OGOREK ANTHONY JOSEPH /NY/ /ADV Diversified Active

CIK: 0000714364 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Jan 20, 2021

Total Value ($000): $186,678 (100.0% shares, 0.0% debt)

Holdings (191)

VUG VUG 21.6%
Value ($000) $40,354 Shares 159,288 Est. Cost $176.75 Unrealized
VIG VIG 18.1%
Value ($000) $33,785 Shares 239,322 Est. Cost $118.28 Unrealized
VTI VTI 8.9%
Value ($000) $16,530 Shares 84,926 Est. Cost $106.43 Unrealized
IGV IGV 7.0%
Value ($000) $13,109 Shares 37,021 Est. Cost $250.11 Unrealized
FMB FMB 6.3%
Value ($000) $11,854 Shares 208,959 Est. Cost $54.07 Unrealized
IHI IHI 5.6%
Value ($000) $10,526 Shares 32,163 Est. Cost $250.91 Unrealized
CXSE CXSE 4.1%
Value ($000) $7,732 Shares 117,566 Est. Cost $65.77 Unrealized
USMV USMV 3.8%
Value ($000) $7,025 Shares 103,495 Est. Cost $54.75 Unrealized
VSGX VSGX 3.0%
Value ($000) $5,573 Shares 94,032 Est. Cost $50.28 Unrealized
SCHB SCHB 2.7%
Value ($000) $5,105 Shares 56,106 Est. Cost $59.19 Unrealized
AAPL AAPL 1.4%
Value ($000) $2,683 Shares 20,220 Est. Cost $88.16 Unrealized +32.7%
BLK 1.3%
Value ($000) $2,352 Shares 3,260 Est. Cost $567.13 Unrealized
ADP ADP 1.2%
Value ($000) $2,313 Shares 13,131 Est. Cost $125.25 Unrealized +17.7%
CAT CAT 1.2%
Value ($000) $2,154 Shares 11,839 Est. Cost $127.65 Unrealized +20.6%
CVS CVS 1.1%
Value ($000) $2,126 Shares 31,132 Est. Cost $52.47 Unrealized +5.3%
MGV MGV 1.0%
Value ($000) $1,882 Shares 21,682 Est. Cost $73.22 Unrealized
AEP AEP 1.0%
Value ($000) $1,868 Shares 22,441 Est. Cost $67.92 Unrealized +6.0%
MMM MMM 1.0%
Value ($000) $1,865 Shares 10,672 Est. Cost $110.59 Unrealized +6.3%
ITW ITW 1.0%
Value ($000) $1,856 Shares 9,108 Est. Cost $167.16 Unrealized +8.3%
MCD MCD 0.9%
Value ($000) $1,752 Shares 8,163 Est. Cost $180.69 Unrealized +6.9%
MRK MRK 0.9%
Value ($000) $1,732 Shares 21,177 Est. Cost $65.89 Unrealized -1.6%
GILD GILD 0.9%
Value ($000) $1,596 Shares 27,396 Est. Cost $55.89 Unrealized -11.7%
SCHG SCHG 0.5%
Value ($000) $866 Shares 6,744 Est. Cost $76.68 Unrealized
VTEB VTEB 0.4%
Value ($000) $734 Shares 13,306 Est. Cost $53.25 Unrealized
AMZN AMZN 0.4%
Value ($000) $723 Shares 222 Est. Cost $62.65 Unrealized +154.7%
GOOG GOOG 0.4%
Value ($000) $704 Shares 402 Est. Cost $57.58 Unrealized +45.4%
84990175 0.4%
Value ($000) $695 Shares 200 Est. Cost $2260.00 Unrealized
BRK/B BRKB 0.3%
Value ($000) $472 Shares 2,038 Est. Cost $156.73 Unrealized +40.5%
CL CL 0.3%
Value ($000) $469 Shares 5,482 Est. Cost $52.23 Unrealized +40.6%
PANW PANW 0.2%
Value ($000) $464 Shares 1,307 Est. Cost $41.61 Unrealized +12.3%
NFLX NFLX 0.2%
Value ($000) $389 Shares 720 Est. Cost $17.21 Unrealized +194.5%
MDT MDT 0.2%
Value ($000) $345 Shares 2,953 Est. Cost $60.96 Unrealized +56.0%
BNDX BNDX 0.2%
Value ($000) $314 Shares 5,372 Est. Cost $56.62 Unrealized
SCHZ SCHZ 0.2%
Value ($000) $311 Shares 5,551 Est. Cost $54.14 Unrealized
GOOGL GOOGL 0.2%
