Satovsky Asset Management 13F annual report

Satovsky Asset Management is an investment fund managing more than $295 billion ran by Christine Lucero. There are currently 36 companies in Mrs. Lucero’s portfolio. The largest investments include Ishares Tr and American Centy Etf Tr, together worth $137 billion.

Limited to 30 biggest holdings

$295 billion Assets Under Management (AUM)

As of 16th October 2023, Satovsky Asset Management’s top holding is 272,964 shares of Ishares Tr currently worth over $87.8 billion and making up 29.7% of the portfolio value.In addition, the fund holds 627,397 shares of American Centy Etf Tr worth $48.9 billion. The third-largest holding is Vanguard Malvern Fds worth $48.6 billion and the next is Dimensional Etf Trust worth $32.8 billion, with 1,393,055 shares owned.

Currently, Satovsky Asset Management's portfolio is worth at least $295 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Satovsky Asset Management

The Satovsky Asset Management office and employees reside in New York, New York. According to the last 13-F report filed with the SEC, Christine Lucero serves as the Chief Compliance Officer at Satovsky Asset Management.