SATOVSKY ASSET MANAGEMENT LLC
74 holdingsFiling period: 2026-03-31Current AUM: $616.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 151.5K | $99.0M | $113.7M | 18.43% | -1,797 | 2026-03-31 |
| 2 | VTIP | VANGUARD MALVERN FDS | 1.71M | $85.4M | $84.9M | 13.77% | +53.8K | 2026-03-31 |
| 3 | AVUV | AMERICAN CENTY ETF TR | 619.9K | $68.5M | $77.7M | 12.59% | +102 | 2026-03-31 |
| 4 | DIHP | DIMENSIONAL ETF TRUST | 1.71M | $55.2M | $59.2M | 9.59% | -12,320 | 2026-03-31 |
| 5 | DUHP | DIMENSIONAL ETF TRUST | 1.31M | $48.2M | $54.0M | 8.76% | +39.5K | 2026-03-31 |
| 6 | VTI | VANGUARD INDEX FDS | 89.1K | $28.6M | $32.8M | 5.32% | +5.9K | 2026-03-31 |
| 7 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 47.1K | $22.6M | $22.6M | 3.66% | +371 | 2026-03-31 |
| 8 | DFIS | DIMENSIONAL ETF TRUST | 641.2K | $21.6M | $23.0M | 3.73% | +631.7K | 2026-03-31 |
| 9 | AVDV | AMERICAN CENTY ETF TR | 215.7K | $21.5M | $22.6M | 3.66% | +212.2K | 2026-03-31 |
| 10 | NYF | ISHARES TR | 314.1K | $16.7M | $16.6M | 2.69% | -9,812 | 2026-03-31 |
| 11 | AAPL | APPLE INC | 53.5K | $13.6M | $16.5M | 2.68% | -284 | 2026-03-31 |
| 12 | ITOT | ISHARES TR | 80.2K | $11.4M | $13.1M | 2.13% | -1,251 | 2026-03-31 |
| 13 | XOP | SPDR SERIES TRUST | 61.0K | $11.1M | $10.8M | 1.76% | +43 | 2026-03-31 |
| 14 | GNR | SPDR INDEX SHS FDS | 139.7K | $10.4M | $10.1M | 1.64% | -2,957 | 2026-03-31 |
| 15 | DFAR | DIMENSIONAL ETF TRUST | 428.0K | $10.1M | $11.5M | 1.86% | +5.4K | 2026-03-31 |
| 16 | GOOGL | ALPHABET INC | 14.8K | $4.3M | $5.3M | 0.85% | +10 | 2026-03-31 |
| 17 | MSFT | MICROSOFT CORP | 9.7K | $3.6M | $4.5M | 0.73% | +29 | 2026-03-31 |
| 18 | AVIV | AMERICAN CENTY ETF TR | 47.6K | $3.6M | $3.8M | 0.62% | +30.2K | 2026-03-31 |
| 19 | GOOG | ALPHABET INC | 12.0K | $3.4M | $4.3M | 0.69% | +8 | 2026-03-31 |
| 20 | IAU | ISHARES GOLD TR | 30.6K | $2.7M | $2.3M | 0.38% | -89 | 2026-03-31 |
| 21 | MUNY | VANGUARD NY TAX FREE FDS | 17.0K | $1.7M | $1.7M | 0.28% | +5.5K | 2026-03-31 |
| 22 | AMZN | AMAZON COM INC | 7.5K | $1.6M | $2.0M | 0.33% | -1,466 | 2026-03-31 |
| 23 | DFAI | DIMENSIONAL ETF TRUST | 31.6K | $1.2M | $1.3M | 0.22% | +15.1K | 2026-03-31 |
| 24 | V | VISA INC | 3.9K | $1.2M | $1.4M | 0.23% | +8 | 2026-03-31 |
| 25 | XOM | EXXON MOBIL CORP | 6.1K | $1.0M | $945K | 0.15% | +18 | 2026-03-31 |
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