Satovsky Asset Management

Satovsky Asset Management as of Sept. 30, 2022

Portfolio Holdings for Satovsky Asset Management

Satovsky Asset Management holds 32 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 40.1 $70M 195k 358.65
American Centy Etf Tr Us Sml Cp Valu (AVUV) 21.5 $37M 565k 66.14
Berkshire Hathaway Inc Del Cl B New (BRK.B) 8.3 $14M 54k 267.03
Dimensional Etf Trust Intl High Profit (DIHP) 5.6 $9.8M 514k 19.09
Apple (AAPL) 4.6 $8.0M 58k 138.20
Vanguard Malvern Fds Strm Infproidx (VTIP) 3.9 $6.7M 140k 48.11
Vanguard Index Fds Total Stk Mkt (VTI) 3.6 $6.3M 35k 179.46
Ishares Tr Core S&p Ttl Stk (ITOT) 1.9 $3.2M 41k 79.55
Microsoft Corporation (MSFT) 1.5 $2.6M 11k 232.86
Dimensional Etf Trust Us Real Estate E (DFAR) 1.3 $2.3M 110k 20.56
Dimensional Etf Trust Us High Profitab (DUHP) 1.1 $2.0M 92k 21.34
Alphabet Cap Stk Cl A (GOOGL) 0.8 $1.3M 14k 95.67
Tesla Motors (TSLA) 0.7 $1.2M 4.6k 265.18
Ishares Gold Tr Ishares New (IAU) 0.7 $1.1M 36k 31.52
Amazon (AMZN) 0.6 $1.1M 9.9k 112.97
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.1M 12k 96.11
Visa Com Cl A (V) 0.5 $817k 4.6k 177.61
Pfizer (PFE) 0.3 $467k 11k 43.74
Johnson & Johnson (JNJ) 0.3 $461k 2.8k 163.42
Consolidated Edison (ED) 0.3 $444k 5.2k 85.83
UnitedHealth (UNH) 0.3 $436k 863.00 505.21
Meta Platforms Cl A (META) 0.2 $355k 2.6k 135.76
Bristol Myers Squibb (BMY) 0.2 $341k 4.8k 71.03
Marriott Intl Cl A (MAR) 0.2 $331k 2.4k 139.96
Cisco Systems (CSCO) 0.2 $306k 7.7k 39.95
Ishares Tr Cohen Steer Reit (ICF) 0.2 $299k 5.6k 53.66
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $286k 802.00 356.61
McDonald's Corporation (MCD) 0.1 $254k 1.1k 230.49
Laboratory Corp Amer Hldgs Com New 0.1 $221k 1.1k 204.63
Pioneer Natural Resources 0.1 $220k 1.0k 216.54
Nike CL B (NKE) 0.1 $204k 2.5k 82.99
Southern Company (SO) 0.1 $200k 2.9k 68.05