| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 15 | Q2 2024 | 70.8% |
| BERKSHIRE HATHAWAY INC DEL | 15 | Q2 2024 | 12.2% |
| APPLE INC | 15 | Q2 2024 | 6.7% |
| ISHARES TR | 15 | Q2 2024 | 3.1% |
| MICROSOFT CORP | 15 | Q2 2024 | 1.8% |
| ALPHABET INC | 15 | Q2 2024 | 1.4% |
| ALPHABET INC | 15 | Q2 2024 | 1.1% |
| AMAZON COM INC | 15 | Q2 2024 | 1.3% |
| TESLA INC | 15 | Q2 2024 | 1.2% |
| META PLATFORMS INC | 15 | Q2 2024 | 0.7% |
View SATOVSKY ASSET MANAGEMENT LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-14 |
| 13F-HR | 2024-08-05 |
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-08-02 |
View SATOVSKY ASSET MANAGEMENT LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.