0001930301-22-000002.txt : 20220525 0001930301-22-000002.hdr.sgml : 20220525 20220525172741 ACCESSION NUMBER: 0001930301-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220525 DATE AS OF CHANGE: 20220525 EFFECTIVENESS DATE: 20220525 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SUTTON PLACE INVESTORS LLC CENTRAL INDEX KEY: 0001930301 IRS NUMBER: 831971753 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22551 FILM NUMBER: 22964246 BUSINESS ADDRESS: STREET 1: 6 SUTTON PLACE CITY: KATONAH STATE: NY ZIP: 10536 BUSINESS PHONE: (914) 767-0974 MAIL ADDRESS: STREET 1: 6 SUTTON PLACE CITY: KATONAH STATE: NY ZIP: 10536 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001930301 XXXXXXXX 12-31-2021 12-31-2021 SUTTON PLACE INVESTORS LLC
6 SUTTON PLACE KATONAH NY 10536
13F HOLDINGS REPORT 028-22551 N
DAVID SETTANNI Chief Compliance Officer (914) 767-0974 DAVID SETTANNI KATONAH NY 05-25-2022 0 75 86970 false
INFORMATION TABLE 2 settanniq42021.xml APPLE INC COM 037833100 1851 10424 SH SOLE 0 0 10424 BERKSHIRE HATHAWAY INC DEL CL A 084670108 4507 10 SH SOLE 0 0 10 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 333 2461 SH SOLE 0 0 2461 FORD MTR CO DEL COM 345370860 364 17521 SH SOLE 0 0 17521 ISHARES TR CORE S&P TTL STK 464287150 7971 74508 SH SOLE 0 0 74508 ISHARES TR CORE S&P500 ETF 464287200 243 509 SH SOLE 0 0 509 ISHARES TR GLOBAL TECH ETF 464287291 264 4093 SH SOLE 0 0 4093 ISHARES TR S&P 500 GRWT ETF 464287309 548 6544 SH SOLE 0 0 6544 ISHARES TR GLOBAL FINLS ETF 464287333 487 6081 SH SOLE 0 0 6081 ISHARES TR CORE S&P MCP ETF 464287507 474 1676 SH SOLE 0 0 1676 ISHARES TR CORE S&P US VLU 464287663 1909 25000 SH SOLE 0 0 25000 ISHARES TR U.S. TECH ETF 464287721 464 4042 SH SOLE 0 0 4042 ISHARES TR MSCI ACWI ETF 464288257 5011 47376 SH SOLE 0 0 47376 ISHARES TR NEW YORK MUN ETF 464288323 401 6919 SH SOLE 0 0 6919 ISHARES TR NATIONAL MUN ETF 464288414 802 6893 SH SOLE 0 0 6893 ISHARES TR MBS ETF 464288588 826 7688 SH SOLE 0 0 7688 ISHARES TR 10-20 YR TRS ETF 464288653 336 2267 SH SOLE 0 0 2267 ISHARES TR U.S. MED DVC ETF 464288810 219 3321 SH SOLE 0 0 3321 ISHARES TR EAFE VALUE ETF 464288877 1194 23704 SH SOLE 0 0 23704 ISHARES TR EAFE GRWTH ETF 464288885 1762 15974 SH SOLE 0 0 15974 MICROSOFT CORP COM 594918104 746 2219 SH SOLE 0 0 2219 PVH CORPORATION COM 693656100 423 3969 SH SOLE 0 0 3969 SCHWAB CHARLES CORP COM 808513105 555 6603 SH SOLE 0 0 6603 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 503 4914 SH SOLE 0 0 4914 SCHWAB STRATEGIC TR 1 5YR CORP BD 808524714 641 12686 SH SOLE 0 0 12686 SCHWAB STRATEGIC TR US TIPS ETF 808524870 647 10286 SH SOLE 0 0 10286 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1393 12011 SH SOLE 0 0 12011 VANGUARD INDEX FDS SML CP GRW ETF 922908595 267 947 SH SOLE 0 0 947 VANGUARD INDEX FDS GROWTH ETF 922908736 1277 3979 SH SOLE 0 0 3979 VANGUARD INDEX FDS VALUE ETF 922908744 1018 6919 SH SOLE 0 0 6919 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1479 6126 SH SOLE 0 0 6126 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 1290 63460 SH SOLE 0 0 63460 CISCO SYS INC