SATOVSKY ASSET MANAGEMENT LLC
Q1 2025 13F Holdings
- Locationnew york, NY
- Num holdings
55
- Value ($000)
$446,886
- Date Filed05/01/2025
- Form type13F-HR
- CIK0001807288
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $92.31M | 21 % | 164,746 | ||
VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $75.76M | 17 % | 1,517,059 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $53.40M | 12 % | 612,625 | ||
DIHP DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | $45.35M | 10 % | 1,683,254 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $42.63M | 10 % | 1,286,269 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $27.28M | 6 % | 51,663 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $19.77M | 4 % | 71,934 | ||
NYF ISHARES TR | NEW YORK MUN ETF | 464288323 | $17.47M | 4 % | 331,745 | ||
AAPL APPLE INC | COM | 037833100 | $12.03M | 3 % | 53,804 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $10.19M | 2 % | 83,521 |
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