$158 Million is the total value of Astoria Strategic Wealth, Inc.'s 27 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VTIP | New | VANGUARD MALVERN FDSstrm infproidx | $12,630,000 | – | 251,346 | +100.0% | 8.08% | – |
SHY | New | ISHARES TR1 3 yr treas bd | $6,149,000 | – | 71,027 | +100.0% | 3.94% | – |
SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $226,000 | – | 6,209 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-13
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 16 | Q3 2023 | 27.8% |
VANGUARD BD INDEX FDS | 16 | Q3 2023 | 17.0% |
SPDR SER TR | 16 | Q3 2023 | 22.4% |
ISHARES TR | 16 | Q3 2023 | 9.6% |
ISHARES TR | 16 | Q3 2023 | 7.8% |
VANGUARD INTL EQUITY INDEX F | 16 | Q3 2023 | 8.1% |
ISHARES TR | 16 | Q3 2023 | 5.7% |
ISHARES INC | 16 | Q3 2023 | 2.4% |
VANGUARD INTL EQUITY INDEX F | 16 | Q3 2023 | 6.2% |
VANGUARD INTL EQUITY INDEX F | 16 | Q3 2023 | 2.2% |
View Astoria Strategic Wealth, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-07 |
13F-HR | 2024-02-06 |
13F-HR | 2023-11-08 |
13F-HR | 2023-08-01 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-13 |
13F-HR | 2022-11-02 |
13F-HR | 2022-07-21 |
13F-HR | 2022-05-06 |
13F-HR | 2022-02-11 |
View Astoria Strategic Wealth, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.