Value ($000) $294 Shares 168 Est. Cost $36.65 Unrealized +127.8%
TOTL TOTL 0.1%
Value ($000) $183 Shares 3,718 Est. Cost $48.37 Unrealized
ABT ABT 0.1%
Value ($000) $160 Shares 1,465 Est. Cost $38.31 Unrealized +159.1%
SCHF SCHF 0.1%
Value ($000) $160 Shares 4,460 Est. Cost $29.66 Unrealized
BOND BOND 0.1%
Value ($000) $157 Shares 1,391 Est. Cost $106.57 Unrealized
EW EW 0.1%
Value ($000) $135 Shares 1,470 Est. Cost $68.79 Unrealized +20.6%
ABBV ABBV 0.1%
Value ($000) $124 Shares 1,161 Est. Cost $40.24 Unrealized +96.2%
CATH CATH 0.1%
Value ($000) $123 Shares 2,668 Est. Cost $46.10 Unrealized
IBM IBM 0.1%
Value ($000) $121 Shares 965 Est. Cost $100.56 Unrealized -7.1%
JPM JPM 0.1%
Value ($000) $116 Shares 915 Est. Cost $73.75 Unrealized +33.1%
MSFT MSFT 0.1%
Value ($000) $113 Shares 506 Est. Cost $103.11 Unrealized +99.8%
F F 0.1%
Value ($000) $94 Shares 10,905 Est. Cost $6.35 Unrealized 0.0%
IAGG IAGG 0.0%
Value ($000) $81 Shares 1,455 Est. Cost $54.42 Unrealized
JNJ JNJ 0.0%
Value ($000) $72 Shares 460 Est. Cost $118.79 Unrealized +7.4%
VZ VZ 0.0%
Value ($000) $65 Shares 1,120 Est. Cost $43.16 Unrealized +1.9%
LOW LOW 0.0%
Value ($000) $57 Shares 359 Est. Cost $79.82 Unrealized +85.5%
NEE NEE 0.0%
Value ($000) $51 Shares 664 Est. Cost $58.02 Unrealized +13.1%
SONY SNE 0.0%
Value ($000) $48 Shares 479 Est. Cost $66.81 Unrealized
SCHE SCHE 0.0%
Value ($000) $47 Shares 1,540 Est. Cost $23.89 Unrealized
MUB MUB 0.0%
Value ($000) $47 Shares 406 Est. Cost $115.76 Unrealized
AMRN 0.0%
Value ($000) $44 Shares 11,800 Est. Cost $14.46 Unrealized
WASH WASH 0.0%
Value ($000) $44 Shares 1,000 Est. Cost $27.94 Unrealized 0.0%
BABA BABA 0.0%
Value ($000) $39 Shares 169 Est. Cost $230.77 Unrealized
RHHBY RHHBY 0.0%
Value ($000) $38 Shares 870 Est. Cost $41.24 Unrealized
PG PG 0.0%
Value ($000) $37 Shares 269 Est. Cost $120.11 Unrealized +2.5%
VCIT VCIT 0.0%
Value ($000) $36 Shares 376 Est. Cost $86.25 Unrealized
ACN ACN 0.0%
Value ($000) $36 Shares 141 Est. Cost $131.94 Unrealized +69.1%
ADI ADI 0.0%
Value ($000) $35 Shares 241 Est. Cost $76.90 Unrealized +57.6%
RY RY 0.0%
Value ($000) $34 Shares 425 Est. Cost $80.55 Unrealized -3.9%
ALC ALC 0.0%
Value ($000) $34 Shares 425 Est. Cost $57.12 Unrealized +8.0%
TJX TJX 0.0%
Value ($000) $34 Shares 504 Est. Cost $39.14 Unrealized +44.3%
TD TD 0.0%
Value ($000) $33 Shares 600 Est. Cost $56.71 Unrealized -10.6%
PEP PEP 0.0%
Value ($000) $33 Shares 222 Est. Cost $109.98 Unrealized +10.2%
WMT WMT 0.0%
Value ($000) $32 Shares 228 Est. Cost $23.17 Unrealized +95.3%
MAIN MAIN 0.0%
Value ($000) $32 Shares 1,000 Est. Cost $30.72 Unrealized 0.0%
INTC INTC 0.0%
Value ($000) $31 Shares 750 Est. Cost $44.02 Unrealized 0.0%
O O 0.0%
Value ($000) $31 Shares 500 Est. Cost $45.59 Unrealized 0.0%
OGE OGE 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $32.31 Unrealized 0.0%
LHX LHX 0.0%
Value ($000) $30 Shares 164 Est. Cost $180.69 Unrealized -8.8%
