| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Schwab U.S. Broad Market (ETF) | 39 | Q2 2024 | 27.5% |
| VTI | 39 | Q2 2024 | 12.6% |
| SCHZ | 39 | Q2 2024 | 24.6% |
| Apple | 39 | Q2 2024 | 1.8% |
| OEF | 39 | Q2 2024 | 5.8% |
| BRKA | 39 | Q2 2024 | 0.5% |
| BRKB | 39 | Q2 2024 | 0.6% |
| International Business Machines Corp. | 39 | Q2 2024 | 1.4% |
| Colgate Palmolive | 39 | Q2 2024 | 0.4% |
| PIMCO Total Return (ETF) | 39 | Q2 2024 | 0.2% |
View OGOREK ANTHONY JOSEPH /NY/ /ADV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-23 |
| 13F-HR | 2024-08-08 |
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-21 |
View OGOREK ANTHONY JOSEPH /NY/ /ADV's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.