OGOREK ANTHONY JOSEPH /NY/ /ADV
Q3 2025 13F Holdings
- Locationwilliamsville, NY
- Num holdings
691
- Value ($000)
$350
- Date Filed 11/04/2025
- Form type13F-HR
- CIK 0000714364
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
D DJUL | FT CBOE VEST US EQUITY DEEP BUFFER JULY | 33740F698 | $32.02K | 9 % | 685,737 | ||
V VTI | VANGUARD TOTAL STOCK MARKET (ETF) | 922908769 | $27.65K | 8 % | 84,263 | ||
B BINC | ISHARES FLEXIBLE INCME ACTIVE ETF | 092528603 | $24.76K | 7 % | 464,996 | ||
V VOO | VANGUARD 500 ETF | 922908363 | $20.48K | 6 % | 33,447 | ||
VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 921909768 | $15.79K | 5 % | 214,971 | ||
C CVLC | CALVERT US LARGE-CP COR RSPNB ETF | 61774R205 | $15.77K | 5 % | 192,577 | ||
S SCHB | SCHWAB U.S. BROAD MARKET | 808524102 | $15.05K | 4 % | 585,318 | ||
Y YMAR | FT VEST INTL EQ MOD BFFR ETF MAR | 33740F573 | $13.52K | 4 % | 514,857 | ||
Y YSEP | FT VEST INTERNATIONAL EQUITY BUFFER | 33740U828 | $13.27K | 4 % | 520,411 | ||
DOCT | FT VEST US EQUITY DEEP BUFFER | 33740F672 | $13.11K | 4 % | 303,524 |
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