STZ STZ 0.0%
Value ($000) $30 Shares 138 Est. Cost $157.91 Unrealized +14.5%
CBU CBU 0.0%
Value ($000) $30 Shares 496 Est. Cost $54.14 Unrealized -3.3%
C C 0.0%
Value ($000) $29 Shares 476 Est. Cost $59.26 Unrealized -28.5%
XOM XOM 0.0%
Value ($000) $28 Shares 700 Est. Cost $30.36 Unrealized 0.0%
UNH UNH 0.0%
Value ($000) $27 Shares 78 Est. Cost $214.37 Unrealized +43.8%
CP 0.0%
Value ($000) $26 Shares 75 Est. Cost $253.33 Unrealized
PAYX PAYX 0.0%
Value ($000) $26 Shares 288 Est. Cost $51.87 Unrealized +48.3%
GIS GIS 0.0%
Value ($000) $26 Shares 450 Est. Cost $50.86 Unrealized 0.0%
BDX BDX 0.0%
Value ($000) $26 Shares 107 Est. Cost $199.30 Unrealized +7.7%
LLY LLY 0.0%
Value ($000) $25 Shares 150 Est. Cost $145.78 Unrealized -3.0%
BEN BEN 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $17.35 Unrealized 0.0%
SYK SYK 0.0%
Value ($000) $24 Shares 98 Est. Cost $154.36 Unrealized +39.0%
SRNE SRNE 0.0%
Value ($000) $24 Shares 3,600 Est. Cost $8.03 Unrealized 0.0%
OEF OEF 0.0%
Value ($000) $23 Shares 135 Est. Cost $90.95 Unrealized
BRO BRO 0.0%
Value ($000) $23 Shares 504 Est. Cost $24.07 Unrealized +84.7%
BR BR 0.0%
Value ($000) $23 Shares 152 Est. Cost $76.08 Unrealized +74.9%
PBA PBA 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $17.88 Unrealized 0.0%
SYY SYY 0.0%
Value ($000) $23 Shares 313 Est. Cost $46.89 Unrealized +28.0%
JKHY JKHY 0.0%
Value ($000) $23 Shares 142 Est. Cost $101.44 Unrealized +46.9%
MKC MKC 0.0%
Value ($000) $22 Shares 240 Est. Cost $63.75 Unrealized +33.0%
MS MS 0.0%
Value ($000) $22 Shares 330 Est. Cost $39.09 Unrealized +24.9%
FDS FDS 0.0%
Value ($000) $21 Shares 65 Est. Cost $176.95 Unrealized +77.9%
SBUX SBUX 0.0%
Value ($000) $21 Shares 200 Est. Cost $40.53 Unrealized +110.1%
CNI CNI 0.0%
Value ($000) $21 Shares 200 Est. Cost $79.98 Unrealized +22.5%
ELV ANTM 0.0%
Value ($000) $21 Shares 68 Est. Cost $253.23 Unrealized +13.0%
TXN TXN 0.0%
Value ($000) $20 Shares 127 Est. Cost $77.65 Unrealized +73.3%
IVW IVW 0.0%
Value ($000) $20 Shares 328 Est. Cost $85.37 Unrealized
AZN AZN 0.0%
Value ($000) $19 Shares 384 Est. Cost $49.48 Unrealized
PM PM 0.0%
Value ($000) $19 Shares 235 Est. Cost $56.59 Unrealized +6.6%
DG DG 0.0%
Value ($000) $19 Shares 94 Est. Cost $145.94 Unrealized +35.7%
CMCSA CMCSA 0.0%
Value ($000) $19 Shares 373 Est. Cost $35.71 Unrealized +16.7%
DAL DAL 0.0%
Value ($000) $19 Shares 490 Est. Cost $24.75 Unrealized +43.0%
ORCL ORCL 0.0%
Value ($000) $19 Shares 298 Est. Cost $48.27 Unrealized +15.0%
PHG PHG 0.0%
Value ($000) $19 Shares 361 Est. Cost $47.95 Unrealized
RSP RSP 0.0%
Value ($000) $19 Shares 152 Est. Cost $99.06 Unrealized
AMT AMT 0.0%
Value ($000) $18 Shares 84 Est. Cost $115.75 Unrealized +72.5%
BF/B BF.B 0.0%
Value ($000) $18 Shares 227 Est. Cost $42.14 Unrealized +66.1%
TTC TTC 0.0%
Value ($000) $17 Shares 180 Est. Cost $63.40 Unrealized +39.4%
SPLV SPLV 0.0%
