Ogorek Anthony Joseph has filed its 13F form on May 03, 2024 for Q1 2024 where it was disclosed a total value porftolio of $288 Million distributed in 279 stocks.
Among their holdings, we can observe that their the top five positions include companies like: First Tr Exch Trd Fd Viii Ft C with a value of $50.4M, Schwab Strategic Tr Us Broad M with a value of $22.5M, Vanguard Total Stock Market Et with a value of $22M, Schwab Strategic Tr 5 10 Yr C with a value of $17.3M, and Vanguard Index Fds S&P 500 ETF with a value of $15.9M.
Examining the 13F form we can see an increase of $12.8M in the current position value, from $275M to 288M.
Below you can find more details about Ogorek Anthony Joseph portfolio as well as his latest detailed transactions.