Satovsky Asset Management LLC Portfolio Holdings

Satovsky Asset Management LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $443 Million distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $99.2M, Vanguard Sht Trm Inflt Prot Fd with a value of $72.2M, American Centy ETF Tr Avantis with a value of $59.7M, Dimensional ETF Tr Dimensional with a value of $46M, and Dimensional ETF Tr Dimensional with a value of $44.5M.

Examining the 13F form we can see an increase of $27.5M in the current position value, from $416M to 443M.

Below you can find more details about Satovsky Asset Management LLC portfolio as well as his latest detailed transactions.