COM 17275R102 310 4887 SH SOLE 0 0 4887 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 1363 46085 SH SOLE 0 0 46085 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 847 30960 SH SOLE 0 0 30960 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 734 12238 SH SOLE 0 0 12238 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 5215 180004 SH SOLE 0 0 180004 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 486 14813 SH SOLE 0 0 14813 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 3057 61135 SH SOLE 0 0 61135 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 203 4060 SH SOLE 0 0 4060 EXXON MOBIL CORP COM 30231G102 473 7734 SH SOLE 0 0 7734 FIRST TR EXCHANGE-TRADED FD LUNT US FACTOR 33733E872 533 14988 SH SOLE 0 0 14988 FIRST TR EXCHANGE TRADED FD INDXX NAT RE ETF 33734X838 232 16710 SH SOLE 0 0 16710 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 951 18355 SH SOLE 0 0 18355 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 2535 44492 SH SOLE 0 0 44492 FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 33739P830 2430 116780 SH SOLE 0 0 116780 FIRST TR EXCH TRADED FD III ULTRA SHT DUR MU 33740J104 502 24910 SH SOLE 0 0 24910 INVESCO EXCH TRADED FD TR II NY AMT FRE MUN 46138E529 268 10257 SH SOLE 0 0 10257 INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 827 30504 SH SOLE 0 0 30504 ISHARES TR US TREAS BD ETF 46429B267 1541 57765 SH SOLE 0 0 57765 ISHARES TR MSCI USA MIN VOL 46429B697 301 3724 SH SOLE 0 0 3724 ISHARES U S ETF TR TECHNOLOGY 46431W648 673 11005 SH SOLE 0 0 11005 ISHARES U S ETF TR BLACKROCK SHORT 46431W838 322 6424 SH SOLE 0 0 6424 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 217 7032 SH SOLE 0 0 7032 ISHARES TR MSCI USA QLT FCT 46432F339 484 3325 SH SOLE 0 0 3325 ISHARES TR MSCI USA VALUE 46432F388 784 7163 SH SOLE 0 0 7163 ISHARES TR CORE MSCI EAFE 46432F842 1045 14002 SH SOLE 0 0 14002 ISHARES TR MSCI GBL MULTIFC 46434V316 211 5385 SH SOLE 0 0 5385 ISHARES TR 0-5YR HI YL CP 46434V407 256 5651 SH SOLE 0 0 5651 ISHARES TR CORE TOTAL USD 46434V613 1108 20931 SH SOLE 0 0 20931 ISHARES TR ESG AWR MSCI USA 46435G425 2894 26823 SH SOLE 0 0 26823 ISHARES TR FALN ANGLS USD 46435G474 1638 54667 SH SOLE 0 0 54667 JPMORGAN CHASE & CO COM 46625H100 609 3843 SH SOLE 0 0 3843 J P MORGAN EXCHANGE-TRADED F ULTRA SHT MUNCPL 46641Q654 562 11000 SH SOLE 0 0 11000 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 972 25000 SH SOLE 0 0 25000 SPDR SER TR NYSE TECH ETF 78464A102 679 4097 SH SOLE 0 0 4097 SPDR SER TR DJ REIT ETF 78464A607 418 3421 SH SOLE 0 0 3421 SPDR SER TR PORTFOLI S&P1500 78464A805 1662 28436 SH SOLE 0 0 28436 SPDR SER TR PORTFOLIO S&P500 78464A854 5334 95543 SH SOLE 0 0 95543 SPDR SER TR NUVEEN BLMBRG SH 78468R739 372 7564 SH SOLE 0 0 7564 SELECT SECTOR SPDR TR ENERGY 81369Y506 1911 34434 SH SOLE 0 0 34434 STERLING BANCORP DEL COM 85917A100 279 10825 SH SOLE 0 0 10825 UNITEDHEALTH GROUP INC COM 91324P102 230 458 SH SOLE 0 0 458 VANECK ETF TRUST SHRT HGH YLD MUN 92189F387 506 20129 SH SOLE 0 0 20129 WISDOMTREE TR EM EX ST-OWNED 97717X578 791 21455 SH SOLE 0 0 21455