OGOREK ANTHONY JOSEPH /NY/ /ADV
Q4 2024 13F Holdings
- Locationwilliamsville, NY
- Num holdings
308
- Value ($000)
$314
- Date Filed01/24/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DJUL DJUL | FT CBOE VEST US EQY DEEP BUFFER ETF | 33740F698 | $32.30K | 10 % | 769,412 | ||
VTI VTI | VANGUARD TOTAL STOCK MARKET (ETF) | 922908769 | $24.47K | 8 % | 84,441 | ||
DMAY DMAY | FT CBOE VEST US EQ DEEP BFR ETF | 33740F730 | $24.11K | 8 % | 591,903 | ||
IEF IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | 464287440 | $21.61K | 7 % | 233,804 | ||
SCHB SCHB | SCHWAB U.S. BROAD MARKET | 808524102 | $21.53K | 7 % | 948,434 | ||
VOO VOO | VANGUARD 500 ETF | 922908363 | $20.73K | 7 % | 38,483 | ||
CVLC CVLC | CALVERT US LARGE-CP COR RSPNB ETF | 61774R205 | $20.17K | 6 % | 275,066 | ||
PAVE PAVE | GLOBAL X US INFRASTRUCTURE DEV ETF | 37954Y673 | $11.78K | 4 % | 291,455 | ||
MOAT MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | 92189F643 | $10.67K | 3 % | 115,061 | ||
LLY LLY | ELI LILLY & CO | 532457108 | $8.72K | 3 % | 11,291 |
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