• 13F History

OGOREK ANTHONY JOSEPH /NY/ /ADV

13F Filings History

Latest 13F report
Q4 2024 - Jan 24, 2025
Value $
$314M
Signature - Title
Joseph Foy - Investment Analyst
Location
Williamsville, NY
Summary
This page shows a list of all the recent 13F filings made by OGOREK ANTHONY JOSEPH /NY/ /ADV. Form 13F is required to be filed within 45 days of the end of a calendar quarter. OGOREK ANTHONY JOSEPH /NY/ /ADV reported 291 stock holdings with total value $314M as of Q4 2024. Top holdings included DJUL, VTI, DMAY, IEF, and SCHB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 291 $314M +$51.7M -$12.1M +$39.6M DJUL, VTI, DMAY, IEF, SCHB 13F-HR 1/24/2025, 04:05 PM
Q3 2024 262 $291M +$8.88M -$16.6M -$7.68M DJUL, DMAY, IEF, VTI, SCHB 13F-HR 11/8/2024, 01:57 PM
Q2 2024 268 $288M +$35.7M -$42.1M -$6.39M DJUL, DMAY, VTI, SCHB, IEF 13F-HR 8/8/2024, 03:08 PM
Q1 2024 258 $288M +$28.7M -$33.3M -$4.63M DJUL, SCHB, VTI, SCHI, VOO 13F-HR 5/3/2024, 02:02 PM
Q4 2023 266 $275M +$54.8M -$54.9M -$146K DJUL, SCHB, VTI, IEF, SCHI 13F-HR 2/9/2024, 04:07 PM
Q3 2023 247 $254M +$46.4M -$45.9M +$428K VTI, SCHB, IEF, DJUL, FJUL 13F-HR 10/19/2023, 04:58 PM
Q2 2023 242 $261M +$27.5M -$22.3M +$5.16M VTI, SCHB, FFEB, IEF, DFEB 13F-HR 8/3/2023, 02:22 PM
Q1 2023 246 $245M +$20.3M -$12M +$8.26M VTI, FFEB, DFEB, SCHB, IEI 13F-HR 5/3/2023, 11:46 AM
Q4 2022 212 $230M +$27.7M -$24.1M +$3.66M IEI, VTI, FFEB, DFEB, SCHB 13F-HR 1/30/2023, 11:15 AM
Q3 2022 196 $210M +$5.54M -$1.03M +$4.51M FFEB, DFEB, IEI, VTI, SCHB 13F-HR 10/20/2022, 01:39 PM
Q2 2022 199 $218M +$28.3M -$22.1M +$6.23M IEI, FFEB, DFEB, VTI, SCHB 13F-HR 7/21/2022, 12:01 PM
Q1 2022 225 $244M +$82.6M -$36.2M +$46.4M VUG, SCHB, VTI, DFEB, FFEB 13F-HR 4/26/2022, 10:59 AM
Q4 2021 228 $234M +$8.42M -$11.3M -$2.85M VUG, SCHB, VTI, VIG, IHI 13F-HR 1/18/2022, 01:07 PM
Q3 2021 222 $219M +$17.2M -$8.08M +$9.13M VUG, SCHB, VTI, VIG, IHI 13F-HR 10/27/2021, 03:22 PM
Q2 2021 198 $223M +$7.13M -$1.5M +$5.63M VUG, SCHB, VTI, VIG, IHI 13F-HR 7/14/2021, 04:04 PM
Q1 2021 186 $203M +$48.8M -$37.7M +$11.1M VUG, SCHB, VTI, VIG, IHI 13F-HR 4/26/2021, 03:05 PM
Q4 2020 178 $187M +$12.6M -$12.9M -$307K VUG, VIG, VTI, IGV, FMB 13F-HR 1/20/2021, 03:30 PM
