The Analysis of SATOVSKY ASSET MANAGEMENT LLC's Holdings

Currently, SATOVSKY ASSET MANAGEMENT LLC holds 72 types of securities in its portfolio with a total value $516.0M. In the most recent quarter, they have increased their positions in VTIP (+59.5K shares, valued at $2.9M), MUNY (+7.5K shares, valued at $770.4K), VTI (+2.1K shares, valued at $709.4K); decreased their positions in IVV (-2.2K shares, valued at $1.5M), NYF (-4.7K shares, valued at $250.7K), N/A (-254 shares, valued at $127.7K); initiated new positions in FLEX (+7.0K shares, valued at $422.9K), IUSG (+2.1K shares, valued at $354.9K), AVDV (+3.5K shares, valued at $328.7K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR153.3K shares-1.43%2025-12-312026-02-13

VTIP VANGUARD MALVERN FDS1.7M shares3.73%2025-12-312026-02-13

AVUV AMERICAN CENTY ETF TR619.8K shares0.03%2025-12-312026-02-13

DIHP DIMENSIONAL ETF TRUST1.7M shares0.57%2025-12-312026-02-13

DUHP DIMENSIONAL ETF TRUST1.3M shares0.87%2025-12-312026-02-13

VTI VANGUARD INDEX FDS83.3K shares2.61%2025-12-312026-02-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL46.7K shares-0.54%2025-12-312026-02-13

