Mokosak Advisory Group

Mokosak Advisory Group as of Dec. 31, 2018

Portfolio Holdings for Mokosak Advisory Group

Mokosak Advisory Group holds 22 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Small-Cap Value ETF (VBR) 14.4 $19M 163k 114.05
Schwab Strategic Tr cmn (SCHV) 10.2 $13M 267k 49.34
Schwab Strategic Tr us lrg cap etf (SCHX) 9.1 $12M 196k 59.67
Schwab Strategic Tr us aggregate b (SCHZ) 8.2 $11M 210k 50.61
inv grd crp bd (CORP) 8.1 $10M 105k 98.97
Sch Us Mid-cap Etf etf (SCHM) 7.5 $9.7M 202k 47.95
Schwab U S Small Cap ETF (SCHA) 7.2 $9.3M 153k 60.73
Schwab International Equity ETF (SCHF) 6.0 $7.7M 273k 28.36
Schwab Intl Small Cap Equity ETF (SCHC) 5.7 $7.4M 254k 29.12
SPDR DJ Wilshire Small Cap Value (SLYV) 3.9 $5.1M 95k 53.82
Schwab U S Large Cap Growth ETF (SCHG) 3.8 $4.9M 70k 68.93
Spdr Series spdr bofa crss (SPHY) 2.7 $3.4M 139k 24.69
Wisdomtree Tr brclys us aggr (AGGY) 2.7 $3.4M 71k 48.16
Spdr Ser Tr sp500 high div (SPYD) 2.6 $3.4M 99k 34.12
SPDR DJ Wilshire Mid Cap (SPMD) 2.0 $2.5M 87k 29.39
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 2.0 $2.5M 77k 32.81
Schwab Strategic Tr schwb fdt int sc (FNDC) 1.6 $2.0M 71k 28.36
Sch Fnd Intl Lg Etf (FNDF) 1.6 $2.0M 79k 25.27
McDonald's Corporation (MCD) 0.3 $371k 2.1k 177.60
Vanguard Growth ETF (VUG) 0.2 $317k 2.4k 134.04
iShares S&P SmallCap 600 Value Idx (IJS) 0.2 $282k 2.1k 131.78
Verizon Communications (VZ) 0.2 $209k 3.7k 56.14