$327 Million is the total value of SJS Investment Consulting Inc.'s 1755 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 7.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VYMI | VANGUARD WHITEHALL FDSintl high etf | $2,164,000 | +0.7% | 32,000 | 0.0% | 0.66% | +2.6% | |
| ICF | ISHARES TRcohen steer reit | $1,028,000 | -6.6% | 14,470 | 0.0% | 0.31% | -4.8% | |
| CNO | CNO FINL GROUP INC | $1,004,000 | +5.2% | 40,000 | 0.0% | 0.31% | +7.3% | |
| ALKT | ALKAMI TECHNOLOGY INC | $956,000 | -28.7% | 66,800 | 0.0% | 0.29% | -27.4% | |
| MDYV | SPDR SER TRs&p 400 mdcp val | $845,000 | -0.9% | 12,000 | 0.0% | 0.26% | +0.8% | |
| VTV | VANGUARD INDEX FDSvalue etf | $542,000 | +0.4% | 3,668 | 0.0% | 0.17% | +2.5% | |
| EMXC | ISHARES INCmsci emrg chn | $445,000 | -3.9% | 7,641 | 0.0% | 0.14% | -2.2% | |
| FFWM | FIRST FNDTN INC | $338,000 | -2.3% | 13,914 | 0.0% | 0.10% | -1.0% | |
| BA | BOEING CO | $325,000 | -5.0% | 1,698 | 0.0% | 0.10% | -3.9% | |
| DFAT | DIMENSIONAL ETF TRUSTus targeted vlu | $265,000 | -1.9% | 5,691 | 0.0% | 0.08% | 0.0% | |
| YUMC | YUM CHINA HLDGS INC | $190,000 | -16.7% | 4,572 | 0.0% | 0.06% | -14.7% | |
| SCZ | ISHARES TReafe sml cp etf | $175,000 | -9.3% | 2,636 | 0.0% | 0.05% | -6.9% | |
| MPC | MARATHON PETE CORP | $176,000 | +33.3% | 2,060 | 0.0% | 0.05% | +35.0% | |
| ESSA | ESSA BANCORP INC | $172,000 | +3.6% | 9,571 | 0.0% | 0.05% | +6.0% | |
| PLUG | PLUG POWER INCcall | $143,000 | +1.4% | 5,000 | 0.0% | 0.04% | +4.8% | |
| BSCN | INVESCO EXCH TRD SLF IDX FD | $135,000 | -2.2% | 6,413 | 0.0% | 0.04% | 0.0% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $128,000 | -5.9% | 262 | 0.0% | 0.04% | -4.9% | |
| SJNK | SPDR SER TRbloomberg sht te | $122,000 | -3.2% | 4,655 | 0.0% | 0.04% | -2.6% | |
| BSCM | INVESCO EXCH TRD SLF IDX FD | $112,000 | -0.9% | 5,275 | 0.0% | 0.03% | 0.0% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $100,000 | -8.3% | 275 | 0.0% | 0.03% | -6.1% | |
| DTM | DT MIDSTREAM INC | $99,000 | +12.5% | 1,829 | 0.0% | 0.03% | +15.4% | |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $96,000 | +10.3% | 423 | 0.0% | 0.03% | +11.5% | |
| EPS | WISDOMTREE TRus largecap fund | $84,000 | -4.5% | 1,746 | 0.0% | 0.03% | 0.0% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $79,000 | -6.0% | 371 | 0.0% | 0.02% | -4.0% | |
| FOE | FERRO CORP | $78,000 | 0.0% | 3,567 | 0.0% | 0.02% | +4.3% | |
| ONEQ | FIDELITY COMWLTH TR | $75,000 | -8.5% | 1,350 | 0.0% | 0.02% | -8.0% | |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $76,000 | -2.6% | 960 | 0.0% | 0.02% | 0.0% | |
| VIOV | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $75,000 | -1.3% | 422 | 0.0% | 0.02% | 0.0% | |
| TLRY | TILRAY BRANDS INC | $66,000 | +11.9% | 8,461 | 0.0% | 0.02% | +11.1% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $65,000 | +6.6% | 1,324 | 0.0% | 0.02% | +11.1% | |
| VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $61,000 | -4.7% | 600 | 0.0% | 0.02% | 0.0% | |
