Ogorek Anthony Joseph
- SEC CIK
- 0000714364
- 最新申報
- 2026/8/7
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/30 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 227
- 較 2022 年第 3 季 +7
- 總值
- $2.30 億
- 較 2022 年第 3 季 +$1,948 萬 (+9.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464288661 | 3 7 YR TREAS BD | 145,813 | $1,675 萬 | 7.3% | −9,249−6.0% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 83,989 | $1,606 萬 | 7.0% | −482−0.6% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 421,486 | $1,499 萬 | 6.5% | −109,979−20.7% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F771 | FT VEST US | 435,096 | $1,450 萬 | 6.3% | −107,936−19.9% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 294,495 | $1,320 萬 | 5.7% | −7,916−2.6% | 減碼 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 171,433 | $901.2 萬 | 3.9% | −1,066−0.6% | 減碼 | – |
| VanEck ETF Trust92189F536 | LONG MUNI ETF | 474,358 | $828.2 萬 | 3.6% | +387,243+444.5% | 加碼 | – |
| WisdomTree Tr97717Y790 | US EFFIC CORE FD | 249,980 | $811.1 萬 | 3.5% | −1,181−0.5% | 減碼 | – |
| First Tr Exch Traded FD III33739P830 | SHRT DUR MNG MUN | 383,207 | $756.4 萬 | 3.3% | +383,207 | 新進 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 49,313 | $748.8 萬 | 3.3% | −221−0.4% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 136,098 | $703.9 萬 | 3.1% | −1,046−0.8% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 29,786 | $634.7 萬 | 2.8% | −93−0.3% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 157,880 | $560.7 萬 | 2.4% | +157,485+39,869.6% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 169,822 | $554.8 萬 | 2.4% | −162,194−48.9% | 減碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 98,943 | $486.7 萬 | 2.1% | +804+0.8% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 10,993 | $402.1 萬 | 1.7% | −72−0.7% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 46,042 | $395.2 萬 | 1.7% | −223−0.5% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U885 | FT VEST US EQT | 134,493 | $393.3 萬 | 1.7% | +134,493 | 新進 | – |
| ADPAutomatic Data Processing Inc | Stock | 15,774 | $376.7 萬 | 1.6% | −106−0.7% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U802 | FT VEST U.S. | 124,577 | $367.0 萬 | 1.6% | +124,577 | 新進 | – |
| CATCaterpillar Inc | Stock | 14,884 | $356.5 萬 | 1.6% | −77−0.5% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 37,016 | $344.9 萬 | 1.5% | −258−0.7% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 22,545 | $317.6 萬 | 1.4% | −40−0.2% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 48,187 | $306.5 萬 | 1.3% | +124+0.3% | 加碼 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 114,002 | $301.9 萬 | 1.3% | −952−0.8% | 減碼 | – |
| ITWIllinois Tool Works Inc | Stock | 13,562 | $298.7 萬 | 1.3% | −76−0.6% | 減碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 67,375 | $295.9 萬 | 1.3% | −891−1.3% | 減碼 | – |
| AAPLApple Inc. | Stock | 21,680 | $281.6 萬 | 1.2% | +15+0.1% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 9,987 | $263.1 萬 | 1.1% | −99−1.0% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 26,306 | $249.7 萬 | 1.1% | −174−0.7% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 5,065 | $246.4 萬 | 1.1% | −27−0.5% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 46,553 | $238.5 萬 | 1.0% | −219−0.5% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 7,379 | $233.0 萬 | 1.0% | −42−0.6% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 12,841 | $230.4 萬 | 1.0% | −71−0.5% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 11,077 | $229.3 萬 | 1.0% | −340−3.0% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 45,157 | $226.2 萬 | 1.0% | −148,721−76.7% | 減碼 | – |
| BACBank of America Corp | Stock | 62,172 | $205.9 萬 | 0.9% | −335−0.5% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 5,745 | $199.7 萬 | 0.9% | −36−0.6% | 減碼 | 歷史 |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 16,463 | $169.3 萬 | 0.7% | 00.0% | 不變 | – |
| Barrick Gold Corp067901108 | COM | 80,508 | $138.3 萬 | 0.6% | −27,875−25.7% | 減碼 | – |
| NEENextera Energy Inc | Stock | 12,247 | $102.3 萬 | 0.4% | +49+0.4% | 加碼 | 歷史 |
| Berkshire Hat A 100th084990175 | COM | 200 | $93.7 萬 | 0.4% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 8,860 | $78.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,030 | $73.0 萬 | 0.3% | −6−0.6% | 減碼 | 歷史 |
