Portfolio (Quarterly)
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SJS Investment Consulting Inc.
· CIK 0001894302| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 7,687.0 | $1.2M | 0.16% | NEW | — | $153.66 | -7.7% |
| 42 | DFUV | DIMENSIONAL ETF TRUST | — | 26,169.0 | $1.2M | 0.16% | NEW | — | $44.69 | +17.0% |
| 43 | CAT | CATERPILLAR INC | Industrials | 2,319.0 | $1.1M | 0.15% | NEW | — | $477.19 | +81.1% |
| 44 | AVGO | BROADCOM INC | Technology | 3,286.0 | $1.1M | 0.15% | NEW | — | $329.91 | +25.1% |
| 45 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 5,783.0 | $1.1M | 0.14% | NEW | — | $182.42 | -26.2% |
| 46 | SCHW | SCHWAB CHARLES CORP | Financial Services | 10,843.0 | $1.0M | 0.14% | NEW | — | $95.47 | -2.8% |
| 47 | DFIV | DIMENSIONAL ETF TRUST | — | 21,096.0 | $973K | 0.13% | NEW | — | $46.12 | +19.7% |
| 48 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 1,015.0 | $940K | 0.13% | NEW | — | $925.79 | +18.1% |
| 49 | NEE | NEXTERA ENERGY INC | Utilities | 12,167.0 | $918K | 0.13% | NEW | — | $75.49 | +19.3% |
| 50 | WELL | WELLTOWER INC | Real Estate | 5,053.0 | $900K | 0.12% | NEW | — | $178.14 | +21.0% |
| 51 | IVV | ISHARES TR | — | 1,332.0 | $892K | 0.12% | NEW | — | $669.30 | +10.5% |
| 52 | XOM | EXXON MOBIL CORP | Energy | 7,871.0 | $887K | 0.12% | NEW | — | $112.74 | +43.7% |
| 53 | TSLA | TESLA INC | Consumer Cyclical | 1,970.0 | $876K | 0.12% | NEW | — | $444.67 | -9.7% |
| 54 | JNJ | JOHNSON & JOHNSON | Healthcare | 4,497.0 | $834K | 0.11% | NEW | — | $185.42 | +23.9% |
| 55 | VTV | VANGUARD INDEX FDS | — | 4,340.0 | $809K | 0.11% | NEW | — | $186.49 | +11.5% |
| 56 | VXUS | VANGUARD STAR FDS | — | 11,000.0 | $808K | 0.11% | NEW | — | $73.46 | +13.3% |
| 57 | VTI | VANGUARD INDEX FDS | — | 2,418.0 | $793K | 0.11% | NEW | — | $328.15 | +10.1% |
| 58 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 11,950.0 | $777K | 0.11% | NEW | — | $65.00 | -33.1% |
| 59 | LOW | LOWES COS INC | Consumer Cyclical | 3,051.0 | $767K | 0.10% | NEW | — | $251.31 | -12.9% |
| 60 | — | BERKSHIRE HATHAWAY INC DEL | — | 1.0 | $754K | 0.10% | NEW | — | $754200.00 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
26.6%
Financial Services
16.8%
Consumer Defensive
15.4%
Healthcare
14.5%
Consumer Cyclical
6.8%
Communication Services
6.2%
Industrials
6.0%
Energy
2.5%
Utilities
2.4%
Real Estate
1.8%