Top 37 Astoria Strategic Wealth, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 31.83% | 390.8K | $125.4M | +1.42%(+5.47K) | $183.67(+98.57%) | 2026-03-31 | |
| IXUS | ISHARES TR | 11.91% | 541.6K | $46.9M | -1.11%(-6.10K) | $61.98(+54.24%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 9.66% | 516.4K | $38.0M | -0.05%(-238) | $76.66(-4.54%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 8.17% | 645.0K | $32.2M | +3.37%(+21.03K) | $50.49(-0.78%) | 2026-03-31 | |
| ITOT | ISHARES TR | 5.82% | 161.0K | $22.9M | -1.46%(-2.39K) | $82.68(+95.94%) | 2026-03-31 | |
| IGSB | ISHARES TR | 5.08% | 380.8K | $20.0M | +2.06%(+7.67K) | $50.38(+3.97%) | 2026-03-31 | |
| IVE | ISHARES TR | 4.05% | 75.6K | $16.0M | +1.67%(+1.24K) | $147.67(+52.12%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 3.84% | 201.6K | $15.1M | -2.55%(-5.27K) | $52.69(+57.44%) | 2026-03-31 | |
| IEMG | ISHARES INC | 3.31% | 187.2K | $13.1M | -1.12%(-2.11K) | $52.06(+57.61%) | 2026-03-31 | |
| SPAB | SPDR SERIES TRUST | 2.5% | 383.7K | $9.8M | -5.08%(-20.52K) | $29.47(-13.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.58% | +31.60% |
| Top 20 Holdings Unweighted | +10.18% | +33.76% |
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