AS

Astoria Strategic Wealth, Inc.

13F
Astoria Strategic Wealth, Inc.
Last update 2025-04-29 33 Stocks (1 new)
Value $340.00 Mil Turnover 2 %
Countries:
Top Holdings: VTI(30.47%)IXUS(10.88%)BND(9.74%)VTEB(8.45%)ITOT(6.62%)
Summary Stock Picks Current Portfolio
Astoria Strategic Wealth, Inc.... Top Holdings of 2025-03-31 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
377,067
103,633.1
+1.89%
30.470
+0.56%
0.020
+3.61%
+1.57%
448,188.6
 
IXUS 		iShares Core MSCI Total International Stock ETF
530,375
37,025.5
+4.66%
10.880
+0.48%
0.090
+9.32%
+15.48%
44,951.4
 
BND 		Vanguard Total Bond Market ETF
450,843
33,114.4
+6.38%
9.740
+0.58%
0.030
+0.08%
+2.79%
126,820.4
 
VTEB 		Vanguard Tax-Exempt Bond ETF
579,006
28,730.3
+0.38%
8.450
+0.03%
0.080
-2.39%
-1.53%
35,696.9
 
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
184,482
22,508.7
+1.75%
6.620
+0.11%
0.040
+3.60%
+1.54%
68,053.7
 
IGSB 		iShares 1-3 Year Credit Bond ETF
384,022
20,111.2
+1.21%
5.910
+0.07%
0.100
+1.43%
+3.15%
21,181.1
 
IVE 		iShares S&P 500 Value ETF
67,890
12,938.5
+3.53%
3.800
+0.13%
0.030
-0.76%
-0.04%
37,906.1
 
VEU 		Vanguard FTSE All-World ex-US ETF
206,555
12,529.6
-1.20%
3.680
-0.04%
0.030
+8.78%
+15.31%
42,514.9
 
SPAB 		SPDR Portfolio Aggregate Bond ETF
411,946
10,521.1
-0.28%
3.090
-0.01%
0.120
+0.05%
+2.85%
8,762.1
 
IEMG 		iShares Core MSCI Emerging Markets ETF
186,581
10,069.8
+4.45%
2.960
+0.13%
0.010
+8.56%
+11.01%
89,454.2
 

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 ETF2025-03-31Add
+0.58%
●
71.17 ($72.57) 73.66
$72.74
0.23%
Add 6.38%
450,843
27,042
VTI 		Vanguard Total Stock Market ETF2025-03-31Add
+0.56%
●
271.18 ($290.53) 303.12
$293.34
0.97%
Add 1.89%
377,067
6,985
IXUS 		iShares Core MSCI Total International Stock ETF2025-03-31Add
+0.48%
●
65.06 ($69.34) 72.31
$76.38
10.15%
Add 4.66%
530,375
23,633
IEMG 		iShares Core MSCI Emerging Markets ETF2025-03-31Add
+0.13%
●
50.83 ($53.83) 55.94
$57.97
7.69%
Add 4.45%
186,581
7,945
IVE 		iShares S&P 500 Value ETF2025-03-31Add
+0.13%
●
185.78 ($193.5) 198.58
$190.05
-1.78%
Add 3.53%
67,890
2,316
IVV 		iShares Core S&P 500 ETF2025-03-31Add
+0.12%
●
554.06 ($590.51) 615.85
$598.77
1.40%
Add 6.62%
11,770
731
ITOT 		iShares Core S&P Total U.S. Stock Market ETF2025-03-31Add
+0.11%
●
120.29 ($128.89) 134.6
$130.22
1.03%
Add 1.75%
184,482
3,178
IJR 		iShares Core S&P Small-Cap ETF2025-03-31Add
+0.07%
●
102.49 ($112.84) 119.96
$106.42
-5.69%
Add 6.16%
40,804
2,369
IGSB 		iShares 1-3 Year Credit Bond ETF2025-03-31Add
+0.07%
●
51.52 ($51.99) 52.37
$52.36
0.71%
Add 1.21%
384,022
4,573
MUB 		iShares National Muni Bond ETF2025-03-31Add
+0.05%
●
104.71 ($106.35) 107.68
$103.55
-2.63%
Add 2.43%
61,661
1,460

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 2025-03-31

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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