SATOVSKY ASSET MANAGEMENT LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationnew york, NY
- CIK0001807288
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
---|---|---|---|---|---|---|---|
55 | $446.89 M | IVV, VTIP, AVUV, DIHP | 13F-HR | May 1, 2025 | 000121465925006748 | ||
53 | $436.96 M | IVV, VTIP, AVUV, DUHP | 13F-HR | Feb 3, 2025 | 000121465925001698 | ||
55 | $443.85 M | IVV, VTIP, AVUV, DIHP | 13F-HR | Oct 18, 2024 | 000121465924017670 | ||
52 | $416.12 M | IVV, VTIP, AVUV, DIHP | 13F-HR | Aug 5, 2024 | 000121465924013735 | ||
50 | $341.79 M | IVV, AVUV, VTIP, DIHP | 13F-HR | Apr 23, 2024 | 000121465924007376 | ||
48 | $321.31 M | IVV, AVUV, VTIP, DIHP | 13F-HR | Jan 24, 2024 | 000121465924001134 | ||
41 | $295.26 M | IVV, AVUV, VTIP, DIHP | 13F-HR | Oct 23, 2023 | 000121465923013785 | ||
44 | $295.98 M | IVV, AVUV, VTIP, DIHP | 13F-HR | Jul 31, 2023 | 000121465923010194 | ||
40 | $268.56 M | IVV, VTIP, AVUV, DIHP | 13F-HR | Apr 27, 2023 | 000121465923006013 | ||
39 | $241.15 M | IVV, AVUV, VTIP, BRK.B | 13F-HR | Jan 25, 2023 | 000121465923001061 | ||
32 | $173.89 M | IVV, AVUV, BRK.B, DIHP | 13F-HR | Oct 21, 2022 | 000121465922012527 | ||
34 | $171.04 M | IVV, AVUV, BRK.B, AAPL | 13F-HR | Aug 2, 2022 | 000121465922009480 | ||
39 | $149.66 M | IVV, BRK.B, AAPL, VTI | 13F-HR | May 3, 2022 | 000121465922006184 | ||
32 | $149.05 M | IVV, BRK.B, AAPL, MSFT | 13F-HR | Feb 7, 2022 | 000121465922001936 | ||
28 | $134.04 M | IVV, BRK.B, AAPL, MSFT | 13F-HR | Nov 8, 2021 | 000121465921011245 | ||
30 | $131.05 M | IVV, BRK.B, AAPL, MSFT | 13F-HR | Aug 5, 2021 | 000121465921008174 | ||
27 | $112.92 M | IVV, BRK.B, AAPL, MSFT | 13F-HR | May 5, 2021 | 000121465921004931 | ||
25 | $106.44 M | IVV, BRK.B, AAPL, ICF | 13F-HR | Feb 16, 2021 | 000121465921001724 |