Ogorek Anthony Joseph as of Dec. 31, 2014
Portfolio Holdings for Ogorek Anthony Joseph
Ogorek Anthony Joseph holds 50 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Total World Stock Idx (VT) | 32.7 | $44M | 726k | 60.12 | |
| Vanguard Mid-Cap Value ETF (VOE) | 15.4 | $21M | 229k | 89.43 | |
| Schwab Strategic Tr us aggregate b (SCHZ) | 12.7 | $17M | 324k | 52.36 | |
| Vanguard Europe Pacific ETF (VEA) | 12.5 | $17M | 441k | 37.88 | |
| Vanguard Total Stock Market ETF (VTI) | 8.1 | $11M | 102k | 106.00 | |
| iShares S&P 100 Index (OEF) | 5.8 | $7.7M | 85k | 90.95 | |
| Schwab U S Broad Market ETF (SCHB) | 3.2 | $4.3M | 87k | 49.82 | |
| Vanguard Emerging Markets ETF (VWO) | 2.6 | $3.5M | 88k | 40.02 | |
| Db-x Msci Eafe Currency-hedged (DBEF) | 1.8 | $2.4M | 90k | 27.00 | |
| Medtronic | 1.8 | $2.4M | 33k | 72.20 | |
| Procter & Gamble Company (PG) | 0.3 | $450k | 4.9k | 91.07 | |
| 1/100 Berkshire Htwy Cla 100 | 0.3 | $452k | 200.00 | 2260.00 | |
| iShares S&P Growth Allocation Fund (AOR) | 0.3 | $420k | 11k | 40.15 | |
| Berkshire Hathaway (BRK.B) | 0.3 | $417k | 2.8k | 150.22 | |
| Apple (AAPL) | 0.3 | $395k | 3.6k | 110.49 | |
| Colgate-Palmolive Company (CL) | 0.3 | $379k | 5.5k | 69.14 | |
| International Business Machines (IBM) | 0.2 | $231k | 1.4k | 160.19 | |
| Ishares Tr s^p aggr all (AOA) | 0.1 | $200k | 4.3k | 46.21 | |
| Vanguard Industrials ETF (VIS) | 0.1 | $134k | 1.3k | 106.60 | |
| iShares S&P Moderate Allocation Fund ETF (AOM) | 0.1 | $123k | 6.8k | 18.11 | |
| Pimco Total Return Etf totl (BOND) | 0.1 | $115k | 1.1k | 107.28 | |
| Pepsi (PEP) | 0.1 | $108k | 1.1k | 94.90 | |
| 0.1 | $106k | 200.00 | 530.00 | ||
| General Mills (GIS) | 0.1 | $94k | 1.8k | 53.41 | |
| Abbvie (ABBV) | 0.1 | $76k | 1.2k | 65.46 | |
| iShares Russell 1000 Index (IWB) | 0.1 | $61k | 534.00 | 114.23 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.1 | $72k | 837.00 | 86.02 | |
| Abbott Laboratories (ABT) | 0.0 | $52k | 1.2k | 44.79 | |
| Powershares Senior Loan Portfo mf | 0.0 | $48k | 2.0k | 24.07 | |
| Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) | 0.0 | $49k | 1.6k | 30.06 | |
| National Fuel Gas (NFG) | 0.0 | $40k | 578.00 | 69.20 | |
| Cameron International Corporation | 0.0 | $40k | 800.00 | 50.00 | |
| iShares S&P MidCap 400 Index (IJH) | 0.0 | $36k | 247.00 | 145.75 | |
| Schwab International Equity ETF (SCHF) | 0.0 | $43k | 1.5k | 28.98 | |
| Via | 0.0 | $24k | 325.00 | 73.85 | |
| Honeywell International (HON) | 0.0 | $30k | 300.00 | 100.00 | |
| Hershey Company (HSY) | 0.0 | $27k | 261.00 | 103.45 | |
| Dbx Trackers db xtr msci eur (DBEU) | 0.0 | $29k | 1.1k | 26.24 | |
| iShares FTSE/Xinhua China 25 Index (FXI) | 0.0 | $7.0k | 180.00 | 38.89 | |
| Wal-Mart Stores (WMT) | 0.0 | $14k | 165.00 | 84.85 | |
| Walt Disney Company (DIS) | 0.0 | $16k | 172.00 | 93.02 | |
| CBS Corporation | 0.0 | $18k | 325.00 | 55.38 | |
| Starbucks Corporation (SBUX) | 0.0 | $8.0k | 100.00 | 80.00 | |
| Sears Holdings Corporation | 0.0 | $10k | 300.00 | 33.33 | |
| Zimmer Holdings (ZBH) | 0.0 | $11k | 100.00 | 110.00 | |
| Dbx Etf Tr dbxtr har cs 300 (ASHR) | 0.0 | $7.0k | 200.00 | 35.00 | |
| Teradata Corporation (TDC) | 0.0 | $5.0k | 106.00 | 47.17 | |
| Fairpoint Communications | 0.0 | $0 | 10.00 | 0.00 | |
| Dunkin' Brands Group | 0.0 | $2.0k | 50.00 | 40.00 | |
| Chautauqua Abstract | 0.0 | $0 | 180.00 | 0.00 |
