0000714364-15-000005.txt : 20150511
0000714364-15-000005.hdr.sgml : 20150511
20150511111205
ACCESSION NUMBER: 0000714364-15-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20150331
FILED AS OF DATE: 20150511
DATE AS OF CHANGE: 20150511
EFFECTIVENESS DATE: 20150511
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: 15849363
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
03-31-2015
03-31-2015
OGOREK ANTHONY JOSEPH /NY/ /ADV
6400 SHERIDAN DR. STE 224
Suite 224
WILLIAMSVILLE
NY
14221
13F HOLDINGS REPORT
028-16473
N
Drew Pettit
Investment Analyst/ Economist
7166265000
Drew Pettit
Williamsville
NY
05-11-2015
0
52
145500
false
INFORMATION TABLE
2
Ogorek_Holdings_20150331.xml
INFORMATION TABLE
Abbott Labs
COM
002824100
54
1161
SH
SOLE
1161
0
0
AbbVie Inc.
COM
00287Y109
68
1161
SH
SOLE
1161
0
0
Apple
COM
037833100
516
4149
SH
SOLE
4149
0
0
Berkshire Hathaway A
Class A
084990175
435
200
SH
SOLE
200
0
0
Berkshire Hathaway B
Class B
084670702
483
3346
SH
SOLE
3346
0
0
Cameron International
COM
13342B105
36
800
SH
SOLE
800
0
0
CBS Corporation
COM
124857202
20
325
SH
SOLE
325
0
0
Chautauqua Abstract Co. (NV)
COM
162537104
0
180
SH
SOLE
180
0
0
Colgate Palmolive
COM
194162103
380
5482
SH
SOLE
5482
0
0
Deutsche X-trackers Harvest CSI300 CHN A
Harvest CSI300 CHN A
233051879
8
200
SH
SOLE
200
0
0
Deutsche X-trackers MSCI EAFE Hedged Eq
MSCI EAFE Hedged Eq
233051200
17968
599726
SH
SOLE
599726
0
0
Deutsche X-trackers MSCI Europe Hdgd Eq
MSCI Europe Hdgd Eq
233051853
282
9687
SH
SOLE
9687
0
0
Disney
COM
254687106
18
174
SH
SOLE
174
0
0
Dunkin Brands Group Inc
COM
265504100
2
50
SH
SOLE
50
0
0
Fairpoint Communications Inc. (NV)
COM
305560104
0
10
SH
SOLE
10
0
0
General Mills
COM
370334104
46
814
SH
SOLE
814
0
0
Google Inc.
COM
38259P706
55
100
SH
SOLE
100
0
0
Google Inc.
COM
38259P508
55
100
SH
SOLE
100
0
0
Hershey Company
COM
427866108
27
263
SH
SOLE
263
0
0
Honeywell Inc.
COM
438516106
31
300
SH
SOLE
300
0
0
International Business Machines Corp.
COM
459200101
190
1181
SH
SOLE
1181
0
0
iShares Core S&P Mid-Cap (ETF)
Core S&P Mid-Cap
464287507
38
253
SH
SOLE
253
0
0
iShares FTSE China Large-Cap (ETF)
FTSE China Large-Cap
464287184
8
180
SH
SOLE
180
0
0
Ishares Nasdaq Biotechnology
Nasdaq Biotechnology
464287556
43
126
SH
SOLE
126
0
0
iShares Russell 1000 Index (ETF)
Russell 1000 Index
464287622
63
547
SH
SOLE
547
0
0
iShares S&P 100 Index (ETF)
S&P 100 Index
464287101
3475
38498
SH
SOLE
38498
0
0
iShares S&P Aggressive Allocation (ETF)
S&P Aggressive Allocation
464289859
217
4569
SH
SOLE
4569
0
0
iShares S&P Growth Allocation (ETF)
S&P Growth Allocation
464289867
431
10551
SH
SOLE
10551
0
0
iShares S&P Moderate Allocation (ETF)
S&P Moderate Allocation
464289875
144
4037
SH
SOLE
4037
0
0
Medtronic Inc.
COM
G5960L103
2589
33200
SH
SOLE
33200
0
0
National Fuel Gas
COM
636180101
35
578
SH
SOLE
578
0
0
PepsiCo
COM
713448108
57
594
SH
SOLE
594
0
0
PIMCO Total Return (ETF)
PIMCO Total Return
72201R775
120
1093
SH
SOLE
1093
0
0
Procter & Gamble
COM
742718109
405
4941
SH
SOLE
4941
0
0
Schwab Fundamental US Large Company ETF
Fundamental US Large Company
808524771
76
2533
SH
SOLE
2533
0
0
Schwab International Equity (ETF)
International Equity
808524805
45
1484
SH
SOLE
1484
0
0
Schwab U.S. Broad Market (ETF)
U.S. Broad Market
808524102
32334
640525
SH
SOLE
640525
0
0
Schwab US Aggregate Bond ETF
US Aggregate Bond
808524839
23792
449678
SH
SOLE
449678
0
0
Starbucks Corp
COM
855244109
9
100
SH
SOLE
100
0
0
Teradata Corp
COM
88076W103
5
106
SH
SOLE
106
0
0
Vanguard FTSE Emerging Markets (ETF)
FTSE Emerging Markets
922042858
116
2846
SH
SOLE
2846
0
0
Vanguard Industrials (ETF)
Industrials
92204A603
135
1257
SH
SOLE
1257
0
0
Vanguard Information Technology ETF
Information Technology
92204A702
40
379
SH
SOLE
379
0
0
Vanguard Intermediate-Term Corporate Bond (ETF)
Intermediate-Term Corporate Bond
92206C870
89
1018
SH
SOLE
1018
0
0
Vanguard Mid-Cap Value (ETF)
Mid-Cap Value
922908512
23777
258698
SH
SOLE
258698
0
0
Vanguard Short-Term Corporate Bond (ETF)
Short-Term Corporate Bond
92206C409
37
466
SH
SOLE
466
0
0
Vanguard Total International Stock ETF
Total International Stock
921909768
8894
176637
SH
SOLE
176637
0
0
Vanguard Total Stock Market (ETF)
Total Stock Market
922908769
13532
126175
SH
SOLE
126175
0
0
Vanguard Total World Stock Index (ETF)
Total World Stock Index
922042742
14272
231722
SH
SOLE
231722
0
0
Viacom
COM
92553P201
22
325
SH
SOLE
325
0
0
Wal-Mart Stores Inc.
COM
931142103
14
165
SH
SOLE
165
0
0
Zimmer Holdings
COM
98956P102
12
100
SH
SOLE
100
0
0