SATOVSKY ASSET MANAGEMENT LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    new york, NY
  • CIK
    0001807288
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

53

$436.96M
IVV, VTIP, AVUV, DUHP
13F-HR
Feb 3, 2025
000121465925001698

55

$443.85M
IVV, VTIP, AVUV, DIHP
13F-HR
Oct 18, 2024
000121465924017670

52

$416.12M
IVV, VTIP, AVUV, DIHP
13F-HR
Aug 5, 2024
000121465924013735

50

$341.79M
IVV, AVUV, VTIP, DIHP
13F-HR
Apr 23, 2024
000121465924007376

48

$321.31M
IVV, AVUV, VTIP, DIHP
13F-HR
Jan 24, 2024
000121465924001134

41

$295.26M
IVV, AVUV, VTIP, DIHP
13F-HR
Oct 23, 2023
000121465923013785

44

$295.98M
IVV, AVUV, VTIP, DIHP
13F-HR
Jul 31, 2023
000121465923010194

40

$268.56M
IVV, VTIP, AVUV, DIHP
13F-HR
Apr 27, 2023
000121465923006013

39

$241.15M
IVV, AVUV, VTIP, BRK.B
13F-HR
Jan 25, 2023
000121465923001061

32

$173.89M
IVV, AVUV, BRK.B, DIHP
13F-HR
Oct 21, 2022
000121465922012527

34

$171.04M
IVV, AVUV, BRK.B, AAPL
13F-HR
Aug 2, 2022
000121465922009480

39

$149.66M
IVV, BRK.B, AAPL, VTI
13F-HR
May 3, 2022
000121465922006184

32

$149.05M
IVV, BRK.B, AAPL, MSFT
13F-HR
Feb 7, 2022
000121465922001936

28

$134.04M
IVV, BRK.B, AAPL, MSFT
13F-HR
Nov 8, 2021
000121465921011245

30

$131.05M
IVV, BRK.B, AAPL, MSFT
13F-HR
Aug 5, 2021
000121465921008174

27

$112.92M
IVV, BRK.B, AAPL, MSFT
13F-HR
May 5, 2021
000121465921004931

25

$106.44M
IVV, BRK.B, AAPL, ICF
13F-HR
Feb 16, 2021
000121465921001724
Satovsky Asset Management Llc 13F Filings