The Analysis of SATOVSKY ASSET MANAGEMENT LLC's Holdings
Currently, SATOVSKY ASSET MANAGEMENT LLC holds 67 types of securities in its portfolio with a total value $501.0M. In the most recent quarter, they have increased their positions in VTIP (+58.6K shares, valued at $3.0M), VTI (+4.9K shares, valued at $1.6M), DIHP (+18.3K shares, valued at $556.7K); decreased their positions in IVV (-5.4K shares, valued at $3.6M), DUHP (-20.6K shares, valued at $776.7K), MSFT (-83 shares, valued at $43.0K); initiated new positions in MUNY (+4.0K shares, valued at $413.5K), VUG (+582 shares, valued at $279.1K), VXUS (+3.1K shares, valued at $224.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR155.5K shares-3.37%2025-09-302025-11-14
VTIP VANGUARD MALVERN FDS1.6M shares3.81%2025-09-302025-11-14 AVUV AMERICAN CENTY ETF TR619.6K shares-0.04%2025-09-302025-11-14 DIHP DIMENSIONAL ETF TRUST1.7M shares1.08%2025-09-302025-11-14 DUHP DIMENSIONAL ETF TRUST1.3M shares-1.60%2025-09-302025-11-14 VTI VANGUARD INDEX FDS81.1K shares6.39%2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL47.0K shares0.16%2025-09-302025-11-14 NYF ISHARES TR328.6K shares-0.08%2025-09-302025-11-14 AAPL APPLE INC53.8K shares0.22%2025-09-302025-11-14 ITOT ISHARES TR81.3K shares-0.18%2025-09-302025-11-14 DFAR DIMENSIONAL ETF TRUST413.1K shares3.55%2025-09-302025-11-14 GNR SPDR INDEX SHS FDS139.9K shares1.33%2025-09-302025-11-14 XOP SPDR SERIES TRUST59.6K shares3.25%2025-09-302025-11-14 MSFT MICROSOFT CORP9.5K shares-0.87%2025-09-302025-11-14 GOOGL ALPHABET INC14.8K shares0.09%2025-09-302025-11-14 GOOG ALPHABET INC12.3K shares0.08%2025-09-302025-11-14 IAU ISHARES GOLD TR31.3K shares-1.83%2025-09-302025-11-14 AMZN AMAZON COM INC9.0K shares0.00%2025-09-302025-11-14 V VISA INC3.9K shares0.16%2025-09-302025-11-14 META META PLATFORMS INC1.5K shares0.07%2025-09-302025-11-14 TSLA TESLA INC2.2K shares0.00%2025-09-302025-11-14 AVRE AMERICAN CENTY ETF TR21.9K shares0.65%2025-09-302025-11-14 XOM EXXON MOBIL CORP6.0K shares0.86%2025-09-302025-11-14 MAR MARRIOTT INTL INC NEW2.4K shares0.25%2025-09-302025-11-14 AVIV AMERICAN CENTY ETF TR8.9K shares10.19%2025-09-302025-11-14 CSCO CISCO SYS INC8.3K shares0.58%2025-09-302025-11-14 BWZ SPDR SERIES TRUST20.0K shares0.54%2025-09-302025-11-14 HSY HERSHEY CO2.6K shares0.00%2025-09-302025-11-14 BWX SPDR SERIES TRUST19.4K shares0.56%2025-09-302025-11-14 JNJ JOHNSON & JOHNSON2.4K shares0.67%2025-09-302025-11-14 SGDM SPROTT ETF TRUST7.0K shares0.00%2025-09-302025-11-14 IEFA ISHARES TR4.8K shares0.00%2025-09-302025-11-14 MUNY VANGUARD NY TAX FREE FDS4.0K sharesnew addition2025-09-302025-11-14 GLD SPDR GOLD TR1.2K shares0.00%2025-09-302025-11-14 ORCL ORACLE CORP1.4K shares0.21%2025-09-302025-11-14 ED CONSOLIDATED EDISON INC3.7K shares0.87%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO.1.2K shares0.34%2025-09-302025-11-14 MCD MCDONALDS CORP1.2K shares0.58%2025-09-302025-11-14 GILD GILEAD SCIENCES INC3.2K shares0.69%2025-09-302025-11-14 T AT&T INC12.1K shares0.33%2025-09-302025-11-14 SCHF SCHWAB STRATEGIC TR14.6K shares0.00%2025-09-302025-11-14 DFAI DIMENSIONAL ETF TRUST9.3K shares13.25%2025-09-302025-11-14 SO SOUTHERN CO3.5K shares0.81%2025-09-302025-11-14 LH LABCORP HOLDINGS INC1.1K shares0.18%2025-09-302025-11-14 PFE PFIZER INC12.5K shares1.74%2025-09-302025-11-14 UNH UNITEDHEALTH GROUP INC909 shares0.66%2025-09-302025-11-14 STIP ISHARES TR2.9K shares1.09%2025-09-302025-11-14 VEA VANGUARD TAX-MANAGED FDS4.7K shares0.45%2025-09-302025-11-14 VUG VANGUARD INDEX FDS582 sharesnew addition2025-09-302025-11-14 ACM AECOM2.0K shares0.00%2025-09-302025-11-14 GS GOLDMAN SACHS GROUP INC318 shares0.00%2025-09-302025-11-14 EPD ENTERPRISE PRODS PARTNERS L8.1K shares1.73%2025-09-302025-11-14 DRTS ALPHA TAU MEDICAL LTD53.6K shares0.00%2025-09-302025-11-14 VOO VANGUARD INDEX FDS390 shares7.44%2025-09-302025-11-14 VTV VANGUARD INDEX FDS1.3K shares-4.19%2025-09-302025-11-14 BMY BRISTOL-MYERS SQUIBB CO5.2K shares1.41%2025-09-302025-11-14 AMAT APPLIED MATLS INC1.1K shares0.27%2025-09-302025-11-14 VXUS VANGUARD STAR FDS3.1K sharesnew addition2025-09-302025-11-14 AVDE AMERICAN CENTY ETF TR2.8K shares0.00%2025-09-302025-11-14 MDT MEDTRONIC PLC2.3K shares0.70%2025-09-302025-11-14 VBR VANGUARD INDEX FDS1.0K shares0.19%2025-09-302025-11-14 GE GE AEROSPACE710 sharesnew addition2025-09-302025-11-14 NEE NEXTERA ENERGY INC2.8K sharesnew addition2025-09-302025-11-14 BAC BANK AMERICA CORP4.0K sharesnew addition2025-09-302025-11-14 RTX RTX CORPORATION1.2K sharesnew addition2025-09-302025-11-14 PWR QUANTA SVCS INC493 sharesnew addition2025-09-302025-11-14 MDLZ MONDELEZ INTL INC3.3K shares0.71%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available