0001085146-21-001168.txt : 20210414 0001085146-21-001168.hdr.sgml : 20210414 20210414130627 ACCESSION NUMBER: 0001085146-21-001168 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210414 DATE AS OF CHANGE: 20210414 EFFECTIVENESS DATE: 20210414 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: 21825180 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 03-31-2021 03-31-2021 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 04-09-2021 0 21 222953 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 212 69 SH SOLE 0 0 69 APPLE INC COM 037833100 659 5409 SH SOLE 0 0 5409 DEERE & CO COM 244199105 366 978 SH SOLE 0 0 978 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 2228 21052 SH SOLE 0 0 21052 ISHARES TR ESG AWARE MSCI 46435U663 372 9658 SH SOLE 0 0 9658 ISHARES TR IBOXX INV CP ETF 464287242 2514 19367 SH SOLE 0 0 19367 KEURIG DR PEPPER INC COM 49271V100 328 9531 SH SOLE 0 0 9531 PIMCO ETF TR INV GRD CRP BD 72201R817 16786 150686 SH SOLE 0 0 150686 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 370 6179 SH SOLE 0 0 6179 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 19424 360159 SH SOLE 0 0 360159 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 36292 279565 SH SOLE 0 0 279565 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 33554 513994 SH SOLE 0 0 513994 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 18956 254659 SH SOLE 0 0 254659 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 19189 192446 SH SOLE 0 0 192446 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 5939 34115 SH SOLE 0 0 34115 VANGUARD INDEX FDS MID CAP ETF 922908629 2711 12259 SH SOLE 0 0 12259 VANGUARD INDEX FDS SM CP VAL ETF 922908611 39568 238915 SH SOLE 0 0 238915 VANGUARD INDEX FDS SMALL CP ETF 922908751 2806 13125 SH SOLE 0 0 13125 VANGUARD INDEX FDS VALUE ETF 922908744 4963 37750 SH SOLE 0 0 37750 VANGUARD WORLD FD ESG US STK ETF 921910733 531 7208 SH SOLE 0 0 7208 VANGUARD WORLD FDS INF TECH ETF 92204A702 15185 42282 SH SOLE 0 0 42282