OGOREK ANTHONY JOSEPH /NY/ /ADV
Q2 2025 13F Holdings
- Locationwilliamsville, NY
- Num holdings
693
- Value ($000)
$324
- Date Filed08/08/2025
- Form type13F-HR
- CIK0000714364
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DJUL DJUL | FT CBOE VEST US EQUITY DEEP BUFFER JULY | 33740F698 | $30.82 K | 10 % | 693,828 | ||
VTI VTI | VANGUARD TOTAL STOCK MARKET (ETF) | 922908769 | $25.62 K | 8 % | 84,307 | ||
BINC BINC | ISHARES FLEXIBLE INCME ACTIVE ETF | 092528603 | $22.76 K | 7 % | 430,686 | ||
VOO VOO | VANGUARD 500 ETF | 922908363 | $18.89 K | 6 % | 33,254 | ||
VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 921909768 | $14.85 K | 5 % | 214,949 | ||
CVLC CVLC | CALVERT US LARGE-CP COR RSPNB ETF | 61774R205 | $14.72 K | 5 % | 192,331 | ||
SCHB SCHB | SCHWAB U.S. BROAD MARKET | 808524102 | $14.41 K | 5 % | 604,777 | ||
YMAR YMAR | FT VEST INTL EQ MOD BFFR ETF MAR | 33740F573 | $13.13 K | 4 % | 514,857 | ||
YSEP YSEP | FT VEST INTERNATIONAL EQUITY BUFFER | 33740U828 | $12.70 K | 4 % | 520,411 | ||
DOCT | FT VEST US EQUITY DEEP BUFFER | 33740F672 | $12.61 K | 4 % | 307,088 |
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