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Home > Institutional Investor > Astoria Strategic Wealth, Inc. > Profile

Instuitional Investor - Astoria Strategic Wealth, Inc.

Fund Profile
Filing Period:
Fund Name: Astoria Strategic Wealth, Inc.
Portfolio Value $336,052,065
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 370,082 $107,253,464 31.91%
2.
Ishares Tr - CORE MSCI TOTAL
 506,742 $33,515,916 9.97%
3.
Vanguard Bond Index Funds
 BND 423,801 $30,475,530 9.06%
4.
Vanguard Mun Bd Fds
 576,796 $28,914,783 8.6%
5.
Ishares Trust
 IEF 181,304 $23,319,320 6.93%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)