORLD EX US CORE
270,834260,306-10,5289,2009,5901.04%+389
DELL TECHNOLOGIES INC(DELL)2,2481,732-5163697470.08%+378
LAM RESEARCH CORP(LRCX)1,7951,754-413847600.08%+376
WESBANCO INC(WSBC)071,568+71,56802,7930.30%+2,793
SANDISK CORP(SNDK)210194-161334410.05%+308
SPACE EXPLORATION TECHN CORP01,675+1,67502860.03%+286
SYSCO CORP(SYY)021,726+21,72601,8160.20%+1,816
SELECT SECTOR SPDR TR
ST STR DISCR ETF
02,292+2,29202690.03%+269
ISHARES GOLD TRUST MICRO(IAU)06,236+6,23602500.03%+250
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
31,87444,583+12,7096268740.10%+249
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
33,94846,196+12,2486939410.10%+247
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029
36,80750,247+13,4406879330.10%+247
JPMORGAN CHASE & CO(JPM)06,304+6,30402,0640.22%+2,064
CISCO SYS INC(CSCO)05,618+5,61806600.07%+660
GE VERNOVA INC(GEV)1,1521,054-981,0061,2390.13%+233
VERTIV HOLDINGS CO(VRT)1,6341,916+2824106420.07%+232
CITIGROUP INC(C)07,427+7,42701,0390.11%+1,039
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
04,013+4,01302270.02%+227
STATE STR SPDR S&P 500 ETF T(SPY)2,2922,288-41,4901,7080.19%+218
VANGUARD MUN BD FDS020,403+20,40301,5590.17%+1,559
ISHARES ETHEREUM TR(ETHA)020,276+20,27602410.03%+241
UMB FINL CORP(UMBF)010,063+10,06301,4370.16%+1,437
INTEL CORP(INTC)4,2352,742-1,4931873830.04%+196
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
0266+26602570.03%+257
VANGUARD INDEX FDS02,598+2,59809610.10%+961
TAIWAN SEMICONDUCTOR MANUFAC(TSM)2,3512,050-3017959790.11%+184
INVESCO QQQ TR1,2351,206-297138880.10%+175
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,096+1,09601740.02%+174
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
26,16926,16901,2681,4400.16%+171
VANGUARD WORLD FD
INF TECH ETF
05,251+5,25106280.07%+628
VANGUARD INDEX FDS1,0691,170+1016398040.09%+165
WELLTOWER INC(WELL)04,706+4,70601,0680.12%+1,068
SELECT SECTOR SPDR TR
ST STR FINL ETF
02,936+2,93601570.02%+157
CORNING INC(GLW)0935+93502390.03%+239
BROADCOM INC(AVGO)02,395+2,39509050.10%+905
VANGUARD WHITEHALL FDS36,64936,64903,4543,5990.39%+145
UNITEDHEALTH GROUP INC(UNH)0524+52402180.02%+218
WW GRAINGER INC(GWW)537531-65867220.08%+137
DIMENSIONAL ETF TRUST
US HIGH PROF ETF
03,167+3,16701320.01%+132
SPDR SERIES TRUST
ST SHOR CORP ETF
04,290+4,29001290.01%+129
PALO ALTO NETWORKS INC(PANW)0734+73402500.03%+250
GE AEROSPACE(GE)01,239+1,23904630.05%+463
SELECT SECTOR SPDR TR
ST STR SVC ETF
01,085+1,08501160.01%+116
MICROSOFT CORP(MSFT)08,518+8,51803,1770.35%+3,177
ASML HLDG NV
N Y REGISTRY SHS
093+9301850.02%+185
AMPHENOL CORP01,860+1,86003280.04%+328
ANDERSONS INC39,98443,555+3,5712,8702,9790.32%+109
NATIONAL HEALTHCARE CORP(NHC)01,956+1,95604130.04%+413
MASCO CORP(MAS)05,066+5,06604120.04%+412
TEXAS INSTRS INC(TXN)0942+94202810.03%+281
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
016,013+16,01306440.07%+644
AUTOMATIC DATA PROCESSING IN01,615+1,61503620.04%+362
ABBVIE INC(ABBV)01,943+1,94304890.05%+489
MARVELL TECHNOLOGY INC(MRVL)0377+37701120.01%+112
BANK OF AMER CORP08,665+8,66504940.05%+494
VANGUARD STAR FDS011,500+11,50009830.11%+983
GOLDMAN SACHS GROUP INC(GS)245300+552073030.03%+96
FIRST HAWAIIAN INC(FHB)03,382+3,3820990.01%+99
CENTENE CORP DEL(CNC)03,110+3,11002000.02%+200
FEDEX FGHT HLDG CO INC0605+6050910.01%+91
VANGUARD INDEX FDS04,180+4,18009110.10%+911
HOME DEPOT INC(HD)2,1572,265+1087097990.09%+89
ISHARES BITCOIN TRUST ETF(IBIT)013,177+13,17704390.05%+439
TESLA INC(TSLA)02,228+2,22809370.10%+937
CONAGRA BRANDS INC(CAG)06,678+6,6780900.01%+90
FIRST SOLAR INC(FSLR)02,079+2,07904910.05%+491
FORTUNE BRANDS INNOVATIONS I(FBIN)01,408+1,4080770.01%+77
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