OGOREK ANTHONY JOSEPH /NY/ /ADV
Q4 2025 13F Holdings
- Locationwilliamsville, NY
- Num holdings
708
- Value ($000)
$364
- Date Filed01/23/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BINC | ISHARES FLEXIBLE INCME ACTIVE ETF | 092528603 | $35.17K | 10 % | 666,551 | ||
DJUL | FT CBOE VEST US EQUITY DEEP BUFFER JULY | 33740F698 | $30.24K | 8 % | 635,714 | ||
VTI | VANGUARD TOTAL STOCK MARKET (ETF) | 922908769 | $28.22K | 8 % | 84,179 | ||
VOO | VANGUARD 500 ETF | 922908363 | $19.58K | 5 % | 31,213 | ||
CVLC | CALVERT US LARGE-CP COR RSPNB ETF | 61774R205 | $16.32K | 5 % | 193,760 | ||
VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 921909768 | $15.78K | 4 % | 209,170 | ||
SCHB | SCHWAB U.S. BROAD MARKET | 808524102 | $14.71K | 4 % | 560,792 | ||
YSEP | FT VEST INTERNATIONAL EQUITY BUFFER | 33740U828 | $13.4K | 4 % | 515,023 | ||
DOCT | FT VEST US EQUITY DEEP BUFFER | 33740F672 | $13.34K | 4 % | 301,238 | ||
LLY | ELI LILLY & CO | 532457108 | $12.99K | 4 % | 12,084 |
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