OGOREK ANTHONY JOSEPH /NY/ /ADV Diversified Active

CIK: 0000714364 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 7, 2020

Total Value ($000): $141,359 (100.0% shares, 0.0% debt)

Holdings (196)

VUG VUG 24.0%
Value ($000) $33,953 Shares 168,013 Est. Cost $176.75 Unrealized
VIG VIG 19.0%
Value ($000) $26,900 Shares 229,562 Est. Cost $117.18 Unrealized
VTI VTI 9.4%
Value ($000) $13,355 Shares 85,320 Est. Cost $106.43 Unrealized
FMB FMB 9.0%
Value ($000) $12,752 Shares 231,816 Est. Cost $54.02 Unrealized
IGV IGV 7.2%
Value ($000) $10,198 Shares 35,877 Est. Cost $246.24 Unrealized
USMV USMV 6.3%
Value ($000) $8,887 Shares 146,585 Est. Cost $54.75 Unrealized
IHI IHI 5.8%
Value ($000) $8,155 Shares 30,800 Est. Cost $247.30 Unrealized
MGV MGV 5.1%
Value ($000) $7,202 Shares 98,364 Est. Cost $73.22 Unrealized
VSGX VSGX 3.2%
Value ($000) $4,472 Shares 92,981 Est. Cost $50.28 Unrealized
SCHB SCHB 2.6%
Value ($000) $3,634 Shares 49,471 Est. Cost $54.85 Unrealized
AAPL AAPL 1.3%
Value ($000) $1,784 Shares 4,891 Est. Cost $30.91 Unrealized +142.9%
VTEB VTEB 0.7%
Value ($000) $965 Shares 17,835 Est. Cost $53.25 Unrealized
SCHG SCHG 0.6%
Value ($000) $897 Shares 8,841 Est. Cost $76.68 Unrealized
AMZN AMZN 0.4%
Value ($000) $606 Shares 220 Est. Cost $62.65 Unrealized +92.8%
84990175 0.4%
Value ($000) $534 Shares 200 Est. Cost $2260.00 Unrealized
GOOG GOOG 0.3%
Value ($000) $438 Shares 310 Est. Cost $52.20 Unrealized +28.3%
SCHZ SCHZ 0.3%
Value ($000) $438 Shares 7,799 Est. Cost $53.79 Unrealized
BRK/B BRKB 0.3%
Value ($000) $412 Shares 2,310 Est. Cost $156.73 Unrealized +16.5%
CL CL 0.3%
Value ($000) $408 Shares 5,582 Est. Cost $52.23 Unrealized +19.4%
BNDX BNDX 0.3%
Value ($000) $390 Shares 6,765 Est. Cost $56.46 Unrealized
NFLX NFLX 0.2%
Value ($000) $327 Shares 720 Est. Cost $17.21 Unrealized +147.3%
MDT MDT 0.2%
Value ($000) $325 Shares 3,547 Est. Cost $60.96 Unrealized +34.2%
TOTL TOTL 0.2%
Value ($000) $259 Shares 5,246 Est. Cost $48.37 Unrealized
GOOGL GOOGL 0.2%
Value ($000) $238 Shares 168 Est. Cost $36.65 Unrealized +82.6%
VXUS VXUS 0.2%
Value ($000) $215 Shares 4,376 Est. Cost $52.23 Unrealized
PANW PANW 0.1%
Value ($000) $162 Shares 707 Est. Cost $37.27 Unrealized -5.5%
BOND BOND 0.1%
Value ($000) $155 Shares 1,391 Est. Cost $106.57 Unrealized
AMRN 0.1%
Value ($000) $147 Shares 21,300 Est. Cost $14.87 Unrealized
SCHF SCHF 0.1%
Value ($000) $139 Shares 4,699 Est. Cost $29.66 Unrealized
ABT ABT 0.1%
