$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 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ACWI | ISHARES TRmsci acwi etf | $1,654,000 | +10.0% | 18,237 | 0.0% | 0.88% | +1.1% | |
IWB | ISHARES TRrus 1000 etf | $760,000 | +8.7% | 3,588 | 0.0% | 0.41% | -0.2% | |
MEOH | METHANEX CORP | $420,000 | +64.7% | 9,114 | 0.0% | 0.22% | +52.0% | |
SPEM | SPDR INDEX SHS FDSportfolio emg mk | $261,000 | +12.0% | 6,189 | 0.0% | 0.14% | +2.9% | |
APYX | APYX MEDICAL CORPORATION | $75,000 | +23.0% | 10,428 | 0.0% | 0.04% | +14.3% |
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 | 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.