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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Astoria Strategic Wealth, Inc.

Quarter ended Q3 2023 · Filed August 1, 2023 · Accession 0001777914-23-000006

Total Value
$270.8M
Positions
33
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (33)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769331,236$73.0M26.95%
2VANGUARD BD INDEX FDS921937835557,742$40.5M14.97%
3ISHARES TR46432F834402,285$25.2M9.30%
4ISHARES TR464287226252,293$24.7M9.13%
5ISHARES TR464287150214,810$21.0M7.76%
6ISHARES TR464288646376,149$18.9M6.97%
7SPDR SER TR78464A649518,183$13.1M4.85%
8VANGUARD INTL EQUITY INDEX F922042775203,153$11.1M4.08%
9ISHARES TR46428740850,817$8.2M3.03%
10ISHARES INC46434G103123,725$6.1M2.25%
11ISHARES TR46428759838,116$6.0M2.22%
12ISHARES TR46428720010,220$4.6M1.68%
13ISHARES TR46428780425,595$2.6M0.94%
14VANGUARD INTL EQUITY INDEX F92204285852,339$2.1M0.79%
15ISHARES TR4642875078,131$2.1M0.79%
16ISHARES TR46428824041,435$2.0M0.75%
17VANGUARD INTL EQUITY INDEX F92204274217,067$1.7M0.61%
18ISHARES TR46428825714,988$1.4M0.53%
19SPDR SER TR78464A80519,766$1.1M0.40%
20VANGUARD INDEX FDS9229087515,278$1.0M0.39%
21ISHARES TR4642876223,126$761,9310.28%
22VANGUARD INDEX FDS9229083631,180$480,5900.18%
23SPDR INDEX SHS FDS78463X88913,768$448,0110.17%
24ISHARES TR46432F3392,970$400,5640.15%
25METHANEX CORPMEOH9,114$377,0460.14%
26APPLE INCAAPL1,809$350,8920.13%
27BERKSHIRE HATHAWAY INC DELBRK-A864$294,6240.11%
28DIGITALBRIDGE GROUP INCDBRG-PJ19,134$281,4610.10%
29WELLS FARGO CO NEW9497461016,393$272,8530.10%
30SPDR S&P 500 ETF TRSPY575$254,8860.09%
31SPDR INDEX SHS FDS78463X5096,177$212,3650.08%
32COSTCO WHSL CORP NEW22160K105374$201,3540.07%
33HEART TEST LABORATORIES INC42254E10423,692$21,4410.01%