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Home > Institutional Investor > Ogorek Anthony Joseph V > Profile

Instuitional Investor - Ogorek Anthony Joseph V

Fund Profile
Filing Period:
Fund Name: Ogorek Anthony Joseph V
Portfolio Value $303,877
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Djul
 762,538 $31,188 10.26%
2.
Vti
 84,603 $23,252 7.65%
3.
Binc
 422,569 $22,134 7.28%
4.
Voo - Vanguard 500 ETF
 38,607 $19,840 6.53%
5.
Schwab Strategic Trust
 FNDF 908,303 $19,555 6.44%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)