Notify me when OGOREK ANTHONY JOSEPH /NY/ /ADV files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 633 | $363,623,000 | +$19,301,787 | -$17,206,214 | +$2,095,573 | BINC, DJUL, VTI, VOO, CVLC | 13F-HR | 23 Jan 2026, 11:16 |
| Q3 2025 | 639 | $349,680,000 | +$8,178,269 | -$2,798,382 | +$5,379,887 | DJUL, VTI, BINC, VOO, VXUS | 13F-HR | 04 Nov 2025, 14:01 |
| Q2 2025 | 622 | $323,621,000 | +$36,952,319 | -$40,377,484 | -$3,425,165 | DJUL, VTI, BINC, VOO, VXUS | 13F-HR | 08 Aug 2025, 16:06 |
| Q1 2025 | 622 | $303,877,000 | +$62,079,625 | -$61,803,629 | +$275,996 | DJUL, VTI, BINC, VOO, SCHB | 13F-HR | 09 May 2025, 10:50 |
| Q4 2024 | 291 | $314,371,000 | +$51,726,237 | -$12,139,842 | +$39,586,395 | DJUL, VTI, DMAY, IEF, SCHB | 13F-HR | 24 Jan 2025, 16:05 |
| Q3 2024 | 262 | $291,370,000 | +$8,880,954 | -$16,565,694 | -$7,684,740 | DJUL, DMAY, IEF, VTI, SCHB | 13F-HR | 08 Nov 2024, 13:57 |
| Q2 2024 | 268 | $287,801,000 | +$35,710,840 | -$42,104,737 | -$6,393,897 | DJUL, DMAY, VTI, SCHB, IEF | 13F-HR | 08 Aug 2024, 15:08 |
| Q1 2024 | 268 | $287,883,000 | +$28,674,351 | -$33,305,527 | -$4,631,176 | DJUL, SCHB, VTI, SCHI, VOO | 13F-HR | 03 May 2024, 14:02 |
| Q4 2023 | 279 | $275,109,000 | +$54,775,770 | -$54,942,121 | -$166,351 | DJUL, SCHB, VTI, IEF, SCHI | 13F-HR | 09 Feb 2024, 16:07 |
| Q3 2023 | 263 | $253,515,000 | +$46,341,322 | -$45,975,636 | +$365,686 | VTI, SCHB, IEF, DJUL, FJUL | 13F-HR | 19 Oct 2023, 16:58 |
| Q2 2023 | 256 | $261,120,000 | +$27,498,378 | -$22,491,299 | +$5,007,079 | VTI, SCHB, FFEB, IEF, DFEB | 13F-HR | 03 Aug 2023, 14:22 |
| Q1 2023 | 264 | $244,672,000 | +$20,311,868 | -$12,123,501 | +$8,188,367 | VTI, FFEB, DFEB, SCHB, IEI | 13F-HR | 03 May 2023, 11:46 |
| Q4 2022 | 220 | $229,927,000 | +$27,713,778 | -$24,115,211 | +$3,598,567 | IEI, VTI, FFEB, DFEB, SCHB | 13F-HR | 30 Jan 2023, 12:15 |
| Q3 2022 | 214 | $210,425,000 | +$5,535,583 | -$1,053,323 | +$4,482,260 | FFEB, DFEB, IEI, VTI, SCHB | 13F-HR | 20 Oct 2022, 13:39 |
| Q2 2022 | 213 | $217,540,000 | +$28,344,124 | -$22,562,305 | +$5,781,819 | IEI, FFEB, DFEB, VTI, SCHB | 13F-HR | 21 Jul 2022, 12:01 |
| Q1 2022 | 240 | $244,014,000 | +$82,579,724 | -$37,349,211 | +$45,230,513 | VUG, SCHB, VTI, DFEB, FFEB | 13F-HR | 26 Apr 2022, 10:59 |
| Q4 2021 | 236 | $234,094,000 | +$8,416,817 | -$11,430,994 | -$3,014,177 | VUG, SCHB, VTI, VIG, IHI | 13F-HR | 18 Jan 2022, 14:07 |
| Q3 2021 | 223 | $219,100,000 | +$17,203,359 | -$8,078,165 | +$9,125,194 | VUG, SCHB, VTI, VIG, IHI | 13F-HR | 27 Oct 2021, 15:22 |
| Q2 2021 | 200 | $223,314,000 | +$7,130,686 | -$1,500,259 | +$5,630,427 | VUG, SCHB, VTI, VIG, IHI | 13F-HR | 14 Jul 2021, 16:04 |
| Q1 2021 | 190 | $202,936,000 | +$48,771,047 | -$37,663,255 | +$11,107,792 | VUG, SCHB, VTI, VIG, IHI | 13F-HR | 26 Apr 2021, 15:05 |
| Q4 2020 | 191 | $186,577,000 | +$12,610,173 | -$13,194,647 | -$584,474 | VUG, VIG, VTI, IGV, FMB | 13F-HR | 20 Jan 2021, 16:30 |
| Q3 2020 | 175 | $169,669,000 | +$19,678,837 | -$2,495,271 | +$17,183,566 | VUG, VIG, VTI, FMB, IGV | 13F-HR | 02 Nov 2020, 13:32 |