Value ($000) $133 Shares 1,465 Est. Cost $38.31 Unrealized +113.9%
IBM IBM 0.1%
Value ($000) $118 Shares 979 Est. Cost $100.56 Unrealized -9.1%
MSFT MSFT 0.1%
Value ($000) $113 Shares 556 Est. Cost $103.11 Unrealized +67.8%
ABBV ABBV 0.1%
Value ($000) $113 Shares 1,161 Est. Cost $40.24 Unrealized +75.2%
EW EW 0.1%
Value ($000) $102 Shares 1,470 Est. Cost $68.79 Unrealized +3.3%
NVDA NVDA 0.1%
Value ($000) $88 Shares 232 Est. Cost $5.93 Unrealized +35.9%
JPM JPM 0.1%
Value ($000) $86 Shares 915 Est. Cost $73.75 Unrealized +10.8%
IAGG IAGG 0.1%
Value ($000) $80 Shares 1,451 Est. Cost $54.42 Unrealized
LSI 0.0%
Value ($000) $50 Shares 525 Est. Cost $93.76 Unrealized
LOW LOW 0.0%
Value ($000) $48 Shares 359 Est. Cost $79.82 Unrealized +29.4%
ASAPF AROSF 0.0%
Value ($000) $47 Shares 255,000 Est. Cost $0.16 Unrealized -19.8%
JNJ JNJ 0.0%
Value ($000) $43 Shares 307 Est. Cost $112.01 Unrealized +10.9%
VZ VZ 0.0%
Value ($000) $39 Shares 720 Est. Cost $42.51 Unrealized -4.1%
NEE NEE 0.0%
Value ($000) $39 Shares 166 Est. Cost $35.17 Unrealized +47.8%
SCHE SCHE 0.0%
Value ($000) $39 Shares 1,622 Est. Cost $23.89 Unrealized
BDX BDX 0.0%
Value ($000) $38 Shares 157 Est. Cost $199.30 Unrealized +10.5%
MCD MCD 0.0%
Value ($000) $36 Shares 197 Est. Cost $136.86 Unrealized +17.6%
VCIT VCIT 0.0%
Value ($000) $35 Shares 376 Est. Cost $86.25 Unrealized
SONY SNE 0.0%
Value ($000) $33 Shares 479 Est. Cost $66.81 Unrealized
BRK B 0.0%
Value ($000) $31 Shares 175 Est. Cost $177.14 Unrealized
ACN ACN 0.0%
Value ($000) $30 Shares 141 Est. Cost $131.94 Unrealized +32.3%
MA MA 0.0%
Value ($000) $30 Shares 102 Est. Cost $197.44 Unrealized +38.4%
INTC INTC 0.0%
Value ($000) $30 Shares 500 Est. Cost $42.61 Unrealized +24.8%
LHX LHX 0.0%
Value ($000) $30 Shares 182 Est. Cost $180.69 Unrealized -7.2%
ADI ADI 0.0%
Value ($000) $29 Shares 241 Est. Cost $76.90 Unrealized +29.2%
RY RY 0.0%
Value ($000) $28 Shares 425 Est. Cost $80.55 Unrealized -21.0%
RHHBY RHHBY 0.0%
Value ($000) $28 Shares 664 Est. Cost $40.84 Unrealized
CBU CBU 0.0%
Value ($000) $28 Shares 496 Est. Cost $54.14 Unrealized -8.6%
WMT WMT 0.0%
Value ($000) $27 Shares 228 Est. Cost $23.17 Unrealized +64.3%
NSRGY NSRGY 0.0%
Value ($000) $27 Shares 248 Est. Cost $84.81 Unrealized
SYK SYK 0.0%
Value ($000) $26 Shares 148 Est. Cost $154.36 Unrealized +12.5%
TD TD 0.0%
Value ($000) $26 Shares 600 Est. Cost $56.71 Unrealized -24.9%
JKHY JKHY 0.0%
Value ($000) $26 Shares 142 Est. Cost $101.44 Unrealized +60.4%
