0001214659-21-011245.txt : 20211108 0001214659-21-011245.hdr.sgml : 20211108 20211108133323 ACCESSION NUMBER: 0001214659-21-011245 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211108 DATE AS OF CHANGE: 20211108 EFFECTIVENESS DATE: 20211108 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SATOVSKY ASSET MANAGEMENT LLC CENTRAL INDEX KEY: 0001807288 IRS NUMBER: 208908189 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20798 FILM NUMBER: 211387341 BUSINESS ADDRESS: STREET 1: 232 MADISON AVENUE STREET 2: SUITE 400 CITY: NEW YORK STATE: NY ZIP: 10016 BUSINESS PHONE: 2125841900 MAIL ADDRESS: STREET 1: 232 MADISON AVENUE STREET 2: SUITE 400 CITY: NEW YORK STATE: NY ZIP: 10016 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001807288 XXXXXXXX 09-30-2021 09-30-2021 false SATOVSKY ASSET MANAGEMENT LLC

232 MADISON AVENUE SUITE 400 NEW YORK NY 10016

13F HOLDINGS REPORT 028-20798 N Christine Lucero 212-584-1900 /s/ Christine Lucero Westport MA 11-02-2021 0 28 134041 INFORMATION TABLE 2 infotable.xml AECOM COM 00766T100 206 3269 SH SOLE 3269 0 0 ALPHABET INC CAP STK CL A 02079K305 1826 683 SH SOLE 683 0 0 ALPHABET INC CAP STK CL C 02079K107 1515 569 SH SOLE 569 0 0 AMAZON COM INC COM 023135106 1679 511 SH SOLE 511 0 0 APPLE INC COM 037833100 7984 56423 SH SOLE 56423 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14582 53426 SH SOLE 53426 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 275 4654 SH SOLE 4654 0 0 CISCO SYS INC COM 17275R102 395 7249 SH SOLE 7249 0 0 CONSOLIDATED EDISON INC COM 209115104 363 4998 SH SOLE 4998 0 0 FACEBOOK INC CL A 30303M102 867 2555 SH SOLE 2555 0 0 ISHARES GOLD TR ISHARES NEW 464285204 1310 39197 SH SOLE 39197 0 0 ISHARES TR CORE S&P500 ETF 464287200 93023 215920 SH SOLE 215920 0 0 ISHARES TR CORE S&P TTL STK 464287150 1793 18220 SH SOLE 18220 0 0 ISHARES TR COHEN STEER REIT 464287564 356 5438 SH SOLE 5438 0 0 JOHNSON & JOHNSON COM 478160104 424 2627 SH SOLE 2627 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 302 1073 SH SOLE 1073 0 0 MARRIOTT INTL INC NEW CL A 571903202 349 2360 SH SOLE 2360 0 0 MCDONALDS CORP COM 580135101 260 1078 SH SOLE 1078 0 0 MEDTRONIC PLC SHS G5960L103 217 1734 SH SOLE 1734 0 0 MICROSOFT CORP COM 594918104 2167 7688 SH SOLE 7688 0 0 NIKE INC CL B 654106103 343 2361 SH SOLE 2361 0 0 OMNICELL COM COM 68213N109 324 2185 SH SOLE 2185 0 0 PFIZER INC COM 717081103 445 10344 SH SOLE 10344 0 0 SPDR GOLD TR GOLD SHS 78463V107 226 1377 SH SOLE 1377 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 217 507 SH SOLE 507 0 0 TESLA INC COM 88160R101 1253 1616 SH SOLE 1616 0 0 UNITEDHEALTH GROUP INC COM 91324P102 333 852 SH SOLE 852 0 0 VISA INC COM CL A 92826C839 1007 4519 SH SOLE 4519 0 0