SATOVSKY ASSET MANAGEMENT LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SA SATOVSKY ASSET MANAGEMENT LLC | Institutional Filer | ▲ 9.79% | $566.5M | 73 |
Current Portfolio Holdings
Showing all 73 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 152K | $99.0M | 17.47% |
| 2 | VTIP | VANGUARD MALVERN FDS | — | 1.7M | $85.4M | 15.07% |
| 3 | AVUV | AMERICAN CENTY ETF TR | — | 620K | $68.5M | 12.09% |
| 4 | DIHP | DIMENSIONAL ETF TRUST | — | 1.7M | $55.2M | 9.75% |
| 5 | DUHP | DIMENSIONAL ETF TRUST | — | 1.3M | $48.2M | 8.51% |
| 6 | VTI | VANGUARD INDEX FDS | — | 89K | $28.6M | 5.05% |
| 7 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 47K | $22.6M | 3.98% |
| 8 | DFIS | DIMENSIONAL ETF TRUST | — | 641K | $21.6M | 3.81% |
| 9 | AVDV | AMERICAN CENTY ETF TR | — | 216K | $21.5M | 3.80% |
| 10 | NYF | ISHARES TR | — | 314K | $16.7M | 2.94% |
| 11 | AAPL | Apple Inc. | Technology | 53K | $13.6M | 2.40% |
| 12 | ITOT | ISHARES TR | — | 80K | $11.4M | 2.02% |
| 13 | XOP | SPDR SERIES TRUST | — | 61K | $11.1M | 1.96% |
| 14 | GNR | SPDR INDEX SHS FDS | — | 140K | $10.4M | 1.84% |
| 15 | DFAR | DIMENSIONAL ETF TRUST | — | 428K | $10.1M | 1.79% |
Showing 1 to 15 of 73 holdings