Q3 2020 165 $170M +$19.7M -$2.15M +$17.5M VUG, VIG, VTI, FMB, IGV 13F-HR 11/2/2020, 12:32 PM
Q2 2020 177 $141M +$59M -$126M -$66.9M VUG, VIG, VTI, FMB, IGV 13F-HR 8/7/2020, 04:05 PM
Q1 2020 191 $184M +$26.3M -$14.4M +$12M SCHZ, SCHB, SCHF, VUG, FMB 13F-HR 4/10/2020, 11:07 AM
Q4 2019 193 $205M +$52.4M -$23.7M +$28.8M SCHB, SCHZ, USMV, SCHF, VUG 13F-HR 1/21/2020, 12:46 PM
Q3 2019 156 $167M +$38M -$20.6M +$17.4M SCHB, USMV, VUG, SCHZ, VTI 13F-HR 10/17/2019, 08:35 AM
Q2 2019 148 $148M +$1.55M -$8.83M -$7.28M SCHB, USMV, SCHF, VUG, VTI 13F-HR 7/15/2019, 03:14 PM
Q1 2019 145 $151M +$20.2M -$6.22M +$14M SCHB, USMV, SCHF, VUG, VTI 13F-HR 4/8/2019, 01:44 PM
Q4 2018 147 $126M +$34.8M -$24.6M +$10.2M SCHB, USMV, SCHF, VUG, MINT 13F-HR 1/8/2019, 02:29 PM
Q3 2018 147 $136M +$8.81M -$7.01M +$1.8M SCHB, VUG, VXUS, VTI, MINT 13F-HR 10/17/2018, 03:30 PM
Q2 2018 121 $128M +$30.7M -$19.1M +$11.6M SCHB, VUG, SCHF, VXUS, VTI 13F-HR 7/12/2018, 10:10 AM
Q1 2018 123 $115M +$14.6M -$20.6M -$6M SCHB, SCHF, VUG, VTI, MINT 13F-HR 4/18/2018, 09:01 AM
Q4 2017 113 $122M +$17.1M -$1.1M +$16M SCHF, SCHB, VUG, SCHZ, VTI 13F-HR 1/22/2018, 01:07 PM
Q3 2017 55 $102M +$1.03M -$3.16M -$2.12M SCHF, SCHB, SCHZ, VTI, VXUS 13F-HR 10/25/2017, 11:11 AM
Q2 2017 52 $108M +$8.88M -$709K +$8.17M SCHF, SCHB, SCHZ, VTI, VXUS 13F-HR 8/2/2017, 11:26 AM
Q1 2017 55 $96.8M +$30.2M -$39.6M -$9.36M SCHF, SCHB, SCHZ, VTI, VXUS 13F-HR 4/19/2017, 01:20 PM
Q4 2016 53 $115M SCHB, SCHZ, VXUS, VTI, VDC 13F-HR 1/12/2017, 08:17 AM
Q3 2016 63 $116M +$4.23M -$2.08M +$2.15M SCHB, SCHZ, VXUS, VTI, VDC 13F-HR 10/20/2016, 03:25 PM
Q2 2016 68 $111M +$5.28M -$18.8M -$13.6M SCHB, SCHZ, VXUS, VTI, VDC 13F-HR 7/28/2016, 11:37 AM
Q1 2016 62 $123M +$42M -$1.58M +$40.5M SCHB, SCHZ, VXUS, VTI, VDC 13F-HR 5/4/2016, 01:55 PM
Q4 2015 66 $120M +$16.4M -$10.6M +$5.83M SCHB, SCHZ, VTI, DBEF, VOE 13F-HR 1/29/2016, 12:20 PM
Q3 2015 55 $122M +$1.44M -$385K +$1.05M SCHB, SCHZ, DBEF, VTI, VT 13F-HR 10/9/2015, 10:21 AM
Q2 2015 64 $130M +$1.65M -$14.5M -$12.9M SCHB, SCHZ, DBEF, VTI, VT 13F-HR 8/17/2015, 08:51 AM
Q1 2015 50 $146M +$67.3M -$38.4M +$29M SCHB, SCHZ, VOE, DBEF, VT 13F-HR 5/11/2015, 11:12 AM
Q4 2014 47 $133M VT, VOE, SCHZ, VEA, VTI 13F-HR 2/11/2015, 09:26 AM