Fund HoldingsSJS Investment Consulting Inc.

Total Portfolio Value
$586.41M
Total Bought
$47.12M
Total Sold
$11.28M
Net Transaction
+$35.84M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
DIMENSIONAL ETF TRUST
ULTR FIX INC ETF
249,075380,648+131,57312,60119,3103.29%+6,710
UMB FINL CORP(UMBF)047,261+47,26104,7780.81%+4,778
DIMENSIONAL ETF TRUST
INTL CORE EQUITY
01,775,942+1,775,942049,3188.41%+49,318
WESBANCO INC(WSBC)079,543+79,54302,4630.42%+2,463
VANGUARD MUN BD FDS030,871+30,87102,2920.39%+2,292
VANGUARD MALVERN FDS145,531164,620+19,08911,03312,7472.17%+1,714
VANGUARD MALVERN FDS143,848162,814+18,9666,9658,1241.39%+1,159
ELI LILLY & CO(LLY)018,759+18,759015,4932.64%+15,493
AMERICAN CENTY ETF TR0134,561+134,56108,0971.38%+8,097
DIMENSIONAL ETF TRUST
SHOR DUR FIX ETF
350,883361,113+10,23016,44917,1602.93%+711
GRAYSCALE BITCOIN MINI TR ET(BTC)5,73426,001+20,2672409490.16%+709
VISA INC(V)10,66210,852+1903,3703,8030.65%+433
DIMENSIONAL ETF TRUST
GLOBAL REAL EST
0201,070+201,07005,2800.90%+5,280
DIMENSIONAL ETF TRUST
WORLD EX US CORE
0325,255+325,25508,5221.45%+8,522
VANGUARD INSTL INDEX FD03,735+3,73502820.05%+282
BLACKSTONE INC(BX)6322,749+2,1171093840.07%+275
ISHARES TR1,6722,227+5559841,2510.21%+267
ISHARES BITCOIN TRUST ETF(IBIT)07,304+7,30403420.06%+342
SPDR S&P 500 ETF TR(SPY)1,2851,809+5247531,0120.17%+259
ABBVIE INC(ABBV)02,497+2,49705230.09%+523
MCDONALDS CORP(MCD)010,033+10,03303,1340.53%+3,134
MICROSOFT CORP(MSFT)08,911+8,91103,3450.57%+3,345
VANGUARD WHITEHALL FDS031,649+31,64902,3320.40%+2,332
AMERICAN CENTY ETF TR035,004+35,00402,3200.40%+2,320
EXXON MOBIL CORP08,118+8,11809660.16%+966
DIMENSIONAL ETF TRUST
US SUSTAINABILTY
176,387190,766+14,3796,6856,8311.16%+146
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
03,680+3,68001450.02%+145
SPDR GOLD TR(GLD)9541,239+2852313570.06%+126
TESLA INC(TSLA)2,2353,966+1,7319021,0280.18%+125
ISHARES TR0760+76001160.02%+116
YUM BRANDS INC(YUM)04,336+4,33606820.12%+682
ANDERSONS INC039,921+39,92101,7140.29%+1,714
BROADCOM INC(AVGO)4671,207+7401082020.03%+94
CROWDSTRIKE HLDGS INC(CRWD)0288+28801020.02%+102
JOHNSON & JOHNSON(JNJ)03,094+3,09405130.09%+513
COCA COLA CO(KO)03,520+3,52002520.04%+252
CHEVRON CORP NEW(CVX)01,096+1,09601830.03%+183
DTE ENERGY CO(DTB)03,671+3,67105080.09%+508
VANGUARD INDEX FDS03,687+3,68706370.11%+637
AMGEN INC(AMGN)0228+2280710.01%+71
AT&T INC(T)06,733+6,73301900.03%+190
ELEVANCE HEALTH INC(ELV)0718+71803120.05%+312
PALANTIR TECHNOLOGIES INC(PLTR)7,6187,524-945766350.11%+59
STARBUCKS CORP(SBUX)0607+6070600.01%+60
