Ogorek Anthony Joseph /ny/ /adv
CIK Number: 0000714364
Main Sectors:
Top Industries:
Filing Date: Aug 8, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DJUL | FT Vest U.S. Eq... | 46.60 | -0.07% | 693.83K | -9.01% | 30.82M | 36.25 | 9.52% | Share |
| 2 | VTI | Vanguard Total ... | 326.92 | 0.00% | 84.31K | -0.35% | 25.62M | 113.37 | 7.92% | Share |
| 3 | BINC | iShares Flexibl... | 53.13 | +0.14% | 430.69K | +1.92% | 22.76M | 52.35 | 7.03% | Share |
| 4 | VOO | Vanguard S&P 50... | 608.80 | -0.13% | 33.25K | -13.87% | 18.89M | 481.83 | 5.84% | Share |
| 5 | VXUS | Vanguard Total ... | 73.28 | +0.01% | 214.95K | +35.31K% | 14.85M | 69.07 | 4.59% | Share |
| 6 | CVLC | Calvert US Larg... | 81.65 | +0.07% | 192.33K | -30.86% | 14.72M | 73.28 | 4.55% | Share |
| 7 | SCHB | Schwab U.S. Bro... | 25.60 | +0.04% | 604.78K | -33.42% | 14.41M | 15.83 | 4.45% | Share |
| 8 | YMAR | FT Vest Interna... | 26.21 | +0.24% | 514.86K | +100.00% | 13.13M | 25.51 | 4.06% | Share |
| 9 | YSEP | FT Vest Interna... | 25.47 | +0.46% | 520.41K | -0.02% | 12.7M | 22.73 | 3.92% | Share |
| 10 | DOCT | FT Vest U.S. Eq... | 43.35 | -0.07% | 307.09K | -0.93% | 12.61M | 38.36 | 3.90% | Share |
| 11 | PAVE | Global X U.S. I... | 47.71 | +1.36% | 233.74K | -17.62% | 10.19M | 30.17 | 3.15% | Share |
| 12 | VSGX | Vanguard ESG In... | 69.23 | -0.06% | 153.68K | +185.78% | 10.07M | 60.53 | 3.11% | Share |
| 13 | MDT | Medtronic plc | 96.53 | +1.00% | 104.21K | 0.00% | 9.08M | 79.93 | 2.81% | Share |
| 14 | LLY | Eli Lilly and C... | 812.16 | -0.88% | 11.35K | +0.02% | 8.85M | 291.94 | 2.73% | Share |
| 15 | VUG | Vanguard Growth... | 475.80 | -0.8% | 19.17K | -0.28% | 8.4M | 177.44 | 2.60% | Share |
| 16 | DNOV | FT Vest U.S. Eq... | 46.79 | -0.05% | 173.57K | -1.97% | 7.76M | 35.24 | 2.40% | Share |
| 17 | VIG | Vanguard Divide... | 216.24 | +0.39% | 32.55K | -0.78% | 6.66M | 118.62 | 2.06% | Share |
| 18 | BRK-B | Berkshire Hatha... | 496.11 | +0.85% | 13.53K | +0.11% | 6.54M | 475.66 | 2.02% | Share |
| 19 | CAT | Caterpillar Inc... | 527.56 | +4.52% | 12.8K | +0.18% | 4.97M | 169.32 | 1.54% | Share |
| 20 | AAPL | Apple Inc. | 247.77 | +0.04% | 23.36K | -3.86% | 4.79M | 68.31 | 1.48% | Share |
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