SATOVSKY ASSET MANAGEMENT LLC
CIK 1807288 · Holdings on Dec 31, 2023 · First reported Jan 24, 2024
Top ten holdings
Q4 2023- IVV26.71%
- AVUV17.24%
- VTIP15.58%
- DIHP7.18%
- BRK.B5.99%
- VTI4.62%
- DUHP3.58%
- AAPL3.52%
- ITOT2.91%
- XOP2.42%
Share classes counted separately89.75%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $85.82M | 26.71% | 179.68K shares | — | ↗▾ | |
| 02 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $55.40M | 17.24% | 616.94K shares | — | ↗▾ | |
| 03 | VTIPVANGUARD SHORT-TERM TIPSSTRM INFPROIDX View history and evidence | $50.05M | 15.58% | 1.05M shares | — | ↗▾ | |
| 04 | DIHPDIMENSIONAL INTERNATIONAL HIINTL HIGH PROFIT View history and evidence | $23.07M | 7.18% | 898.96K shares | — | ↗▾ | |
| 05 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $19.24M | 5.99% | 53.95K shares | — | ↗▾ | |
| 06 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $14.83M | 4.62% | 62.53K shares | — | ↗▾ | |
| 07 | DUHPDIMENSIONAL US HIGH PROFI ETUS HIGH PROFITAB View history and evidence | $11.50M | 3.58% | 402.00K shares | — | ↗▾ | |
| 08 | AAPLAPPLE INC View history and evidence | $11.32M | 3.52% | 58.79K shares | — | ↗▾ | |
| 09 | ITOTISHARES CORE S&P TOTAL U.S.CORE S&P TTL STK View history and evidence | $9.36M | 2.91% | 88.92K shares | — | ↗▾ | |
| 10 | XOPSS SPDR S&P OG EXP & PRODS&P OILGAS EXP View history and evidence | $7.78M | 2.42% | 56.83K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1807288 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 24, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 321307630
}Research all 48 reported holdings.
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Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.