ITW ITW 0.0%
Value ($000) $25 Shares 146 Est. Cost $132.99 Unrealized +7.5%
TJX TJX 0.0%
Value ($000) $25 Shares 504 Est. Cost $39.14 Unrealized +19.1%
ECL ECL 0.0%
Value ($000) $24 Shares 122 Est. Cost $131.96 Unrealized +38.0%
CSCO CSCO 0.0%
Value ($000) $24 Shares 520 Est. Cost $36.16 Unrealized +2.3%
C C 0.0%
Value ($000) $24 Shares 476 Est. Cost $59.26 Unrealized -34.7%
ALC ALC 0.0%
Value ($000) $24 Shares 425 Est. Cost $57.12 Unrealized -2.3%
SHOP SHOP 0.0%
Value ($000) $23 Shares 25 Est. Cost $34.24 Unrealized +102.7%
UNH UNH 0.0%
Value ($000) $23 Shares 78 Est. Cost $214.37 Unrealized +21.8%
ADP ADP 0.0%
Value ($000) $22 Shares 153 Est. Cost $97.04 Unrealized +30.9%
MKC MKC 0.0%
Value ($000) $21 Shares 120 Est. Cost $42.68 Unrealized +72.2%
FDS FDS 0.0%
Value ($000) $21 Shares 65 Est. Cost $176.95 Unrealized +54.8%
PAYX PAYX 0.0%
Value ($000) $21 Shares 288 Est. Cost $51.87 Unrealized +13.7%
AMT AMT 0.0%
Value ($000) $21 Shares 84 Est. Cost $115.75 Unrealized +81.9%
AZN AZN 0.0%
Value ($000) $20 Shares 384 Est. Cost $49.48 Unrealized
BRO BRO 0.0%
Value ($000) $20 Shares 504 Est. Cost $24.07 Unrealized +54.2%
FNV FNV 0.0%
Value ($000) $20 Shares 150 Est. Cost $86.52 Unrealized +46.0%
CMCSA CMCSA 0.0%
Value ($000) $19 Shares 493 Est. Cost $35.71 Unrealized -8.2%
BR BR 0.0%
Value ($000) $19 Shares 152 Est. Cost $76.08 Unrealized +38.4%
CP 0.0%
Value ($000) $19 Shares 75 Est. Cost $253.33 Unrealized
OEF OEF 0.0%
Value ($000) $19 Shares 134 Est. Cost $90.95 Unrealized
MS MS 0.0%
Value ($000) $18 Shares 382 Est. Cost $39.09 Unrealized -9.9%
SYY SYY 0.0%
Value ($000) $17 Shares 313 Est. Cost $46.89 Unrealized -3.6%
IVW IVW 0.0%
Value ($000) $17 Shares 82 Est. Cost $158.54 Unrealized
ELV ANTM 0.0%
Value ($000) $17 Shares 68 Est. Cost $253.23 Unrealized -2.4%
DG DG 0.0%
Value ($000) $17 Shares 94 Est. Cost $145.94 Unrealized +14.5%
CNI CNI 0.0%
Value ($000) $17 Shares 200 Est. Cost $79.98 Unrealized -6.5%
ORCL ORCL 0.0%
Value ($000) $16 Shares 298 Est. Cost $48.27 Unrealized +1.5%
PM PM 0.0%
Value ($000) $16 Shares 235 Est. Cost $56.59 Unrealized -3.2%
TXN TXN 0.0%
Value ($000) $16 Shares 127 Est. Cost $77.65 Unrealized +28.2%
PHG PHG 0.0%
Value ($000) $16 Shares 361 Est. Cost $47.95 Unrealized
BP BP 0.0%
Value ($000) $15 Shares 656 Est. Cost $22.87 Unrealized
SPLV SPLV 0.0%
Value ($000) $15 Shares 319 Est. Cost $47.02 Unrealized
GD GD 0.0%
Value ($000) $15 Shares 107 Est. Cost $174.92 Unrealized -28.9%
