0001214659-24-017670.txt : 20241018 0001214659-24-017670.hdr.sgml : 20241018 20241018124523 ACCESSION NUMBER: 0001214659-24-017670 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241018 DATE AS OF CHANGE: 20241018 EFFECTIVENESS DATE: 20241018 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SATOVSKY ASSET MANAGEMENT LLC CENTRAL INDEX KEY: 0001807288 ORGANIZATION NAME: 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: 241379762 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 X0202 13F-HR LIVE false false false 0001807288 XXXXXXXX 09-30-2024 09-30-2024 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 Christine Lucero Stamford CT 10-16-2024 0 55 443852186 INFORMATION TABLE 2 infotable.xml AECOM COM 00766T100 204545 1981 SH SOLE 1981 0 0 ALPHA TAU MEDICAL LTD ORDINARY SHARES M0740A108 127582 53606 SH SOLE 53606 0 0 ALPHABET INC CAP STK CL C 02079K107 2034367 12168 SH SOLE 12168 0 0 ALPHABET INC CAP STK CL A 02079K305 2467563 14878 SH SOLE 14878 0 0 AMAZON COM INC COM 023135106 1913795 10271 SH SOLE 10271 0 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 59686782 622061 SH SOLE 622061 0 0 AMERICAN CENTY ETF TR REAL ESTATE ETF 025072356 1012709 21483 SH SOLE 21483 0 0 APPLE INC COM 037833100 13316063 57150 SH SOLE 57150 0 0 APPLIED MATLS INC COM 038222105 220475 1091 SH SOLE 1091 0 0 AT&T INC COM 00206R102 271955 12362 SH SOLE 12362 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 24458447 53141 SH SOLE 53141 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 274974 5315 SH SOLE 5315 0 0 CISCO SYS INC COM 17275R102 439435 8257 SH SOLE 8257 0 0 CONSOLIDATED EDISON INC COM 209115104 412737 3964 SH SOLE 3964 0 0 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 10033110 391307 SH SOLE 391307 0 0 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 44472316 1305322 SH SOLE 1305322 0 0 DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765 46038396 1662036 SH SOLE 1662036 0 0 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 255527 8041 SH SOLE 8041 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 219889 7554 SH SOLE 7554 0 0 EXXON MOBIL CORP COM 30231G102 515965 4402 SH SOLE 4402 0 0 GILEAD SCIENCES INC COM 375558103 260385 3106 SH SOLE 3106 0 0 ISHARES GOLD TR ISHARES NEW 464285204 1662266 33446 SH SOLE 33446 0 0 ISHARES TR CORE S&P500 ETF 464287200 99230412 172030 SH SOLE 172030 0 0 ISHARES TR CORE S&P TTL STK 464287150 11129671 88598 SH SOLE 88598 0 0 ISHARES TR CORE MSCI EAFE 46432F842 385601 4940 SH SOLE 4940 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 280990 2773 SH SOLE 2773 0 0 JOHNSON & JOHNSON COM 478160104 420727 2596 SH SOLE 2596 0 0 JPMORGAN CHASE & CO. COM 46625H100 299791 1422 SH SOLE 1422 0 0 LABCORP HOLDINGS INC COM SHS 504922105 247766 1109 SH SOLE 1109 0 0 MARRIOTT INTL INC NEW CL A 571903202 599957 2413 SH SOLE 2413 0 0 MCDONALDS CORP COM 580135101 364068 1196 SH SOLE 1196 0 0 MEDTRONIC PLC SHS G5960L103 203831 2264 SH SOLE 2264 0 0 META PLATFORMS INC CL A 30303M102 855919 1495 SH SOLE 1495 0 0 MICROSOFT CORP COM 594918104 4771784 11089 SH SOLE 11089 0 0 MONDELEZ INTL INC CL A 609207105 267912 3637 SH SOLE 3637 0 0 NEXTERA ENERGY INC COM 65339F101 243123 2876 SH SOLE 2876 0 0 NIKE INC CL B 654106103 223436 2528 SH SOLE 2528 0 0 NVIDIA CORPORATION COM 67066G104 726319 5981 SH SOLE 5981 0 0 ORACLE CORP COM 68389X105 267644 1571 SH SOLE 1571 0 0 PFIZER INC COM 717081103 388918 13439 SH SOLE 13439 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 388318 9444 SH SOLE 9444 0 0 SOUTHERN CO COM 842587107 305740 3390 SH SOLE 3390 0 0 SPDR GOLD TR GOLD SHS 78463V107 273103 1124 SH SOLE 1124 0 0 SPDR INDEX SHS FDS GLB NAT RESRCE 78463X541 7815351 135518 SH SOLE 135518 0 0 SPDR SER TR S&P OILGAS EXP 78468R556 7604253 57818 SH SOLE 57818 0 0 SPROTT ETF TRUST GOLD MINERS ETF 85210B102 222671 7188 SH SOLE 7188 0 0 TESLA INC COM 88160R101 1341639 5128 SH SOLE 5128 0 0 UNITEDHEALTH GROUP INC COM 91324P102 527912 903 SH SOLE 903 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 19641153 69364 SH SOLE 69364 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 323555 1853 SH SOLE 1853 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 226050 1126 SH SOLE 1126 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 72242112 1465060 SH SOLE 1465060 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 255632 4841 SH SOLE 4841 0 0 VISA INC COM CL A 92826C839 1228624 4469 SH SOLE 4469 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 248921 30172 SH SOLE 30172 0 0