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

Currently, Astoria Strategic Wealth, Inc. holds 37 types of securities in its portfolio with a total value $393.9M. In the most recent quarter, they have increased their positions in VTI (+5.5K shares, valued at $1.8M), VTEB (+21.0K shares, valued at $1.0M), IGSB (+7.7K shares, valued at $403.2K); decreased their positions in IXUS (-6.1K shares, valued at $528.3K), SPAB (-20.5K shares, valued at $525.8K), VEU (-5.3K shares, valued at $396.1K); initiated new positions in COST (+208 shares, valued at $207.3K), VEA (+3.2K shares, valued at $202.0K).

1M P&L

+12.0M+2.88%

3M P&L

+13.5M+3.26%

HY P&L

+34.3M+8.71%

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/A391.4M

99.7%

2Chemicals542.6K

0.1%

3Internet Retail248.1K

0.1%

Top Industries by Stock Count

1N/A30 stocks

88.2%

2Internet Retail1 stocks

2.9%

3Consumer Electronics1 stocks

2.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS390.8K shares1.42%2026-03-312026-04-20

IXUS ISHARES TR541.6K shares-1.11%2026-03-312026-04-20

BND VANGUARD BD INDEX FDS516.4K shares-0.05%2026-03-312026-04-20

VTEB VANGUARD MUN BD FDS645.0K shares3.37%2026-03-312026-04-20

ITOT ISHARES TR161.0K shares-1.46%2026-03-312026-04-20

IGSB ISHARES TR380.8K shares2.06%2026-03-312026-04-20

IVE ISHARES TR75.6K shares1.67%2026-03-312026-04-20

VEU VANGUARD INTL EQUITY INDEX F201.6K shares-2.55%2026-03-312026-04-20

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IEMG ISHARES INC187.2K shares-1.12%2026-03-312026-04-20

SPAB SPDR SERIES TRUST383.7K shares-5.08%2026-03-312026-04-20

IWD ISHARES TR35.7K shares-1.91%2026-03-312026-04-20

IVV ISHARES TR11.6K shares3.17%2026-03-312026-04-20

AGG ISHARES TR71.1K shares-0.19%2026-03-312026-04-20

IJR ISHARES TR43.9K shares2.83%2026-03-312026-04-20

VWO VANGUARD INTL EQUITY INDEX F65.4K shares-2.37%2026-03-312026-04-20

VB VANGUARD INDEX FDS12.1K shares0.90%2026-03-312026-04-20

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MUB ISHARES TR23.7K shares-1.78%2026-03-312026-04-20

IJH ISHARES TR37.0K shares0.38%2026-03-312026-04-20

ACWX ISHARES TR34.1K shares-0.06%2026-03-312026-04-20

VT VANGUARD INTL EQUITY INDEX F16.3K shares1.58%2026-03-312026-04-20

ACWI ISHARES TR12.4K shares-6.66%2026-03-312026-04-20

NYF ISHARES TR32.2K shares5.09%2026-03-312026-04-20

SPTM SPDR SERIES TRUST18.3K shares4.77%2026-03-312026-04-20

VV VANGUARD INDEX FDS3.0K shares0.07%2026-03-312026-04-20

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VANGUARD INDEX FDS VANGUARD INDEX FDS1.4K shares-0.21%2026-03-312026-04-20

SPDW SPDR INDEX SHS FDS13.4K shares2.01%2026-03-312026-04-20

MEOH METHANEX CORP9.1K shares0.00%2026-03-312026-04-20

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL864 shares0.00%2026-03-312026-04-20

