Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SATOVSKY ASSET MANAGEMENT LLC | 04-19-2024 | 03-31-2024 | 50 | 341,791,447 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $92,969,541 | 176,859 | 0.03 | 0.03 | -8,237 | -4.45 | 03-31-2024 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 2 | $57,834,108 | 617,160 | 0.02 | 0.02 | -10,237 | -1.63 | 03-31-2024 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 3 | $52,972,455 | 1,106,128 | 0.02 | 0.02 | 77,659 | 7.55 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 4 | $24,004,129 | 891,022 | 0.01 | 0.01 | 11,263 | 1.28 | 03-31-2024 |
