Satovsky Asset Management LLC
CIK Number: 0001807288
446.89M
Market Value
53
# of Holdings
10 months
Avg. Holding Period
43.86%
Win Rate
44.85%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 562.56 | -0.64% | 169.78K | -1.31% | 99.65M | 379.91 | 22.81% |
| 2 | VTIP | Vanguard Short-... | 50.03 | +0.16% | 1.48M | +1.35% | 71.95M | 47.42 | 16.47% |
| 3 | AVUV | Avantis U.S. Sm... | 84.53 | -0.37% | 614.54K | -1.21% | 59.32M | 69.39 | 13.58% |
| 4 | DUHP | Dimensional US ... | 32.71 | -0.9% | 1.29M | -1.07% | 43.63M | 29.85 | 9.99% |
| 5 | DIHP | Dimensional Int... | 28.26 | +0.13% | 1.67M | +0.23% | 42.03M | 23.84 | 9.62% |
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