| CGW | INVESCO EXCH TRADED FD TR IIs&p gbl water | $54,000 | -12.9% | 1,023 | 0.0% | 0.02% | -10.5% | |
| LNG | CHENIERE ENERGY INC | $53,000 | +35.9% | 380 | 0.0% | 0.02% | +33.3% | |
| FSK | FS KKR CAP CORP | $51,000 | +8.5% | 2,238 | 0.0% | 0.02% | +14.3% | |
| TTT | PROSHARES TRulsh 20yrtre new | $47,000 | +30.6% | 1,150 | 0.0% | 0.01% | +27.3% | |
| MRNA | MODERNA INC | $43,000 | -32.8% | 252 | 0.0% | 0.01% | -31.6% | |
| BSJP | INVESCO EXCH TRD SLF IDX FD | $42,000 | -2.3% | 1,763 | 0.0% | 0.01% | 0.0% | |
| AIRT | AIR T INC | $43,000 | -10.4% | 1,890 | 0.0% | 0.01% | -7.1% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $41,000 | -10.9% | 165 | 0.0% | 0.01% | -7.1% | |
| ABNB | AIRBNB INC | $35,000 | +2.9% | 205 | 0.0% | 0.01% | +10.0% | |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $37,000 | -5.1% | 1,529 | 0.0% | 0.01% | -8.3% | |
| BSJQ | INVESCO EXCH TRD SLF IDX FDinvsco blsh 26 | $37,000 | -5.1% | 1,525 | 0.0% | 0.01% | -8.3% | |
| VO | VANGUARD INDEX FDSmid cap etf | $36,000 | -5.3% | 150 | 0.0% | 0.01% | 0.0% | |
| IJS | ISHARES TRsp smcp600vl etf | $34,000 | -2.9% | 332 | 0.0% | 0.01% | -9.1% | |
| BSCS | INVESCO EXCH TRD SLF IDX FDinvsco blsh 28 | $32,000 | -5.9% | 1,497 | 0.0% | 0.01% | 0.0% | |
| BSJS | INVESCO EXCH TRD SLF IDX FDinvsco 28 hycorp | $32,000 | -8.6% | 1,365 | 0.0% | 0.01% | -9.1% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $34,000 | -8.1% | 215 | 0.0% | 0.01% | -9.1% | |
| CSB | VICTORY PORTFOLIOS II | $28,000 | -3.4% | 475 | 0.0% | 0.01% | 0.0% | |
| XME | SPDR SER TRs&p metals mng | $28,000 | +40.0% | 450 | 0.0% | 0.01% | +50.0% | |
| SENS | SENSEONICS HLDGS INC | $30,000 | -25.0% | 15,000 | 0.0% | 0.01% | -25.0% | |
| CMG | CHIPOTLE MEXICAN GRILL INC | $30,000 | -9.1% | 19 | 0.0% | 0.01% | -10.0% | |
| SPSM | SPDR SER TRportfolio s&p600 | $28,000 | -6.7% | 663 | 0.0% | 0.01% | 0.0% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $28,000 | -9.7% | 67 | 0.0% | 0.01% | 0.0% | |
| KKR | KKR & CO INC | $29,000 | -21.6% | 500 | 0.0% | 0.01% | -18.2% | |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $29,000 | -6.5% | 1,425 | 0.0% | 0.01% | 0.0% | |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $30,000 | -6.2% | 1,511 | 0.0% | 0.01% | -10.0% | |
| BSCP | INVESCO EXCH TRD SLF IDX FD | $30,000 | -3.2% | 1,437 | 0.0% | 0.01% | 0.0% | |
| IAU | GOLD TRishares new | $26,000 | +4.0% | 712 | 0.0% | 0.01% | 0.0% | |
| IWR | ISHARES TRrus mid cap etf | $25,000 | -7.4% | 325 | 0.0% | 0.01% | 0.0% | |
| TRIP | TRIPADVISOR INC | $27,000 | 0.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
| NVO | NOVO-NORDISK A Sadr | $25,000 | -3.8% | 229 | 0.0% | 0.01% | 0.0% | |
| PSEC | PROSPECT CAP CORP | $23,000 | -4.2% | 2,805 | 0.0% | 0.01% | 0.0% | |
| KMI | KINDER MORGAN INC DEL | $24,000 | +20.0% | 1,256 | 0.0% | 0.01% | +16.7% | |
| COHR | COHERENT INC | $24,000 | +4.3% | 86 | 0.0% | 0.01% | 0.0% | |
