2026 Q1 Portfolio Activity
In 2026 Q1, SJS Investment Consulting Inc. maintained a portfolio of 2600 distinct positions. The most significant new addition was VANGUARD MALVERN FDS, now representing 0.04% of the total fund value. They heavily accumulated shares in AMERICAN CENTY ETF TR, increasing the position by 1865690.9%.
Position History
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Total Positions
2600
Quarter
2026 Q1
Top Holding
DFAC (43.8%)
Top 10 Concentration
73.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 2600
SJS Investment Consulting Inc. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFAC
DIMENSIONAL ETF...
|
ETF | 43.82% | 45.64% |
#1
Prev: #1
|
6.5 |
—
|
120,004 | 1.3% |
P
S
|
9,231,772 | $358,746,644 |
$27.40
+60.6%
|
2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | ||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 8.49% | 8.24% |
#2
Prev: #2
|
5.4 |
—
|
65,693 | 3.5% |
P
S
|
1,956,405 | $69,511,063 |
$22.78
+66.4%
|
2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | ||
|
DUSB
DIMENSIONAL ETF...
|
ETF | 4.57% | 4.12% |
#3
Prev: #3
|
4.8 |
—
|
94,772 | 14.7% |
P
S
|
737,706 | $37,409,065 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VCRB
VANGUARD MALVER...
|
ETF | 4.13% | 3.80% |
#4
Prev: #4
|
4.2 |
—
|
52,033 | 13.5% |
P
S
|
437,209 | $33,831,223 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 2.66% | 2.68% |
#5
Prev: #5
|
2.1 |
—
|
13,618 | 3.1% |
P
S
|
455,308 | $21,800,124 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 2.15% | 2.59% |
#6
Prev: #6
|
1.4 |
—
|
32 | 0.2% |
P
S
|
19,100 | $17,567,608 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
AAPL
APPLE INC
|
Technology | 2.06% | 2.46% |
#7
Prev: #7
|
1.3 |
—
|
-5,061 | -7.1% |
P
S
|
66,401 | $16,851,831 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 1.95% | 1.77% |
#8
Prev: #8
|
2.8 |
—
|
36,177 | 12.8% |
P
S
|
319,415 | $15,954,781 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
AVUS
AMERICAN CENTY ...
|
ETF | 1.91% | 1.55% |
#9
1
Prev: #10
|
3.3 |
—
|
30,870 | 28.2% |
P
S
|
140,466 | $15,616,959 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 1.73% | 1.58% |
#10
1
Prev: #9
|
2.7 |
—
|
13,893 | 8.6% |
P
S
|
175,969 | $14,179,545 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
HRL
HORMEL FOODS CO...
|
Consumer Defensive | 1.31% | 1.42% |
#11
Prev: #11
|
1.0 |
—
|
424 | 0.1% |
P
S
|
474,155 | $10,739,616 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.24% | 1.14% |
#12
3
Prev: #15
|
2.5 |
—
|
9,626 | 19.9% |
P
S
|
58,023 | $10,119,223 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
N/A
AMERICAN CENTY ...
|
|
Bond/Debt | 1.18% | — |
#13
Prev: #—
|
4.0 |
—
|
205,237 | — |
NEW
|
205,237 | $9,648,705 | — | 13F Filing | 2026-03-31 | 2026-04-23 | ||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 1.12% | 1.14% |
#14
Prev: #14
|
0.9 |
—
|
-5,600 | -2.0% |
P
S
|
270,834 | $9,200,231 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
DFGR
DIMENSIONAL ETF...
|
ETF | 1.07% | 1.00% |
#15
2
Prev: #17
|
2.4 |
—
|
31,753 | 10.7% |
P
S
|
329,549 | $8,759,425 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VBIL
VANGUARD INSTL ...
|
ETF | 1.07% | 1.15% |
#16
3
Prev: #13
|
0.9 |
—
|
-4,902 | -4.1% |
P
S
|
115,370 | $8,727,727 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
DFSU
DIMENSIONAL ETF...
|
ETF | 1.06% | 1.16% |
#17
5
Prev: #12
|
0.9 |
—
|
-435 | -0.2% |
P
S
|
210,344 | $8,643,032 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 0.99% | 1.03% |
#18
2
Prev: #16
|
0.9 |
—
|
307 | 0.2% |
P
S
|
192,203 | $8,114,811 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 0.60% | 0.39% |
#19
6
Prev: #25
|
3.2 |
—
|
20,264 | 53.9% |
P
S
|
57,857 | $4,908,553 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.55% | 0.57% |
#20
1
Prev: #19
|
2.2 |
—
|
1,196 | 8.3% |
P
S
|
15,607 | $4,487,954 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 0.47% | 0.47% |
#21
1
Prev: #22
|
0.7 |
—
|
-1,499 | -1.3% |
P
S
|
111,302 | $3,845,485 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.45% | 0.41% |
#22
2
Prev: #24
|
0.7 |
—
|
749 | 2.6% |
P
S
|
29,580 | $3,676,196 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.43% | 0.49% |
#23
2
Prev: #21
|
0.7 |
—
|
-58 | -0.5% |
P
S
|
12,405 | $3,558,449 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VYMI
VANGUARD WHITEH...