NYF ISHARES TR323.9K shares-1.43%2025-12-312026-02-13

Sponsored

AAPL APPLE INC53.7K shares-0.02%2025-12-312026-02-13

ITOT ISHARES TR81.4K shares0.08%2025-12-312026-02-13

DFAR DIMENSIONAL ETF TRUST422.6K shares2.31%2025-12-312026-02-13

GNR SPDR INDEX SHS FDS142.7K shares1.99%2025-12-312026-02-13

XOP SPDR SERIES TRUST61.0K shares2.30%2025-12-312026-02-13

MSFT MICROSOFT CORP9.7K shares2.30%2025-12-312026-02-13

ALPHABET INC ALPHABET INC14.8K shares0.07%2025-12-312026-02-13

ALPHABET INC ALPHABET INC12.0K shares-2.51%2025-12-312026-02-13

Sponsored

ISHARES GOLD TR ISHARES GOLD TR30.6K shares-1.94%2025-12-312026-02-13

AMZN AMAZON COM INC9.0K shares0.01%2025-12-312026-02-13

V VISA INC3.9K shares0.21%2025-12-312026-02-13

AVIV AMERICAN CENTY ETF TR17.4K shares96.38%2025-12-312026-02-13

MUNY VANGUARD NY TAX FREE FDS11.5K shares185.79%2025-12-312026-02-13

META META PLATFORMS INC1.5K shares0.33%2025-12-312026-02-13

TSLA TESLA INC2.2K shares0.00%2025-12-312026-02-13

AVRE AMERICAN CENTY ETF TR22.1K shares1.10%2025-12-312026-02-13

Sponsored

MAR MARRIOTT INTL INC NEW2.4K shares0.21%2025-12-312026-02-13

XOM EXXON MOBIL CORP6.1K shares0.83%2025-12-312026-02-13

CSCO CISCO SYS INC8.4K shares1.17%2025-12-312026-02-13

DFAI DIMENSIONAL ETF TRUST16.5K shares76.62%2025-12-312026-02-13

BWZ SPDR SERIES TRUST20.2K shares0.67%2025-12-312026-02-13

SGDM SPROTT ETF TRUST7.1K shares1.00%2025-12-312026-02-13

JNJ JOHNSON & JOHNSON2.4K shares-0.17%2025-12-312026-02-13

HSY HERSHEY CO2.6K shares0.00%2025-12-312026-02-13

Sponsored

GLD SPDR GOLD TR1.1K shares-3.12%2025-12-312026-02-13

BWX SPDR SERIES TRUST19.5K shares0.79%2025-12-312026-02-13

IEFA ISHARES TR4.9K shares1.93%2025-12-312026-02-13

FLEX FLEX LTD7.0K sharesnew addition2025-12-312026-02-13

GILD GILEAD SCIENCES INC3.2K shares0.66%2025-12-312026-02-13

JPM JPMORGAN CHASE & CO.1.2K shares0.51%2025-12-312026-02-13

ED CONSOLIDATED EDISON INC3.7K shares1.35%2025-12-312026-02-13

MCD MCDONALDS CORP1.2K shares0.83%2025-12-312026-02-13

Sponsored

SCHF SCHWAB STRATEGIC TR15.2K shares3.96%2025-12-312026-02-13

IUSG ISHARES TR2.1K sharesnew addition2025-12-312026-02-13

AVDV AMERICAN CENTY ETF TR3.5K sharesnew addition2025-12-312026-02-13

PFE PFIZER INC12.7K shares1.66%2025-12-312026-02-13

DFIS DIMENSIONAL ETF TRUST9.4K sharesnew addition2025-12-312026-02-13

SO SOUTHERN CO3.5K shares0.86%2025-12-312026-02-13

VEA VANGUARD TAX-MANAGED FDS4.8K shares2.47%2025-12-312026-02-13

T AT&T INC12.2K shares0.37%2025-12-312026-02-13

Sponsored

UNH UNITEDHEALTH GROUP INC917 shares0.88%2025-12-312026-02-13

STIP ISHARES TR2.9K shares1.32%2025-12-312026-02-13

AEM AGNICO EAGLE MINES LTD1.7K sharesnew addition2025-12-312026-02-13

ESTA ESTABLISHMENT LABS HLDGS4.0K sharesnew addition2025-12-312026-02-13

BMY BRISTOL-MYERS SQUIBB CO5.3K shares1.35%2025-12-312026-02-13

LH LABCORP HOLDINGS INC1.1K shares1.34%2025-12-312026-02-13

VUG VANGUARD INDEX FDS582 shares0.00%2025-12-312026-02-13

AMAT APPLIED MATLS INC1.1K shares0.18%2025-12-312026-02-13

Sponsored

GS GOLDMAN SACHS GROUP INC320 shares0.63%2025-12-312026-02-13

ORCL ORACLE CORP1.4K shares0.14%2025-12-312026-02-13

DRTS ALPHA TAU MEDICAL LTD53.6K shares0.00%2025-12-312026-02-13

EPD ENTERPRISE PRODS PARTNERS L8.2K shares1.71%2025-12-312026-02-13

VTV VANGUARD INDEX FDS1.3K shares1.01%2025-12-312026-02-13

VANGUARD INDEX FDS VANGUARD INDEX FDS392 shares0.51%2025-12-312026-02-13

VXUS VANGUARD STAR FDS3.1K shares1.80%2025-12-312026-02-13

AVDE AMERICAN CENTY ETF TR2.8K shares1.18%2025-12-312026-02-13

Sponsored

MEDTRONIC PLC MEDTRONIC PLC2.4K shares2.37%2025-12-312026-02-13

CITIGROUP INC CITIGROUP INC1.9K sharesnew addition2025-12-312026-02-13

RTX RTX CORPORATION1.2K shares1.06%2025-12-312026-02-13

NEE NEXTERA ENERGY INC2.8K shares0.68%2025-12-312026-02-13

BAC BANK AMERICA CORP4.0K shares0.50%2025-12-312026-02-13

VBR VANGUARD INDEX FDS1.0K shares0.78%2025-12-312026-02-13

GE AEROSPACE GE AEROSPACE710 shares0.00%2025-12-312026-02-13

PWR QUANTA SVCS INC493 shares0.00%2025-12-312026-02-13

Sponsored

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available