SATOVSKY ASSET MANAGEMENT LLC

**SATOVSKY ASSET MANAGEMENT LLC** manages $516M across a diversified portfolio of 72 positions. The fund exhibits a significant allocation to core market exposure, notably holding $105.0M in IVV and $81.9M in VTIP. Key tactical overweight positions include AVUV ($63.2M) and DIHP ($54.7M), suggesting a focus on factor-based and income-generating strategies. The top ten holdings alone represent substantial concentration, anchored by large allocations to broad market ETFs and established mega-cap names.

📌 Top Holdings