| AEP | AMERICAN ELEC PWR CO INC | $19,000 | +11.8% | 188 | 0.0% | 0.01% | +20.0% | |
| KARS | KRANESHARES TRelec veh futur | $20,000 | -13.0% | 500 | 0.0% | 0.01% | -14.3% | |
| GSY | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $20,000 | 0.0% | 396 | 0.0% | 0.01% | 0.0% | |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $19,000 | 0.0% | 111 | 0.0% | 0.01% | 0.0% | |
| HYI | WESTERN ASSET HIGH YIELD DEF | $21,000 | -12.5% | 1,530 | 0.0% | 0.01% | -14.3% | |
| SU | SUNCOR ENERGY INC NEW | $16,000 | +33.3% | 490 | 0.0% | 0.01% | +25.0% | |
| BAM | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $17,000 | -5.6% | 297 | 0.0% | 0.01% | 0.0% | |
| VHT | VANGUARD WORLD FDShealth car etf | $17,000 | 0.0% | 65 | 0.0% | 0.01% | 0.0% | |
| PALL | ABRDN PALLADIUM ETF TRUSTphysical palladm | $16,000 | +23.1% | 75 | 0.0% | 0.01% | +25.0% | |
| NTLA | INTELLIA THERAPEUTICS INC | $16,000 | -40.7% | 225 | 0.0% | 0.01% | -37.5% | |
| PCAR | PACCAR INC | $17,000 | 0.0% | 187 | 0.0% | 0.01% | 0.0% | |
| J | JACOBS ENGR GROUP INC | $16,000 | 0.0% | 117 | 0.0% | 0.01% | 0.0% | |
| SUI | SUN CMNTYS INC | $17,000 | -15.0% | 94 | 0.0% | 0.01% | -16.7% | |
| WCN | WASTE CONNECTIONS INC | $15,000 | +7.1% | 105 | 0.0% | 0.01% | +25.0% | |
| INFY | INFOSYS LTDsponsored adr | $17,000 | 0.0% | 669 | 0.0% | 0.01% | 0.0% | |
| ALGN | ALIGN TECHNOLOGY INC | $17,000 | -34.6% | 39 | 0.0% | 0.01% | -37.5% | |
| LBRDK | LIBERTY BROADBAND CORP | $15,000 | -16.7% | 114 | 0.0% | 0.01% | 0.0% | |
| AUTO | AUTOWEB INC | $17,000 | -34.6% | 7,540 | 0.0% | 0.01% | -37.5% | |
| PODD | INSULET CORP | $17,000 | 0.0% | 64 | 0.0% | 0.01% | 0.0% | |
| ZEN | ZENDESK INC | $17,000 | +13.3% | 140 | 0.0% | 0.01% | 0.0% | |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $13,000 | -7.1% | 130 | 0.0% | 0.00% | 0.0% | |
| ASML | ASML HOLDING N V | $13,000 | -13.3% | 19 | 0.0% | 0.00% | -20.0% | |
| GENERAL ELECTRIC CO | $12,000 | -7.7% | 134 | 0.0% | 0.00% | 0.0% | ||
| GMAB | GENMAB A/Ssponsored ads | $12,000 | -14.3% | 342 | 0.0% | 0.00% | 0.0% | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $12,000 | -7.7% | 63 | 0.0% | 0.00% | 0.0% | |
| LIT | GLOBAL X FDSlithium btry etf | $12,000 | -14.3% | 160 | 0.0% | 0.00% | 0.0% | |
| MDLZ | MONDELEZ INTL INCcl a | $12,000 | -7.7% | 190 | 0.0% | 0.00% | 0.0% | |
| DLN | WISDOMTREE TRus largecap divd | $12,000 | 0.0% | 182 | 0.0% | 0.00% | 0.0% | |
| IWD | ISHARES TRrus 1000 val etf | $12,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% | |
| NVS | NOVARTIS AGsponsored adr | $14,000 | 0.0% | 160 | 0.0% | 0.00% | 0.0% | |
| BP | BP PLCsponsored adr | $13,000 | +18.2% | 429 | 0.0% | 0.00% | +33.3% | |
| PTF | INVESCO EXCHANGE TRADED FD Tdwa technology | $12,000 | -14.3% | 84 | 0.0% | 0.00% | 0.0% | |
| ALC | ALCON AG | $13,000 | -13.3% | 167 | 0.0% | 0.00% | -20.0% | |
| GILT | GILAT SATELLITE NETWORKS LTD | $13,000 | +18.2% | 1,500 | 0.0% | 0.00% | +33.3% | |
| LUCID GROUP INC | $14,000 | -33.3% | 548 | 0.0% | 0.00% | -33.3% | ||
