Mokosak Advisory Group as of March 31, 2018
Portfolio Holdings for Mokosak Advisory Group
Mokosak Advisory Group holds 10 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Small-Cap Value ETF (VBR) | 18.9 | $24M | 189k | 129.44 | |
| Schwab Strategic Tr cmn (SCHV) | 12.5 | $16M | 307k | 52.83 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 12.5 | $16M | 256k | 63.09 | |
| Schwab Strategic Tr us aggregate b (SCHZ) | 10.4 | $13M | 263k | 51.00 | |
| inv grd crp bd (CORP) | 10.3 | $13M | 131k | 102.20 | |
| Sch Us Mid-cap Etf etf (SCHM) | 9.6 | $13M | 236k | 52.86 | |
| Schwab U S Small Cap ETF (SCHA) | 9.6 | $12M | 179k | 69.06 | |
| Schwab Intl Small Cap Equity ETF (SCHC) | 8.0 | $10M | 282k | 36.54 | |
| Schwab International Equity ETF (SCHF) | 7.9 | $10M | 304k | 33.75 | |
| McDonald's Corporation (MCD) | 0.2 | $322k | 2.1k | 156.46 |
