Top 50 Ogorek Anthony Joseph Ny Adv Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DJUL | DJUL | 9.16% | 685.7K | $32.0M | +7.87%(+50.02K) | $36.21(+38.60%) | 2026-03-31 | |
| VTI | VTI | 7.91% | 84.3K | $27.7M | +0.10%(+84) | $113.22(+225.71%) | 2026-03-31 | |
| BINC | BINC | 7.08% | 465.0K | $24.8M | -30.24%(-201.56K) | $52.53(-0.76%) | 2026-03-31 | |
| VOO | VOO | 5.86% | 33.4K | $20.5M | +7.16%(+2.23K) | $471.19(+45.34%) | 2026-03-31 | |
| VXUS | VXUS | 4.52% | 215.0K | $15.8M | +2.77%(+5.80K) | $66.07(+28.41%) | 2026-03-31 | |
| CVLC | CVLC | 4.51% | 192.6K | $15.8M | -0.61%(-1.18K) | $72.54(+29.47%) | 2026-03-31 | |
| SCHB | SCHB | 4.3% | 585.3K | $15.0M | +4.37%(+24.53K) | $15.83(+82.35%) | 2026-03-31 | |
| YMAR | YMAR | 3.87% | 514.9K | $13.5M | +10.63%(+49.48K) | $25.02(+14.88%) | 2026-03-31 | |
| YSEP | YSEP | 3.79% | 520.4K | $13.3M | +1.05%(+5.39K) | $22.26(+24.21%) | 2026-03-31 | |
| DOCT | DOCT | 3.75% | 303.5K | $13.1M | +0.76%(+2.29K) | $38.90(+19.94%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.06% | +40.71% |
| Top 20 Holdings Unweighted | +12.81% | +43.57% |
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