| Global X FDS37954Y889 | S&P 500 CATHOLIC | 13,807 | $64.2 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exch Traded FD III33739P822 | NEW YORK MUNI | 24,061 | $63.6 萬 | 0.3% | −19,654−45.0% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,038 | $62.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,609 | $62.5 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 4,221 | $58.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TFCTruist Financial Corp | COM | 12,093 | $52.0 萬 | 0.2% | +136+1.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,527 | $46.4 萬 | 0.2% | −80−1.4% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 5,482 | $43.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,620 | $40.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 7,119 | $39.5 萬 | 0.2% | +4+0.1% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 5,347 | $38.4 萬 | 0.2% | +49+0.9% | 加碼 | – |
| MDTMedtronic plc | Stock | 3,058 | $23.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 4,613 | $22.8 萬 | 0.1% | −8,763−65.5% | 減碼 | – |
| iShares Tr464287515 | EXPANDED TECH | 885 | $22.6 萬 | 0.1% | −2−0.2% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 1,161 | $18.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 3,452 | $16.3 萬 | 0.1% | −4,105−54.3% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 1,465 | $16.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 1,958 | $14.1 萬 | 0.1% | −32−1.6% | 減碼 | – |
| EWEdwards Lifesciences Corp | Stock | 1,784 | $13.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 962 | $12.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 1,391 | $12.5 萬 | 0.1% | 00.0% | 不變 | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 3,094 | $12.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 1,108 | $10.6 萬 | <0.1% | +1,108 | 新進 | – |
| JNJJohnson & Johnson | Stock | 471 | $8.30 萬 | <0.1% | +2+0.4% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 2,008 | $7.90 萬 | <0.1% | +10.0% | 加碼 | 歷史 |
| MTBM&T Bank Corp | COM | 549 | $7.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 359 | $7.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 2,072 | $6.60 萬 | <0.1% | +3+0.1% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 121 | $6.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 400 | $5.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 295 | $5.30 萬 | <0.1% | +1+0.3% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 523 | $4.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Freyr BatteryL4135L100 | COM | 5,084 | $4.40 萬 | <0.1% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 269 | $4.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 504 | $4.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 841 | $4.00 萬 | <0.1% | −70−7.7% | 減碼 | – |
| RYRoyal Bank of Canada | Stock | 425 | $3.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADIAnalog Devices Inc | Stock | 241 | $3.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TDToronto Dominion Bank | Stock | 600 | $3.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 254 | $3.80 萬 | <0.1% | 00.0% | 不變 | – |
| GISGeneral Mills Inc | Stock | 450 | $3.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 141 | $3.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 479 | $3.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALCAlcon Inc | Stock | 525 | $3.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ELVElevance Health, Inc. | Stock | 68 | $3.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 164 | $3.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 288 | $3.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 228 | $3.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CBUCommunity Financial System, Inc. | COM | 517 | $3.20 萬 | <0.1% | +4+0.8% | 加碼 | 歷史 |
| RHRH | COM | 109 | $2.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Roche Hldg Ltd ADR771195104 | COM | 753 | $2.90 萬 | <0.1% | 00.0% | 不變 | – |
| BROBrown & Brown, Inc. | Stock | 504 | $2.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 107 | $2.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 375 | $2.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 65 | $2.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 107 | $2.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 3 季之後清倉（2 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。