GE 0.0%
Value ($000) $15 Shares 2,300 Est. Cost $10.54 Unrealized
HON HON 0.0%
Value ($000) $15 Shares 107 Est. Cost $110.38 Unrealized +6.8%
RSP RSP 0.0%
Value ($000) $15 Shares 152 Est. Cost $99.06 Unrealized
D D 0.0%
Value ($000) $14 Shares 175 Est. Cost $55.99 Unrealized +11.9%
BF/B BF.B 0.0%
Value ($000) $14 Shares 227 Est. Cost $42.14 Unrealized +36.5%
STZ STZ 0.0%
Value ($000) $14 Shares 83 Est. Cost $151.89 Unrealized 0.0%
IBB IBB 0.0%
Value ($000) $14 Shares 105 Est. Cost $116.67 Unrealized
SBUX SBUX 0.0%
Value ($000) $14 Shares 200 Est. Cost $40.53 Unrealized +63.6%
CBSH CBSH 0.0%
Value ($000) $14 Shares 238 Est. Cost $37.54 Unrealized +11.6%
MTRAF MTRAF 0.0%
Value ($000) $14 Shares 350 Est. Cost $38.88 Unrealized -1.5%
VTV VTV 0.0%
Value ($000) $13 Shares 140 Est. Cost $113.34 Unrealized
DAL DAL 0.0%
Value ($000) $13 Shares 490 Est. Cost $24.75 Unrealized 0.0%
QSR QSR 0.0%
Value ($000) $12 Shares 225 Est. Cost $66.92 Unrealized -24.6%
TRV TRV 0.0%
Value ($000) $12 Shares 110 Est. Cost $115.01 Unrealized -18.7%
FE FE 0.0%
Value ($000) $11 Shares 306 Est. Cost $37.07 Unrealized -12.1%
LOPE LOPE 0.0%
Value ($000) $11 Shares 131 Est. Cost $90.48 Unrealized -1.7%
PFG PFG 0.0%
Value ($000) $11 Shares 271 Est. Cost $37.23 Unrealized -20.8%
TTC TTC 0.0%
Value ($000) $11 Shares 180 Est. Cost $63.40 Unrealized +3.6%
DIS DIS 0.0%
Value ($000) $11 Shares 100 Est. Cost $109.91 Unrealized -1.9%
XYL XYL 0.0%
Value ($000) $10 Shares 165 Est. Cost $70.63 Unrealized -12.6%
UN 0.0%
Value ($000) $10 Shares 201 Est. Cost $54.73 Unrealized
URI URI 0.0%
Value ($000) $10 Shares 72 Est. Cost $147.40 Unrealized -16.6%
AIG AIG 0.0%
Value ($000) $10 Shares 351 Est. Cost $45.11 Unrealized -46.0%
AJG AJG 0.0%
Value ($000) $10 Shares 109 Est. Cost $85.11 Unrealized -2.4%
BMY BMY 0.0%
Value ($000) $10 Shares 183 Est. Cost $45.19 Unrealized +6.1%
AGG AGG 0.0%
Value ($000) $10 Shares 91 Est. Cost $111.12 Unrealized
IWD IWD 0.0%
Value ($000) $10 Shares 90 Est. Cost $109.88 Unrealized
MTB MTB 0.0%
Value ($000) $10 Shares 100 Est. Cost $137.68 Unrealized -36.2%
SCHX SCHX 0.0%
Value ($000) $10 Shares 138 Est. Cost $60.13 Unrealized
IT IT 0.0%
Value ($000) $9 Shares 77 Est. Cost $121.44 Unrealized -4.8%
NDSN NDSN 0.0%
Value ($000) $9 Shares 52 Est. Cost $117.82 Unrealized +35.4%
FAST FAST 0.0%
Value ($000) $9 Shares 200 Est. Cost $15.16 Unrealized +9.4%
KMI KMI 0.0%
Value ($000) $9 Shares 610 Est. Cost $11.57 Unrealized -6.2%
