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Home > Institutional Investor > Astoria Strategic Wealth, Inc. > 13F Holdings

Instuitional Investor - Astoria Strategic Wealth, Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 384,480 $126,174,802 31.9%
2.
Ishares Trust
 VLUE 545,959 $45,085,294 11.4%
3.
Vanguard Bond Index Funds
 BND 509,286 $37,875,600 9.58%
4.
Vanguard Mun Bd Fds
 638,605 $31,974,952 8.08%
5.
Ishares Trust
 IEF 186,795 $27,206,692 6.88%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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