Astoria Strategic Wealth, Inc. - Portfolio overview

Astoria Strategic Wealth, Inc. has 37 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Basic Materials and Financial Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 31.83%
2. IXUS - ISHARES TR, 11.91%
3. BND - VANGUARD BD INDEX FDS, 9.66%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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