Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2019 |
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.