0000714364-15-000004.txt : 20150211 0000714364-15-000004.hdr.sgml : 20150211 20150211102631 ACCESSION NUMBER: 0000714364-15-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150211 DATE AS OF CHANGE: 20150211 EFFECTIVENESS DATE: 20150211 FILER: COMPANY DATA: COMPANY CONFORMED NAME: OGOREK ANTHONY JOSEPH /NY/ /ADV CENTRAL INDEX KEY: 0000714364 IRS NUMBER: 161266915 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16473 FILM NUMBER: 15597277 BUSINESS ADDRESS: STREET 1: 6400 SHERIDAN DR. STREET 2: Suite 224 CITY: WILLIAMSVILLE STATE: NY ZIP: 14221 BUSINESS PHONE: 7166265000 MAIL ADDRESS: STREET 1: 6400 SHERIDAN DR. STE 224 STREET 2: Suite 224 CITY: WILLIAMSVILLE STATE: NY ZIP: 14221 FORMER COMPANY: FORMER CONFORMED NAME: EQUITY NETWORK DATE OF NAME CHANGE: 19840227 FORMER COMPANY: FORMER CONFORMED NAME: OGOREK ANTHONY JOSEPH /NY/ /ADV DATE OF NAME CHANGE: 19830201 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0000714364 XXXXXXXX 12-31-2014 12-31-2014 OGOREK ANTHONY JOSEPH /NY/ /ADV
6400 SHERIDAN DR. STE 224 Suite 224 WILLIAMSVILLE NY 14221
13F HOLDINGS REPORT 028-16473 N
Drew Pettit Economist/ Investment Analyst 7166265000 Drew Pettit Williamsville NY 02-11-2015 0 52 133413 false
INFORMATION TABLE 2 13FInfoTableOgorek20141231.xml 13F INITIAL FILING INFORMATION TABLE Abbott Labs Equity 002824100 52 1161 SH SOLE 1161 0 0 AbbVie Inc. Equity 00287Y109 76 1161 SH SOLE 1161 0 0 Apple Equity 037833100 395 3575 SH SOLE 3575 0 0 Berkshire Hathaway A Equity 084990175 452 200 SH SOLE 200 0 0 Berkshire Hathaway B Equity 084670702 417 2776 SH SOLE 2776 0 0 Cameron International Equity 13342B105 40 800 SH SOLE 800 0 0 CBS Corporation Equity 124857202 18 325 SH SOLE 325 0 0 Chautauqua Abstract Co. (NV) Equity 162537104 0 180 SH SOLE 180 0 0 Colgate Palmolive Equity 194162103 379 5482 SH SOLE 5482 0 0 Deutsche X-trackers Harvest CSI300 CHN A Equity 233051879 7 200 SH SOLE 200 0 0 Deutsche X-trackers MSCI EAFE Hedged Eq Equity 233051200 2423 89735 SH SOLE 89735 0 0 Deutsche X-trackers MSCI Europe Hdgd Eq Equity 233051853 29 1105 SH SOLE 1105 0 0 Disney Equity 254687106 16 172 SH SOLE 172 0 0 Dunkin Brands Group Inc Equity 265504100 2 50 SH SOLE 50 0 0 Fairpoint Communications Inc. (NV) Equity 305560104 0 10 SH SOLE 10 0 0 General Mills Equity 370334104 94 1760 SH SOLE 1760 0 0 Google Inc. (GOOG) Equity 38259P508 53 100 SH SOLE 100 0 0 Google Inc. (GOOGL) Equity 38259P508 53 100 SH SOLE 100 0 0 Hershey Company Equity 427866108 27 261 SH SOLE 261 0 0 Honeywell Inc. Equity 438516106 30 300 SH SOLE 300 0 0 International Business Machines Corp. Equity 459200101 231 1442 SH SOLE 1442 0 0 iShares Core S&P Mid-Cap (ETF) Equity 464287507 36 247 SH SOLE 247 0 0 iShares FTSE China Large-Cap (ETF) Equity 464287184 7 180 SH SOLE 180 0 0 iShares Russell 1000 Index (ETF) Equity 464287622 61 534 SH SOLE 534 0 0 iShares S&P 100 Index (ETF) Equity 464287101 7698 84644 SH SOLE 84644 0 0 iShares S&P Aggressive Allocation (ETF) Equity 464289859 200 4328 SH SOLE 4328 0 0 iShares S&P Growth Allocation (ETF) Equity 464289867 420 10460 SH SOLE 10460 0 0 iShares S&P Moderate Allocation (ETF) Equity 464289875 83 4582 SH SOLE 4582 0 0 iShares S&P Moderate Allocation (ETF) Equity 464289875 161 2200 SH SOLE 2200 0 0 Medtronic Equity 585055106 2397 33200 SH SOLE 33200 0 0 National Fuel Gas Equity 636180101 40 578 SH SOLE 578 0 0 PepsiCo Equity 713448108 108 1138 SH SOLE 1138 0 0 PIMCO Total Return (ETF) Equity 72201R775 115 1072 SH SOLE 1072 0 0 PowerShares Senior Loan (ETF) Equity 73936Q769 48 1994 SH SOLE 1994 0 0 Procter & Gamble Equity 742718109 450 4941 SH SOLE 4941 0 0 Schwab Fundamental US Large Company ETF Equity 808524771 49 1630 SH SOLE 1630 0 0 Schwab International Equity (ETF) Equity 808524805 43 1484 SH SOLE 1484 0 0 Schwab U.S. Broad Market (ETF) Equity 808524102 4331 86929 SH SOLE 86929 0 0 Schwab US Aggregate Bond ETF Equity 808524839 16976 324212 SH SOLE 324212 0 0 Sears Holdings Corp Equity 812350106 10 300 SH SOLE 300 0 0 Starbucks Corp Equity 855244109 8 100 SH SOLE 100 0 0 Teradata Corp Equity 88076W103 5 106 SH SOLE 106 0 0 Vanguard FTSE Developed Markets (ETF) Equity 921943858 16694 440702 SH SOLE 440702 0 0 Vanguard FTSE Emerging Markets (ETF) Equity 922042858 3527 88133 SH SOLE 88133 0 0 Vanguard Industrials (ETF) Equity 92204A603 134 1257 SH SOLE 1257 0 0 Vanguard Intermediate-Term Corporate Bond (ETF) Equity 92206C870 72 837 SH SOLE 837 0 0 Vanguard Mid-Cap Value (ETF) Equity 922908512 20518 229426 SH SOLE 229426 0 0 Vanguard Total Stock Market (ETF) Equity 922908769 10757 101482 SH SOLE 101482 0 0 Vanguard Total World Stock Index (ETF) Equity 922042742 43621 725565 SH SOLE 725565 0 0 Viacom Equity 92553P201 24 325 SH SOLE 325 0 0 Wal-Mart Stores Inc. Equity 931142103 14 165 SH SOLE 165 0 0 Zimmer Holdings Equity 98956P102 11 100 SH SOLE 100 0 0