| BUZZ | VANECK ETF TRUSTsocial sentiment | $9,000 | -10.0% | 444 | 0.0% | 0.00% | 0.0% | |
| MNTV | MOMENTIVE GLOBAL INC | $10,000 | -23.1% | 630 | 0.0% | 0.00% | -25.0% | |
| ACWI | ISHARES TRmsci acwi etf | $9,000 | -10.0% | 95 | 0.0% | 0.00% | 0.0% | |
| FUN | CEDAR FAIR L Pdepositry unit | $11,000 | +10.0% | 200 | 0.0% | 0.00% | 0.0% | |
| PRN | INVESCO EXCHANGE TRADED FD Tdwa indls mumt | $10,000 | -16.7% | 105 | 0.0% | 0.00% | -25.0% | |
| BYND | BEYOND MEAT INC | $9,000 | -25.0% | 186 | 0.0% | 0.00% | -25.0% | |
| XLB | SELECT SECTOR SPDR TRsbi materials | $9,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| HDB | HDFC BANK LTDsponsored ads | $9,000 | -10.0% | 147 | 0.0% | 0.00% | 0.0% | |
| TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $9,000 | +12.5% | 604 | 0.0% | 0.00% | +50.0% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $9,000 | +12.5% | 115 | 0.0% | 0.00% | +50.0% | |
| HTZZW | HERTZ GLOBAL HLDGS INC*w exp 06/30/205 | $10,000 | 0.0% | 645 | 0.0% | 0.00% | 0.0% | |
| ASND | ASCENDIS PHARMA A/Ssponsored adr | $10,000 | -16.7% | 86 | 0.0% | 0.00% | -25.0% | |
| PFI | INVESCO EXCHANGE TRADED FD Tdwa finl mumt | $9,000 | -10.0% | 182 | 0.0% | 0.00% | 0.0% | |
| ASTR | ASTRA SPACE INC | $8,000 | -42.9% | 2,000 | 0.0% | 0.00% | -50.0% | |
| LOGI | LOGITECH INTL S A | $7,000 | -12.5% | 100 | 0.0% | 0.00% | 0.0% | |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $6,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| SLGG | SUPER LEAGUE GAMING INC | $6,000 | -14.3% | 3,000 | 0.0% | 0.00% | 0.0% | |
| CRON | CRONOS GROUP INC | $5,000 | 0.0% | 1,350 | 0.0% | 0.00% | 0.0% | |
| XLC | SELECT SECTOR SPDR TR | $6,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| MATTERPORT INC | $8,000 | -61.9% | 1,000 | 0.0% | 0.00% | -66.7% | ||
| USRT | ISHARES TRcre u s reit etf | $8,000 | -11.1% | 130 | 0.0% | 0.00% | -33.3% | |
| LAZR | LUMINAR TECHNOLOGIES INC | $8,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| ASTS | AST SPACEMOBILE INC | $5,000 | +25.0% | 500 | 0.0% | 0.00% | +100.0% | |
| AZUL | AZUL S Asponsr adr pfd | $7,000 | +16.7% | 450 | 0.0% | 0.00% | 0.0% | |
| WW | WW INTL INC | $5,000 | -37.5% | 475 | 0.0% | 0.00% | 0.0% | |
| WYNN | WYNN RESORTS LTD | $6,000 | -14.3% | 77 | 0.0% | 0.00% | 0.0% | |
| ESGD | ISHARES TResg aw msci eafe | $6,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| TY | TRI CONTL CORP | $7,000 | -12.5% | 231 | 0.0% | 0.00% | 0.0% | |
| BGNE | BEIGENE LTDsponsored adr | $5,000 | -28.6% | 27 | 0.0% | 0.00% | 0.0% | |
| CGC | CANOPY GROWTH CORP | $6,000 | -14.3% | 770 | 0.0% | 0.00% | 0.0% | |
| BSJM | INVESCO EXCH TRD SLF IDX FD | $6,000 | 0.0% | 244 | 0.0% | 0.00% | 0.0% | |
| BEPC | BROOKFIELD RENEWABLE CORPcl a sub vtg | $6,000 | +20.0% | 138 | 0.0% | 0.00% | 0.0% | |
| NOK | NOKIA CORPsponsored adr | $5,000 | -16.7% | 1,000 | 0.0% | 0.00% | 0.0% | |
| SNDL | SUNDIAL GROWERS INC | $7,000 | +16.7% | 10,000 | 0.0% | 0.00% | 0.0% | |
