OGOREK ANTHONY JOSEPH /NY/ /ADV 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
OA OGOREK ANTHONY JOSEPH /NY/ /ADV | Institutional Filer | ▼ 3.83% | $350K | 691 |
Current Portfolio Holdings
Showing all 691 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DJUL | DJUL | — | 686K | $32K | 9.16% |
| 2 | VTI | VTI | — | 84K | $28K | 7.91% |
| 3 | BINC | BINC | — | 465K | $25K | 7.08% |
| 4 | VOO | VOO | — | 33K | $20K | 5.86% |
| 5 | VXUS | VXUS | — | 215K | $16K | 4.52% |
| 6 | CVLC | CVLC | — | 193K | $16K | 4.51% |
| 7 | SCHB | SCHB | — | 585K | $15K | 4.30% |
| 8 | YMAR | YMAR | — | 515K | $14K | 3.87% |
| 9 | YSEP | YSEP | — | 520K | $13K | 3.79% |
| 10 | DOCT | DOCT | — | 304K | $13K | 3.75% |
| 11 | PAVE | PAVE | — | 230K | $11K | 3.14% |
| 12 | VSGX | VSGX | — | 155K | $11K | 3.07% |
| 13 | MDT | Medtronic plc | Healthcare | 104K | $10K | 2.84% |
| 14 | LLY | Eli Lilly and Company | Healthcare | 12K | $10K | 2.72% |
| 15 | VUG | VUG | — | 19K | $9K | 2.62% |
Showing 1 to 15 of 691 holdings