0000714364-15-000006.txt : 20150817 0000714364-15-000006.hdr.sgml : 20150817 20150817085118 ACCESSION NUMBER: 0000714364-15-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150630 FILED AS OF DATE: 20150817 DATE AS OF CHANGE: 20150817 EFFECTIVENESS DATE: 20150817 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: 151057866 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 false false 0000714364 XXXXXXXX 06-30-2015 06-30-2015 OGOREK ANTHONY JOSEPH /NY/ /ADV

6400 SHERIDAN DR. STE 224 Suite 224 WILLIAMSVILLE NY 14221

13F HOLDINGS REPORT 028-16473 N Drew Pettit 716-626-5000 Drew Pettit Williamsville NY 08-17-2015 0 67 130368 false INFORMATION TABLE 2 Ogorek-13F-06302015.xml OGOREK XML INFO TABLE Abbott Labs COM 002824100 57 1161 SH SOLE 1161 0 0 AbbVie Inc. COM 00287Y109 78 1161 SH SOLE 1161 0 0 Accuray Inc COM 004397105 4 600 SH SOLE 600 0 0 Adaptimmune Therapeutics Plc Sponds Adr COM 00653A107 18 1000 SH SOLE 1000 0 0 Apple COM 037833100 509 4059 SH SOLE 4059 0 0 AT&T COM 00206R102 39 1104 SH SOLE 1104 0 0 Berkshire Hathaway A Class A 084990175 410 200 SH SOLE 200 0 0 Berkshire Hathaway B Class B 084670702 455 3346 SH SOLE 3346 0 0 Bristol-Myers Squibb COM 110122108 22 325 SH SOLE 325 0 0 Cameron International COM 13342B105 42 800 SH SOLE 800 0 0 Castlight Health Inc COM 14862Q100 4 500 SH SOLE 500 0 0 CBS Corporation COM 124857202 18 325 SH SOLE 325 0 0 CenturyLink COM 156700106 0 11 SH SOLE 11 0 0 Chautauqua Abstract Co. (NV) COM 162537104 0 180 SH SOLE 180 0 0 Colgate Palmolive COM 194162103 359 5482 SH SOLE 5482 0 0 Deutsche X-trackers Harvest CSI300 CHN A Harvest CSI300 CHN A 233051879 9 200 SH SOLE 200 0 0 Deutsche X-trackers MSCI EAFE Hedged Eq MSCI EAFE Hedged Eq 233051200 17423 608779 SH SOLE 608779 0 0 Deutsche X-trackers MSCI Europe Hdgd Eq MSCI Europe Hedged Eq 233051853 260 9687 SH SOLE 9687 0 0 Disney COM 254687106 20 174 SH SOLE 174 0 0 Dunkin Brands Group Inc COM 265504100 3 50 SH SOLE 50 0 0 Exxon Mobil Corp COM 30231G102 25 298 SH SOLE 298 0 0 Ford Motor Co. COM 345370860 2 147 SH SOLE 147 0 0 Frontier Communications COM 35906A108 1 113 SH SOLE 113 0 0 General Mills COM 370334104 20 364 SH SOLE 364 0 0 Google Inc. COM 38259P706 52 100 SH SOLE 100 0 0 Google Inc. COM 38259P508 54 100 SH SOLE 100 0 0 Hewlett Packard COM 428236103 4 125 SH SOLE 125 0 0 Honeywell Inc. COM 438516106 31 300 SH SOLE 300 0 0 Inogen Inc COM 45780L104 4 100 SH SOLE 100 0 0 International Business Machines Corp. COM 459200101 202 1240 SH SOLE 1240 0 0 iShares Core S&P Mid-Cap (ETF) Core S&P Mid-Cap 464287507 12 83 SH SOLE 83 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 46 126 SH SOLE 126 0 0 iShares Russell 1000 Index (ETF) Russell 1000 Index 464287622 89 771 SH SOLE 771 0 0 iShares S&P 100 Index (ETF) S&P 100 Index 464287101 2907 31997 SH SOLE 31997 0 0 iShares S&P Aggressive Allocation (ETF) S&P Aggressive Allocation 464289859 209 4404 SH SOLE 4404 0 0 iShares S&P Growth Allocation (ETF) S&P Growth Allocation 464289867 370 9130 SH SOLE 9130 0 0 iShares S&P Moderate Allocation (ETF) S&P Moderate Allocation 464289875 172 4881 SH SOLE 4881 0 0 Manulife Financial COM 56501R106 3 172 SH SOLE 172 0 0 Medtronic Inc. COM G5960L103 2460 33200 SH SOLE 33200 0 0 Merck & Co. COM 58933Y105 6 97 SH SOLE 97 0 0 National Fuel Gas COM 636180101 34 578 SH SOLE 578 0 0 PepsiCo COM 713448108 55 594 SH SOLE 594 0 0 PIMCO Total Return (ETF) Total Return 72201R775 118 1100 SH SOLE 1100 0 0 Procter & Gamble COM 742718109 387 4941 SH SOLE 4941 0 0 Prudential Finc'l Inc. COM 744320102 14 156 SH SOLE 156 0 0 Public Storage, Inc. COM 74460D109 126 682 SH SOLE 682 0 0 Schwab Fundamental US Large Company ETF Fundamental US Large Company 808524771 76 2543 SH SOLE 2543 0 0 Schwab International Equity (ETF) International Equity 808524805 45 1484 SH SOLE 1484 0 0 Schwab U.S. Broad Market (ETF) US Broad Market 808524102 32010 637276 SH SOLE 637276 0 0 Schwab US Aggregate Bond ETF US Aggregate Bond 808524839 24248 468751 SH SOLE 468751 0 0 Second Sight Medical Products Inc COM 81362J100 4 300 SH SOLE 300 0 0 Starbucks Corp COM 855244109 11 200 SH SOLE 200 0 0 SunEdison Inc COM 86732Y109 3 95 SH SOLE 95 0 0 Teradata Corp COM 88076W103 4 106 SH SOLE 106 0 0 Vanguard Industrials (ETF) Industrials 92204A603 132 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 87 1026 SH SOLE 1026 0 0 Vanguard Mid-Cap Value (ETF) Mid-Cap Value 922908512 11167 123298 SH SOLE 123298 0 0 Vanguard Short-Term Corporate Bond (ETF) Short-Term Corporate Bond 92206C409 37 469 SH SOLE 469 0 0 Vanguard Total International Stock ETF Total International Stock 921909768 8793 174716 SH SOLE 174716 0 0 Vanguard Total Stock Market (ETF) Total Stock Market 922908769 13542 126540 SH SOLE 126540 0 0 Vanguard Total World Stock Index (ETF) Total World Stock Market 922042742 12965 210740 SH SOLE 210740 0 0 Verizon Communications COM 92343V104 19 409 SH SOLE 409 0 0 Viacom COM 92553P201 21 325 SH SOLE 325 0 0 Wal-Mart Stores Inc. COM 931142103 12 165 SH SOLE 165 0 0 Zimmer Holdings Inc COM 98956P102 11 100 SH SOLE 100 0 0