ROST ROST 0.0%
Value ($000) $9 Shares 114 Est. Cost $64.50 Unrealized +32.8%
MPC MPC 0.0%
Value ($000) $9 Shares 244 Est. Cost $51.65 Unrealized -47.4%
DHR DHR 0.0%
Value ($000) $9 Shares 50 Est. Cost $87.98 Unrealized +59.2%
DDOG DDOG 0.0%
Value ($000) $8 Shares 100 Est. Cost $35.97 Unrealized +69.2%
VOO VOO 0.0%
Value ($000) $8 Shares 29 Est. Cost $229.77 Unrealized
NSC NSC 0.0%
Value ($000) $8 Shares 46 Est. Cost $122.67 Unrealized +23.1%
PSA PSA1B 0.0%
Value ($000) $8 Shares 215 Est. Cost $149.93 Unrealized +1.1%
ASML ASML 0.0%
Value ($000) $8 Shares 22 Est. Cost $272.73 Unrealized
FTS FTS 0.0%
Value ($000) $8 Shares 225 Est. Cost $32.38 Unrealized -5.1%
LMT LMT 0.0%
Value ($000) $8 Shares 24 Est. Cost $324.81 Unrealized -0.3%
T T 0.0%
Value ($000) $8 Shares 285 Est. Cost $15.31 Unrealized +1.2%
MDLZ MDLZ 0.0%
Value ($000) $7 Shares 148 Est. Cost $45.89 Unrealized -2.9%
LIN 0.0%
Value ($000) $7 Shares 34 Est. Cost $147.06 Unrealized
VFC VFC 0.0%
Value ($000) $7 Shares 127 Est. Cost $66.06 Unrealized -11.8%
MSI MSI 0.0%
Value ($000) $7 Shares 50 Est. Cost $151.83 Unrealized -13.3%
OHI OHI 0.0%
Value ($000) $7 Shares 250 Est. Cost $34.12 Unrealized
PEP PEP 0.0%
Value ($000) $7 Shares 50 Est. Cost $86.28 Unrealized +28.4%
COST COST 0.0%
Value ($000) $7 Shares 25 Est. Cost $226.60 Unrealized +23.2%
APD APD 0.0%
Value ($000) $7 Shares 32 Est. Cost $130.30 Unrealized +52.5%
SE SE 0.0%
Value ($000) $7 Shares 69 Est. Cost $28.99 Unrealized
HIG HIG 0.0%
Value ($000) $6 Shares 165 Est. Cost $45.69 Unrealized -26.3%
BLK 0.0%
Value ($000) $6 Shares 12 Est. Cost $500.00 Unrealized
DLX DLX 0.0%
Value ($000) $6 Shares 266 Est. Cost $28.05 Unrealized -34.3%
NNI NNI 0.0%
Value ($000) $6 Shares 138 Est. Cost $54.07 Unrealized -13.5%
TIF 0.0%
Value ($000) $6 Shares 52 Est. Cost $115.38 Unrealized
GLW GLW 0.0%
Value ($000) $6 Shares 257 Est. Cost $19.40 Unrealized 0.0%
CB CB 0.0%
Value ($000) $6 Shares 48 Est. Cost $126.19 Unrealized -15.8%
QCOM QCOM 0.0%
Value ($000) $6 Shares 68 Est. Cost $72.86 Unrealized -2.6%
F F 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $6.95 Unrealized -39.5%
AFL AFL 0.0%
Value ($000) $5 Shares 164 Est. Cost $36.79 Unrealized -14.2%
CRH 0.0%
Value ($000) $5 Shares 167 Est. Cost $35.93 Unrealized
WTRG WTRG 0.0%
Value ($000) $5 Shares 125 Est. Cost $47.18 Unrealized -10.5%
NOC NOC 0.0%
Value ($000) $5 Shares 17 Est. Cost $317.67 Unrealized -6.0%
PG PG 0.0%
Value ($000) $5 Shares 44 Est. Cost $104.50 Unrealized -2.8%
