Astoria Strategic Wealth, Inc.
CIK: 0001777914SEC EDGAR →
Portfolio Value
$397.3M
Holdings
35
As of
Q4 2025
New Positions
1
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 385,345 | $129.2M | 32.52% |
| 2 | ISHARES TR | 547,701 | $46.4M | 11.67% |
| 3 | VANGUARD BD INDEX FDS | 516,682 | $38.3M | 9.63% |
| 4 | VANGUARD MUN BD FDS | 624,010 | $31.4M | 7.90% |
| 5 | ISHARES TR | 163,370 | $24.3M | 6.11% |
| 6 | ISHARES TR | 373,158 | $19.7M | 4.97% |
| 7 | ISHARES TR | 74,315 | $15.8M | 3.97% |
| 8 | VANGUARD INTL EQUITY INDEX F | 206,890 | $15.2M | 3.83% |
| 9 | ISHARES INC | 189,304 | $12.7M | 3.20% |
| 10 | SPDR SERIES TRUST | 404,258 | $10.4M | 2.62% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 30 | $395.9M | 99.7% |
| Unknown | 1 | $434K | 0.1% |
| Basic Materials | 1 | $362K | 0.1% |
| Consumer Cyclical | 1 | $274K | 0.1% |
| Technology | 1 | $222K | 0.1% |
| Healthcare | 1 | $58K | 0.0% |