ASTORIA STRATEGIC WEALTH INC

Stock Holdings
Option Holdings
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P/L since open
Time since open
% Portfolio
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VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
377,067+6,985+1.89%
Created with Highcharts 10.1.0
$178.5230.47%0.02%103,633,0942025-03-31
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
530,375+23,633+4.66%
Created with Highcharts 10.1.0
$60.2110.88%0.10%37,025,4792025-03-31
BND
VANGUARD TOTAL BOND MARKET INDEX FUND
450,843+27,042+6.38%
Created with Highcharts 10.1.0
$77.579.74%0.03%33,114,4182025-03-31
VTEB
VANGUARD TAX-EXEMPT BOND INDEX FUND
579,006+2,210+0.38%
Created with Highcharts 10.1.0
$50.678.45%0.08%28,730,2782025-03-31
ITOT
ISHARES CORE S&P TOTAL US STOCK MARKET ETF
184,482+3,178+1.75%
Created with Highcharts 10.1.0
$73.106.62%0.04%22,508,6492025-03-31
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
384,022+4,573+1.21%
Created with Highcharts 10.1.0
$50.305.91%0.09%20,111,2322025-03-31
IVE
ISHARES S&P 500 VALUE ETF
67,890+2,316+3.53%
Created with Highcharts 10.1.0
$141.423.80%0.03%12,938,4762025-03-31
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
206,555-2,516-1.20%
Created with Highcharts 10.1.0
$48.643.68%0.03%12,529,6262025-03-31
SPAB
SPDR(R) PORTFOLIO AGGREGATE BOND ETF
411,946-1,166-0.28%
Created with Highcharts 10.1.0
$29.493.09%0.13%10,521,1012025-03-31
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
186,581+7,945+4.45%
Created with Highcharts 10.1.0
$51.062.96%0.01%10,069,7772025-03-31
AGG
ISHARES CORE US AGGREGATE BOND ETF
72,157-1,270-1.73%
Created with Highcharts 10.1.0
$100.462.10%0.01%7,137,7702025-03-31
IWD
ISHARES RUSSELL 1000 VALUE ETF
36,819+119+0.32%
Created with Highcharts 10.1.0
$120.792.04%0.01%6,927,8632025-03-31
IVV
ISHARES CORE S&P 500 ETF
11,770+731+6.62%
Created with Highcharts 10.1.0
$464.381.94%0.00%6,613,5632025-03-31
MUB
ISHARES NATIONAL MUNI BOND ETF
61,661+1,460+2.43%
Created with Highcharts 10.1.0
$107.221.91%0.02%6,501,5362025-03-31
IJR
ISHARES CORE S&P SMALL-CAP ETF
40,804+2,369+6.16%
Created with Highcharts 10.1.0
$103.051.25%0.01%4,266,8742025-03-31
VWO
VANGUARD EMERGING MARKETS STOCK INDEX FUND
51,734+45+0.09%
Created with Highcharts 10.1.0
$41.520.69%0.00%2,341,4812025-03-31
IJH
ISHARES CORE S&P MID-CAP ETF
37,080+533+1.46%
Created with Highcharts 10.1.0
$273.560.64%0.00%2,163,6182025-03-31
ACWX
ISHARES MSCI ACWI EX US ETF
36,90900.00%
Created with Highcharts 10.1.0
$55.460.60%0.04%2,046,6042025-03-31
VT
VANGUARD TOTAL WORLD STOCK INDEX FUND
16,739+113+0.68%
Created with Highcharts 10.1.0
$80.280.57%0.00%1,940,8872025-03-31
ACWI
ISHARES MSCI ACWI ETF
13,62000.00%
Created with Highcharts 10.1.0
$69.490.47%0.00%1,585,2322025-03-31
VB
VANGUARD SMALL-CAP INDEX FUND
6,827+174+2.62%
Created with Highcharts 10.1.0
$172.910.45%0.00%1,513,8872025-03-31
NYF
ISHARES NEW YORK MUNI BOND ETF
24,633+2,544+11.52%
Created with Highcharts 10.1.0
$53.710.38%0.15%1,296,9272025-03-31
SPTM
SPDR(R) PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
17,124+347+2.07%
Created with Highcharts 10.1.0
$45.070.34%0.01%1,164,6032025-03-31
VOO
VANGUARD 500 INDEX FUND
1,43000.00%
Created with Highcharts 10.1.0
$284.720.22%0.00%734,8912025-03-31
SPDW
SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF
13,002+577+4.64%
Created with Highcharts 10.1.0
$31.150.14%0.00%473,4032025-03-31
BRK.B
BERKSHIRE HATHAWAY
86400.00%
Created with Highcharts 10.1.0
$307.010.14%0.00%460,1492025-03-31
IWB
ISHARES RUSSELL 1000 ETF
1,26400.00%
Created with Highcharts 10.1.0
$170.520.11%0.00%387,7192025-03-31
SPY
SPDR S&P 500 ETF
57800.00%
Created with Highcharts 10.1.0
$457.060.10%0.00%323,3272025-03-31
MEOH
METHANEX
9,11400.00%
Created with Highcharts 10.1.0
$21.150.09%0.00%319,8102025-03-31
SPEM
SPDR(R) PORTFOLIO EMERGING MARKETS ETF
6,270+10+0.16%
Created with Highcharts 10.1.0
$32.320.07%0.00%246,8502025-03-31
VO
VANGUARD MID-CAP INDEX FUND
938+31+3.42%
Created with Highcharts 10.1.0
$237.160.07%0.00%242,5862025-03-31
AMZN
AMAZON
1,19100.00%
Created with Highcharts 10.1.0
$181.590.07%0.00%226,6002025-03-31
HSCS
HEART TEST LABORATORIES
18,927+18,927
Open
Created with Highcharts 10.1.0
$3.420.02%1.75%53,3742025-03-31