Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUTTON PLACE INVESTORS LLC | 07-18-2024 | 06-30-2024 | 117 | 150,255,991 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 1 | $9,810,844 | 166,709 | 0.01 | 0.00 | 999 | 0.60 | 06-30-2024 |
| SPDR SER TR | PORTFOLIO S&P500 | 2 | $9,110,111 | 142,345 | 0.01 | 0.00 | -5,680 | -3.84 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 3 | $7,814,939 | 188,130 | 0.01 | 0.00 | 1,205 | 0.64 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 4 | $7,670,298 | 237,912 | 0.01 | 0.00 | -2,144 | -0.89 | 06-30-2024 |