Value ($000) $17 Shares 319 Est. Cost $47.02 Unrealized
TMFC TMFC 0.0%
Value ($000) $17 Shares 500 Est. Cost $30.00 Unrealized
URI URI 0.0%
Value ($000) $16 Shares 72 Est. Cost $147.40 Unrealized +38.8%
ARCC ARCC 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $9.58 Unrealized 0.0%
CBSH CBSH 0.0%
Value ($000) $16 Shares 249 Est. Cost $37.94 Unrealized +22.6%
XYL XYL 0.0%
Value ($000) $16 Shares 165 Est. Cost $70.63 Unrealized +25.4%
MO MO 0.0%
Value ($000) $16 Shares 400 Est. Cost $26.69 Unrealized 0.0%
ECL ECL 0.0%
Value ($000) $15 Shares 72 Est. Cost $131.96 Unrealized +49.6%
GD GD 0.0%
Value ($000) $15 Shares 107 Est. Cost $174.92 Unrealized -25.3%
TRV TRV 0.0%
Value ($000) $15 Shares 110 Est. Cost $115.28 Unrealized +0.3%
MTRAF MTRAF 0.0%
Value ($000) $15 Shares 350 Est. Cost $38.88 Unrealized +11.7%
NVDA NVDA 0.0%
Value ($000) $15 Shares 32 Est. Cost $5.93 Unrealized +125.1%
ROST ROST 0.0%
Value ($000) $14 Shares 114 Est. Cost $64.50 Unrealized +53.7%
AIG AIG 0.0%
Value ($000) $13 Shares 351 Est. Cost $45.11 Unrealized -30.8%
AJG AJG 0.0%
Value ($000) $13 Shares 109 Est. Cost $85.11 Unrealized +26.6%
SE SE 0.0%
Value ($000) $13 Shares 69 Est. Cost $28.99 Unrealized
QSR QSR 0.0%
Value ($000) $13 Shares 225 Est. Cost $66.92 Unrealized -12.8%
IT IT 0.0%
Value ($000) $12 Shares 77 Est. Cost $121.44 Unrealized +18.6%
PFG PFG 0.0%
Value ($000) $12 Shares 249 Est. Cost $37.23 Unrealized +2.0%
DCH AXL 0.0%
Value ($000) $12 Shares 1,497 Est. Cost $7.15 Unrealized +5.2%
UL 0.0%
Value ($000) $12 Shares 201 Est. Cost $59.70 Unrealized
SCHX SCHX 0.0%
Value ($000) $12 Shares 138 Est. Cost $60.13 Unrealized
LOPE LOPE 0.0%
Value ($000) $12 Shares 131 Est. Cost $90.48 Unrealized -5.7%
BMY BMY 0.0%
Value ($000) $11 Shares 183 Est. Cost $45.19 Unrealized +10.7%
RWJ RWJ 0.0%
Value ($000) $11 Shares 138 Est. Cost $57.97 Unrealized
ASML ASML 0.0%
Value ($000) $10 Shares 22 Est. Cost $272.73 Unrealized
QCOM QCOM 0.0%
Value ($000) $10 Shares 68 Est. Cost $72.86 Unrealized +71.2%
MPC MPC 0.0%
Value ($000) $10 Shares 244 Est. Cost $51.65 Unrealized -39.4%
NDSN NDSN 0.0%
Value ($000) $10 Shares 52 Est. Cost $117.82 Unrealized +60.8%
NSC NSC 0.0%
Value ($000) $10 Shares 46 Est. Cost $122.67 Unrealized +66.9%
VFC VFC 0.0%
Value ($000) $10 Shares 127 Est. Cost $66.06 Unrealized +21.0%
NNI NNI 0.0%
Value ($000) $9 Shares 138 Est. Cost $54.07 Unrealized +25.0%
FTS FTS 0.0%
Value ($000) $9 Shares 225 Est. Cost $32.38 Unrealized +4.1%
GLW GLW 0.0%
Value ($000) $9 Shares 257 Est. Cost $19.40 Unrealized +59.1%
FE FE 0.0%
Value ($000) $9 Shares 306 Est. Cost $37.07 Unrealized -34.6%
EVOK 0.0%
Value ($000) $9 Shares 3,540 Est. Cost $2.54 Unrealized
DDOG DDOG 0.0%
Value ($000) $9 Shares 100 Est. Cost $35.97 Unrealized +177.4%
VOO VOO 0.0%
Value ($000) $9 Shares 29 Est. Cost $229.77 Unrealized
LMT LMT 0.0%
Value ($000) $8 Shares 24 Est. Cost $324.81 Unrealized -1.8%
MDLZ MDLZ 0.0%
