0001951757-22-000020.txt : 20221114 0001951757-22-000020.hdr.sgml : 20221114 20221114130416 ACCESSION NUMBER: 0001951757-22-000020 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221114 DATE AS OF CHANGE: 20221114 EFFECTIVENESS DATE: 20221114 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: 221383089 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 09-30-2022 09-30-2022 SUTTON PLACE INVESTORS LLC

6 SUTTON PLACE KATONAH NY 10536

13F HOLDINGS REPORT 028-22551 N DAVID V. SETTANNI (914) 767-0974 DAVID V. SETTANNI KATONAH NY 11-14-2022 0 60 65971 false INFORMATION TABLE 2 settanniq32022.xml DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 4898 220219 SH SOLE 0 0 220219 ISHARES TR CORE S&P TTL STK 464287150 4771 59977 SH SOLE 0 0 59977 SPDR SER TR PORTFOLIO S&P500 78464A854 4245 101091 SH SOLE 0 0 101091 BERKSHIRE HATHAWAY INC DEL CL A 084670108 4065 10 SH SOLE 0 0 10 ISHARES TR MSCI ACWI ETF 464288257 3579 45987 SH SOLE 0 0 45987 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 2654 132100 SH SOLE 0 0 132100 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 2610 121010 SH SOLE 0 0 121010 SELECT SECTOR SPDR TR ENERGY 81369Y506 2237 31059 SH SOLE 0 0 31059 ISHARES TR ESG AWR MSCI USA 46435G425 2226 28026 SH SOLE 0 0 28026 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 2010 41263 SH SOLE 0 0 41263 FIRST TR EXCH TRADED FD III INSTL PFD SECS 33739P855 1880 109620 SH SOLE 0 0 109620 ISHARES TR US TREAS BD ETF 46429B267 1828 80314 SH SOLE 0 0 80314 APPLE INC COM 037833100 1731 12523 SH SOLE 0 0 12523 ISHARES TR CORE S&P US VLU 464287663 1565 25000 SH SOLE 0 0 25000 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 1379 53542 SH SOLE 0 0 53542 FIRST TR EXCHANGE-TRADED FD LUNT US FACTOR 33733E872 1253 47908 SH SOLE 0 0 47908 ISHARES U S ETF TR TECHNOLOGY 46431W648 1187 30000 SH SOLE 0 0 30000 ISHARES TR CORE TOTAL USD 46434V613 1086 24406 SH SOLE 0 0 24406 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1020 22508 SH SOLE 0 0 22508 CONAGRA BRANDS INC COM 205887102 980 30036 SH SOLE 0 0 30036 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 968 21035 SH SOLE 0 0 21035 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 962 12000 SH SOLE 0 0 12000 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 922 19815 SH SOLE 0 0 19815 ISHARES TR EAFE GRWTH ETF 464288885 902 12434 SH SOLE 0 0 12434 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 872 22420 SH SOLE 0 0 22420 VANGUARD INDEX FDS VALUE ETF 922908744 852 6898 SH SOLE 0 0 6898 EXXON MOBIL CORP COM 30231G102 811 9286 SH SOLE 0 0 9286 SPDR SER TR PORTFOLI S&P1500 78464A805 806 18264 SH SOLE 0 0 18264 VANGUARD INDEX FDS GROWTH ETF 922908736 797 3725 SH SOLE 0 0 3725 ISHARES TR EAFE VALUE ETF 464288877 733 19025 SH SOLE 0 0 19025 FIRST TR VALUE LINE DIVID IN SHS 33734H106 686 19160 SH SOLE 0 0 19160 MICROSOFT CORP COM 594918104 625 2685 SH SOLE 0 0 2685 INVESCO EXCH TRADED FD TR II S&P EMRNG MKTS 46138E297 580 27654 SH SOLE 0 0 27654 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 553 11000 SH SOLE 0 0 11000 SCHWAB CHARLES CORP COM 808513105 537 7473 SH SOLE 0 0 7473 JPMORGAN CHASE & CO COM 46625H100 476 4557 SH SOLE 0 0 4557 FIRST TR EXCH TRADED FD III ULTRA SHT DUR MU 33740J104 416 21000 SH SOLE 0 0 21000 SCHWAB STRATEGIC TR US TIPS ETF 808524870 398 7693 SH SOLE 0 0 7693 ISHARES TR CORE S&P MCP ETF 464287507 333 1521 SH SOLE 0 0 1521 WEBSTER FINL CORP COM 947890109 333 7358 SH SOLE 0 0 7358 ISHARES TR NATIONAL MUN ETF 464288414 326 3175 SH SOLE 0 0 3175 SPDR SER TR NYSE TECH ETF 78464A102 323 3430 SH SOLE 0 0 3430 ISHARES TR MBS ETF 464288588 309 3373 SH SOLE 0 0 3373 ISHARES TR FALN ANGLS USD 46435G474 291 12187 SH SOLE 0 0 12187 UNITEDHEALTH GROUP INC COM 91324P102 287 569 SH SOLE 0 0 569 ISHARES TR CORE HIGH DV ETF 46429B663 285 3123 SH SOLE 0 0 3123 ISHARES TR CORE S&P500 ETF 464287200 279 779 SH SOLE 0 0 779 ISHARES TR MSCI USA MIN VOL 46429B697 278 4205 SH SOLE 0 0 4205 SPDR SER TR NUVEEN BLMBRG SH 78468R739 264 5722 SH SOLE 0 0 5722 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 261 6381 SH SOLE 0 0 6381 FORD MTR CO DEL COM 345370860 260 23247 SH SOLE 0 0 23247 J P MORGAN EXCHANGE TRADED F BETABUILDRS US 46641Q399 250 3886 SH SOLE 0 0 3886 ISHARES U S ETF TR BLACKROCK SHORT 46431W838 248 5000 SH SOLE 0 0 5000 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 229 858 SH SOLE 0 0 858 PVH CORPORATION COM 693656100 229 5116 SH SOLE 0 0 5116 ISHARES TR US INFRASTRUC 46435U713 223 6912 SH SOLE 0 0 6912 JOHNSON & JOHNSON COM 478160104 221 1351 SH SOLE 0 0 1351 ISHARES TR 10-20 YR TRS ETF 464288653 220 2021 SH SOLE 0 0 2021 CISCO SYS INC COM 17275R102 216 5407 SH SOLE 0 0 5407 ISHARES TR CORE S&P SCP ETF 464287804 206 2357 SH SOLE 0 0 2357