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Astoria Strategic Wealth, Inc.

Q2 2025 · 13F-HR

Astoria Strategic Wealth, Inc.holdings as filed

Filed 2025-07-17 · accession 0001777914-25-000004

$370.1M
Reported value
35
Positions
2025-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908769VTIVANGUARD INDEX FDS$114.6M31.0%377,137CommonNONE
46432F834IXUSISHARES TR$40.4M10.9%522,550CommonNONE
921937835BNDVANGUARD BD INDEX FDS$35.5M9.59%481,781CommonNONE
922907746VTEBVANGUARD MUN BD FDS$28.2M7.62%575,009CommonNONE
464287150ITOTISHARES TR$26.9M7.27%199,151CommonNONE
464288646IGSBISHARES TR$20.7M5.58%391,604CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$14.9M4.02%221,161CommonNONE
464287408IVEISHARES TR$13.4M3.63%68,754CommonNONE
78464A649SPABSPDR SERIES TRUST$10.5M2.85%411,645CommonNONE
46434G103IEMGISHARES INC$10.3M2.77%170,821CommonNONE
464288414MUBISHARES TR$7.7M2.07%73,334CommonNONE
464287598IWDISHARES TR$7.6M2.06%39,162CommonNONE
464287226AGGISHARES TR$7.1M1.92%71,693CommonNONE
464287200IVVISHARES TR$6.8M1.84%10,947CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$3.4M0.91%68,442CommonNONE
464287804IJRISHARES TR$3.3M0.89%29,985CommonNONE
922908751VBVANGUARD INDEX FDS$3.1M0.85%13,219CommonNONE
464287507IJHISHARES TR$2.3M0.62%36,769CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$2.2M0.59%16,861CommonNONE
464288240ACWXISHARES TR$2.1M0.56%34,291CommonNONE
464288257ACWIISHARES TR$1.8M0.47%13,620CommonNONE
464288323NYFISHARES TR$1.4M0.38%26,675CommonNONE
78464A805SPTMSPDR SERIES TRUST$1.3M0.36%17,621CommonNONE
922908637VVVANGUARD INDEX FDS$847,0560.23%2,969CommonNONE
922908363VOOVANGUARD INDEX FDS$812,8510.22%1,431CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$531,2690.14%13,121CommonNONE
464287622IWBISHARES TR$429,2160.12%1,264CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$419,7050.11%864CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$357,1170.10%578CommonNONE
59151K108MEOHMETHANEX CORP$301,6730.08%9,114CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$267,9800.07%6,270CommonNONE
922908629VOVANGUARD INDEX FDS$261,3610.07%934CommonNONE
023135106AMZNAMAZON COM INC$261,2930.07%1,191CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$205,9080.06%208CommonNONE
42254E302HSCSHEARTSCIENCES INC$70,9760.02%18,927CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.