SPY STATE STR SPDR S&P 500 ETF T578 shares0.00%2026-03-312026-04-20

IWB ISHARES TR1.0K shares0.00%2026-03-312026-04-20

SPEM SPDR INDEX SHS FDS6.2K shares-0.50%2026-03-312026-04-20

VO VANGUARD INDEX FDS938 shares0.11%2026-03-312026-04-20

Sponsored

AMZN AMAZON COM INC1.2K shares0.00%2026-03-312026-04-20

AAPL APPLE INC820 shares0.00%2026-03-312026-04-20

COST COSTCO WHOLESALE CORPORATION208 sharesnew addition2026-03-312026-04-20

VEA VANGUARD TAX-MANAGED FDS3.2K sharesnew addition2026-03-312026-04-20

HEARTSCIENCES INC HEARTSCIENCES INC18.9K shares0.00%2026-03-312026-04-20

VTI

VANGUARD INDEX FDS

1.42%

Shares390.8K

Event2026-03-31

Filed2026-04-20

IXUS

ISHARES TR

-1.11%

Shares541.6K

Event2026-03-31

Filed2026-04-20

BND

VANGUARD BD INDEX FDS

-0.05%

Shares516.4K

Event2026-03-31

Filed2026-04-20

VTEB

VANGUARD MUN BD FDS

3.37%

Shares645.0K

Event2026-03-31

Filed2026-04-20

ITOT

ISHARES TR

-1.46%

Shares161.0K

Event2026-03-31

Filed2026-04-20

IGSB

ISHARES TR

2.06%

Shares380.8K

Event2026-03-31

Filed2026-04-20

IVE

ISHARES TR

1.67%

Shares75.6K

Event2026-03-31

Filed2026-04-20

VEU

VANGUARD INTL EQUITY INDEX F

-2.55%

Shares201.6K

Event2026-03-31

Filed2026-04-20

IEMG

ISHARES INC

-1.12%

Shares187.2K

Event2026-03-31

Filed2026-04-20

SPAB

SPDR SERIES TRUST

-5.08%

Shares383.7K

Event2026-03-31

Filed2026-04-20

IWD

ISHARES TR

-1.91%

Shares35.7K

Event2026-03-31

Filed2026-04-20

IVV

ISHARES TR

3.17%

Shares11.6K

Event2026-03-31

Filed2026-04-20

AGG

ISHARES TR

-0.19%

Shares71.1K

Event2026-03-31

Filed2026-04-20

IJR

ISHARES TR

2.83%

Shares43.9K

Event2026-03-31

Filed2026-04-20

VWO

VANGUARD INTL EQUITY INDEX F

-2.37%

Shares65.4K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

0.90%

Shares12.1K

Event2026-03-31

Filed2026-04-20

MUB

ISHARES TR

-1.78%

Shares23.7K

Event2026-03-31

Filed2026-04-20

IJH

ISHARES TR

0.38%

Shares37.0K

Event2026-03-31

Filed2026-04-20

ACWX

ISHARES TR

-0.06%

Shares34.1K

Event2026-03-31

Filed2026-04-20

VANGUARD INTL EQUITY INDEX F

1.58%

Shares16.3K

Event2026-03-31

Filed2026-04-20

ACWI

ISHARES TR

-6.66%

Shares12.4K

Event2026-03-31

Filed2026-04-20

NYF

ISHARES TR

5.09%

Shares32.2K

Event2026-03-31

Filed2026-04-20

SPTM

SPDR SERIES TRUST

4.77%

Shares18.3K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

0.07%

Shares3.0K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

-0.21%

Shares1.4K

Event2026-03-31

Filed2026-04-20

SPDW

SPDR INDEX SHS FDS

2.01%

Shares13.4K

Event2026-03-31

Filed2026-04-20

MEOH

METHANEX CORP

0.00%

Shares9.1K

Event2026-03-31

Filed2026-04-20

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares864

Event2026-03-31

Filed2026-04-20

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares578

Event2026-03-31

Filed2026-04-20

IWB

ISHARES TR

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-20

SPEM

SPDR INDEX SHS FDS

-0.50%

Shares6.2K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

0.11%

Shares938

Event2026-03-31

Filed2026-04-20

AMZN

AMAZON COM INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

0.00%

Shares820

Event2026-03-31

Filed2026-04-20

COST

COSTCO WHOLESALE CORPORATION

New

Shares208

Event2026-03-31

Filed2026-04-20

VEA

VANGUARD TAX-MANAGED FDS

New

Shares3.2K

Event2026-03-31

Filed2026-04-20

HEARTSCIENCES INC

0.00%

Shares18.9K

Event2026-03-31

Filed2026-04-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available