HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 DIMENSIONAL ETF TRUST (DFAC) |
9,038,695 | +118,649 | $288,786 |
| DFAC | 9,038,695 | +118,649 | $288,786 |
| DIMENSIONAL ETF TRUST (DFIC) |
1,421,686 | +203,636 | $38,030 |
| DFIC | 1,421,686 | +203,636 | $38,030 |
| HORMEL FOODS CORP |
454,273 | +4,324 | $15,850 |
| HRL | 454,273 | +4,324 | $15,850 |
| ELI LILLY & CO |
19,053 | +221 | $14,822 |
| LLY | 19,053 | +221 | $14,822 |
| DIMENSIONAL ETF TRUST (DFSD) |
295,356 | +28,397 | $13,894 |
| DFSD | 295,356 | +28,397 | $13,894 |
| APPLE INC |
57,447 | -346 | $9,851 |
| AAPL | 57,447 | -346 | $9,851 |
| DIMENSIONAL ETF TRUST (DFAX) |
341,759 | +111 | $8,694 |
| DFAX | 341,759 | +111 | $8,694 |
| VANGUARD BD INDEX FDS (BND) |
105,530 | +16,626 | $7,665 |
| BND | 105,530 | +16,626 | $7,665 |
| DIMENSIONAL ETF TRUST (DFCF) |
179,573 | +12,117 | $7,533 |
| DFCF | 179,573 | +12,117 | $7,533 |
| NVIDIA CORPORATION |
6,137 | +640 | $5,545 |
| NVDA | 6,137 | +640 | $5,545 |
| AMERICAN CENTY ETF TR (AVEM) |
88,467 | +19,972 | $5,128 |
| AVEM | 88,467 | +19,972 | $5,128 |
| DIMENSIONAL ETF TRUST (DFGR) |
153,021 | +79,971 | $3,907 |
| DFGR | 153,021 | +79,971 | $3,907 |
| VANGUARD MALVERN FDS (VTIP) |
76,734 | +17,579 | $3,675 |
| VTIP | 76,734 | +17,579 | $3,675 |
| MICROSOFT CORP |
8,010 | +262 | $3,370 |
| MSFT | 8,010 | +262 | $3,370 |
| DIMENSIONAL ETF TRUST (DFEM) |
120,955 | +22,123 | $3,083 |
| DFEM | 120,955 | +22,123 | $3,083 |
| DIMENSIONAL ETF TRUST (DFSU) |
86,647 | +62,317 | $2,982 |
| DFSU | 86,647 | +62,317 | $2,982 |
| VISA INC |
10,630 | +443 | $2,967 |
| V | 10,630 | +443 | $2,967 |
| MCDONALDS CORP |
10,141 | +32 | $2,859 |
| MCD | 10,141 | +32 | $2,859 |
| ANDERSONS INC |
39,956 | UNCH | $2,292 |
| ANDE | 39,956 | UNCH | $2,292 |
| AMERICAN CENTY ETF TR (AVDE) |
33,806 | -45 | $2,155 |
| AVDE | 33,806 | -45 | $2,155 |
| ALPHABET INC |
13,748 | +1,163 | $2,093 |
| GOOG | 13,748 | +1,163 | $2,093 |
| VANGUARD WHITEHALL FDS (VYMI) |
30,000 | UNCH | $2,064 |
| VYMI | 30,000 | UNCH | $2,064 |
| PEPSICO INC |
11,567 | -1 | $2,024 |
| PEP | 11,567 | -1 | $2,024 |
| AMAZON COM INC |
9,669 | +441 | $1,744 |
| AMZN | 9,669 | +441 | $1,744 |
| SYSCO CORP |
21,178 | +139 | $1,719 |
| SYY | 21,178 | +139 | $1,719 |
| GRAYSCALE BITCOIN TR BTC |
27,153 | +27,153 | $1,715 |
| GBTC | 27,153 | +27,153 | $1,715 |
| ALPHABET INC |
11,285 | -1,867 | $1,703 |
| GOOGL | 11,285 | -1,867 | $1,703 |
| VANGUARD MUN BD FDS (VTEB) |
32,944 | +7,340 | $1,667 |
| VTEB | 32,944 | +7,340 | $1,667 |
| DIMENSIONAL ETF TRUST (DFUV) |
37,466 | UNCH | $1,532 |
| DFUV | 37,466 | UNCH | $1,532 |
| DIMENSIONAL ETF TRUST (DFUS) |
19,800 | UNCH | $1,128 |
| DFUS | 19,800 | UNCH | $1,128 |
| ALKAMI TECHNOLOGY INC |
34,800 | -30,000 | $855 |
| ALKT | 34,800 | -30,000 | $855 |
| EXXON MOBIL CORP |
6,939 | +257 | $807 |
| XOM | 6,939 | +257 | $807 |
| DIMENSIONAL ETF TRUST (DFAS) |
12,161 | UNCH | $758 |
| DFAS | 12,161 | UNCH | $758 |
| COSTCO WHSL CORP NEW |
987 | +43 | $723 |
| COST | 987 | +43 | $723 |
| VANGUARD INTL EQUITY INDEX F (VNQI) |
16,140 | -15,670 | $680 |
| VNQI | 16,140 | -15,670 | $680 |
| PREMIER FINANCIAL CORP |
32,954 | -101 | $669 |
| PFC | 32,954 | -101 | $669 |
| VANGUARD INDEX FDS (VTI) |
2,429 | +139 | $631 |
| VTI | 2,429 | +139 | $631 |
| ISHARES TR (ICF) |
10,770 | -2,300 | $621 |
| ICF | 10,770 | -2,300 | $621 |
| PROCTER AND GAMBLE CO |
3,764 | -93 | $611 |
| PG | 3,764 | -93 | $611 |
| YUM BRANDS INC |
4,337 | +1 | $601 |
| YUM | 4,337 | +1 | $601 |
| ADVANCED MICRO DEVICES INC |
3,297 | +881 | $595 |
| AMD | 3,297 | +881 | $595 |
| VANGUARD BD INDEX FDS (VUSB) |
11,632 | -1,064 | $576 |
| VUSB | 11,632 | -1,064 | $576 |
| VANGUARD INDEX FDS (VTV) |
3,500 | -100 | $570 |
| VTV | 3,500 | -100 | $570 |
| SPDR S&P 500 ETF TR (SPY) |
1,078 | +1 | $564 |
| SPY | 1,078 | +1 | $564 |
| VANGUARD MALVERN FDS (VCRB) |
7,153 | +7,153 | $547 |
| VCRB | 7,153 | +7,153 | $547 |
| SPDR SER TR (MDYV) |
7,000 | UNCH | $532 |
| MDYV | 7,000 | UNCH | $532 |
| JPMORGAN CHASE & CO |
2,615 | +281 | $524 |
| JPM | 2,615 | +281 | $524 |
| MARATHON PETE CORP |
2,541 | +145 | $512 |
| MPC | 2,541 | +145 | $512 |
| JOHNSON & JOHNSON |
3,205 | +11 | $507 |
| JNJ | 3,205 | +11 | $507 |
| HOME DEPOT INC |
1,313 | +26 | $504 |
| HD | 1,313 | +26 | $504 |
See Full List: All Stocks Held By SJS Investment Consulting Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By SJS Investment Consulting Inc.
|
Size ($ in 1000's)
At 03/31/2024: $500,582 At 12/31/2023: $442,039 SJS Investment Consulting Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from SJS Investment Consulting Inc. 13F filings. Link to 13F filings: SEC filings |
