0001930301-22-000003.txt : 20220526 0001930301-22-000003.hdr.sgml : 20220526 20220525173717 ACCESSION NUMBER: 0001930301-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220526 DATE AS OF CHANGE: 20220525 EFFECTIVENESS DATE: 20220526 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: 22964290 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 03-31-2022 03-31-2022 SUTTON PLACE INVESTORS LLC

6 SUTTON PLACE KATONAH NY 10536

13F HOLDINGS REPORT 028-22551 N DAVID SETTANNI (914) 767-0974 DAVID SETTANNI KATONAH NY 05-25-2022 0 73 83663 false INFORMATION TABLE 2 settanniq12022.xml AMAZON COM INC COM 023135106 234 81 SH SOLE 0 0 81 APPLE INC COM 037833100 1939 11984 SH SOLE 0 0 11984 BERKSHIRE HATHAWAY INC DEL CL A 084670108 5054 10 SH SOLE 0 0 10 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 278 829 SH SOLE 0 0 829 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 281 2552 SH SOLE 0 0 2552 FORD MTR CO DEL COM 345370860 332 21972 SH SOLE 0 0 21972 INTERNATIONAL BUSINESS MACHS COM 459200101 201 1456 SH SOLE 0 0 1456 ISHARES TR CORE S&P TTL STK 464287150 7455 78470 SH SOLE 0 0 78470 ISHARES TR CORE S&P500 ETF 464287200 296 693 SH SOLE 0 0 693 ISHARES TR CORE US AGGBD ET 464287226 277 2688 SH SOLE 0 0 2688 ISHARES TR S&P 500 GRWT ETF 464287309 443 6393 SH SOLE 0 0 6393 ISHARES TR GLOBAL FINLS ETF 464287333 274 3628 SH SOLE 0 0 3628 ISHARES TR CORE S&P MCP ETF 464287507 392 1521 SH SOLE 0 0 1521 ISHARES TR CORE S&P US VLU 464287663 1859 25000 SH SOLE 0 0 25000 ISHARES TR U.S. TECH ETF 464287721 297 3269 SH SOLE 0 0 3269 ISHARES TR MSCI ACWI ETF 464288257 4429 46925 SH SOLE 0 0 46925 ISHARES TR NATIONAL MUN ETF 464288414 380 3555 SH SOLE 0 0 3555 ISHARES TR MBS ETF 464288588 562 5749 SH SOLE 0 0 5749 ISHARES TR EAFE VALUE ETF 464288877 1337 27383 SH SOLE 0 0 27383 ISHARES TR EAFE GRWTH ETF 464288885 1237 13629 SH SOLE 0 0 13629 JOHNSON & JOHNSON COM 478160104 246 1355 SH SOLE 0 0 1355 MICROSOFT CORP COM 594918104 819 2987 SH SOLE 0 0 2987 PVH CORPORATION COM 693656100 381 5067 SH SOLE 0 0 5067 SCHWAB CHARLES CORP COM 808513105 453 6442 SH SOLE 0 0 6442 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 422 9425 SH SOLE 0 0 9425 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 907 18694 SH SOLE 0 0 18694 SCHWAB STRATEGIC TR US TIPS ETF 808524870 320 5388 SH SOLE 0 0 5388 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1317 12000 SH SOLE 0 0 12000 VANGUARD INDEX FDS SML CP GRW ETF 922908595 217 947 SH SOLE 0 0 947 VANGUARD INDEX FDS GROWTH ETF 922908736 1033 3980 SH SOLE 0 0 3980 VANGUARD INDEX FDS VALUE ETF 922908744 1004 6913 SH SOLE 0 0 6913 VANGUARD INDEX FDS TOTAL STK MKT 922908769 979 4570 SH SOLE 0 0 4570 WEBSTER FINL CORP COM 947890109 368 7352 SH SOLE 0 0 7352 INVESCO QQQ TR UNIT SER 1 46090E103 1269 3901 SH SOLE 0 0 3901 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 2145 116330 SH SOLE 0 0 116330 CISCO SYS INC COM 17275R102 273 5319 SH SOLE 0 0 5319 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 1961 72440 SH SOLE 0 0 72440 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1237 49575 SH SOLE 0 0 49575 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1516 28253 SH SOLE 0 0 28253 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 5152 196473 SH SOLE 0 0 196473 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 611 18790 SH SOLE 0 0 18790 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 2802 59320 SH SOLE 0 0 59320 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 248 5591 SH SOLE 0 0 5591 EXXON MOBIL CORP COM 30231G102 689 8093 SH SOLE 0 0 8093 FIRST TR EXCHANGE-TRADED FD LUNT US FACTOR 33733E872 796 26328 SH SOLE 0 0 26328 FIRST TR EXCHANGE TRADED FD INDXX NAT RE ETF 33734X838 277 17460 SH SOLE 0 0 17460 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 1402 30026 SH SOLE 0 0 30026 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 1880 36443 SH SOLE 0 0 36443 FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 33739P830 2252 113240 SH SOLE 0 0 113240 FIRST TR EXCH TRADED FD III ULTRA SHT DUR MU 33740J104 213 10673 SH SOLE 0 0 10673 ISHARES TR US TREAS BD ETF 46429B267 1386 57438 SH SOLE 0 0 57438 ISHARES TR MSCI USA MIN VOL 46429B697 276 3638 SH SOLE 0 0 3638 ISHARES U S ETF TR TECHNOLOGY 46431W648 537 11005 SH SOLE 0 0 11005 ISHARES U S ETF TR BLACKROCK SHORT 46431W838 277 5570 SH SOLE 0 0 5570 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 268 6515 SH SOLE 0 0 6515 ISHARES TR MSCI USA QLT FCT 46432F339 416 3280 SH SOLE 0 0 3280 ISHARES TR MSCI USA VALUE 46432F388 434 4257 SH SOLE 0 0 4257 ISHARES TR CORE MSCI EAFE 46432F842 1120 16833 SH SOLE 0 0 16833 ISHARES TR 0-5YR HI YL CP 46434V407 264 6151 SH SOLE 0 0 6151 ISHARES TR CORE TOTAL USD 46434V613 1084 22733 SH SOLE 0 0 22733 ISHARES TR ESG AWR MSCI USA 46435G425 2840 29858 SH SOLE 0 0 29858 ISHARES TR FALN ANGLS USD 46435G474 662 24918 SH SOLE 0 0 24918 JPMORGAN CHASE & CO COM 46625H100 530 4178 SH SOLE 0 0 4178 J P MORGAN EXCHANGE-TRADED F ULTRA SHT MUNCPL 46641Q654 555 11000 SH SOLE 0 0 11000 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 954 25000 SH SOLE 0 0 25000 SPDR SER TR NYSE TECH ETF 78464A102 249 2059 SH SOLE 0 0 2059 SPDR SER TR DJ REIT ETF 78464A607 290 2446 SH SOLE 0 0 2446 SPDR SER TR PORTFOLI S&P1500 78464A805 1044 19878 SH SOLE 0 0 19878 SPDR SER TR PORTFOLIO S&P500 78464A854 5892 117603 SH SOLE 0 0 117603 SPDR SER TR NUVEEN BLMBRG SH 78468R739 217 4629 SH SOLE 0 0 4629 SELECT SECTOR SPDR TR ENERGY 81369Y506 2520 33077 SH SOLE 0 0 33077 UNITEDHEALTH GROUP INC COM 91324P102 284 545 SH SOLE 0 0 545 WISDOMTREE TR EM EX ST-OWNED 97717X578 818 26931 SH SOLE 0 0 26931