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SJS Investment Consulting Inc.
SJS Investment Consulting Inc., also known as SJS Investment Services, is a Registered Investment Adviser based in Sylvania, Ohio, with additional offices in Scottsdale, Arizona, Chicago, Illinois, and Perrysburg, Ohio. Founded in 1995, the firm offers fiduciary financial and investment services to individuals, families, organizations, and communities. They focus on client-centered advice and have approximately 21 employees. SJS Investment Consulting Inc. manages over $2.5 billion in assets as of March 2025, providing customized investment portfolios and financial guidance using their proprietary MarketPlus® Investing approach.
Investment Strategy
SJS Investment Consulting Inc. employs a science-based, client-focused investment management approach, known as MarketPlus® Investing. This proprietary process structures investments and designs portfolios tailored to clients' individual financial goals, balancing risk and return using asset allocation, diversification, and a disciplined methodology. Their strategy integrates sound investment philosophy with personalized advice and ongoing communication to serve families, individuals, organizations, and communities, always prioritizing the client's best interests.
Latest 13F Filing Activity
SJS Investment Consulting Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 1,610 equity positions with a total 13F market value of $731M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Vanguard Malvern FDS among other positions. SJS Investment Consulting Inc. reduced exposure to Hormel Foods Corp., Umb Finl Corp., Dimensional Etf Trust among others.
Top Holdings
Equity Positions (1,610)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 47.44% | $346.7M | 8,989,552 | $23.22 | $38.57 | +$26.9M |
D DFIC | DIMENSIONAL ETF TRUST | 8.15% | $59.6M | 1,816,124 | $23.29 | $32.79 | +$4.6M |
D DUSB | DIMENSIONAL ETF TRUST | 4.18% | $30.5M | 601,210 | $50.73 | $50.78 | +$9.5M |
V VCRB | VANGUARD MALVERN FDS | 3.54% | $25.9M | 329,988 | $77.49 | $78.41 | +$6.5M |
D DFSD | DIMENSIONAL ETF TRUST | 2.68% | $19.6M | 407,146 | $46.55 | $48.19 | +$1.7M |
Industry Allocation
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