|
Bond/Debt | 0.42% | 0.36% |
#24
2
Prev: #26
|
2.2 |
—
|
5,000 | 15.8% |
P
S
|
36,649 | $3,453,802 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
V
VISA INC
|
Financial Services | 0.41% | 0.50% |
#25
5
Prev: #20
|
0.7 |
—
|
-143 | -1.3% |
P
S
|
11,017 | $3,329,795 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.40% | 0.45% |
#26
3
Prev: #23
|
0.7 |
—
|
-1,011 | -8.8% |
P
S
|
10,541 | $3,276,102 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.37% | 0.58% |
#27
9
Prev: #18
|
0.6 |
—
|
-1,181 | -12.5% |
P
S
|
8,271 | $3,061,630 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
ANDE
ANDERSONS INC
|
Consumer Defensive | 0.35% | 0.27% |
#28
3
Prev: #31
|
1.1 |
—
|
no change | no change |
P
S
|
39,984 | $2,870,052 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
WSBC
WESBANCO INC
|
Financial Services | 0.30% | 0.31% |
#29
2
Prev: #27
|
0.6 |
—
|
-2,912 | -3.9% |
P
S
|
71,324 | $2,459,981 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.29% | 0.27% |
#30
Prev: #30
|
2.6 |
—
|
2,111 | 22.4% |
P
S
|
11,518 | $2,398,777 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 0.27% | 0.29% |
#31
2
Prev: #29
|
1.1 |
—
|
no change | no change |
P
S
|
30,775 | $2,182,256 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.22% | 0.30% |
#32
4
Prev: #28
|
0.6 |
—
|
-1,133 | -15.5% |
P
S
|
6,181 | $1,818,254 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
SYY
SYSCO CORP
|
Consumer Defensive | 0.19% | 0.20% |
#33
Prev: #33
|
0.6 |
—
|
103 | 0.5% |
P
S
|
21,613 | $1,541,667 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.18% | 0.18% |
#34
1
Prev: #35
|
2.1 |
—
|
191 | 9.1% |
P
S
|
2,292 | $1,490,378 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.18% | 0.19% |
#35
1
Prev: #34
|
0.6 |
—
|
12 | 0.1% |
P
S
|
20,189 | $1,486,718 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.18% | 0.15% |
#36
5
Prev: #41
|
0.6 |
—
|
-937 | -9.7% |
P
S
|
8,693 | $1,474,869 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VCRM
VANGUARD MUN BD...
|
ETF | 0.16% | 0.17% |
#37
Prev: #37
|
0.6 |
—
|
180 | 1.0% |
P
S
|
17,903 | $1,345,411 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 0.15% | 0.15% |
#38
1
Prev: #39
|
1.1 |
—
|
no change | no change |
P
S
|
26,169 | $1,268,150 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
UMBF
UMB FINL CORP
|
Financial Services | 0.15% | 0.16% |
#39
1
Prev: #38
|
0.6 |
—
|
4 | 0.0% |
P
S
|
10,999 | $1,240,578 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.15% | 0.11% |
#40
14
Prev: #54
|
2.1 |
—
|
186 | 18.2% |
P
S
|
1,207 | $1,202,995 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.14% | 0.14% |
#41
1
Prev: #42
|
2.1 |
—
|
510 | 6.7% |
P
S
|
8,168 | $1,179,853 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 0.14% | 0.13% |
#42
2
Prev: #44
|
0.6 |
—
|
23 | 0.1% |
P
S
|
21,205 | $1,119,198 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.13% | 0.12% |
#43
7
Prev: #50
|
0.6 |
—
|
-90 | -2.0% |
P
S
|
4,409 | $1,077,759 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
IVV
ISHARES TR
|
ETF | 0.13% | 0.14% |
#44
1
Prev: #43
|
1.1 |
—
|
no change | no change |
P
S
|
1,574 | $1,028,153 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.12% | 0.08% |
#45
17
Prev: #62
|
2.0 |
—
|
178 | 18.3% |
P
S
|
1,152 | $1,005,754 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.12% | 0.17% |
#46
10
Prev: #36
|
0.0 |
—
|
-986 | -41.5% |
P
S
|
1,388 | $983,344 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 0.12% | 0.13% |
#47
2
Prev: #45
|
0.5 |
—
|
5 | 0.0% |
P
S
|
10,402 | $977,601 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
WELL
WELLTOWER INC
|
Real Estate | 0.11% | 0.12% |
#48
Prev: #48
|
0.5 |
—
|
-468 | -9.2% |
P
S
|
4,604 | $910,238 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.11% | 0.11% |
#49
4
Prev: #53
|
0.5 |
—
|
-500 | -4.2% |
P
S
|
11,500 | $886,765 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.11% | 0.08% |
#50
16
Prev: #66
|
2.0 |
—
|
344 | 8.7% |
P
S
|
4,277 | $884,974 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 |
Showing 1-50 of 2600 holdings