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Institutional Investment Manager
OGOREK ANTHONY JOSEPH /NY/ /ADV
OGOREK ANTHONY JOSEPH /NY/ /ADV (CIK: 0000714364), located at 6400 Sheridan Dr., Williamsville, NY. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q4)
Original 13F HR (0000714364-17-000001) filed in 2017.01.12
#
Name
Shares
Value ($)
%
Options
Notes
51 INTERNATIONAL BUSINESS MACHS 996 158 0.14%
52 ADAPTIMMUNE THERAPEUTICS PLC 1,000 7 0.01%
53 VANGUARD SCOTTSDALE FDS 1,046 93 0.08%
54 PIMCO ETF TR 1,134 122 0.11%
55 ABBVIE INC 1,161 73 0.06%
56 ABBOTT LABS 1,161 49 0.04%
57 SSGA ACTIVE ETF TR 1,682 84 0.07%
58 ISHARES MSCI 1,774 51 0.04%
59 ISHARES TR 2,021 293 0.25%
60 VANGUARD CHARLOTTE FDS 2,190 122 0.11%
61 SCHWAB STRATEGIC TRUST SCHWAB FUNDAMENTAL US 2,583 80 0.07%
62 BERKSHIRE HATHAWAY INC DEL 2,971 429 0.37%
63 SELECT SECTOR SPDR TR 3,666 195 0.17%
64 APPLE INC 3,932 444 0.38%
65 ISHARES TR 4,252 201 0.17%
66 COLGATE PALMOLIVE CO 5,482 406 0.35%
67 MEDTRONIC PLC 8,200 708 0.61%
68 ISHARES TR 8,374 344 0.30%
69 ISHARES TRUST S&P 100 ETF 25,289 2,426 2.09%
70 VANGUARD MUN BD FDS 82,153 4,288 3.70%
71 VANGUARD WORLD FDS 95,081 13,014 11.23%
72 INDEXIQ ETF TR 112,300 2,285 1.97%
73 VANGUARD INDEX FDS 128,650 14,322 12.36%
74 VANGUARD STAR FDS 355,608 16,788 14.49%
75 SCHWAB US AGGREGATE BOND ETF 477,776 25,642 22.13%
76 SCHWAB U.S. BROAD MARKET ETF 608,605 31,842 27.48%
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