PHILIP MORRIS INTL INC(PM)0356+3560570.01%+57
COINBASE GLOBAL INC(COIN)0309+3090530.01%+53
META PLATFORMS INC(META)1,3191,428+1097728230.14%+50
VANGUARD TAX-MANAGED FDS02,957+2,95701500.03%+150
SHF HOLDINGS INC011,313+11,3130490.01%+49
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
01,185+1,1850480.01%+48
RIO TINTO PLC(RIO)0922+9220550.01%+55
CENCORA INC0848+84802360.04%+236
VERIZON COMMUNICATIONS INC(VZ)02,098+2,0980950.02%+95
NETFLIX INC(NFLX)191228+371702130.04%+42
INTERNATIONAL BUSINESS MACHS(IBM)01,441+1,44103580.06%+358
GENEDX HOLDINGS CORP(WGS)3,5713,57102743160.05%+42
BANK NEW YORK MELLON CORP0553+5530460.01%+46
ABBOTT LABS02,049+2,04902720.05%+272
ENBRIDGE INC(ENB)01,023+1,0230450.01%+45
PALO ALTO NETWORKS INC(PANW)0378+3780650.01%+65
FLAGSTAR FINANCIAL INC(FLG)03,333+3,3330390.01%+39
KROGER CO(KR)5,8205,82003563940.07%+38
ISHARES TR0193+1930370.01%+37
LAM RESEARCH CORP(LRCX)130602+4729440.01%+34
ALBEMARLE CORP(ALB)0445+4450320.01%+32
ISHARES GOLD TR(IAU)01,000+1,0000310.01%+31
NATIONAL GRID PLC(NGG)0449+4490290.01%+29
ISHARES TR2,0712,701+6301291580.03%+29
AMERICAN CENTY ETF TR1,8782,494+616791070.02%+29
BP PLC(BP)02,722+2,7220920.02%+92
VISTRA CORP(VST)8701,257+3871201480.03%+28
ISHARES TR451753+30252790.01%+27
CONOCOPHILLIPS(COP)01,041+1,04101090.02%+109
SCHWAB CHARLES CORP(SCHW)10,82710,539-2888018250.14%+24
VEEVA SYS INC(VEEV)01,073+1,07302490.04%+249
FS KKR CAP CORP(FSK)03,419+3,4190720.01%+72
HOWMET AEROSPACE INC(HWM)968985+171061280.02%+22
FORTINET INC(FTNT)0257+2570250.00%+25
INTUITIVE SURGICAL INC048+480240.00%+24
VERTEX PHARMACEUTICALS INC(VRTX)095+950460.01%+46
FRANKLIN TEMPLETON ETF TR
FTSE GERMANY
0667+6670200.00%+20
HAFNIA LTD(HAFN)15,97425,974+10,000891080.02%+19
VANGUARD STAR FDS06,000+6,00003730.06%+373
INTERCONTINENTAL EXCHANGE IN(ICE)0795+79501370.02%+137
SAMSARA INC(IOT)0485+4850190.00%+19
PROCTER AND GAMBLE CO(PG)03,220+3,22005490.09%+549
YUM CHINA HLDGS INC(YUMC)4,3204,32002082250.04%+17
UNITED PARCEL SERVICE INC(UPS)0200+2000220.00%+22
ISHARES TR164303+13917340.01%+16
GILEAD SCIENCES INC(GILD)788792+473890.02%+16
MARATHON PETE CORP(MPC)02,521+2,52103670.06%+367
JPMORGAN CHASE & CO.(JPM)02,172+2,17205330.09%+533
QXO INC(QXO)6251,723+1,09810230.00%+13
HALLIBURTON CO(HAL)0536+5360140.00%+14
SCHLUMBERGER LTD(SLB)0317+3170130.00%+13
VANGUARD INDEX FDS01,398+1,39803100.05%+310
SHELL PLC(SHEL)0160+1600120.00%+12
WELLTOWER INC(WELL)0936+93601430.02%+143
ISHARES TR08,550+8,55005260.09%+526
JOBY AVIATION INC(JOBY)01,800+1,8000110.00%+11
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