Astoria Strategic Wealth

Astoria Strategic Wealth as of March 31, 2025

Portfolio Holdings for Astoria Strategic Wealth

Astoria Strategic Wealth holds 33 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 30.5 $104M 377k 274.84
Ishares Tr Core Msci Total (IXUS) 10.9 $37M 530k 69.81
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 9.7 $33M 451k 73.45
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 8.4 $29M 579k 49.62
Ishares Tr Core S&p Ttl Stk (ITOT) 6.6 $23M 185k 122.01
Ishares Tr Ishs 1-5yr Invs (IGSB) 5.9 $20M 384k 52.37
Ishares Tr S&p 500 Val Etf (IVE) 3.8 $13M 68k 190.58
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.7 $13M 207k 60.66
Spdr Ser Tr Portfolio Agrgte (SPAB) 3.1 $11M 412k 25.54
Ishares Core Msci Emkt (IEMG) 3.0 $10M 187k 53.97
Ishares Tr Core Us Aggbd Et (AGG) 2.1 $7.1M 72k 98.92
Ishares Tr Rus 1000 Val Etf (IWD) 2.0 $6.9M 37k 188.16
Ishares Tr Core S&p500 Etf (IVV) 1.9 $6.6M 12k 561.90
Ishares Tr National Mun Etf (MUB) 1.9 $6.5M 62k 105.44
Ishares Tr Core S&p Scp Etf (IJR) 1.3 $4.3M 41k 104.57
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $2.3M 52k 45.26
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $2.2M 37k 58.35
Ishares Tr Msci Acwi Ex Us (ACWX) 0.6 $2.0M 37k 55.45
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.6 $1.9M 17k 115.95
Ishares Tr Msci Acwi Etf (ACWI) 0.5 $1.6M 14k 116.39
Vanguard Index Fds Small Cp Etf (VB) 0.4 $1.5M 6.8k 221.75
Ishares Tr New York Mun Etf (NYF) 0.4 $1.3M 25k 52.65
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $1.2M 17k 68.01
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $735k 1.4k 513.91
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $473k 13k 36.41
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $460k 864.00 532.58
Ishares Tr Rus 1000 Etf (IWB) 0.1 $388k 1.3k 306.74
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $323k 578.00 559.39
Methanex Corp (MEOH) 0.1 $320k 9.1k 35.09
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $247k 6.3k 39.37
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $243k 938.00 258.62
Amazon (AMZN) 0.1 $227k 1.2k 190.26
Heart Test Laboratories (HSCS) 0.0 $53k 19k 2.82