HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 DIMENSIONAL ETF TRUST (DFAC) |
8,501,610 | +202,814 | $230,819 |
| DFAC | 8,501,610 | +202,814 | $230,819 |
| DIMENSIONAL ETF TRUST (DFIC) |
928,527 | +113,257 | $22,535 |
| DFIC | 928,527 | +113,257 | $22,535 |
| HORMEL FOODS CORP |
443,265 | +3,071 | $17,828 |
| HRL | 443,265 | +3,071 | $17,828 |
| DIMENSIONAL ETF TRUST (DFSD) |
332,305 | +11,824 | $15,402 |
| DFSD | 332,305 | +11,824 | $15,402 |
| VANGUARD BD INDEX FDS (BND) |
166,493 | +6,662 | $12,102 |
| BND | 166,493 | +6,662 | $12,102 |
| APPLE INC |
56,197 | -697 | $10,900 |
| AAPL | 56,197 | -697 | $10,900 |
| LILLY ELI & CO |
18,892 | +53 | $8,860 |
| LLY | 18,892 | +53 | $8,860 |
| DIMENSIONAL ETF TRUST (DFAX) |
357,733 | -10,222 | $8,339 |
| DFAX | 357,733 | -10,222 | $8,339 |
| VANGUARD INTL EQUITY INDEX F (VNQI) |
75,803 | +5,436 | $3,047 |
| VNQI | 75,803 | +5,436 | $3,047 |
| MCDONALDS CORP |
10,101 | -75 | $3,014 |
| MCD | 10,101 | -75 | $3,014 |
| AMERICAN CENTY ETF TR (AVEM) |
48,373 | +9,873 | $2,603 |
| AVEM | 48,373 | +9,873 | $2,603 |
| VANGUARD MALVERN FDS (VTIP) |
53,461 | +11,766 | $2,535 |
| VTIP | 53,461 | +11,766 | $2,535 |
| MICROSOFT CORP |
7,126 | +149 | $2,427 |
| MSFT | 7,126 | +149 | $2,427 |
| VISA INC |
10,180 | -1 | $2,418 |
| V | 10,180 | -1 | $2,418 |
| PEPSICO INC |
11,676 | +85 | $2,163 |
| PEP | 11,676 | +85 | $2,163 |
| NVIDIA CORPORATION |
4,954 | -1,440 | $2,096 |
| NVDA | 4,954 | -1,440 | $2,096 |
| AMERICAN CENTY ETF TR (AVDE) |
33,812 | -762 | $1,941 |
| AVDE | 33,812 | -762 | $1,941 |
| VANGUARD WHITEHALL FDS (VYMI) |
30,000 | UNCH | $1,896 |
| VYMI | 30,000 | UNCH | $1,896 |
| ANDERSONS INC |
39,956 | UNCH | $1,844 |
| ANDE | 39,956 | UNCH | $1,844 |
| VANGUARD INDEX FDS (VNQ) |
19,911 | +2,699 | $1,664 |
| VNQ | 19,911 | +2,699 | $1,664 |
| SYSCO CORP |
21,018 | -7 | $1,560 |
| SYY | 21,018 | -7 | $1,560 |
| ALPHABET INC |
12,390 | -804 | $1,499 |
| GOOG | 12,390 | -804 | $1,499 |
| ALPHABET INC |
12,323 | +462 | $1,475 |
| GOOGL | 12,323 | +462 | $1,475 |
| DIMENSIONAL ETF TRUST (DFUV) |
39,039 | -25 | $1,347 |
| DFUV | 39,039 | -25 | $1,347 |
| DIMENSIONAL ETF TRUST (DFEM) |
54,646 | +7,690 | $1,314 |
| DFEM | 54,646 | +7,690 | $1,314 |
| AMAZON COM INC |
9,841 | +255 | $1,283 |
| AMZN | 9,841 | +255 | $1,283 |
| ELEVANCE HEALTH INC |
2,635 | +1 | $1,171 |
| ELV | 2,635 | +1 | $1,171 |
| TESLA INC |
4,215 | -362 | $1,103 |
| TSLA | 4,215 | -362 | $1,103 |
| ALKAMI TECHNOLOGY INC |
66,800 | UNCH | $1,095 |
| ALKT | 66,800 | UNCH | $1,095 |
| DIMENSIONAL ETF TRUST (DFUS) |
19,800 | UNCH | $954 |
| DFUS | 19,800 | UNCH | $954 |
| VANGUARD MUN BD FDS (VTEB) |
18,837 | +18,100 | $946 |
| VTEB | 18,837 | +18,100 | $946 |
| ISHARES TR (ICF) |
14,470 | UNCH | $804 |
| ICF | 14,470 | UNCH | $804 |
| DIMENSIONAL ETF TRUST (DFAS) |
13,037 | UNCH | $714 |
| DFAS | 13,037 | UNCH | $714 |
| EXXON MOBIL CORP |
6,346 | -194 | $681 |
| XOM | 6,346 | -194 | $681 |
| DIMENSIONAL ETF TRUST (DFSU) |
23,000 | +9,000 | $660 |
| DFSU | 23,000 | +9,000 | $660 |
| VANGUARD BD INDEX FDS (VUSB) |
13,334 | -17,409 | $655 |
| VUSB | 13,334 | -17,409 | $655 |
| YUM BRANDS INC |
4,342 | +1 | $602 |
| YUM | 4,342 | +1 | $602 |
| BOEING CO |
2,833 | -1 | $598 |
| BA | 2,833 | -1 | $598 |
| PROCTER AND GAMBLE CO |
3,784 | +168 | $574 |
| PG | 3,784 | +168 | $574 |
| PREMIER FINANCIAL CORP |
33,914 | -1,060 | $543 |
| PFC | 33,914 | -1,060 | $543 |
| VANGUARD INDEX FDS (VTV) |
3,600 | -50 | $512 |
| VTV | 3,600 | -50 | $512 |
| COSTCO WHSL CORP NEW |
911 | -104 | $490 |
| COST | 911 | -104 | $490 |
| SPDR SER TR (MDYV) |
7,000 | UNCH | $481 |
| MDYV | 7,000 | UNCH | $481 |
| JOHNSON & JOHNSON |
2,893 | +53 | $479 |
| JNJ | 2,893 | +53 | $479 |
| SPDR S&P 500 ETF TR (SPY) |
1,077 | -17 | $477 |
| SPY | 1,077 | -17 | $477 |
| ARHAUS INC |
43,395 | UNCH | $453 |
| ARHS | 43,395 | UNCH | $453 |
| ISHARES TR (IVV) |
960 | +500 | $428 |
| IVV | 960 | +500 | $428 |
| ISHARES INC (EMXC) |
7,972 | UNCH | $414 |
| EMXC | 7,972 | UNCH | $414 |
| DTE ENERGY CO |
3,669 | +3 | $404 |
| DTE | 3,669 | +3 | $404 |
| HOME DEPOT INC |
1,282 | +18 | $398 |
| HD | 1,282 | +18 | $398 |
See Full List: All Stocks Held By SJS Investment Consulting Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By SJS Investment Consulting Inc.
|
Size ($ in 1000's)
At 06/30/2023: $398,325 At 03/31/2023: $366,790 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 |