| Q2 2020 | 190 | $141,336,000 | +$59,074,247 | -$126,192,658 | -$67,118,411 | VUG, VIG, VTI, FMB, IGV | 13F-HR | 07 Aug 2020, 16:05 |
| Q1 2020 | 207 | $183,995,000 | +$26,321,284 | -$14,465,217 | +$11,856,067 | SCHZ, SCHB, SCHF, VUG, FMB | 13F-HR | 10 Apr 2020, 11:07 |
| Q4 2019 | 206 | $205,164,000 | +$52,440,061 | -$23,805,629 | +$28,634,432 | SCHB, SCHZ, USMV, SCHF, VUG | 13F-HR | 21 Jan 2020, 13:46 |
| Q3 2019 | 166 | $167,264,000 | +$38,044,354 | -$20,759,663 | +$17,284,691 | SCHB, USMV, VUG, SCHZ, VTI | 13F-HR | 17 Oct 2019, 08:35 |
| Q2 2019 | 155 | $148,391,000 | +$1,550,693 | -$8,857,630 | -$7,306,937 | SCHB, USMV, SCHF, VUG, VTI | 13F-HR | 15 Jul 2019, 15:14 |
| Q1 2019 | 154 | $150,777,000 | +$20,249,621 | -$9,206,096 | +$11,043,525 | SCHB, USMV, SCHF, VUG, VTI | 13F-HR | 08 Apr 2019, 13:44 |
| Q4 2018 | 154 | $125,603,000 | +$34,847,036 | -$27,238,936 | +$7,608,100 | SCHB, USMV, SCHF, VUG, MINT | 13F-HR | 08 Jan 2019, 15:29 |
| Q3 2018 | 154 | $135,627,000 | +$8,806,858 | -$7,058,545 | +$1,748,313 | SCHB, VUG, VXUS, VTI, MINT | 13F-HR | 17 Oct 2018, 15:30 |
| Q2 2018 | 129 | $128,383,000 | +$30,668,569 | -$19,103,286 | +$11,565,283 | SCHB, VUG, SCHF, VXUS, VTI | 13F-HR | 12 Jul 2018, 10:10 |
| Q1 2018 | 130 | $115,036,000 | +$14,639,958 | -$20,718,972 | -$6,079,014 | SCHB, SCHF, VUG, VTI, MINT | 13F-HR | 18 Apr 2018, 09:01 |
| Q4 2017 | 123 | $122,116,000 | +$17,089,852 | -$1,140,182 | +$15,949,670 | SCHF, SCHB, VUG, SCHZ, VTI | 13F-HR | 22 Jan 2018, 14:07 |
| Q3 2017 | 64 | $102,497,000 | +$1,035,532 | -$10,275,089 | -$9,239,557 | SCHF, SCHB, SCHZ, VTI, VXUS | 13F-HR | 25 Oct 2017, 11:11 |
| Q2 2017 | 62 | $107,953,000 | +$8,882,451 | -$927,207 | +$7,955,244 | SCHF, SCHB, SCHZ, VTI, VXUS | 13F-HR | 02 Aug 2017, 11:26 |
| Q1 2017 | 61 | $96,804,000 | +$30,201,785 | -$53,606,501 | -$23,404,716 | SCHF, SCHB, SCHZ, VTI, VXUS | 13F-HR | 19 Apr 2017, 13:20 |
| Q4 2016 | 67 | $115,026,000 | $0 | $0 | $0 | SCHB, SCHZ, VXUS, VTI, VDC | 13F-HR | 12 Jan 2017, 09:17 |
| Q3 2016 | 67 | $115,864,000 | +$4,232,264 | -$2,278,420 | +$1,953,844 | SCHB, SCHZ, VXUS, VTI, VDC | 13F-HR | 20 Oct 2016, 15:25 |
| Q2 2016 | 70 | $111,440,000 | +$5,276,708 | -$19,186,907 | -$13,910,199 | SCHB, SCHZ, VXUS, VTI, VDC | 13F-HR | 28 Jul 2016, 11:37 |
| Q1 2016 | 63 | $123,211,000 | +$42,037,765 | -$39,364,645 | +$2,673,120 | SCHB, SCHZ, VXUS, VTI, VDC | 13F-HR | 04 May 2016, 13:55 |
| Q4 2015 | 68 | $119,806,000 | +$16,429,090 | -$22,908,624 | -$6,479,534 | SCHB, SCHZ, VTI, DBEF, VOE | 13F-HR | 29 Jan 2016, 13:20 |
| Q3 2015 | 56 | $122,416,000 | +$1,439,737 | -$545,458 | +$894,279 | SCHB, SCHZ, DBEF, VTI, VT | 13F-HR | 09 Oct 2015, 10:21 |
| Q2 2015 | 65 | $130,367,000 | +$1,654,456 | -$14,673,420 | -$13,018,964 | SCHB, SCHZ, DBEF, VTI, VT | 13F-HR | 17 Aug 2015, 08:51 |
| Q1 2015 | 50 | $145,500,000 | +$67,326,934 | -$57,409,509 | +$9,917,425 | SCHB, SCHZ, VOE, DBEF, VT | 13F-HR | 11 May 2015, 11:12 |
| Q4 2014 | 48 | $133,168,000 | $0 | $0 | $0 | VT, VOE, SCHZ, VEA, VTI | 13F-HR | 11 Feb 2015, 10:26 |