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Christine Lucero

Satovsky Asset Management Llc

Assets Managed
$566.495M
Holdings
73
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
9.8%(2Q avg: 6.39%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Satovsky Asset Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 73 positions.

Assets under management

The assets under management (AUM) of Satovsky Asset Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 566.495M in assets, with a quarterly growth rate of 9.8% and a 2-quarter average growth rate of 6.39%. The portfolio is managed by Christine Lucero, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -1.17%
17.48%
$98.969M
151,512 shares@ $653.21 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 3.25%
15.08%
$85.396M
1.71M shares@ $49.96 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 0.02%
12.09%
$68.485M
619,938 shares@ $110.47 avg price
DIHP
Dimensional International Hi
Recent Activity
Decreased -0.71%
9.75%
$55.215M
1.714M shares@ $32.22 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Increased 3.11%
8.52%
$48.218M
1.312M shares@ $36.77 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 7.05%
5.05%
$28.591M
89,121 shares@ $320.81 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 0.8%
3.99%
$22.57M
47,099 shares@ $479.21 avg price
DFIS
Dimensional International Sm
Recent Activity
Increased 6686.17%
3.82%
$21.588M
641,157 shares@ $33.68 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Increased 6066.9%
3.81%
$21.542M
215,718 shares@ $99.86 avg price
NYF
Ishares New York Muni Bond E
Recent Activity
Decreased -3.02%
2.95%
$16.683M
314,060 shares@ $53.12 avg price

1-10 of 73