0001930301-22-000005.txt : 20220815 0001930301-22-000005.hdr.sgml : 20220815 20220812183041 ACCESSION NUMBER: 0001930301-22-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220815 DATE AS OF CHANGE: 20220812 EFFECTIVENESS DATE: 20220815 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: 221161647 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 06-30-2022 06-30-2022 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 08-12-2022 0 65 68734 false INFORMATION TABLE 2 settanniq22022.xml ISHARES TR CORE S&P TTL STK 464287150 6392 76291 SH SOLE 0 0 76291 SPDR SER TR PORTFOLIO S&P500 78464A854 5068 114290 SH SOLE 0 0 114290 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 4571 196170 SH SOLE 0 0 196170 BERKSHIRE HATHAWAY INC DEL CL A 084670108 4090 10 SH SOLE 0 0 10 ISHARES TR MSCI ACWI ETF 464288257 3933 46879 SH SOLE 0 0 46879 ISHARES TR ESG AWR MSCI USA 46435G425 2408 28705 SH SOLE 0 0 28705 SELECT SECTOR SPDR TR ENERGY 81369Y506 2233 31221 SH SOLE 0 0 31221 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 2001 116130 SH SOLE 0 0 116130 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 1801 35591 SH SOLE 0 0 35591 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 1761 72955 SH SOLE 0 0 72955 ISHARES TR CORE S&P US VLU 464287663 1672 25000 SH SOLE 0 0 25000 APPLE INC COM 037833100 1547 11315 SH SOLE 0 0 11315 ISHARES TR US TREAS BD ETF 46429B267 1399 58551 SH SOLE 0 0 58551 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1352 28169 SH SOLE 0 0 28169 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 1220 29826 SH SOLE 0 0 29826 ISHARES TR EAFE VALUE ETF 464288877 1210 27875 SH SOLE 0 0 27875 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1160 50066 SH SOLE 0 0 50066 ISHARES TR CORE TOTAL USD 46434V613 1104 23569 SH SOLE 0 0 23569 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1093 12000 SH SOLE 0 0 12000 INVESCO QQQ TR UNIT SER 1 46090E103 1093 3901 SH SOLE 0 0 3901 ISHARES TR EAFE GRWTH ETF 464288885 1022 12695 SH SOLE 0 0 12695 ISHARES TR CORE MSCI EAFE 46432F842 980 16650 SH SOLE 0 0 16650 SPDR SER TR PORTFOLI S&P1500 78464A805 915 19694 SH SOLE 0 0 19694 VANGUARD INDEX FDS VALUE ETF 922908744 912 6918 SH SOLE 0 0 6918 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 904 18884 SH SOLE 0 0 18884 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 903 19270 SH SOLE 0 0 19270 VANGUARD INDEX FDS GROWTH ETF 922908736 887 3981 SH SOLE 0 0 3981 VANGUARD INDEX FDS TOTAL STK MKT 922908769 862 4570 SH SOLE 0 0 4570 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 858 25000 SH SOLE 0 0 25000 EXXON MOBIL CORP COM 30231G102 796 9299 SH SOLE 0 0 9299 MICROSOFT CORP COM 594918104 749 2916 SH SOLE 0 0 2916 FIRST TR EXCHANGE-TRADED FD LUNT US FACTOR 33733E872 723 26575 SH SOLE 0 0 26575 ISHARES TR NATIONAL MUN ETF 464288414 590 5549 SH SOLE 0 0 5549 ISHARES TR FALN ANGLS USD 46435G474 590 23960 SH SOLE 0 0 23960 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 557 11000 SH SOLE 0 0 11000 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 538 18630 SH SOLE 0 0 18630 ISHARES TR MBS ETF 464288588 504 5170 SH SOLE 0 0 5170 JPMORGAN CHASE & CO COM 46625H100 497 4410 SH SOLE 0 0 4410 SCHWAB STRATEGIC TR US TIPS ETF 808524870 495 8869 SH SOLE 0 0 8869 SCHWAB CHARLES CORP COM 808513105 467 7389 SH SOLE 0 0 7389 ISHARES U S ETF TR TECHNOLOGY 46431W648 465 11005 SH SOLE 0 0 11005 WISDOMTREE TR EM EX ST-OWNED 97717X578 437 15252 SH SOLE 0 0 15252 ISHARES TR S&P 500 GRWT ETF 464287309 386 6393 SH SOLE 0 0 6393 ISHARES TR CORE S&P MCP ETF 464287507 344 1521 SH SOLE 0 0 1521 INVESCO EXCH TRADED FD TR II S&P EMRNG MKTS 46138E297 337 14502 SH SOLE 0 0 14502 WEBSTER FINL CORP COM 947890109 309 7324 SH SOLE 0 0 7324 PVH CORPORATION COM 693656100 292 5136 SH SOLE 0 0 5136 UNITEDHEALTH GROUP INC COM 91324P102 281 547 SH SOLE 0 0 547 ISHARES TR 0-5YR HI YL CP 46434V407 280 6898 SH SOLE 0 0 6898 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 274 6281 SH SOLE 0 0 6281 FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 33739P830 263 13240 SH SOLE 0 0 13240 ISHARES TR CORE HIGH DV ETF 46429B663 261 2601 SH SOLE 0 0 2601 FORD MTR CO DEL COM 345370860 254 22822 SH SOLE 0 0 22822 JOHNSON & JOHNSON COM 478160104 254 1430 SH SOLE 0 0 1430 ISHARES U S ETF TR BLACKROCK SHORT 46431W838 251 5040 SH SOLE 0 0 5040 ISHARES TR MSCI USA MIN VOL 46429B697 241 3434 SH SOLE 0 0 3434 ISHARES TR CORE S&P500 ETF 464287200 234 616 SH SOLE 0 0 616 FIRST TR EXCHANGE TRADED FD INDXX NAT RE ETF 33734X838 227 17060 SH SOLE 0 0 17060 ISHARES TR MSCI USA VALUE 46432F388 226 2502 SH SOLE 0 0 2502 CISCO SYS INC COM 17275R102 216 5074 SH SOLE 0 0 5074 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 212 777 SH SOLE 0 0 777 INTERNATIONAL BUSINESS MACHS COM 459200101 212 1505 SH SOLE 0 0 1505 ISHARES TR GLOBAL FINLS ETF 464287333 212 3232 SH SOLE 0 0 3232 SPDR SER TR NYSE TECH ETF 78464A102 208 2020 SH SOLE 0 0 2020 ISHARES TR MSCI USA QLT FCT 46432F339 201 1803 SH SOLE 0 0 1803