$187 Million is the total value of Astoria Strategic Wealth, Inc.'s 29 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | New | SPDR S&P 500 ETF TRtr unit | $257,000 | – | 687 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-28
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.