Satovsky Asset Management LLC
CIK Number: 0001807288
436.96M
Market Value
53
# of Holdings
10 months
Avg. Holding Period
43.86%
Win Rate
47.07%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 528.98 | +0.16% | 169.78K | -1.31% | 99.65M | 379.91 | 22.81% |
| 2 | VTIP | Vanguard Short-... | 49.86 | +0.32% | 1.48M | +1.35% | 71.95M | 47.42 | 16.47% |
| 3 | AVUV | Avantis U.S. Sm... | 80.38 | +1.45% | 614.54K | -1.21% | 59.32M | 69.39 | 13.58% |
| 4 | DUHP | Dimensional US ... | 31.32 | +1.38% | 1.29M | -1.07% | 43.63M | 29.85 | 9.99% |
| 5 | DIHP | Dimensional Int... | 26.89 | +1.05% | 1.67M | +0.23% | 42.03M | 23.84 | 9.62% |
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