| CCL | CARNIVAL CORP | $8,000 | +14.3% | 372 | 0.0% | 0.00% | 0.0% | |
| FNV | FRANCO NEV CORP | $2,000 | +100.0% | 10 | 0.0% | 0.00% | – | |
| SREV | SERVICESOURCE INTL INC | $4,000 | +33.3% | 3,400 | 0.0% | 0.00% | 0.0% | |
| TDTF | FLEXSHARES TRiboxx 5yr trgt | $3,000 | 0.0% | 96 | 0.0% | 0.00% | 0.0% | |
| UTF | COHEN & STEERS INFRASTRUCTUR | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| YOLO | ADVISORSHARES TRpure cannabis | $4,000 | -20.0% | 388 | 0.0% | 0.00% | -50.0% | |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $4,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
| COIN | COINBASE GLOBAL INC | $3,000 | -25.0% | 14 | 0.0% | 0.00% | 0.0% | |
| EVBG | EVERBRIDGE INC | $2,000 | -33.3% | 51 | 0.0% | 0.00% | 0.0% | |
| JAGUAR HEALTH INC | $2,000 | 0.0% | 2,333 | 0.0% | 0.00% | 0.0% | ||
| SFIX | STITCH FIX INC | $3,000 | -40.0% | 281 | 0.0% | 0.00% | -50.0% | |
| WTER | ALKALINE WTR CO INC | $3,000 | -25.0% | 3,000 | 0.0% | 0.00% | 0.0% | |
| IEDI | ISHARES U S ETF TRdiscretionary | $3,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% | |
| MJ | ETF MANAGERS TRetfmg altr hrvst | $3,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| INDA | ISHARES TRmsci india etf | $4,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| U | UNITY SOFTWARE INC | $4,000 | -33.3% | 41 | 0.0% | 0.00% | -50.0% | |
| IJR | ISHARES TRcore s&p scp etf | $3,000 | -25.0% | 32 | 0.0% | 0.00% | 0.0% | |
| IBB | ISHARES TRishares biotech | $3,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| SOXX | ISHARES TRishares semicdtr | $4,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
| IJH | ISHARES TRcore s&p mcp etf | $2,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| BWACW | BETTER WORLD ACQUISITION COR*w exp 11/15/202 | $2,000 | -60.0% | 10,000 | 0.0% | 0.00% | -50.0% | |
| PXI | INVESCO EXCHANGE TRADED FD Tdwa energy mnt | $4,000 | +33.3% | 105 | 0.0% | 0.00% | 0.0% | |
| HTZZ | HERTZ GLOBAL HLDGS INC | $2,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% | |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $3,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| BMBL | BUMBLE INC | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| CHPT | CHARGEPOINT HOLDINGS INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| EFOI | ENERGY FOCUS INC | $2,000 | -60.0% | 1,200 | 0.0% | 0.00% | -50.0% | |
| HON | HONEYWELL INTL INC | $4,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| OXY | OCCIDENTAL PETE CORP | $3,000 | +200.0% | 45 | 0.0% | 0.00% | – | |
| CARA | CARA THERAPEUTICS INC | $4,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| FCX | FREEPORT-MCMORAN INCcl b | $2,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| MULLEN AUTOMOTIVE INC | $0 | – | 20 | 0.0% | 0.00% | – | ||
| NIO | NIO INCspon ads | $0 | -100.0% | 20 | 0.0% | 0.00% | – | |
| NUE | NUCOR CORP | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| OGIG | OSI ETF TR | $0 | – | 5 | 0.0% | 0.00% | – | |
