Filer Name: SATOVSKY ASSET MANAGEMENT LLC
CIK: 1807288
Period: 2024-12-31
Filed At: 2025-02-03
Number of Holdings: 53
Portfolio Value: $0.44B

Satovsky Asset Management Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IVV US ISHARES CORE S&P 500 ETF 169,777 $100M 22.81% -1.3% -
VTIP US VANGUARD SHORT-TERM TIPS 1,484,772 $72M 16.47% 1.3% -
AVUV US AVANTIS US SMALL CAP VALUE 614,536 $59M 13.58% -1.2% -
DUHP US DIMENSIONAL US HIGH PROFI ET 1,291,353 $44M 9.99% -1.1% -
DIHP US DIMENSIONAL INTERNATIONAL HI 1,665,927 $42M 9.62% 0.2% -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 52,512 $24M 5.41% -1.2% -
VTI US VANGUARD TOTAL STOCK MKT ETF 68,786 $20M 4.56% -0.8% -
AAPL US APPLE INC 56,727 $14M 3.27% -0.7% -
ITOT US ISHARES CORE S&P TOTAL U.S. 84,509 $11M 2.49% -4.6% -
DFAR US DIMENSIONAL US REAL EST ETF 388,017 $9M 2.07% -0.8% -
XOP US SPDR S&P OIL & GAS EXP & PR 57,702 $8M 1.75% -0.2% -
GNR US SPDR S&P GL NAT RESOURCES 137,770 $7M 1.57% 1.7% -
MSFT US MICROSOFT CORP 10,156 $4M 0.96% -8.4% -
GOOGL US ALPHABET INC-CL A 14,368 $3M 0.64% -3.4% -
GOOG US ALPHABET INC-CL C 12,091 $2M 0.53% -0.6% -
AMZN US AMAZON.COM INC 9,710 $2M 0.50% -5.5% -
TSLA US TESLA INC 5,128 $2M 0.47% - -
IAU US ISHARES GOLD TRUST 31,842 $2M 0.36% -4.8% -
V US VISA INC-CLASS A SHARES 3,839 $1M 0.28% -14.1% -
AVRE US AVANTIS REAL ESTATE ETF 21,656 $1M 0.21% 0.8% -
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