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SJS Investment Consulting Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

SJS Investment Consulting Inc.

报告期 2026-03-31 · CIK 0001894302

持仓数

2,473

前50大市值合计

$741.9M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

DFAC DIMENSIONAL ETF TRUST

US CORE EQUITY 2

$358.7M

9,231,772

48.4%

DFIC DIMENSIONAL ETF TRUST

INTL CORE EQUITY

$69.5M

1,956,405

9.4%

DUSB DIMENSIONAL ETF TRUST

ULTRASHORT FIXED

$37.4M

737,706

5.0%

VCRB VANGUARD MALVERN FDS

CORE BD ETF

$33.8M

437,209

4.6%

DFSD DIMENSIONAL ETF TRUST

SHORT DURATION F

$21.8M

455,308

2.9%

LLY ELI LILLY & CO

COM

$17.6M

19,100

2.4%

AAPL APPLE INC

COM

$16.9M

66,401

2.3%

VTIP VANGUARD MALVERN FDS

STRM INFPROIDX

$16.0M

319,415

2.2%

AVUS AMERICAN CENTY ETF TR

US EQT ETF

$15.6M

140,466

2.1%

AVEM AMERICAN CENTY ETF TR

AVANTIS EMGMKT

$14.2M

175,969

1.9%

HRL HORMEL FOODS CORP

COM

$10.7M

474,155

1.4%

NVDA NVIDIA CORPORATION

COM

$10.1M

58,023

1.4%

AVTM AMERICAN CENTY ETF TR

AVANTIS TOTAL EQ

$9.6M

205,237

1.3%

DFAX DIMENSIONAL ETF TRUST

WORLD EX US CORE

$9.2M

270,834

1.2%

DFGR DIMENSIONAL ETF TRUST

GLOBAL REAL EST

$8.8M

329,549

1.2%

VBIL VANGUARD INSTL INDEX FD

0-3 MO TREAS BIL

$8.7M

115,370

1.2%

DFSU DIMENSIONAL ETF TRUST

US SUSTAINABILTY

$8.6M

210,344

1.2%

DFCF DIMENSIONAL ETF TRUST

CORE FIXED INCOM

$8.1M

192,203

1.1%

AVDE AMERICAN CENTY ETF TR

INTL EQT ETF

$4.9M

57,857

0.7%

GOOGL ALPHABET INC

CAP STK CL A

$4.5M

15,607

0.6%

DFEM DIMENSIONAL ETF TRUST

EMERGING MKTS CO

$3.8M

111,302

0.5%

WMT WALMART INC

COM

$3.7M

29,580

0.5%

GOOG ALPHABET INC

CAP STK CL C

$3.6M

12,405

0.5%

VYMI VANGUARD WHITEHALL FDS

INTL HIGH ETF

$3.5M

36,649

0.5%

V VISA INC

COM CL A

$3.3M

11,017

0.4%

MCD MCDONALDS CORP

COM

$3.3M

10,541

0.4%

MSFT MICROSOFT CORP

COM

$3.1M

8,271

0.4%

ANDE ANDERSONS INC

COM

$2.9M

39,984

0.4%

WSBC WESBANCO INC

COM

$2.5M

71,324

0.3%

AMZN AMAZON COM INC

COM

$2.4M

11,518

0.3%

DFUS DIMENSIONAL ETF TRUST

US EQUITY MARKET

$2.2M

30,775

0.3%

JPM JPMORGAN CHASE & CO

COM

$1.8M

6,181

0.2%

SYY SYSCO CORP

COM

$1.5M

21,613

0.2%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$1.5M

2,292

0.2%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$1.5M

20,189

0.2%

— EXXON MOBIL CORP

COM

$1.5M

8,693

0.2%

VCRM VANGUARD MUN BD FDS

CORE TAX EXEMPT

$1.3M

17,903

0.2%

DFUV DIMENSIONAL ETF TRUST

US MKTWIDE VALUE

$1.3M

26,169

0.2%

UMBF UMB FINL CORP

COM

$1.2M

10,999

0.2%

COST COSTCO WHOLESALE CORPORATION

COM

$1.2M

1,207

0.2%

PG PROCTER & GAMBLE CO

COM

$1.2M

8,168

0.2%

DFIV DIMENSIONAL ETF TRUST

INTERNATNAL VAL

$1.1M

21,205

0.2%

JNJ JOHNSON & JOHNSON

COM

$1.1M

4,409

0.1%

IVV ISHARES TR

CORE S&P500 ETF

$1.0M

1,574

0.1%

GEV GE VERNOVA INC

COM

$1.0M

1,152

0.1%

CAT CATERPILLAR INC

COM

$983.3K

1,388

0.1%

SCHW SCHWAB CHARLES CORP

COM

$977.6K

10,402

0.1%

WELL WELLTOWER INC

COM

$910.2K

4,604

0.1%

VXUS VANGUARD STAR FDS

VG TL INTL STK F

$886.8K

11,500

0.1%

CVX CHEVRON CORPORATION

COM

$885.0K

4,277

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

73%前 6 大占比

DFAC48.4%DFIC9.4%DUSB5.0%VCRB4.6%DFSD2.9%LLY2.4%