AS

Astoria Strategic Wealth, Inc.

13F
Astoria Strategic Wealth, Inc.
Last update 2025-07-17 35 Stocks (2 new)
Value $370.00 Mil Turnover 3 %
Countries:
Top Holdings: VTI(30.97%)IXUS(10.92%)BND(9.59%)VTEB(7.62%)ITOT(7.27%)
Summary Stock Picks Current Portfolio
Astoria Strategic Wealth, Inc.... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI
Vanguard Total Stock Market ETF
377,137
114,623.3
+0.02%
30.970
+0.01%
0.020
+18.95%
+8.50%
478,431.4
 
IXUS
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
522,550
40,398.3
-1.48%
10.920
-0.16%
0.090
+15.07%
+22.19%
47,549.2
 
BND
Vanguard Total Bond Market ETF
481,781
35,473.5
+6.86%
9.590
+0.62%
0.030
+1.67%
+3.53%
127,758.4
 
VTEB
Vanguard Tax-Exempt Bond ETF
575,009
28,192.7
-0.69%
7.620
-0.06%
0.080
+0.70%
-1.57%
35,683.6
 
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
199,151
26,893.3
+7.95%
7.270
+0.54%
0.040
+19.19%
+8.56%
73,027.8
 
IGSB
iShares 1-3 Year Credit Bond ETF
391,604
20,661.0
+1.97%
5.580
+0.11%
0.100
+2.21%
+4.02%
21,629.9
 
VEU
Vanguard FTSE All-World ex-US ETF
221,161
14,866.4
+7.07%
4.020
+0.27%
0.030
+14.08%
+21.65%
45,437.2
 
IVE
iShares S&P 500 Value ETF
68,754
13,435.9
+1.27%
3.630
+0.05%
0.030
+12.01%
+5.73%
40,043.9
 
SPAB
SPDR Portfolio Aggregate Bond ETF
411,645
10,538.1
-0.07%
2.850
0%
0.120
+1.68%
+3.56%
8,519.3
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
170,821
10,254.4
-8.45%
2.770
-0.25%
0.010
+17.87%
+20.24%
100,742.8
 

Astoria Strategic Wealth, Inc.'s Historical Top Holdings Breakdowns

Astoria Strategic Wealth, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BND
Vanguard Total Bond Market ETF
2025-06-30
Add
Add
+0.62%
●
71.88 ($72.74) 73.82
$73.03
0.40%
Add 6.86%
481,781
30,938
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
2025-06-30
Add
Add
+0.54%
●
108.12 ($124.74) 135.04
$138.81
11.28%
Add 7.95%
199,151
14,669
VB
Vanguard Small Cap ETF
2025-06-30
Add
Add
+0.41%
●
193.73 ($223.07) 237.37
$247.42
10.92%
Add 93.63%
13,219
6,392
MUB
iShares National Muni Bond ETF
2025-06-30
Add
Add
+0.33%
●
102.31 ($103.99) 105.8
$103.54
-0.43%
Add 18.93%
73,334
11,673
IJR
iShares Core S&P Small-Cap ETF
2025-06-30
Reduce
Reduce
-0.33%
●
90.56 ($103.39) 109.49
$114.15
10.41%
Reduce -26.51%
29,985
-10,819
VEU
Vanguard FTSE All-World ex-US ETF
2025-06-30
Add
Add
+0.27%
●
54.19 ($63.27) 67.22
$69.13
9.26%
Add 7.07%
221,161
14,606
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2025-06-30
Reduce
Reduce
-0.25%
●
47.74 ($55.77) 60.03
$62.03
11.22%
Reduce -8.45%
170,821
-15,760
VV
Vanguard Large Cap ETF
2025-06-30
New Buy
New Buy
+0.23%
●
228.25 ($263.38) 285.3
$292.56
11.08%
New holding
2,969
2,969
VWO
Vanguard FTSE Emerging Markets ETF
2025-06-30
Add
Add
+0.22%
●
39.89 ($46.36) 49.46
$51.23
10.50%
Add 32.3%
68,442
16,708
IXUS
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
2025-06-30
Reduce
Reduce
-0.16%
●
62.37 ($72.96) 77.63
$79.58
9.07%
Reduce -1.48%
522,550
-7,825

Astoria Strategic Wealth, Inc. Total Holding History ($B)

To

Astoria Strategic Wealth, Inc.'s Asset Allocation

To

Astoria Strategic Wealth, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Astoria Strategic Wealth, Inc.'s Hypothetical Growth since 2025-06-30

Astoria Strategic Wealth, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Astoria Strategic Wealth, Inc.'s Holdings Heat Map

Size field:

Astoria Strategic Wealth, Inc.'s Holdings Bubble Chart

Astoria Strategic Wealth, Inc. News

  • 1

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