Satovsky Asset Management as of Dec. 31, 2022
Portfolio Holdings for Satovsky Asset Management
Satovsky Asset Management holds 39 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 30.6 | $74M | 192k | 384.21 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 18.0 | $43M | 583k | 74.54 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 17.7 | $43M | 916k | 46.44 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 7.0 | $17M | 55k | 308.62 | |
| Dimensional Etf Trust Intl High Profit (DIHP) | 6.6 | $16M | 723k | 22.16 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 3.1 | $7.5M | 89k | 84.22 | |
| Apple (AAPL) | 3.1 | $7.4M | 57k | 129.93 | |
| Dimensional Etf Trust Us Real Estate E (DFAR) | 2.8 | $6.8M | 319k | 21.15 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.5 | $6.1M | 32k | 191.19 | |
| Dimensional Etf Trust Us High Profitab (DUHP) | 1.9 | $4.6M | 190k | 24.08 | |
| Microsoft Corporation (MSFT) | 1.0 | $2.4M | 9.9k | 239.82 | |
| Ishares Gold Tr Ishares New (IAU) | 0.5 | $1.3M | 36k | 34.59 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.2M | 14k | 88.23 | |
| American Centy Etf Tr Real Estate Etf (AVRE) | 0.4 | $1.1M | 26k | 41.12 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.0M | 12k | 88.73 | |
| Visa Com Cl A (V) | 0.4 | $958k | 4.6k | 207.74 | |
| Amazon (AMZN) | 0.3 | $829k | 9.9k | 84.00 | |
| New York Community Ban (NYCB) | 0.3 | $634k | 74k | 8.60 | |
| Tesla Motors (TSLA) | 0.2 | $562k | 4.6k | 123.18 | |
| Pfizer (PFE) | 0.2 | $552k | 11k | 51.24 | |
| Johnson & Johnson (JNJ) | 0.2 | $514k | 2.9k | 176.66 | |
| Consolidated Edison (ED) | 0.2 | $497k | 5.2k | 95.31 | |
| UnitedHealth (UNH) | 0.2 | $459k | 866.00 | 529.95 | |
| Cisco Systems (CSCO) | 0.2 | $368k | 7.7k | 47.64 | |
| Marriott Intl Cl A (MAR) | 0.1 | $353k | 2.4k | 148.91 | |
| Bristol Myers Squibb (BMY) | 0.1 | $348k | 4.8k | 71.95 | |
| Meta Platforms Cl A (META) | 0.1 | $315k | 2.6k | 120.34 | |
| Ishares Tr Cohen Steer Reit (ICF) | 0.1 | $308k | 5.6k | 54.84 | |
| McDonald's Corporation (MCD) | 0.1 | $295k | 1.1k | 263.65 | |
| Nike CL B (NKE) | 0.1 | $289k | 2.5k | 117.00 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $268k | 28k | 9.48 | |
| Laboratory Corp Amer Hldgs Com New (LH) | 0.1 | $255k | 1.1k | 235.45 | |
| Gilead Sciences (GILD) | 0.1 | $249k | 2.9k | 85.86 | |
| Pioneer Natural Resources (PXD) | 0.1 | $238k | 1.0k | 228.41 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $228k | 3.4k | 66.64 | |
| Southern Company (SO) | 0.1 | $212k | 3.0k | 71.41 | |
| AECOM Technology Corporation (ACM) | 0.1 | $210k | 2.5k | 84.91 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $204k | 3.3k | 61.63 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $0 | 0 | 0.00 |
