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Home > Institutional Investor > Satovsky Asset Management Llc > Profile

Instuitional Investor - Satovsky Asset Management Llc

Fund Profile
Filing Period:
Fund Name: Satovsky Asset Management Llc
Portfolio Value $627,182,633
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 151,191 $113,225,748 18.05%
2.
Vanguard Malvern Fds
 1,718,938 $86,342,231 13.77%
3.
American Centy Etf Tr
 618,166 $77,122,334 12.3%
4.
Dimensional Etf Trust
 DFAC 1,719,319 $58,671,778 9.35%
5.
Dimensional Etf Trust
 DFAC 1,344,748 $56,116,340 8.95%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.