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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 $314,376
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Djul
 769,412 $32,300 10.27%
2.
Vti
 84,441 $24,472 7.78%
3.
Dmay
 591,903 $24,113 7.67%
4.
Ishares Trust
 IEF 233,804 $21,615 6.87%
5.
Schwab Strategic Trust
 FNDF 948,434 $21,529 6.84%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)