Mokosak Advisory Group

Mokosak Advisory Group as of June 30, 2019

Portfolio Holdings for Mokosak Advisory Group

Mokosak Advisory Group holds 22 positions in its portfolio as reported in the June 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Small-Cap Value ETF (VBR) 14.9 $22M 169k 130.57
Schwab U S Large Cap Growth ETF (SCHG) 13.1 $20M 234k 83.33
Schwab Strategic Tr cmn (SCHV) 10.3 $15M 272k 56.10
Sch Us Mid-cap Etf etf (SCHM) 7.9 $12M 204k 57.08
Schwab U S Small Cap ETF (SCHA) 7.7 $11M 159k 71.52
inv grd crp bd (CORP) 7.6 $11M 105k 107.46
Schwab Strategic Tr us aggregate b (SCHZ) 7.4 $11M 207k 53.01
Schwab International Equity ETF (SCHF) 6.0 $8.9M 278k 32.08
Schwab Intl Small Cap Equity ETF (SCHC) 5.8 $8.5M 262k 32.63
SPDR DJ Wilshire Small Cap Value (SLYV) 3.8 $5.6M 92k 60.69
Wisdomtree Tr brclys us aggr (AGGY) 2.7 $4.0M 77k 51.21
Spdr Series spdr bofa crss (SPHY) 2.6 $3.9M 150k 26.13
Spdr Ser Tr sp500 high div (SPYD) 2.5 $3.8M 99k 38.07
SPDR DJ Wilshire Mid Cap (SPMD) 1.9 $2.9M 84k 34.09
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 1.9 $2.8M 75k 37.67
Sch Fnd Intl Lg Etf (FNDF) 1.5 $2.2M 79k 27.85
Schwab Strategic Tr schwb fdt int sc (FNDC) 1.5 $2.2M 70k 31.24
McDonald's Corporation (MCD) 0.3 $439k 2.1k 207.66
Vanguard Small-Cap Growth ETF (VBK) 0.2 $244k 1.3k 186.12
Verizon Communications (VZ) 0.1 $217k 3.8k 57.05
Apple (AAPL) 0.1 $209k 1.1k 196.80
Vanguard S&p 500 Etf idx (VOO) 0.1 $202k 750.00 269.33