$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TRrus 1000 etf | $629,000 | +23.8% | 3,588 | 0.0% | 0.40% | +2.8% | |
| CLNY | COLONY CAP INC NEW | $128,000 | +29.3% | 56,500 | 0.0% | 0.08% | +7.9% | |
| APYX | APYX MED CORP | $48,000 | +29.7% | 10,428 | 0.0% | 0.03% | +10.7% |
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 | 19 | Q2 2024 | 30.5% |
| VANGUARD BD INDEX FDS | 19 | Q2 2024 | 17.0% |
| SPDR SER TR | 19 | Q2 2024 | 22.4% |
| ISHARES TR | 19 | Q2 2024 | 10.2% |
| ISHARES TR | 19 | Q2 2024 | 7.8% |
| VANGUARD INTL EQUITY INDEX F | 19 | Q2 2024 | 8.1% |
| ISHARES TR | 19 | Q2 2024 | 5.7% |
| ISHARES INC | 19 | Q2 2024 | 2.8% |
| VANGUARD INTL EQUITY INDEX F | 19 | Q2 2024 | 6.2% |
| VANGUARD INTL EQUITY INDEX F | 19 | Q2 2024 | 2.2% |
View Astoria Strategic Wealth, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-07-17 |
| 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 |
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.