SA
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SATOVSKY ASSET MANAGEMENT LLC13F | |
| SATOVSKY ASSET MANAGEMENT LLC | |
| Last update 2025-05-01 | 55 Stocks (4 new) |
| Value $447.00 Mil | Turnover 5 % |
SATOVSKY ASSET MANAGEMENT LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 164,746 | 92,305.4 | -2.96% | 20.660 | -0.68% | 0.020 | +18.87% | +8.94% | 642,209.1 | ||
VTIP |
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
| 1,517,059 | 75,760.3 | +2.17% | 16.950 | +0.36% | 0.560 | +1.20% | +4.39% | 14,968.4 | ||
AVUV | Avantis U.S. Small Cap Value ETF | 612,625 | 53,402.5 | -0.31% | 11.950 | -0.04% | 0.360 | +19.00% | +0.93% | 17,283.8 | ||
DIHP |
Dimensional International High Profitability ETF
Dimensional International High Profitability ETF
| 1,683,254 | 45,346.9 | +1.04% | 10.150 | +0.10% | 1.260 | +11.39% | +20.58% | 4,250.2 | ||
DUHP |
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
| 1,286,269 | 42,627.0 | -0.39% | 9.540 | -0.04% | 0.550 | +15.94% | +8.82% | 8,960.8 | ||
BRK.B | Berkshire Hathaway Inc | 51,663 | 27,278.0 | -1.62% | 6.100 | -0.09% | 0.000 | -8.39% | +6.48% | 1,039,832.6 | Insurance | |
VTI | Vanguard Total Stock Market ETF | 71,934 | 19,770.4 | +4.58% | 4.420 | +0.19% | 0.000 | +18.95% | +8.50% | 478,431.4 | ||
NYF | iShares New York Muni Bond ETF | 331,745 | 17,466.4 | New Holding | 3.910 | +3.91% | 1.980 | +0.91% | -1.44% | 878.7 | ||
AAPL | Apple Inc | 53,804 | 12,031.6 | -5.15% | 2.690 | -0.17% | 0.000 | +4.87% | -14.22% | 3,200,643.0 | Hardware | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 83,521 | 10,190.3 | -1.17% | 2.280 | -0.03% | 0.020 | +19.19% | +8.56% | 73,027.8 |
SATOVSKY ASSET MANAGEMENT LLC's Historical Top Holdings Breakdowns
SATOVSKY ASSET MANAGEMENT LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NYF | iShares New York Muni Bond ETF | 2025-03-31 | New Buy New Buy | +3.91% | 52.33 ($53.23) 53.91 | $51.69 | -2.90% | New holding | 331,745 | 331,745 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.68% | 554.06 ($590.51) 615.85 | $637.33 | 7.93% | Reduce -2.96% | 164,746 | -5,031 | |
VTIP |
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
| 2025-03-31 | Add Add | +0.36% | 48.43 ($49.09) 49.9 | $50.02 | 1.89% | Add 2.17% | 1,517,059 | 32,287 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Add Add | +0.19% | 271.18 ($290.53) 303.12 | $312.41 | 7.53% | Add 4.58% | 71,934 | 3,148 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.17% | 209.68 ($231.67) 247.1 | $214.15 | -7.56% | Reduce -5.15% | 53,804 | -2,923 | |
DIHP |
Dimensional International High Profitability ETF
Dimensional International High Profitability ETF
| 2025-03-31 | Add Add | +0.10% | 25.1 ($26.73) 27.85 | $30.00 | 12.25% | Add 1.04% | 1,683,254 | 17,327 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -0.09% | 442.66 ($486.15) 534.52 | $482.63 | -0.72% | Reduce -1.62% | 51,663 | -849 | |
ACIM | ACIM | 2025-03-31 | New Buy New Buy | +0.08% | 61.91 ($64.49) 66.79 | $80.48 | 24.79% | New holding | 5,905 | 5,905 | |
MDT | Medtronic PLC | 2025-03-31 | New Buy New Buy | +0.05% | 79.84 ($89.48) 94.5 | $92.01 | 2.83% | New holding | 2,284 | 2,284 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | New Buy New Buy | +0.05% | 507.05 ($540.58) 563.67 | $582.86 | 7.82% | New holding | 431 | 431 |
SATOVSKY ASSET MANAGEMENT LLC Total Holding History ($B)
SATOVSKY ASSET MANAGEMENT LLC's Asset Allocation
SATOVSKY ASSET MANAGEMENT LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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SATOVSKY ASSET MANAGEMENT LLC's Hypothetical Growth since 2025-03-31
SATOVSKY ASSET MANAGEMENT LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
SATOVSKY ASSET MANAGEMENT LLC's Holdings Heat Map
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SATOVSKY ASSET MANAGEMENT LLC's Holdings Bubble Chart
SATOVSKY ASSET MANAGEMENT LLC News
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