SATOVSKY ASSET MANAGEMENT LLC
Q2 2025 13F Holdings
- Locationnew york, NY
- Num holdings
64
- Value ($000)
$469,668
- Date Filed08/13/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $99.94 M | 21 % | 160,956 | ||
VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $77.29 M | 17 % | 1,537,781 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $56.47 M | 12 % | 619,902 | ||
DIHP DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | $50.07 M | 11 % | 1,697,956 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $45.58 M | 10 % | 1,281,835 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $23.18 M | 5 % | 76,269 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $22.79 M | 5 % | 46,908 | ||
NYF ISHARES TR | NEW YORK MUN ETF | 464288323 | $17.15 M | 4 % | 328,830 | ||
AAPL APPLE INC | COM | 037833100 | $11.00 M | 2 % | 53,638 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $11.00 M | 2 % | 81,488 |
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