SUTTON PLACE INVESTORS LLC
149 holdingsFiling period: 2026-06-30Current AUM: $209.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | 169.1K | $13.9M | $14.0M | 6.67% | -2,449 | 2026-06-30 |
| 2 | SPYM | SPDR SERIES TRUST | 139.7K | $12.3M | $12.4M | 5.93% | +30.9K | 2026-06-30 |
| 3 | DFAC | DIMENSIONAL ETF TRUST | 237.2K | $10.5M | $10.6M | 5.07% | +992 | 2026-06-30 |
| 4 | DFAI | DIMENSIONAL ETF TRUST | 235.1K | $9.7M | $9.9M | 4.75% | +5.8K | 2026-06-30 |
| 5 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 10 | $7.5M | $7.5M | 3.58% | -- | 2026-06-30 |
| 6 | DFCF | DIMENSIONAL ETF TRUST | 175.2K | $7.4M | $7.2M | 3.42% | +1.1K | 2026-06-30 |
| 7 | ITOT | ISHARES TR | 41.6K | $6.8M | $6.9M | 3.28% | -1,164 | 2026-06-30 |
| 8 | DFAE | DIMENSIONAL ETF TRUST | 155.4K | $6.2M | $6.1M | 2.89% | -2,271 | 2026-06-30 |
| 9 | AAPL | APPLE INC | 20.8K | $6.0M | $6.9M | 3.29% | -78 | 2026-06-30 |
| 10 | VUG | VANGUARD INDEX FDS | 59.1K | $5.1M | $5.1M | 2.46% | +49.3K | 2026-06-30 |
| 11 | NVDA | NVIDIA CORPORATION | 22.5K | $4.5M | $4.8M | 2.28% | +579 | 2026-06-30 |
| 12 | IVW | ISHARES TR | 23.1K | $3.2M | $3.2M | 1.52% | +1.3K | 2026-06-30 |
| 13 | XLE | SELECT SECTOR SPDR TR | 57.6K | $3.1M | $3.8M | 1.82% | +380 | 2026-06-30 |
| 14 | MSFT | MICROSOFT CORP | 8.2K | $3.0M | $4.1M | 1.94% | +233 | 2026-06-30 |
| 15 | IETC | ISHARES U S ETF TR | 28.3K | $3.0M | $3.0M | 1.45% | +458 | 2026-06-30 |
| 16 | DYNF | BLACKROCK ETF TRUST | 44.5K | $3.0M | $3.1M | 1.46% | -169 | 2026-06-30 |
| 17 | DFAS | DIMENSIONAL ETF TRUST | 33.2K | $2.7M | $2.6M | 1.26% | +649 | 2026-06-30 |
| 18 | BBUS | J P MORGAN EXCHANGE TRADED F | 20.0K | $2.7M | $2.7M | 1.31% | +115 | 2026-06-30 |
| 19 | IVE | ISHARES TR | 11.8K | $2.7M | $2.8M | 1.32% | -1,560 | 2026-06-30 |
| 20 | AMZN | AMAZON COM INC | 10.8K | $2.6M | $2.7M | 1.29% | +107 | 2026-06-30 |
| 21 | JPM | JPMORGAN CHASE & CO | 7.3K | $2.4M | $2.6M | 1.22% | +24 | 2026-06-30 |
| 22 | IUSB | ISHARES TR | 49.3K | $2.3M | $2.2M | 1.05% | +15.6K | 2026-06-30 |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | 3.0K | $2.2M | $2.3M | 1.08% | -- | 2026-06-30 |
| 24 | ACWX | ISHARES TR | 27.1K | $2.1M | $2.1M | 0.98% | +6.5K | 2026-06-30 |
| 25 | GOOGL | ALPHABET INC | 5.6K | $2.0M | $1.9M | 0.92% | +73 | 2026-06-30 |
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