Universe · entity
SATOVSKY ASSET MANAGEMENT LLC
Institutional manager (13F) · CIK 1807288
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $561M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $99M | 151,512 |
| 2 | VANGUARD MALVERN FDS | $85M | 1,709,627 |
| 3 | AMERICAN CENTY ETF TR | $68M | 619,938 |
| 4 | DIMENSIONAL ETF TRUST | $55M | 1,713,676 |
| 5 | DIMENSIONAL ETF TRUST | $48M | 1,311,703 |
| 6 | VANGUARD INDEX FDS | $29M | 89,121 |
| 7 | BERKSHIRE HATHAWAY INC DEL | $23M | 47,099 |
| 8 | DIMENSIONAL ETF TRUST | $22M | 641,157 |
| 9 | AMERICAN CENTY ETF TR | $22M | 215,718 |
| 10 | ISHARES TR | $17M | 314,060 |
| 11 | APPLE INC | $14M | 53,461 |
| 12 | ISHARES TR | $11M | 80,160 |
| 13 | SPDR SERIES TRUST | $11M | 61,023 |
| 14 | SPDR INDEX SHS FDS | $10M | 139,713 |
| 15 | DIMENSIONAL ETF TRUST | $10M | 428,038 |
| 16 | ALPHABET INC | $4M | 14,787 |
| 17 | MICROSOFT CORP | $4M | 9,714 |
| 18 | AMERICAN CENTY ETF TR | $4M | 47,591 |
| 19 | ALPHABET INC | $3M | 11,988 |
| 20 | ISHARES GOLD TR | $3M | 30,559 |
| 21 | VANGUARD NY TAX FREE FDS | $2M | 16,952 |
| 22 | AMAZON COM INC | $2M | 7,548 |
| 23 | DIMENSIONAL ETF TRUST | $1M | 31,579 |
| 24 | VISA INC | $1M | 3,873 |
| 25 | EXXON MOBIL CORP | $1M | 6,078 |
| 26 | AMERICAN CENTY ETF TR | $975k | 22,156 |
| 27 | META PLATFORMS INC | $862k | 1,506 |
| 28 | TESLA INC | $821k | 2,208 |
| 29 | MARRIOTT INTL INC NEW | $801k | 2,448 |
| 30 | CISCO SYS INC | $652k | 8,403 |
| 31 | JOHNSON & JOHNSON | $586k | 2,397 |
| 32 | SPDR SERIES TRUST | $545k | 20,227 |
| 33 | SPROTT ETF TRUST | $536k | 7,095 |
| 34 | HERSHEY CO | $520k | 2,504 |
| 35 | SPDR GOLD TR | $476k | 1,106 |
| 36 | FLEXTRONICS INTL LTD | $458k | 7,000 |
| 37 | GILEAD SCIENCES INC | $451k | 3,239 |
| 38 | ISHARES TR | $440k | 4,857 |
| 39 | SPDR SERIES TRUST | $430k | 19,579 |
| 40 | ESTABLISHMENT LABS HLDGS INC | $402k | 7,075 |
| 41 | MCDONALDS CORP | $381k | 1,226 |
| 42 | APPLIED MATLS INC | $378k | 1,106 |
| 43 | SCHWAB STRATEGIC TR | $376k | 15,190 |
| 44 | PFIZER INC | $361k | 12,856 |
| 45 | AT&T INC | $354k | 12,203 |
| 46 | AGNICO EAGLE MINES LTD | $351k | 1,729 |
| 47 | JPMORGAN CHASE & CO | $349k | 1,185 |
| 48 | VANGUARD TAX-MANAGED FDS | $345k | 5,384 |
| 49 | SOUTHERN CO | $344k | 3,560 |
| 50 | ISHARES TR | $328k | 2,116 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.