Satovsky Asset Management

Latest statistics and disclosures from Satovsky Asset Management's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Satovsky Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Satovsky Asset Management

Satovsky Asset Management holds 48 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 26.7 $86M -2% 180k 477.63
 View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV) 17.2 $55M 617k 89.80
 View chart
Vanguard Malvern Fds Strm Infproidx (VTIP) 15.6 $50M +2% 1.1M 47.49
 View chart
Dimensional Etf Trust Intl High Profit (DIHP) 7.2 $23M +2% 899k 25.66
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 6.0 $19M -2% 54k 356.66
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 4.6 $15M +2% 63k 237.22
 View chart
Dimensional Etf Trust Us High Profitab (DUHP) 3.6 $12M +5% 402k 28.61
 View chart
Apple (AAPL) 3.5 $11M 59k 192.53
 View chart
Ishares Tr Core S&p Ttl Stk (ITOT) 2.9 $9.4M 89k 105.23
 View chart
Spdr Ser Tr S&p Oilgas Exp (XOP) 2.4 $7.8M 57k 136.91
 View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR) 2.3 $7.5M 132k 56.65
 View chart
Microsoft Corporation (MSFT) 1.2 $3.9M 10k 376.03
 View chart
Dimensional Etf Trust Us Real Estate E (DFAR) 0.9 $3.0M 133k 22.74
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.6 $2.0M 15k 139.69
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.7M 12k 140.93
 View chart
Amazon (AMZN) 0.5 $1.5M 9.9k 151.94
 View chart
Ishares Gold Tr Ishares New (IAU) 0.4 $1.3M 34k 39.03
 View chart
Tesla Motors (TSLA) 0.4 $1.2M 5.0k 248.48
 View chart
Visa Com Cl A (V) 0.4 $1.2M -2% 4.5k 260.34
 View chart
American Centy Etf Tr Real Estate Etf (AVRE) 0.3 $908k -2% 21k 43.31
 View chart
Marriott Intl Cl A (MAR) 0.2 $540k 2.4k 225.53
 View chart
Meta Platforms Cl A (META) 0.2 $513k 1.4k 353.96
 View chart
Consolidated Edison (ED) 0.2 $491k 5.4k 90.98
 View chart
UnitedHealth (UNH) 0.1 $463k 878.00 526.74
 View chart
Cisco Systems (CSCO) 0.1 $453k 9.0k 50.52
 View chart
Johnson & Johnson (JNJ) 0.1 $374k 2.4k 156.75
 View chart
NVIDIA Corporation (NVDA) 0.1 $374k 754.00 495.42
 View chart
McDonald's Corporation (MCD) 0.1 $347k 1.2k 296.43
 View chart
Pfizer (PFE) 0.1 $339k 12k 28.79
 View chart
Warner Bros Discovery Com Ser A (WBD) 0.1 $322k 28k 11.38
 View chart
Bristol Myers Squibb (BMY) 0.1 $314k 6.1k 51.31
 View chart
Ishares Tr Core Msci Eafe (IEFA) 0.1 $295k +9% 4.2k 70.35
 View chart
Broadcom (AVGO) 0.1 $279k 250.00 1116.25
 View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $277k NEW 7.5k 36.96
 View chart
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $271k +2% 2.8k 98.58
 View chart
Nike CL B (NKE) 0.1 $271k 2.5k 108.56
 View chart
Mondelez Intl Cl A (MDLZ) 0.1 $259k 3.6k 72.43
 View chart
Pioneer Natural Resources (PXD) 0.1 $251k 1.1k 224.82
 View chart
Laboratory Corp Amer Hldgs Com New (LH) 0.1 $249k 1.1k 227.36
 View chart
Gilead Sciences (GILD) 0.1 $244k 3.0k 81.02
 View chart
Vanguard Index Fds Value Etf (VTV) 0.1 $236k NEW 1.6k 149.46
 View chart
Southern Company (SO) 0.1 $231k 3.3k 70.12
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $227k NEW 5.5k 41.10
 View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $226k 7.9k 28.64
 View chart
Blackstone Group Inc Com Cl A (BX) 0.1 $216k NEW 1.7k 130.91
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.1 $215k NEW 1.1k 191.10
 View chart
JPMorgan Chase & Co. (JPM) 0.1 $204k NEW 1.2k 170.16
 View chart
Alpha Tau Medical Ordinary Shares (DRTS) 0.1 $176k NEW 58k 3.01
 View chart

Past Filings by Satovsky Asset Management

SEC 13F filings are viewable for Satovsky Asset Management going back to 2020