0001951757-23-000306.txt : 20230515 0001951757-23-000306.hdr.sgml : 20230515 20230515095203 ACCESSION NUMBER: 0001951757-23-000306 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 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: 23919192 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 X0202 13F-HR LIVE false false false 0001930301 XXXXXXXX 03-31-2023 03-31-2023 SUTTON PLACE INVESTORS LLC

6 SUTTON PLACE KATONAH NY 10536

13F HOLDINGS REPORT 028-22551 N VITO M. COLLACURO (914) 767-0974 VITO M. COLLACURO Katonah NY 05-15-2023 2 61 73648716 false 1 55ip, LLC 2 Dimensional Fund Advisors, Inc. INFORMATION TABLE 2 F_13F_Settanni_Q12023.xml AMAZON COM INC COM 023135106 201519 1951 SH DFND 1.0 0 0 1951 APPLE INC COM 037833100 2034216 12336 SH DFND 1.0 0 0 12336 BERKSHIRE HATHAWAY INC DEL CL A 084670108 4656000 10 SH SOLE 0 0 10 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 259676 841 SH DFND 1.0 0 0 841 CONAGRA BRANDS INC COM 205887102 1128603 30048 SH DFND 1.0 0 0 30048 DICKS SPORTING GOODS INC COM 253393102 8360727 58924 SH DFND 1.0 0 0 58924 FORD MTR CO DEL COM 345370860 279994 22222 SH DFND 1.0 0 0 22222 ISHARES TR CORE S&P TTL STK 464287150 4160630 45948 SH SOLE 0 0 45948 ISHARES TR CORE S&P500 ETF 464287200 307899 749 SH SOLE 0 0 749 ISHARES TR CORE S&P MCP ETF 464287507 318954 1275 SH SOLE 0 0 1275 ISHARES TR CORE S&P US VLU 464287663 1475600 20000 SH SOLE 0 0 20000 ISHARES TR U.S. TECH ETF 464287721 453841 4890 SH SOLE 0 0 4890 ISHARES TR MBS ETF 464288588 1130508 11934 SH SOLE 0 0 11934 ISHARES TR 10-20 YR TRS ETF 464288653 279936 2444 SH SOLE 0 0 2444 ISHARES TR EAFE VALUE ETF 464288877 733579 15116 SH SOLE 0 0 15116 ISHARES TR EAFE GRWTH ETF 464288885 954037 10184 SH SOLE 0 0 10184 JOHNSON & JOHNSON COM 478160104 208320 1344 SH DFND 1.0 0 0 1344 MICROSOFT CORP COM 594918104 832484 2888 SH DFND 1.0 0 0 2888 SCHWAB CHARLES CORP COM 808513105 388660 7420 SH SOLE 0 0 7420 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1416729 30201 SH SOLE 0 0 30201 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 567443 7404 SH SOLE 0 0 7404 VANGUARD INDEX FDS SML CP GRW ETF 922908595 302382 1397 SH SOLE 0 0 1397 VANGUARD INDEX FDS GROWTH ETF 922908736 929611 3727 SH SOLE 0 0 3727 VANGUARD INDEX FDS VALUE ETF 922908744 949895 6878 SH SOLE 0 0 6878 WEBSTER FINL CORP COM 947890109 304677 7729 SH SOLE 0 0 7729 CISCO SYS INC COM 17275R102 285606 5464 SH DFND 1.0 0 0 5464 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 3398422 126101 SH DFND 2.0 0 0 126101 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 2388739 103768 SH DFND 2.0 0 0 103768 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 787654 14946 SH DFND 2.0 0 0 14946 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 6782139 266175 SH DFND 2.0 0 0 266175 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 1060270 32897 SH DFND 2.0 0 0 32897 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 381778 8983 SH DFND 2.0 0 0 8983 EXXON MOBIL CORP COM 30231G102 925899 8443 SH DFND 1.0 0 0 8443 FIRST TR EXCHANGE-TRADED FD LUNT US FACTOR 33733E872 902012 32870 SH SOLE 0 0 32870 FIRST TR VALUE LINE DIVID IN SHS 33734H106 850227 21171 SH SOLE 0 0 21171 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 847549 18889 SH SOLE 0 0 18889 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 1217109 23895 SH SOLE 0 0 23895 FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 33739P830 618268 31100 SH SOLE 0 0 31100 FIRST TR EXCH TRADED FD III INSTL PFD SECS 33739P855 1920488 114656 SH SOLE 0 0 114656 FIRST TR EXCH TRADED FD III ULTRA SHT DUR MU 33740J104 209633 10500 SH SOLE 0 0 10500 ISHARES TR US TREAS BD ETF 46429B267 1189808 50890 SH SOLE 0 0 50890 ISHARES TR MSCI USA MIN VOL 46429B697 298016 4097 SH SOLE 0 0 4097 ISHARES U S ETF TR U.S. TECH INDEPD 46431W648 1179000 25000 SH SOLE 0 0 25000 ISHARES U S ETF TR BLACKROCK SHORT 46431W838 224820 4500 SH SOLE 0 0 4500 ISHARES TR MSCI USA QLT FCT 46432F339 1150083 9270 SH SOLE 0 0 9270 ISHARES INC CORE MSCI EMKT 46434G103 451698 9258 SH SOLE 0 0 9258 ISHARES TR CORE TOTAL USD 46434V613 1664354 36064 SH SOLE 0 0 36064 ISHARES TR ESG AWR MSCI USA 46435G425 1136142 12561 SH SOLE 0 0 12561 JPMORGAN CHASE & CO COM 46625H100 599815 4603 SH DFND 1.0 0 0 4603 J P MORGAN EXCHANGE TRADED F ACTIVE VALUE ETF 46641Q167 217194 4219 SH SOLE 0 0 4219 J P MORGAN EXCHANGE TRADED F BETABUILDERS US 46641Q241 401469 8551 SH SOLE 0 0 8551 J P MORGAN EXCHANGE TRADED F BETABUILDRS US 46641Q399 591034 8038 SH SOLE 0 0 8038 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 558690 11000 SH SOLE 0 0 11000 J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670 207189 4372 SH SOLE 0 0 4372 J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH 46654Q609 233561 4752 SH SOLE 0 0 4752 SPDR SER TR NYSE TECH ETF 78464A102 220957 1823 SH SOLE 0 0 1823 SPDR SER TR PORTFOLI S&P1500 78464A805 821505 16290 SH SOLE 0 0 16290 SPDR SER TR PORTFOLIO S&P500 78464A854 4579065 95100 SH SOLE 0 0 95100 SELECT SECTOR SPDR TR ENERGY 81369Y506 2441083 29471 SH SOLE 0 0 29471 TILRAY BRANDS INC COM 88688T100 25300 10000 SH SOLE 0 0 10000 UNITEDHEALTH GROUP INC COM 91324P102 246220 521 SH DFND 1.0 0 0 521