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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 2024 · Filed October 15, 2024 · Accession 0001777914-24-000007

Total Value
$341.4M
Positions
34
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (34)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769369,026$104.5M30.61%
2ISHARES TR46432F834490,557$35.6M10.44%
3VANGUARD MUN BD FDS922907746658,205$33.6M9.86%
4VANGUARD BD INDEX FDS921937835424,520$31.9M9.34%
5ISHARES TR464287150188,995$23.7M6.95%
6ISHARES TR464288646372,631$19.6M5.75%
7VANGUARD INTL EQUITY INDEX F922042775207,298$13.1M3.83%
8ISHARES TR46428740864,358$12.7M3.72%
9SPDR SER TR78464A649417,675$10.9M3.20%
10ISHARES INC46434G103174,671$10.0M2.94%
11ISHARES TR46428722681,219$8.2M2.41%
12ISHARES TR46428759837,439$7.1M2.08%
13ISHARES TR46428720011,003$6.3M1.86%
14ISHARES TR46428780438,062$4.5M1.30%
15VANGUARD INTL EQUITY INDEX F92204285850,946$2.4M0.71%
16ISHARES TR46428750736,545$2.3M0.67%
17ISHARES TR46428824036,909$2.1M0.62%
18VANGUARD INTL EQUITY INDEX F92204274216,104$1.9M0.56%
19ISHARES TR46428825713,620$1.6M0.48%
20VANGUARD INDEX FDS9229087516,648$1.6M0.46%
21SCHWAB CHARLES FAMILY FDSCHW-PJ1,476,000$1.5M0.43%
22SPDR SER TR78464A80518,608$1.3M0.38%
23VANGUARD INDEX FDS9229083631,430$754,5680.22%
24ISHARES TR46428832312,356$671,3010.20%
25ISHARES TR4642876221,836$577,2200.17%
26SPDR INDEX SHS FDS78463X88913,688$514,1210.15%
27BERKSHIRE HATHAWAY INC DELBRK-A864$397,6650.12%
28METHANEX CORPMEOH9,114$376,7730.11%
29SPDR S&P 500 ETF TRSPY578$331,6330.10%
30SPDR INDEX SHS FDS78463X5096,260$258,4130.08%
31ISHARES TR46432F3391,365$244,7450.07%
32VANGUARD INDEX FDS922908629907$239,2940.07%
33AMAZON COM INCAMZN1,191$221,9190.07%
34COSTCO WHSL CORP NEW22160K105232$205,6730.06%