StockDriftsStockDriftsTop 50 Satovsky Asset Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 17.47% | 151.5K | $99.0M | -1.17%(-1.80K) | $361.15(+108.10%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 15.07% | 1.71M | $85.4M | +3.25%(+53.76K) | $48.14(+4.71%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 12.09% | 619.9K | $68.5M | +0.02%(+102) | $74.90(+58.56%) | 2026-03-31 | |
| DIHP | DIMENSIONAL ETF TRUST | 9.75% | 1.71M | $55.2M | -0.71%(-12.32K) | $24.38(+39.89%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 8.51% | 1.31M | $48.2M | +3.11%(+39.51K) | $29.98(+34.20%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 5.05% | 89.1K | $28.6M | +7.04%(+5.86K) | $237.78(+54.52%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.98% | 47.1K | $22.6M | +0.79%(+371) | $233.23(+107.54%) | 2026-03-31 | |
| DFIS | DIMENSIONAL ETF TRUST | 3.81% | 641.2K | $21.6M | +6686.17%(+631.71K) | $33.29(+9.82%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 3.8% | 215.7K | $21.5M | +6066.90%(+212.22K) | $96.83(+13.73%) | 2026-03-31 | |
| NYF | ISHARES TR | 2.94% | 314.1K | $16.7M | -3.03%(-9.81K) | $52.94(+0.91%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.65% | +42.96% |
| Top 20 Holdings Unweighted | +17.29% | +61.35% |
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