The Analysis of Astoria Strategic Wealth, Inc.'s Holdings


Currently, Astoria Strategic Wealth, Inc. holds 35 types of securities in its portfolio with a total value $397.3M. In the most recent quarter, they have increased their positions in BND (+7.4K shares, valued at $547.8K), IJR (+4.4K shares, valued at $528.3K), VTI (+865 shares, valued at $290.0K); decreased their positions in ITOT (-23.4K shares, valued at $3.5M), VTEB (-14.6K shares, valued at $734.0K), IGSB (-13.6K shares, valued at $720.2K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS385.3K shares0.22%2025-12-312026-02-05history
IXUS ISHARES TR547.7K shares0.32%2025-12-312026-02-05history
BND VANGUARD BD INDEX FDS516.7K shares1.45%2025-12-312026-02-05history
VTEB VANGUARD MUN BD FDS624.0K shares-2.29%2025-12-312026-02-05history
ITOT ISHARES TR163.4K shares-12.54%2025-12-312026-02-05history
IGSB ISHARES TR373.2K shares-3.52%2025-12-312026-02-05history
IVE ISHARES TR74.3K shares1.58%2025-12-312026-02-05history
VEU VANGUARD INTL EQUITY INDEX F206.9K shares-4.17%2025-12-312026-02-05history
Sponsored
IEMG ISHARES INC189.3K shares2.25%2025-12-312026-02-05history
SPAB SPDR SERIES TRUST404.3K shares-3.01%2025-12-312026-02-05history
IVV ISHARES TR11.2K shares1.12%2025-12-312026-02-05history
IWD ISHARES TR36.4K shares-3.90%2025-12-312026-02-05history
AGG ISHARES TR71.2K shares-0.44%2025-12-312026-02-05history
IJR ISHARES TR42.7K shares11.48%2025-12-312026-02-05history
VWO VANGUARD INTL EQUITY INDEX F67.0K shares-1.97%2025-12-312026-02-05history
VB VANGUARD INDEX FDS12.0K shares-0.46%2025-12-312026-02-05history
Sponsored
MUB ISHARES TR24.2K shares-6.24%2025-12-312026-02-05history
IJH ISHARES TR36.9K shares0.81%2025-12-312026-02-05history
ACWX ISHARES TR34.1K shares0.00%2025-12-312026-02-05history
VT VANGUARD INTL EQUITY INDEX F16.1K shares-1.79%2025-12-312026-02-05history
ACWI ISHARES TR13.3K shares-0.90%2025-12-312026-02-05history
NYF ISHARES TR30.7K shares5.90%2025-12-312026-02-05history
SPTM SPDR SERIES TRUST17.5K shares-0.48%2025-12-312026-02-05history
VV VANGUARD INDEX FDS3.0K shares0.00%2025-12-312026-02-05history
Sponsored
VANGUARD INDEX FDS VANGUARD INDEX FDS1.4K shares-0.14%2025-12-312026-02-05history
SPDW SPDR INDEX SHS FDS13.2K shares0.78%2025-12-312026-02-05history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL864 shares-0.23%2025-12-312026-02-05history
SPY SPDR S&P 500 ETF TR578 shares0.00%2025-12-312026-02-05history
IWB ISHARES TR1.0K shares-17.25%2025-12-312026-02-05history
MEOH METHANEX CORP9.1K shares0.00%2025-12-312026-02-05history
SPEM SPDR INDEX SHS FDS6.2K shares-0.99%2025-12-312026-02-05history
AMZN AMAZON COM INC1.2K shares0.00%2025-12-312026-02-05history
Sponsored
VO VANGUARD INDEX FDS937 shares1.74%2025-12-312026-02-05history
AAPL APPLE INC820 shares-7.45%2025-12-312026-02-05history
HEARTSCIENCES INC HEARTSCIENCES INC18.9K shares0.00%2025-12-312026-02-05history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available