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| Name: |
SATOVSKY ASSET MANAGEMENT LLC |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10016 |
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data |
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| Holdings
Found :
17 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IVV |
iShares Core S&P 500 Etf |
1 |
- |
$532.13 |
$92,970,000 |
176,859 |
27.2% |
7,148,000 |
-2,825 |
0.003 |
Closed - End Fund - E... |
|
|
DIHP |
Dfa Dimensional Internatl H... |
4 |
- |
$0.00 |
$24,004,000 |
891,022 |
7.02% |
937,000 |
-7,939 |
0.99 |
N/A |
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BRK.B |
Berkshire Hathaway B |
5 |
- |
$416.94 |
$22,487,000 |
53,499 |
6.58% |
3,246,000 |
-448 |
0.004 |
Property & Casualty I... |
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DUHP |
Dfa Dimensional Us High Pro... |
7 |
- |
$0.00 |
$11,865,000 |
375,342 |
3.47% |
364,000 |
-26,663 |
0.279 |
N/A |
|
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ITOT |
iShares Core S&P Total US |
8 |
- |
$116.35 |
$10,147,000 |
88,004 |
2.97% |
790,000 |
-918 |
0.024 |
Closed - End Fund - E... |
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AAPL |
Apple Inc |
9 |
- |
$189.87 |
$9,536,000 |
55,635 |
2.79% |
-1,783,000 |
-3,154 |
0 |
Personal Computers |
|
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MSFT |
Microsoft Corp |
12 |
- |
$420.21 |
$4,085,000 |
9,805 |
1.2% |
220,000 |
-472 |
0 |
Application Software |
|
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AMZN |
Amazon.com Inc |
16 |
- |
$184.70 |
$1,666,000 |
9,490 |
0.49% |
166,000 |
-380 |
0 |
Internet Software & S... |
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IAU |
iShares COMEX Gold Trust |
17 |
- |
$45.69 |
$1,442,000 |
34,318 |
0.42% |
99,000 |
-83 |
0.002 |
Closed - End Fund - E... |
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NVDA |
NVIDIA Corporation |
23 |
- |
$924.79 |
$512,000 |
566 |
0.15% |
138,000 |
-188 |
0 |
Semiconductor - Speci... |
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CSCO |
Cisco Systems Inc |
25 |
- |
$48.17 |
$402,000 |
8,057 |
0.12% |
-51,000 |
-905 |
0 |
Networking & Communic... |
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ED |
Consolidated Edison Inc |
27 |
- |
$97.10 |
$340,000 |
3,749 |
0.1% |
-151,000 |
-1,650 |
0.001 |
Multi Utilities |
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BMY |
Bristol-Myers Squibb Co |
33 |
- |
$44.03 |
$281,000 |
5,180 |
0.08% |
-33,000 |
-938 |
0 |
Drug Manufacturers - ... |
|
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STIP |
Ishares Barclays 0-5 Year T... |
34 |
- |
$99.33 |
$269,000 |
2,705 |
0.08% |
-2,000 |
-45 |
0 |
N/A |
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VTV |
Vanguard Value VIPERS |
36 |
- |
$163.65 |
$248,000 |
1,523 |
0.07% |
12,000 |
-59 |
0 |
Closed - End Fund - E... |
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JPM |
JP Morgan Chase & Co |
45 |
- |
$204.79 |
$213,000 |
1,157 |
0.06% |
9,000 |
-42 |
0 |
Domestic Money Center... |
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DRTS |
Alpha Tau Medical Ord Shs |
49 |
- |
$0.00 |
$143,000 |
48,594 |
0.04% |
-33,000 |
-9,836 |
0.073 |
N/A |
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