Value ($000) $8 Shares 148 Est. Cost $45.89 Unrealized +9.3%
MSI MSI 0.0%
Value ($000) $8 Shares 50 Est. Cost $151.83 Unrealized +3.6%
IWD IWD 0.0%
Value ($000) $8 Shares 60 Est. Cost $109.88 Unrealized
HYG HYG 0.0%
Value ($000) $8 Shares 92 Est. Cost $76.09 Unrealized
DFS 0.0%
Value ($000) $8 Shares 90 Est. Cost $66.67 Unrealized
APD APD 0.0%
Value ($000) $8 Shares 32 Est. Cost $130.30 Unrealized +90.0%
LIN 0.0%
Value ($000) $8 Shares 34 Est. Cost $147.06 Unrealized
CB CB 0.0%
Value ($000) $7 Shares 48 Est. Cost $126.19 Unrealized +3.1%
AFL AFL 0.0%
Value ($000) $7 Shares 164 Est. Cost $36.79 Unrealized -1.2%
CRH 0.0%
Value ($000) $7 Shares 167 Est. Cost $35.93 Unrealized
CSCO CSCO 0.0%
Value ($000) $7 Shares 170 Est. Cost $36.03 Unrealized -2.1%
TIF 0.0%
Value ($000) $6 Shares 52 Est. Cost $115.38 Unrealized
NSRGY NSRGY 0.0%
Value ($000) $6 Shares 48 Est. Cost $84.81 Unrealized
NOC NOC 0.0%
Value ($000) $5 Shares 17 Est. Cost $317.67 Unrealized -11.6%
EQIX EQIX 0.0%
Value ($000) $4 Shares 7 Est. Cost $501.45 Unrealized +34.6%
UHAL UHAL 0.0%
Value ($000) $4 Shares 10 Est. Cost $37.40 Unrealized +6.5%
UNP UNP 0.0%
Value ($000) $4 Shares 24 Est. Cost $149.35 Unrealized +19.2%
LGND LGND 0.0%
Value ($000) $4 Shares 42 Est. Cost $68.23 Unrealized -16.4%
PEG PEG 0.0%
Value ($000) $4 Shares 77 Est. Cost $49.14 Unrealized -0.4%
VNOM 0.0%
Value ($000) $3 Shares 300 Est. Cost $6.67 Unrealized
MRSH MMC 0.0%
Value ($000) $3 Shares 30 Est. Cost $95.06 Unrealized +10.7%
MINT MINT 0.0%
Value ($000) $3 Shares 38 Est. Cost $101.50 Unrealized
HON HON 0.0%
Value ($000) $3 Shares 17 Est. Cost $110.38 Unrealized +48.3%
IJR IJR 0.0%
Value ($000) $3 Shares 41 Est. Cost $48.78 Unrealized
GMICF 0.0%
Value ($000) $3 Shares 100 Est. Cost $40.00 Unrealized
MA MA 0.0%
Value ($000) $3 Shares 2 Est. Cost $197.44 Unrealized +63.8%
RTX RTX 0.0%
Value ($000) $3 Shares 47 Est. Cost $54.61 Unrealized +7.0%
JCI JCI 0.0%
Value ($000) $3 Shares 81 Est. Cost $37.10 Unrealized +8.3%
PACW 0.0%
Value ($000) $3 Shares 156 Est. Cost $19.23 Unrealized
EV 0.0%
Value ($000) $3 Shares 55 Est. Cost $54.55 Unrealized
RCI RCI 0.0%
Value ($000) $2 Shares 50 Est. Cost $48.19 Unrealized -8.1%
SCHA SCHA 0.0%
Value ($000) $2 Shares 23 Est. Cost $73.53 Unrealized
CCL CCL 0.0%
Value ($000) $2 Shares 111 Est. Cost $60.22 Unrealized -70.5%
PPG PPG 0.0%
Value ($000) $2 Shares 18 Est. Cost $99.02 Unrealized +27.2%
VTV VTV 0.0%
Value ($000) $2 Shares 20 Est. Cost $113.34 Unrealized
RITM NRZ 0.0%
Value ($000) $2 Shares 250 Est. Cost $8.00 Unrealized
CVX CVX 0.0%
Value ($000) $2 Shares 42 Est. Cost $88.30 Unrealized -26.4%
BAC BAC 0.0%
Value ($000) $1 Shares 50 Est. Cost $23.92 Unrealized -1.1%
OTIS OTIS 0.0%
Value ($000) $1 Shares 23 Est. Cost $47.48 Unrealized +26.5%
MUR MUR 0.0%
Value ($000) $1 Shares 114 Est. Cost $8.34 Unrealized 0.0%
CARR CARR 0.0%
Value ($000) $1 Shares 47 Est. Cost $17.13 Unrealized +97.4%