SATOVSKY ASSET MANAGEMENT LLC
Q4 2024 13F Holdings
- Locationnew york, NY
- Num holdings
53
- Value ($000)
$436,960
- Date Filed02/03/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $99.65M | 23 % | 169,777 | ||
VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $71.95M | 17 % | 1,484,772 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $59.32M | 14 % | 614,536 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $43.63M | 10 % | 1,291,353 | ||
DIHP DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | $42.03M | 10 % | 1,665,927 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $23.64M | 5 % | 52,512 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $19.93M | 5 % | 68,786 | ||
AAPL APPLE INC | COM | 037833100 | $14.29M | 3 % | 56,727 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $10.87M | 3 % | 84,509 | ||
DFAR DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 | $9.03M | 2 % | 388,017 |
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