Satovsky Asset Management

Satovsky Asset Management as of Dec. 31, 2021

Portfolio Holdings for Satovsky Asset Management

Satovsky Asset Management holds 32 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 67.7 $101M 212k 476.99
Berkshire Hathaway Inc Del Cl B New (BRK.B) 10.6 $16M 53k 299.00
Apple (AAPL) 6.7 $10M 56k 177.56
Microsoft Corporation (MSFT) 1.8 $2.6M 7.9k 336.25
Alphabet Cap Stk Cl A (GOOGL) 1.4 $2.0M 705.00 2896.45
Ishares Tr Core S&p Ttl Stk (ITOT) 1.4 $2.0M 19k 106.99
Amazon (AMZN) 1.2 $1.8M 540.00 3335.19
Alphabet Cap Stk Cl C (GOOG) 1.1 $1.6M 569.00 2891.04
Tesla Motors (TSLA) 1.1 $1.6M 1.5k 1056.54
Ishares Gold Tr Ishares New (IAU) 0.9 $1.3M 38k 34.81
Visa Com Cl A (V) 0.7 $1.0M 4.7k 216.68
Meta Platforms Cl A (META) 0.6 $880k 2.6k 336.52
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $821k 3.3k 246.03
Pfizer (PFE) 0.4 $615k 10k 59.03
Johnson & Johnson (JNJ) 0.3 $474k 2.8k 171.18
Cisco Systems (CSCO) 0.3 $462k 7.3k 63.34
Consolidated Edison (ED) 0.3 $430k 5.0k 85.23
UnitedHealth (UNH) 0.3 $429k 855.00 501.75
Ishares Tr Cohen Steer Reit (ICF) 0.3 $417k 5.5k 76.08
Nike CL B (NKE) 0.3 $408k 2.4k 166.87
Omnicell (OMCL) 0.3 $394k 2.2k 180.32
Marriott Intl Cl A (MAR) 0.3 $390k 2.4k 165.25
Laboratory Corp Amer Hldgs Com New (LH) 0.2 $337k 1.1k 314.07
Bristol Myers Squibb (BMY) 0.2 $293k 4.7k 62.42
McDonald's Corporation (MCD) 0.2 $290k 1.1k 267.53
AECOM Technology Corporation (ACM) 0.2 $253k 3.3k 77.39
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $240k 506.00 474.31
Spdr Gold Tr Gold Shs (GLD) 0.2 $235k 1.4k 170.66
Mondelez Intl Cl A (MDLZ) 0.1 $222k 3.3k 66.43
NVIDIA Corporation (NVDA) 0.1 $222k 753.00 294.82
Sprott Etf Trust Gold Miners Etf (SGDM) 0.1 $218k 8.0k 27.33
Gilead Sciences (GILD) 0.1 $201k 2.8k 72.46