ISCB JKJ 0.0%
Value ($000) $5 Shares 38 Est. Cost $157.89 Unrealized
NXPI NXPI 0.0%
Value ($000) $5 Shares 50 Est. Cost $106.08 Unrealized -14.3%
MAR MAR 0.0%
Value ($000) $5 Shares 60 Est. Cost $119.64 Unrealized -30.0%
KEY KEY 0.0%
Value ($000) $4 Shares 308 Est. Cost $13.58 Unrealized -35.0%
CVX CVX 0.0%
Value ($000) $4 Shares 42 Est. Cost $88.30 Unrealized -20.9%
EQIX EQIX 0.0%
Value ($000) $4 Shares 7 Est. Cost $501.45 Unrealized +21.4%
UNP UNP 0.0%
Value ($000) $4 Shares 24 Est. Cost $149.35 Unrealized -5.3%
DFS 0.0%
Value ($000) $4 Shares 90 Est. Cost $66.67 Unrealized
MRSH MMC 0.0%
Value ($000) $3 Shares 30 Est. Cost $95.06 Unrealized -2.2%
RYN RYN 0.0%
Value ($000) $3 Shares 126 Est. Cost $15.87 Unrealized
PEG PEG 0.0%
Value ($000) $3 Shares 77 Est. Cost $49.14 Unrealized -16.3%
MINT MINT 0.0%
Value ($000) $3 Shares 38 Est. Cost $101.50 Unrealized
BAC BAC 0.0%
Value ($000) $3 Shares 164 Est. Cost $23.92 Unrealized -14.0%
UHAL UHAL 0.0%
Value ($000) $3 Shares 10 Est. Cost $37.40 Unrealized -21.6%
EV 0.0%
Value ($000) $2 Shares 55 Est. Cost $54.55 Unrealized
GM GM 0.0%
Value ($000) $2 Shares 93 Est. Cost $34.97 Unrealized -32.9%
DLR DLR 0.0%
Value ($000) $2 Shares 15 Est. Cost $116.37 Unrealized 0.0%
GMICF 0.0%
Value ($000) $2 Shares 100 Est. Cost $40.00 Unrealized
RTX RTX 0.0%
Value ($000) $2 Shares 47 Est. Cost $54.61 Unrealized 0.0%
RCI RCI 0.0%
Value ($000) $2 Shares 50 Est. Cost $48.19 Unrealized -13.6%
JCI JCI 0.0%
Value ($000) $2 Shares 81 Est. Cost $37.10 Unrealized -26.0%
PPG PPG 0.0%
Value ($000) $1 Shares 18 Est. Cost $99.02 Unrealized -12.8%
CARR CARR 0.0%
Value ($000) $1 Shares 47 Est. Cost $17.13 Unrealized 0.0%
VFH VFH 0.0%
Value ($000) $1 Shares 30 Est. Cost $76.28 Unrealized
CCL CCL 0.0%
Value ($000) $1 Shares 111 Est. Cost $60.22 Unrealized -75.1%
OTIS OTIS 0.0%
Value ($000) $1 Shares 23 Est. Cost $47.48 Unrealized 0.0%
SCHA SCHA 0.0%
Value ($000) $1 Shares 23 Est. Cost $73.53 Unrealized
NFG NFG 0.0%
Value ($000) $0 Shares 6 Est. Cost $61.99 Unrealized -34.1%
HST HST 0.0%
Value ($000) $0 Shares 48 Est. Cost $12.27 Unrealized -22.6%
ACB 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized
VVX VEC 0.0%
Value ($000) $0 Shares 9 Est. Cost $50.93 Unrealized -5.0%
FM 0.0%
Value ($000) $0 Shares 30 Est. Cost Unrealized
DDD DDD 0.0%
Value ($000) $0 Shares 25 Est. Cost $8.07 Unrealized -7.4%
KTB KTB 0.0%
Value ($000) $0 Shares 18 Est. Cost $29.07 Unrealized -38.7%