Mokosak Advisory Group as of Dec. 31, 2017
Portfolio Holdings for Mokosak Advisory Group
Mokosak Advisory Group holds 10 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Small-Cap Value ETF (VBR) | 18.8 | $24M | 183k | 132.82 | |
| Schwab Strategic Tr cmn (SCHV) | 12.7 | $16M | 299k | 54.68 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 12.6 | $16M | 256k | 63.77 | |
| inv grd crp bd (CORP) | 10.6 | $14M | 130k | 105.68 | |
| Schwab Strategic Tr us aggregate b (SCHZ) | 10.5 | $14M | 260k | 52.01 | |
| Sch Us Mid-cap Etf etf (SCHM) | 9.5 | $12M | 229k | 53.28 | |
| Schwab U S Small Cap ETF (SCHA) | 9.4 | $12M | 174k | 69.74 | |
| Schwab Intl Small Cap Equity ETF (SCHC) | 7.9 | $10M | 278k | 36.66 | |
| Schwab International Equity ETF (SCHF) | 7.8 | $10M | 294k | 34.09 | |
| McDonald's Corporation (MCD) | 0.3 | $352k | 2.0k | 172.13 |
