Mokosak Advisory Group

Mokosak Advisory Group as of March 31, 2019

Portfolio Holdings for Mokosak Advisory Group

Mokosak Advisory Group holds 21 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Small-Cap Value ETF (VBR) 15.0 $22M 167k 128.81
Schwab U S Large Cap Growth ETF (SCHG) 13.0 $19M 235k 79.47
Schwab Strategic Tr cmn (SCHV) 10.4 $15M 272k 54.71
Sch Us Mid-cap Etf etf (SCHM) 7.9 $11M 206k 55.38
Schwab U S Small Cap ETF (SCHA) 7.7 $11M 158k 69.96
inv grd crp bd (CORP) 7.5 $11M 104k 103.76
Schwab Strategic Tr us aggregate b (SCHZ) 7.4 $11M 205k 51.84
Schwab International Equity ETF (SCHF) 6.0 $8.7M 277k 31.33
Schwab Intl Small Cap Equity ETF (SCHC) 5.8 $8.4M 261k 32.24
SPDR DJ Wilshire Small Cap Value (SLYV) 3.9 $5.6M 92k 60.33
Spdr Ser Tr sp500 high div (SPYD) 2.6 $3.7M 98k 37.82
Spdr Series spdr bofa crss (SPHY) 2.6 $3.7M 142k 26.00
Wisdomtree Tr brclys us aggr (AGGY) 2.5 $3.6M 73k 49.74
SPDR DJ Wilshire Mid Cap (SPMD) 2.0 $2.8M 85k 33.35
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 2.0 $2.8M 75k 37.27
Schwab Strategic Tr schwb fdt int sc (FNDC) 1.5 $2.2M 70k 31.05
Sch Fnd Intl Lg Etf (FNDF) 1.5 $2.2M 78k 27.54
McDonald's Corporation (MCD) 0.3 $399k 2.1k 189.82
Vanguard Small-Cap Growth ETF (VBK) 0.2 $234k 1.3k 178.90
Verizon Communications (VZ) 0.1 $222k 3.8k 58.98
Apple (AAPL) 0.1 $201k 1.1k 189.80