| OSH | OAK STR HEALTH INC | $1,000 | -50.0% | 51 | 0.0% | 0.00% | -100.0% | |
| OEG | ORBITAL ENERGY GROUP INC | $0 | – | 131 | 0.0% | 0.00% | – | |
| QS | QUANTUMSCAPE CORP | $0 | – | 5 | 0.0% | 0.00% | – | |
| RAD | RITE AID CORP | $0 | – | 1 | 0.0% | 0.00% | – | |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $0 | -100.0% | 10 | 0.0% | 0.00% | – | |
| SOFI | SOFI TECHNOLOGIES INC | $1,000 | -50.0% | 134 | 0.0% | 0.00% | -100.0% | |
| TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $1,000 | 0.0% | 130 | 0.0% | 0.00% | – | |
| TD | TORONTO DOMINION BK ONT | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| VRM | VROOM INC | $1,000 | -75.0% | 375 | 0.0% | 0.00% | -100.0% | |
| PSFE | PAYSAFE LIMITEDord | $0 | – | 82 | 0.0% | 0.00% | – | |
| FVRR | FIVERR INTL LTD | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| CENNTRO ELECTRIC GROUP LIMIT | $0 | -100.0% | 168 | 0.0% | 0.00% | – | ||
| ARKQ | ARK ETF TRautnmus technlgy | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| AIV | APARTMENT INVT & MGMT COcl a | $1,000 | 0.0% | 104 | 0.0% | 0.00% | – | |
| AVIDXCHANGE HOLDINGS INC | $0 | – | 21 | 0.0% | 0.00% | – | ||
| BNGO | BIONANO GENOMICS INC | $1,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
| BLNK | BLINK CHARGING CO | $0 | – | 10 | 0.0% | 0.00% | – | |
| CLVS | CLOVIS ONCOLOGY INC | $1,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
| CMPS | COMPASS PATHWAYS PLCsponsored ads | $0 | – | 2 | 0.0% | 0.00% | – | |
| WISH | CONTEXTLOGIC INC | $0 | – | 30 | 0.0% | 0.00% | – | |
| DFAE | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $0 | – | 5 | 0.0% | 0.00% | – | |
| SPXL | DIREXION SHS ETF TRdrx s&p500bull | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| DOCU | DOCUSIGN INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| GD | GENERAL DYNAMICS CORP | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| HUYA | HUYA INC | $0 | – | 15 | 0.0% | 0.00% | – | |
| HYLN | HYLIION HOLDINGS CORP | $0 | – | 10 | 0.0% | 0.00% | – | |
| TAN | INVESCO EXCH TRADED FD TR IIsolar etf | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| LEN | LENNAR CORPcl a | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| MIC | MACQUARIE INFRASTR HOLD LLC | $1,000 | 0.0% | 340 | 0.0% | 0.00% | – | |
| MNKD | MANNKIND CORP | $1,000 | 0.0% | 203 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 7 | Q3 2023 | 62.2% |
| HORMEL FOODS CORP | 7 | Q3 2023 | 6.8% |
| DIMENSIONAL ETF TRUST | 7 | Q3 2023 | 3.1% |
| APPLE INC | 7 | Q3 2023 | 2.7% |
| LILLY ELI & CO | 7 | Q3 2023 | 2.5% |
| VANGUARD BD INDEX FDS | 7 | Q3 2023 | 3.2% |
| MCDONALDS CORP | 7 | Q3 2023 | 0.8% |
| VISA INC | 7 | Q3 2023 | 0.8% |
| ANDERSONS INC | 7 | Q3 2023 | 0.9% |
| PEPSICO INC | 7 | Q3 2023 | 0.6% |
View SJS Investment Consulting Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-02-11 |
View SJS Investment Consulting Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.