0001214659-21-008174.txt : 20210805 0001214659-21-008174.hdr.sgml : 20210805 20210805162244 ACCESSION NUMBER: 0001214659-21-008174 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210805 DATE AS OF CHANGE: 20210805 EFFECTIVENESS DATE: 20210805 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SATOVSKY ASSET MANAGEMENT LLC CENTRAL INDEX KEY: 0001807288 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: 211148591 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 13F-HR LIVE false false false 0001807288 XXXXXXXX 06-30-2021 06-30-2021 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 /s/ Christine Lucero Westport MA 08-02-2021 0 30 131054 INFORMATION TABLE 2 infotable.xml AECOM COM 00766T100 207 3269 SH SOLE 3269 0 0 ALPHABET INC CAP STK CL A 02079K305 1668 683 SH SOLE 683 0 0 ALPHABET INC CAP STK CL C 02079K107 1425 569 SH SOLE 569 0 0 AMAZON COM INC COM 023135106 1758 699 SH SOLE 699 0 0 APPLE INC COM 037833100 7723 56389 SH SOLE 56389 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14530 51989 SH SOLE 51989 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 309 4621 SH SOLE 4621 0 0 CISCO SYS INC COM 17275R102 382 7204 SH SOLE 7204 0 0 CONSOLIDATED EDISON INC COM 209115104 355 4947 SH SOLE 4947 0 0 FACEBOOK INC CL A 30303M102 888 2555 SH SOLE 2555 0 0 ISHARES GOLD TR ISHARES NEW 464285204 1355 40188 SH SOLE 40188 0 0 ISHARES TR CORE S&P500 ETF 464287200 90409 209944 SH SOLE 209944 0 0 ISHARES TR CORE S&P TTL STK 464287150 1609 16287 SH SOLE 16287 0 0 ISHARES TR COHEN STEER REIT 464287564 354 5420 SH SOLE 5420 0 0 JOHNSON & JOHNSON COM 478160104 431 2614 SH SOLE 2614 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 296 1073 SH SOLE 1073 0 0 MARRIOTT INTL INC NEW CL A 571903202 322 2360 SH SOLE 2360 0 0 MCDONALDS CORP COM 580135101 248 1072 SH SOLE 1072 0 0 MEDTRONIC PLC SHS G5960L103 214 1725 SH SOLE 1725 0 0 MICROSOFT CORP COM 594918104 2079 7674 SH SOLE 7674 0 0 MONDELEZ INTL INC CL A 609207105 207 3312 SH SOLE 3312 0 0 NIKE INC CL B 654106103 364 2357 SH SOLE 2357 0 0 OMNICELL COM COM 68213N109 331 2185 SH SOLE 2185 0 0 PFIZER INC COM 717081103 402 10258 SH SOLE 10258 0 0 SPDR GOLD TR GOLD SHS 78463V107 228 1377 SH SOLE 1377 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 236 551 SH SOLE 551 0 0 SPROTT ETF TRUST GOLD MINERS ETF 85210B102 231 8167 SH SOLE 8167 0 0 TESLA INC COM 88160R101 1098 1616 SH SOLE 1616 0 0 UNITEDHEALTH GROUP INC COM 91324P102 340 849 SH SOLE 849 0 0 VISA INC COM CL A 92826C839 1055 4512 SH SOLE 4512 0 0