SUTTON PLACE INVESTORS LLC
137 holdingsFiling period: 2026-03-31Current AUM: $204.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | 171.5K | $12.2M | $14.0M | 6.84% | +1.9K | 2026-03-31 |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 236.2K | $9.2M | $10.5M | 5.14% | +1.7K | 2026-03-31 |
| 3 | DFAI | DIMENSIONAL ETF TRUST | 229.3K | $8.9M | $9.7M | 4.72% | +1.1K | 2026-03-31 |
| 4 | SPYM | SPDR SERIES TRUST | 108.8K | $8.3M | $9.6M | 4.67% | +14.2K | 2026-03-31 |
| 5 | DFCF | DIMENSIONAL ETF TRUST | 174.1K | $7.3M | $7.2M | 3.53% | -12,251 | 2026-03-31 |
| 6 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 10 | $7.2M | $7.2M | 3.51% | -- | 2026-03-31 |
| 7 | ITOT | ISHARES TR | 42.8K | $6.1M | $7.0M | 3.42% | -302 | 2026-03-31 |
| 8 | DFAE | DIMENSIONAL ETF TRUST | 157.7K | $5.3M | $5.9M | 2.89% | +2.6K | 2026-03-31 |
| 9 | AAPL | APPLE INC | 20.9K | $5.3M | $6.5M | 3.15% | +1.7K | 2026-03-31 |
| 10 | VUG | VANGUARD INDEX FDS | 9.8K | $4.3M | $5.0M | 2.45% | +48 | 2026-03-31 |
| 11 | NVDA | NVIDIA CORPORATION | 22.0K | $3.8M | $4.4M | 2.15% | +1.1K | 2026-03-31 |
| 12 | XLE | SELECT SECTOR SPDR TR | 57.3K | $3.5M | $3.4M | 1.67% | +331 | 2026-03-31 |
| 13 | MSFT | MICROSOFT CORP | 7.9K | $2.9M | $3.7M | 1.80% | +226 | 2026-03-31 |
| 14 | IVE | ISHARES TR | 13.4K | $2.8M | $3.1M | 1.52% | +593 | 2026-03-31 |
| 15 | DYNF | BLACKROCK ETF TRUST | 44.6K | $2.6M | $3.0M | 1.47% | -2,684 | 2026-03-31 |
| 16 | IVW | ISHARES TR | 21.8K | $2.5M | $2.9M | 1.44% | +2.4K | 2026-03-31 |
| 17 | IETC | ISHARES U S ETF TR | 27.9K | $2.5M | $2.9M | 1.40% | +23 | 2026-03-31 |
| 18 | BBUS | J P MORGAN EXCHANGE TRADED F | 19.9K | $2.3M | $2.7M | 1.31% | -35 | 2026-03-31 |
| 19 | DFAS | DIMENSIONAL ETF TRUST | 32.5K | $2.3M | $2.6M | 1.29% | -201 | 2026-03-31 |
| 20 | AMZN | AMAZON COM INC | 10.7K | $2.2M | $2.9M | 1.42% | +316 | 2026-03-31 |
| 21 | JPM | JPMORGAN CHASE & CO | 7.2K | $2.1M | $2.5M | 1.24% | +23 | 2026-03-31 |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | 3.0K | $1.9M | $2.2M | 1.09% | +68 | 2026-03-31 |
| 23 | DKS | DICKS SPORTING GOODS INC | 9.6K | $1.9M | $1.9M | 0.92% | -- | 2026-03-31 |
| 24 | QUAL | ISHARES TR | 9.6K | $1.8M | $2.1M | 1.03% | +437 | 2026-03-31 |
| 25 | XOM | EXXON MOBIL CORP | 10.7K | $1.8M | $1.7M | 0.81% | -133 | 2026-03-31 |
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