Mokosak Advisory Group

Mokosak Advisory Group as of Dec. 31, 2020

Portfolio Holdings for Mokosak Advisory Group

Mokosak Advisory Group holds 23 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 17.9 $38M 292k 128.43
Vanguard Index Fds Sm Cp Val Etf (VBR) 16.7 $35M 246k 142.19
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 13.7 $29M 482k 59.54
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 8.8 $19M 208k 88.96
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 8.5 $18M 260k 68.10
Schwab Strategic Tr Us Aggregate B (SCHZ) 8.3 $17M 311k 56.00
Vanguard World Fds Inf Tech Etf (VGT) 7.7 $16M 46k 354.37
Pimco Etf Tr Inv Grd Crp Bd (CORP) 7.4 $16M 132k 117.05
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 2.5 $5.3M 38k 140.38
Vanguard Index Fds Value Etf (VTV) 2.0 $4.2M 36k 118.94
Vanguard Index Fds Small Cp Etf (VB) 1.4 $2.8M 15k 194.82
Vanguard Index Fds Mid Cap Etf (VO) 1.2 $2.6M 13k 206.94
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.1 $2.3M 17k 138.15
Fidelity Covington Trust Msci Info Tech I (FTEC) 1.1 $2.3M 22k 104.54
Apple (AAPL) 0.3 $667k 5.0k 132.39
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $516k 7.3k 70.26
Ishares Tr Esg Aware Msci (ESML) 0.2 $374k 11k 34.11
Principal Financial (PFG) 0.1 $304k 6.1k 49.64
Keurig Dr Pepper (KDP) 0.1 $304k 9.5k 32.05
Vanguard Index Fds Growth Etf (VUG) 0.1 $299k 1.2k 253.39
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $278k 1.0k 266.03
Deere & Company (DE) 0.1 $263k 976.00 269.47
Amazon (AMZN) 0.1 $222k 68.00 3264.71