SJS Investment Consulting Inc.
Annual return '25
+17.0%
SPY '25
+17.7%
Alpha
-0.7ptsvs SPY
Invested
$818.6M
Holdings
2,475
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFAC
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
43.8%
02
$DFIC
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
8.5%
03
$DUSB
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
4.6%
04
$VCRB
VANGUARD MALVERN FDS
Held since at least Q1 2024
4.1%
05
$DFSD
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
2.7%
06
$LLY
ELI LILLY & CO
Q1 2026: Increased +28.6% (1.8k → 2.4k shares)
2.1%
07
$AAPL
APPLE INC
Q1 2026: Increased +49.3% (16.3k → 24.4k shares)
2.1%
08
$VTIP
VANGUARD MALVERN FDS
Held since at least Q1 2024
1.9%
09
$AVUS
AMERICAN CENTY ETF TR
Held since at least Q1 2024
1.9%
10
$AVEM
AMERICAN CENTY ETF TR
Held since at least Q1 2024
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:43 UTC.