HoldingsChannel.com
Satovsky Asset Management LLC Top Holdings
As of  06/30/2022, below is a summary of the Satovsky Asset Management LLC top holdings by largest position size, as per the latest 13f filing made by Satovsky Asset Management LLC. In the Satovsky Asset Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Satovsky Asset Management LLC in that top holding, then the share count change between reporting periods, and finally the Satovsky Asset Management LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
ISHARES TR (IVV) 203,951 -5,707 $77,328
     IVV203,951-5,707$77,328
AMERICAN CENTY ETF TR (AVUV) 551,844 +539,957 $37,763
     AVUV551,844+539,957$37,763
BERKSHIRE HATHAWAY INC DEL      $14,313
     BRK.B52,427+491$14,313
APPLE INC 55,724 +59 $7,619
     AAPL55,724+59$7,619
DIMENSIONAL ETF TRUST (DIHP) 339,727 +339,727 $7,440
     DIHP339,727+339,727$7,440
VANGUARD INDEX FDS (VTI) 29,575 +16,380 $5,685
     VTI29,575+16,380$5,685
VANGUARD MALVERN FDS (VTIP) 52,022 +26,483 $2,621
     VTIP52,022+26,483$2,621
MICROSOFT CORP 8,072 -23 $2,073
     MSFT8,072-23$2,073
DIMENSIONAL ETF TRUST (DUHP) 69,033 +69,033 $1,557
     DUHP69,033+69,033$1,557
ALPHABET INC 705 UNCH $1,536
     GOOGL705UNCH$1,536
ISHARES TR (ITOT) 17,773 -72 $1,489
     ITOT17,773-72$1,489
ALPHABET INC 579 UNCH $1,265
     GOOG579UNCH$1,265
ISHARES GOLD TR (IAU) 36,387 UNCH $1,248
     IAU36,387UNCH$1,248
AMAZON COM INC 10,500 +9,975 $1,115
     AMZN10,500+9,975$1,115
TESLA INC 1,521 UNCH $1,024
     TSLA1,521UNCH$1,024
VISA INC 4,591 -142 $904
     V4,591-142$904
PFIZER INC 10,585 -22 $555
     PFE10,585-22$555
JOHNSON & JOHNSON 2,803 -33 $497
     JNJ2,803-33$497
CONSOLIDATED EDISON INC 5,132 +43 $488
     ED5,132+43$488
UNITEDHEALTH GROUP INC 860 +3 $442
     UNH860+3$442
META PLATFORMS INC 2,615 UNCH $422
     FB2,615UNCH$422
BRISTOL MYERS SQUIBB CO 4,766 +33 $367
     BMY4,766+33$367
DIMENSIONAL ETF TRUST (DFAR) 14,885 +14,885 $346
     DFAR14,885+14,885$346
ISHARES TR (ICF) 5,516 +18 $335
     ICF5,516+18$335
CISCO SYS INC 7,597 +55 $324
     CSCO7,597+55$324
MARRIOTT INTL INC NEW 2,360 UNCH $321
     MAR2,360UNCH$321
SPDR S&P 500 ETF TR (SPY) 799 +291 $301
     SPY799+291$301
MCDONALDS CORP 1,096 +6 $271
     MCD1,096+6$271
LABORATORY CORP AMER HLDGS 1,076 +3 $252
     LH1,076+3$252
NIKE INC 2,451 +6 $250
     NKE2,451+6$250
OMNICELL COM 2,185 UNCH $249
     OMCL2,185UNCH$249
PIONEER NAT RES CO 983 +26 $219
     PXD983+26$219
MONDELEZ INTL INC 3,378 +18 $210
     MDLZ3,378+18$210

See Full List: All Stocks Held By Satovsky Asset Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Satovsky Asset Management LLC

Size ($ in 1000's)
At 06/30/2022: $171,037
At 03/31/2022: $149,658

Satovsky Asset Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Satovsky Asset Management LLC 13F filings. Link to 13F filings: SEC filings

Satovsky Asset Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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