StockDriftsStockDriftsTop 50 Sutton Place Investors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 6.65% | 171.5K | $12.2M | +1.11%(+1.89K) | $50.32(+60.40%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 5.02% | 236.2K | $9.2M | +0.74%(+1.75K) | $27.12(+59.38%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 4.89% | 229.3K | $8.9M | +0.47%(+1.07K) | $28.52(+46.01%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 4.56% | 108.8K | $8.3M | +15.06%(+14.25K) | $56.25(+55.32%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 4.02% | 174.1K | $7.4M | -6.57%(-12.25K) | $42.09(+0.36%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 3.93% | 10 | $7.2M | +0.00%(+0) | $739681.00(-1.65%) | 2026-03-31 | |
| ITOT | ISHARES TR | 3.33% | 42.8K | $6.1M | -0.70%(-302) | $103.56(+56.43%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 2.92% | 157.7K | $5.3M | +1.69%(+2.62K) | $24.42(+62.79%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.9% | 20.9K | $5.3M | +8.86%(+1.70K) | $188.80(+58.30%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 2.34% | 9.8K | $4.3M | +0.49%(+48) | $53.14(+64.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.55% | +46.43% |
| Top 20 Holdings Unweighted | +12.92% | +43.98% |
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