Mokosak Advisory Group as of Sept. 30, 2018
Portfolio Holdings for Mokosak Advisory Group
Mokosak Advisory Group holds 13 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Small-Cap Value ETF (VBR) | 19.3 | $28M | 200k | 139.42 | |
| Schwab Strategic Tr cmn (SCHV) | 12.8 | $19M | 330k | 56.05 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 12.6 | $18M | 262k | 69.56 | |
| Sch Us Mid-cap Etf etf (SCHM) | 10.0 | $15M | 250k | 57.88 | |
| Schwab U S Small Cap ETF (SCHA) | 9.9 | $14M | 188k | 76.20 | |
| Schwab Strategic Tr us aggregate b (SCHZ) | 9.6 | $14M | 276k | 50.23 | |
| inv grd crp bd (CORP) | 9.6 | $14M | 138k | 100.54 | |
| Schwab International Equity ETF (SCHF) | 7.4 | $11M | 319k | 33.53 | |
| Schwab Intl Small Cap Equity ETF (SCHC) | 7.3 | $11M | 295k | 35.65 | |
| Schwab U S Large Cap Growth ETF (SCHG) | 0.8 | $1.2M | 14k | 82.01 | |
| McDonald's Corporation (MCD) | 0.2 | $349k | 2.1k | 167.47 | |
| Apple (AAPL) | 0.1 | $223k | 988.00 | 225.71 | |
| Vanguard Small-Cap Growth ETF (VBK) | 0.1 | $211k | 1.1k | 188.22 |
