Astoria Strategic Wealth, Inc. Portfolio Holdings

Astoria Strategic Wealth, Inc. has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $339 Million distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $104M, Ishares Tr with a value of $35.6M, Vanguard Mun Bd Fds Tax Exempt with a value of $33.6M, Vanguard Bd Index Fd Inc Total with a value of $31.9M, and Ishares Core S&P Total U.S. St with a value of $23.7M.

Examining the 13F form we can see an increase of $16.2M in the current position value, from $323M to 339M.

Below you can find more details about Astoria Strategic Wealth, Inc. portfolio as well as his latest detailed transactions.