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The Analysis of Astoria Strategic Wealth, Inc.'s Holdings & P&L

Currently, Astoria Strategic Wealth, Inc. holds 36 types of securities in its portfolio with a total value $437.8M. In the most recent quarter, they have increased their positions in STIP (+234.9K shares, valued at $24.0M), BND (+14.5K shares, valued at $1.1M), VTEB (+9.3K shares, valued at $470.8K); decreased their positions in ITOT (-4.3K shares, valued at $699.8K), VEU (-7.4K shares, valued at $623.2K), SPAB (-9.3K shares, valued at $237.4K); initiated new positions in STIP (+234.9K shares, valued at $24.0M).

1M P&L

+5.9M+2.16%

3M P&L

+3.8M+1.38%

HY P&L

+7.9M+2.95%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A275.0M

99.5%

2Insurance - Diversified432.3K

0.2%

3Chemicals420.6K

0.2%

Top Industries by Stock Count

1N/A27 stocks

84.4%

2Internet Retail1 stocks

3.1%

3Consumer Electronics1 stocks

3.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS391.7K shares0.24%2026-06-302026-07-16

IXUS ISHARES TR542.7K shares0.21%2026-06-302026-07-16

BND VANGUARD BD INDEX FDS530.9K shares2.80%2026-06-302026-07-16

VTEB VANGUARD MUN BD FDS654.3K shares1.44%2026-06-302026-07-16

ITOT ISHARES TR156.7K shares-2.65%2026-06-302026-07-16

STIP ISHARES TR234.9K sharesnew addition2026-06-302026-07-16

IVE ISHARES TR77.4K shares2.42%2026-06-302026-07-16

VEU VANGUARD INTL EQUITY INDEX F194.2K shares-3.69%2026-06-302026-07-16

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IEMG ISHARES INC184.4K shares-1.49%2026-06-302026-07-16

SPAB SPDR SERIES TRUST374.4K shares-2.42%2026-06-302026-07-16

ISHARES TR ISHARES TR11.7K shares0.99%2026-06-302026-07-16

IWD ISHARES TR35.3K shares-1.25%2026-06-302026-07-16

ISHARES TR ISHARES TR72.9K shares2.55%2026-06-302026-07-16

IJR ISHARES TR45.2K shares2.93%2026-06-302026-07-16

VWO VANGUARD INTL EQUITY INDEX F62.3K shares-4.80%2026-06-302026-07-16

VB VANGUARD INDEX FDS12.0K shares-0.58%2026-06-302026-07-16

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IJH ISHARES TR36.9K shares-0.18%2026-06-302026-07-16

MUB ISHARES TR25.3K shares6.40%2026-06-302026-07-16

VT VANGUARD INTL EQUITY INDEX F16.3K shares-0.04%2026-06-302026-07-16

ACWX ISHARES TR33.5K shares-1.83%2026-06-302026-07-16

ACWI ISHARES TR12.4K shares-0.02%2026-06-302026-07-16

NYF ISHARES TR34.1K shares5.90%2026-06-302026-07-16

SPTM SPDR SERIES TRUST18.5K shares0.70%2026-06-302026-07-16

VV VANGUARD INDEX FDS3.0K shares0.00%2026-06-302026-07-16

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VOO VANGUARD INDEX FDS1.4K shares-0.21%2026-06-302026-07-16

SPDW SPDR INDEX SHS FDS13.3K shares-0.74%2026-06-302026-07-16

BRK.B BERKSHIRE HATHAWAY INC DEL864 shares0.00%2026-06-302026-07-16

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T578 shares0.00%2026-06-302026-07-16

IWB ISHARES TR1.0K shares0.00%2026-06-302026-07-16

MEOH METHANEX CORP9.1K shares0.00%2026-06-302026-07-16

SPEM SPDR INDEX SHS FDS6.2K shares0.00%2026-06-302026-07-16

VO VANGUARD INDEX FDS3.8K shares300.00%2026-06-302026-07-16

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AMZN AMAZON COM INC1.2K shares0.00%2026-06-302026-07-16

