0000714364-17-000003.txt : 20170419
0000714364-17-000003.hdr.sgml : 20170419
20170419132009
ACCESSION NUMBER: 0000714364-17-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170331
FILED AS OF DATE: 20170419
DATE AS OF CHANGE: 20170419
EFFECTIVENESS DATE: 20170419
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: 17769463
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
03-31-2017
03-31-2017
OGOREK ANTHONY JOSEPH /NY/ /ADV
6400 SHERIDAN DR. STE 224
Suite 224
WILLIAMSVILLE
NY
14221
13F HOLDINGS REPORT
028-16473
N
Richard Baranowski
Strategic Operations Manager
716-626-5000
Richard Slawomir Baranowski
Williamsville
NY
04-19-2017
0
69
96809
false
INFORMATION TABLE
2
Ogorek_Holdings_13F_2017Q1.xml
ABT
Abbott Labs
002824100
51
1161
SH
SOLE
1161
0
0
ABBV
AbbVie Inc.
00287Y109
75
1161
SH
SOLE
1161
0
0
ATVI
Activision Blizzard Inc
00507V109
7
150
SH
SOLE
150
0
0
AMZN
Amazon.com
023135106
75
85
SH
SOLE
85
0
0
AAPL
Apple
037833100
555
3870
SH
SOLE
3870
0
0
BAC
Bank of America Corp
060505104
2
100
SH
SOLE
100
0
0
BRKA
Berkshire Hathaway A
084990175
499
200
SH
SOLE
200
0
0
BRKB
Berkshire Hathaway B
084670702
586
3518
SH
SOLE
3518
0
0
CBS
CBS Corporation
124857202
22
325
SH
SOLE
325
0
0
CTIX
Cellceutix Corp
15115V101
0
300
SH
SOLE
300
0
0
CEMP
Cempra Inc
15130J109
1
300
SH
SOLE
300
0
0
CHEK
Check-Cap Ltd
M2361E112
0
300
SH
SOLE
300
0
0
CL
Colgate Palmolive
194162103
401
5482
SH
SOLE
5482
0
0
DNKN
Dunkin Brands Group Inc
265504100
2
50
SH
SOLE
50
0
0
WATT
Energous Corp
29272C103
7
480
SH
SOLE
480
0
0
XLE
Energy Select Sector SPDR (ETF)
81369Y506
17
250
SH
SOLE
250
0
0
FCX
Freeport-McMoRan C&G
35671D857
0
30
SH
SOLE
30
0
0
GIS
General Mills
370334104
21
364
SH
SOLE
364
0
0
GOOG
Google Inc.
02079K107
82
100
SH
SOLE
100
0
0
GOOGL
Google Inc.
02079K305
142
168
SH
SOLE
168
0
0
RFV
Guggenheim S&P MidCap 400 Pure Val ETF
78355W502
2
40
SH
SOLE
40
0
0
RZV
Guggenheim S&P SmallCap 600 PureVal ETF
78355W700
9
135
SH
SOLE
135
0
0
HON
Honeywell Inc.
438516106
37
300
SH
SOLE
300
0
0
COGT
IDI Inc
19241Q101
0
100
SH
SOLE
100
0
0
INSY
Insys Therapeutics Inc
45824V209
1
150
SH
SOLE
150
0
0
IBM
International Business Machines Corp.
459200101
173
996
SH
SOLE
996
0
0
AGGP
IQ Enhanced Core Plus Bond US ETF
45409B479
6802
342867
SH
SOLE
342867
0
0
FM
iShares MSCI Frontier 100
464286145
0
30
SH
SOLE
30
0
0
OEF
iShares S&P 100 Index (ETF)
464287101
13
129
SH
SOLE
129
0
0
AOM
iShares S&P Moderate Allocation (ETF)
464289875
52
1450
SH
SOLE
1450
0
0
IHI
iShares U.S. Medical Devices (ETF)
464288810
307
2030
SH
SOLE
2030
0
0
JPM
JP Morgan Chase
46625H100
46
529
SH
SOLE
529
0
0
KMI
Kinder Morgan Inc/DE
49456B101
8
406
SH
SOLE
406
0
0
MBII
Marrone Bio Innovations Inc
57165B106
0
300
SH
SOLE
300
0
0
MASI
Masimo Corp
574795100
4
45
SH
SOLE
45
0
0
MDT
Medtronic Inc.
