Top 50 Astra Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | 13.53% | 236.8K | $21.4M | +6.78%(+15.04K) | $77.10(+26.20%) | 2026-03-31 | |
| IVV | ISHARES TR | 12.99% | 31.5K | $20.6M | +2.52%(+774) | $587.14(+27.47%) | 2026-03-31 | |
| DISV | DIMENSIONAL ETF TRUST | 4.54% | 182.3K | $7.2M | +4.24%(+7.41K) | $29.05(+40.29%) | 2026-03-31 | |
| VBIL | VANGUARD INSTL INDEX FD | 4.24% | 88.8K | $6.7M | +128.27%(+49.88K) | $75.55(-0.03%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 4.05% | 20.0K | $6.4M | -2.18%(-446) | $286.61(+28.66%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.04% | 99.9K | $6.4M | +1.50%(+1.48K) | $51.82(+36.65%) | 2026-03-31 | |
| BOXX | EA SERIES TRUST | 3.78% | 51.5K | $6.0M | -0.81%(-422) | $112.05(+4.61%) | 2026-03-31 | |
| IEMG | ISHARES INC | 3.09% | 70.1K | $4.9M | +2.36%(+1.62K) | $55.87(+42.89%) | 2026-03-31 | |
| IJH | ISHARES TR | 2.66% | 62.4K | $4.2M | +6.04%(+3.55K) | $62.66(+21.43%) | 2026-03-31 | |
| IJJ | ISHARES TR | 2.64% | 31.5K | $4.2M | +4.93%(+1.48K) | $124.77(+17.63%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.38% | +49.64% |
| Top 20 Holdings Unweighted | +14.15% | +48.73% |
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