OGOREK ANTHONY JOSEPH /NY/ /ADV
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationwilliamsville, NY
- CIK0000714364
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
308 | $315.00K | DJUL, VTI, DMAY, IEF | 13F-HR | Jan 24, 2025 | 000071436425000002 | ||
274 | $292.00K | DJUL, DMAY, IEF, VTI | 13F-HR | Nov 8, 2024 | 000071436424000009 | ||
277 | $288.00K | DJUL, DMAY, VTI, SCHB | 13F-HR | Aug 8, 2024 | 000071436424000006 | ||
279 | $288.00K | DJUL, SCHB, VTI, SCHI | 13F-HR | May 3, 2024 | 000071436424000005 | ||
293 | $276.00K | DJUL, SCHB, VTI, IEF | 13F-HR | Feb 9, 2024 | 000071436424000002 | ||
303 | $254.00K | VTI, SCHB, IEF, DJUL | 13F-HR | Oct 19, 2023 | 000071436423000005 | ||
263 | $262.00K | VTI, SCHB, FFEB, IEF | 13F-HR | Aug 3, 2023 | 000071436423000004 | ||
281 | $245.00K | VTI, FFEB, DFEB, SCHB | 13F-HR | May 3, 2023 | 000071436423000003 | ||
227 | $230.00K | IEI, VTI, FFEB, DFEB | 13F-HR | Jan 30, 2023 | 000071436423000002 | ||
220 | $210.46M | FFEB, DFEB, IEI, VTI | 13F-HR | Oct 20, 2022 | 000071436422000005 | ||
219 | $217.56M | IEI, FFEB, DFEB, VTI | 13F-HR | Jul 21, 2022 | 000071436422000004 | ||
273 | $244.04M | VUG, SCHB, VTI, DFEB | 13F-HR | Apr 26, 2022 | 000071436422000003 | ||
268 | $234.11M | VUG, SCHB, VTI, VIG | 13F-HR | Jan 18, 2022 | 000071436422000002 | ||
230 | $219.11M | VUG, SCHB, VTI, VIG | 13F-HR | Oct 27, 2021 | 000071436421000005 | ||
207 | $223.32M | VUG, SCHB, VTI, VIG | 13F-HR | Jul 14, 2021 | 000071436421000004 | ||
196 | $202.95M | VUG, SCHB, VTI, VIG | 13F-HR | Apr 26, 2021 | 000071436421000003 | ||
191 | $186.68M | VUG, VIG, VTI, IGV | 13F-HR | Jan 20, 2021 | 000071436421000001 | ||
183 | $169.69M | VUG, VIG, VTI, FMB | 13F-HR | Nov 2, 2020 | 000071436420000006 | ||
197 | $141.36M | VUG, VIG, VTI, FMB | 13F-HR | Aug 7, 2020 | 000071436420000004 | ||
219 | $184.01M | SCHZ, SCHB, SCHF, VUG | 13F-HR | Apr 10, 2020 | 000071436420000003 | ||
217 | $205.18M | SCHB, SCHZ, USMV, SCHF | 13F-HR | Jan 21, 2020 | 000071436420000001 | ||
178 | $167.28M | SCHB, USMV, VUG, SCHZ | 13F-HR | Oct 17, 2019 | 000071436419000005 | ||
164 | $148.40M | SCHB, USMV, SCHF, VUG | 13F-HR | Jul 15, 2019 | 000071436419000004 | ||
160 | $150.78M | SCHB, USMV, SCHF, VUG | 13F-HR | Apr 8, 2019 | 000071436419000003 | ||
161 | $125.61M | SCHB, USMV, SCHF, VUG | 13F-HR | Jan 8, 2019 | 000071436419000001 | ||
156 | $135.63M | SCHB, VUG, VANGUARD STAR FDS, VTI | 13F-HR | Oct 17, 2018 | 000071436418000005 | ||
132 | $128.39M | SCHB, VUG, SCHF, VANGUARD STAR FDS | 13F-HR | Jul 12, 2018 | 000071436418000003 | ||
138 | $115.05M | SCHB, SCHF, VUG, VTI | 13F-HR | Apr 18, 2018 | 000071436418000002 | ||
133 | $122.13M | SCHF, SCHB, VUG, SCHZ | 13F-HR | Jan 22, 2018 | 000071436418000001 | ||
73 | $102.51M | SCHF, SCHB, SCHZ, VTI | 13F-HR | Oct 25, 2017 | 000071436417000005 | ||
71 | $107.97M | SCHF, SCHB, SCHZ, VTI | 13F-HR | Aug 2, 2017 | 000071436417000004 | ||
69 | $96.81M | SCHF, SCHB, SCHZ, VTI | 13F-HR | Apr 19, 2017 | 000071436417000003 | ||
76 | $115.87M | SCHB, SCHZ, VANGUARD STAR FDS, VTI | 13F-HR | Jan 12, 2017 | 000071436417000001 | ||
76 | $115.87M | SCHB, SCHZ, VANGUARD STAR FDS, VTI | 13F-HR | Oct 20, 2016 | 000071436416000013 | ||
76 | $111.44M | SCHB, SCHZ, VANGUARD STAR FDS, VTI | 13F-HR | Jul 28, 2016 | 000071436416000012 | ||
66 | $123.21M | SCHB, SCHZ, VANGUARD STAR FDS, VTI | 13F-HR | May 4, 2016 | 000071436416000011 | ||
72 | $119.81M | SCHB, SCHZ, VTI, DBEF | 13F-HR | Jan 29, 2016 | 000071436416000010 | ||
57 | $122.42M | SCHB, SCHZ, DBEF, VTI | 13F-HR | Oct 9, 2015 | 000071436415000009 | ||
67 | $130.37M | SCHB, SCHZ, DBEF, VTI | 13F-HR | Aug 17, 2015 | 000071436415000006 | ||
52 | $145.50M | SCHB, SCHZ, VOE, DBEF | 13F-HR | May 11, 2015 | 000071436415000005 | ||
51 | $133.41M | VT, VOE, SCHZ, VEA | 13F-HR | Feb 11, 2015 | 000071436415000004 |