AAPL APPLE INC813 shares-0.85%2026-06-302026-07-16

VEA VANGUARD TAX-MANAGED FDS3.2K shares0.00%2026-06-302026-07-16

HSCS HEARTSCIENCES INC18.9K shares0.00%2026-06-302026-07-16

VANGUARD INDEX FDS

0.24%

Shares391.7K

Event2026-06-30

Filed2026-07-16

IXUS

ISHARES TR

0.21%

Shares542.7K

Event2026-06-30

Filed2026-07-16

BND

VANGUARD BD INDEX FDS

2.80%

Shares530.9K

Event2026-06-30

Filed2026-07-16

VTEB

VANGUARD MUN BD FDS

1.44%

Shares654.3K

Event2026-06-30

Filed2026-07-16

ITOT

ISHARES TR

-2.65%

Shares156.7K

Event2026-06-30

Filed2026-07-16

STIP

ISHARES TR

New

Shares234.9K

Event2026-06-30

Filed2026-07-16

IVE

ISHARES TR

2.42%

Shares77.4K

Event2026-06-30

Filed2026-07-16

VEU

VANGUARD INTL EQUITY INDEX F

-3.69%

Shares194.2K

Event2026-06-30

Filed2026-07-16

IEMG

ISHARES INC

-1.49%

Shares184.4K

Event2026-06-30

Filed2026-07-16

SPAB

SPDR SERIES TRUST

-2.42%

Shares374.4K

Event2026-06-30

Filed2026-07-16

ISHARES TR

0.99%

Shares11.7K

Event2026-06-30

Filed2026-07-16

IWD

ISHARES TR

-1.25%

Shares35.3K

Event2026-06-30

Filed2026-07-16

ISHARES TR

2.55%

Shares72.9K

Event2026-06-30

Filed2026-07-16

IJR

ISHARES TR

2.93%

Shares45.2K

Event2026-06-30

Filed2026-07-16

VWO

VANGUARD INTL EQUITY INDEX F

-4.80%

Shares62.3K

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

-0.58%

Shares12.0K

Event2026-06-30

Filed2026-07-16

IJH

ISHARES TR

-0.18%

Shares36.9K

Event2026-06-30

Filed2026-07-16

MUB

ISHARES TR

6.40%

Shares25.3K

Event2026-06-30

Filed2026-07-16

VANGUARD INTL EQUITY INDEX F

-0.04%

Shares16.3K

Event2026-06-30

Filed2026-07-16

ACWX

ISHARES TR

-1.83%

Shares33.5K

Event2026-06-30

Filed2026-07-16

ACWI

ISHARES TR

-0.02%

Shares12.4K

Event2026-06-30

Filed2026-07-16

NYF

ISHARES TR

5.90%

Shares34.1K

Event2026-06-30

Filed2026-07-16

SPTM

SPDR SERIES TRUST

0.70%

Shares18.5K

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-16

VOO

VANGUARD INDEX FDS

-0.21%

Shares1.4K

Event2026-06-30

Filed2026-07-16

SPDW

SPDR INDEX SHS FDS

-0.74%

Shares13.3K

Event2026-06-30

Filed2026-07-16

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares864

Event2026-06-30

Filed2026-07-16

STATE STR SPDR S&P 500 ETF T

0.00%

Shares578

Event2026-06-30

Filed2026-07-16

IWB

ISHARES TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-16

MEOH

METHANEX CORP

0.00%

Shares9.1K

Event2026-06-30

Filed2026-07-16

SPEM

SPDR INDEX SHS FDS

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

300.00%

Shares3.8K

Event2026-06-30

Filed2026-07-16

AMZN

AMAZON COM INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-16

AAPL

APPLE INC

-0.85%

Shares813

Event2026-06-30

Filed2026-07-16

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-16

HSCS

HEARTSCIENCES INC

0.00%

Shares18.9K

Event2026-06-30

Filed2026-07-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available