News + Filings Holdings
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SJS Investment Consulting Inc.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
VANGUARD BOND INDEX FUNDS
| BND | Common | 166,493 | 129,229 | 12,102,377,000 | 9,425,331,000 | 3.04 | |
Hist
| 06/30/2023 |
Apple Inc.
| AAPL | Common | 56,197 | 739 | 10,900,465,000 | 3,694,776,000 | 2.74 | |
Hist
| 06/30/2023 |
NVIDIA CORP
| NVDA | Common | 4,954 | 746 | 2,095,710,000 | 1,480,724,000 | 0.53 | 0.00 |
Hist
| 06/30/2023 |
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VNQI | Common | 75,803 | 30,032 | 3,046,523,000 | 1,154,353,000 | 0.76 | |
Hist
| 06/30/2023 |
VANGUARD MALVERN FUNDS
| VTIP | Common | 53,461 | 20,885 | 2,535,121,000 | 1,013,496,000 | 0.64 | |
Hist
| 06/30/2023 |
VANGUARD MUN BD FD INC
| VTEB | Common | 18,837 | 18,100 | 945,995,000 | 909,521,000 | 0.24 | |
Hist
| 06/30/2023 |
AMERICAN CENTY ETF TR
| AVEM | Common | 48,373 | 14,692 | 2,602,952,000 | 903,770,000 | 0.65 | |
Hist
| 06/30/2023 |
MICROSOFT CORP
| MSFT | Common | 7,126 | 747 | 2,426,825,000 | 897,119,000 | 0.61 | 0.00 |
Hist
| 06/30/2023 |
VANGUARD INDEX FUNDS
| VNQ | ETF | 19,911 | 10,510 | 1,663,764,000 | 888,378,000 | 0.42 | |
Hist
| 06/30/2023 |
Tesla, Inc.
| TSLA | COM | 4,215 | 261 | 1,103,305,000 | 616,279,000 | 0.28 | |
Hist
| 06/30/2023 |
AMAZON COM INC
| AMZN | Common | 9,841 | 882 | 1,282,825,000 | 530,300,000 | 0.32 | |
Hist
| 06/30/2023 |
Alphabet Inc.
| GOOGL | COM | 12,323 | 110 | 1,475,064,000 | 397,511,000 | 0.37 | |
Hist
| 06/30/2023 |
Monster Beverage Corp
| MNST | Common | 6,044 | 6,011 | 347,145,000 | 343,836,000 | 0.09 | 0.00 |
Hist
| 06/30/2023 |
BOEING CO
| BA | Common | 2,833 | 1,212 | 598,217,000 | 289,433,000 | 0.15 | 0.00 |
Hist
| 06/30/2023 |
ARCH RESOURCES, INC.
| ARCH | Common | 2,003 | 2,000 | 225,859,000 | 225,431,000 | 0.06 | |
Hist
| 06/30/2023 |
Schwab US Dividend Equity ETF
| SCHD | common | 2,758 | 1,825 | 200,286,000 | 129,807,000 | 0.05 | |
Hist
| 06/30/2023 |
ADVANCED MICRO DEVICES INC
| AMD | Common | 828 | 797 | 94,318,000 | 92,310,000 | 0.02 | |
Hist
| 06/30/2023 |
FIRST SOLAR, INC.
| FSLR | Common | 2,085 | 1 | 396,339,000 | 84,177,000 | 0.10 | |
Hist
| 06/30/2023 |
PEPSICO INC
| PEP | Common | 11,676 | 84 | 2,162,676,000 | 68,432,000 | 0.54 | |
Hist
| 06/30/2023 |
NETFLIX INC
| NFLX | Common | 337 | 1 | 148,257,000 | 49,304,000 | 0.04 | 0.00 |
Hist
| 06/30/2023 |
Dimensional ETF Trust
| DFAE | Common | 16,000 | 993 | 375,360,000 | 45,956,000 | 0.09 | |
Hist
| 06/30/2023 |
YUM BRANDS INC
| YUM | Common | 4,342 | 2 | 601,585,000 | 45,717,000 | 0.15 | |
Hist
| 06/30/2023 |
MASCO CORP /DE/
| MAS | Common | 4,236 | 3 | 243,062,000 | 45,508,000 | 0.06 | 0.00 |
Hist
| 06/30/2023 |
VEEVA SYSTEMS INC
| VEEV | Common | 1,051 | 36 | 207,815,000 | 44,014,000 | 0.05 | |
Hist
| 06/30/2023 |
SELECT SECTOR SPDR TRUST
| XLK | COM | 500 | 147 | 86,851,000 | 42,924,000 | 0.02 | |
Hist
| 06/30/2023 |
STRYKER CORP
| SYK | Common | 673 | 2 | 205,326,000 | 41,274,000 | 0.05 | |
Hist
| 06/30/2023 |
Palo Alto Networks Inc
| PANW | COM | 153 | 151 | 39,094,000 | 38,815,000 | 0.01 | 0.00 |
Hist
| 06/30/2023 |
PFIZER INC
| PFE | Common | 6,250 | 2,488 | 229,251,000 | 36,486,000 | 0.06 | 0.00 |
Hist
| 06/30/2023 |
INVESCO EXCH TRD SLF IDX FD
| BSCR | Common | 3,313 | 1,888 | 63,032,000 | 35,964,000 | 0.02 | |
Hist
| 06/30/2023 |
Salesforce, Inc.
| CRM | Common | 191 | 155 | 40,352,000 | 35,579,000 | 0.01 | |
Hist
| 06/30/2023 |
INVESCO EXCH TRD SLF IDX FD
| BSCQ | Common | 4,924 | 1,832 | 93,286,000 | 34,770,000 | 0.02 | |
Hist
| 06/30/2023 |
INVESCO EXCH TRD SLF IDX FD
| BSCP | Common | 4,895 | 1,722 | 98,537,000 | 34,633,000 | 0.02 | |
Hist
| 06/30/2023 |
INVESCO EXCH TRD SLF IDX FD
| BSCS | Common | 3,190 | 1,693 | 62,987,000 | 33,623,000 | 0.02 | |
Hist
| 06/30/2023 |
Meta Platforms, Inc.
| FB | Common | 180 | 21 | 51,610,000 | 32,496,000 | 0.01 | |
Hist
| 06/30/2023 |
NOVO NORDISK A S
| NVO | ADR | 258 | 183 | 41,753,000 | 31,603,000 | 0.01 | |
Hist
| 06/30/2023 |
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