0001085146-20-002548.txt : 20201016 0001085146-20-002548.hdr.sgml : 20201016 20201015182045 ACCESSION NUMBER: 0001085146-20-002548 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201016 DATE AS OF CHANGE: 20201015 EFFECTIVENESS DATE: 20201016 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Mokosak Advisory Group, LLC CENTRAL INDEX KEY: 0001713112 IRS NUMBER: 263318305 STATE OF INCORPORATION: IA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18389 FILM NUMBER: 201242321 BUSINESS ADDRESS: STREET 1: 2900 100TH STREET, SUITE 102 CITY: URBANDALE STATE: IA ZIP: 50322 BUSINESS PHONE: 5152235404 MAIL ADDRESS: STREET 1: 2900 100TH STREET, SUITE 102 CITY: URBANDALE STATE: IA ZIP: 50322 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001713112 XXXXXXXX 09-30-2020 09-30-2020 false Mokosak Advisory Group, LLC

2900 100TH STREET, SUITE 102 URBANDALE IA 50322

13F HOLDINGS REPORT 028-18389 N Frank Mokosak 515-223-5404 /s/ Frank Mokosak Urbandale IA 10-14-2020 0 22 174922 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE APPLE INC COM 037833100 567 4888 SH SOLE 0 0 4888 DEERE & CO COM 244199105 216 974 SH SOLE 0 0 974 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 1977 21481 SH SOLE 0 0 21481 ISHARES TR ESG AWARE MSCI 46435U663 293 11054 SH SOLE 0 0 11054 ISHARES TR IBOXX INV CP ETF 464287242 2424 17990 SH SOLE 0 0 17990 KEURIG DR PEPPER INC COM 49271V100 261 9439 SH SOLE 0 0 9439 PIMCO ETF TR INV GRD CRP BD 72201R817 14283 124608 SH SOLE 0 0 124608 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 247 6105 SH SOLE 0 0 6105 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 32987 286334 SH SOLE 0 0 286334 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 14060 253326 SH SOLE 0 0 253326 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 14011 205126 SH SOLE 0 0 205126 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 16582 295796 SH SOLE 0 0 295796 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 23867 457577 SH SOLE 0 0 457577 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 3964 37326 SH SOLE 0 0 37326 VANGUARD INDEX FDS SM CP VAL ETF 922908611 26293 237648 SH SOLE 0 0 237648 VANGUARD INDEX FDS SMALL CP ETF 922908751 2164 14048 SH SOLE 0 0 14048 VANGUARD INDEX FDS SML CP GRW ETF 922908595 223 1041 SH SOLE 0 0 1041 VANGUARD INDEX FDS GROWTH ETF 922908736 286 1256 SH SOLE 0 0 1256 VANGUARD INDEX FDS VALUE ETF 922908744 3561 34083 SH SOLE 0 0 34083 VANGUARD INDEX FDS MID CAP ETF 922908629 2176 12345 SH SOLE 0 0 12345 VANGUARD WORLD FD ESG US STK ETF 921910733 454 7352 SH SOLE 0 0 7352 VANGUARD WORLD FDS INF TECH ETF 92204A702 14026 44911 SH SOLE 0 0 44911