SATOVSKY ASSET MANAGEMENT LLC: 13F holdings
CIK 18072882026Q2
| Positions | 74 |
|---|---|
| Reported value | $627.2m |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 151,191 | $113.2m | 18.1% |
| VTIP VANGUARD MALVERN FDS | 1,718,938 | $86.3m | 13.8% |
| AVUV AMERICAN CENTY ETF TR | 618,166 | $77.1m | 12.3% |
| DIHP DIMENSIONAL ETF TRUST | 1,719,319 | $58.7m | 9.4% |
| DIMENSIONAL ETF TRUST | 1,344,748 | $56.1m | 8.9% |
| VTI VANGUARD INDEX FDS | 93,215 | $34.5m | 5.5% |
| DFIS DIMENSIONAL ETF TRUST | 687,488 | $24.1m | 3.8% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 48,053 | $24.0m | 3.8% |
| AVDV AMERICAN CENTY ETF TR | 231,651 | $23.9m | 3.8% |
| ISHARES TR | 305,418 | $16.5m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1807288")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.