G5960L103
660
8200
SH
SOLE
8200
0
0
MENXF
Memex Inc
58600T108
0
3000
SH
SOLE
3000
0
0
MSFT
Microsoft
594918104
10
152
SH
SOLE
152
0
0
NFG
National Fuel Gas
636180101
34
578
SH
SOLE
578
0
0
NFLX
Netflix Inc
64110L106
69
472
SH
SOLE
472
0
0
PEP
PepsiCo
713448108
44
398
SH
SOLE
398
0
0
BOND
PIMCO Total Return (ETF)
72201R775
170
1619
SH
SOLE
1619
0
0
TBT
ProShares UltraShort 20+ Year Treasury
74347B201
4
110
SH
SOLE
110
0
0
PSA
Public Storage, Inc.
74460D109
28
128
SH
SOLE
128
0
0
RSG
Republic Services Inc
760759100
6
100
SH
SOLE
100
0
0
RSP
Ryd. S&P 500 Eq. Wt.
78355W106
5
60
SH
SOLE
60
0
0
SLB
Schlumberger Ltd
806857108
44
572
SH
SOLE
572
0
0
FNDX
Schwab Fundamental US Large Company ETF
808524771
87
2583
SH
SOLE
2583
0
0
SCHF
Schwab International Equity (ETF)
808524805
25221
844387
SH
SOLE
844387
0
0
SCHB
Schwab U.S. Broad Market (ETF)
808524102
22451
393479
SH
SOLE
393479
0
0
SCHZ
Schwab US Aggregate Bond ETF
808524839
15612
301458
SH
SOLE
301458
0
0
TOTL
SPDR DoubleLine Total Return Tact ETF
78467V848
208
4267
SH
SOLE
4267
0
0
SBUX
Starbucks Corp
855244109
11
200
SH
SOLE
200
0
0
HAIN
The Hain Celestial Group Inc
405217100
1
50
SH
SOLE
50
0
0
HEAR
Turtle Beach Corp
900450107
1
2000
SH
SOLE
2000
0
0
UAA
Under Armour Inc A
904311107
5
300
SH
SOLE
300
0
0
VMRI
Valmie Resources Inc
920250107
0
500
SH
SOLE
500
0
0
VIG.C
Vanguard Dividend Appreciation (ETF)
921908844
62
700
SH
SOLE
700
0
0
VSS
Vanguard FTSE All-World ex-U.S. Small Cap (ETF)
922042718
16
156
SH
SOLE
156
0
0
VCIT
Vanguard Intermediate-Term Corporate Bond (ETF)
92206C870
90
1046
SH
SOLE
1046
0
0
VOE
Vanguard Mid-Cap Value (ETF)
922908512
1
14
SH
SOLE
14
0
0
VNQ
Vanguard REIT (ETF)
922908553
1
20
SH
SOLE
20
0
0
VTEB
Vanguard Tax-Exempt Bond ETF
922907746
2914
57545
SH
SOLE
57545
0
0
VXUS
Vanguard Total International Stock ETF
921909768
6999
140889
SH
SOLE
140889
0
0
VTI
Vanguard Total Stock Market (ETF)
922908769
11967
98643
SH
SOLE
98643
0
0
VT
Vanguard Total World Stock Index (ETF)
922042742
61
950
SH
SOLE
950
0
0
WMT
Wal-Mart Stores Inc.
931142103
11
165
SH
SOLE
165
0
0
ZBH
Zimmer Holdings Inc
98956P102
12
100
SH
SOLE
100
0
0
ADAP
Adaptimmune Therapeutics Plc Sponds Adr
00653A107
5
1000
SH
SOLE
1000
0
0