0001085146-18-002556.txt : 20181109
0001085146-18-002556.hdr.sgml : 20181109
20181109164730
ACCESSION NUMBER: 0001085146-18-002556
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180930
FILED AS OF DATE: 20181109
DATE AS OF CHANGE: 20181109
EFFECTIVENESS DATE: 20181109
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: 181173710
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
true
false
0001713112
XXXXXXXX
09-30-2018
09-30-2018
false
Mokosak Advisory Group, LLC
2900 100TH STREET, SUITE 102
URBANDALE
IA
50322
13F HOLDINGS REPORT
028-18389
N
Frank Mokosak
Chief Compliance Officer
515-223-5404
/s/ Frank Mokosak
Urbandale
IA
11-07-2018
0
13
144267
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
APPLE INC
COM
037833100
223
988
SH
SOLE
0
0
988
MCDONALDS CORP
COM
580135101
349
2084
SH
SOLE
0
0
2084
PIMCO ETF TR
INV GRD CRP BD
72201R817
13860
137853
SH
SOLE
0
0
137853
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
18205
261699
SH
SOLE
0
0
261699
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
1150
14023
SH
SOLE
0
0
14023
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
18495
329963
SH
SOLE
0
0
329963
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
14457
249771
SH
SOLE
0
0
249771
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
14360
188446
SH
SOLE
0
0
188446
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
10695
318993
SH
SOLE
0
0
318993
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
13874
276184
SH
SOLE
0
0
276184
SCHWAB STRATEGIC TR
INTL SCEQT ETF
808524888
10531
295397
SH
SOLE
0
0
295397
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
211
1121
SH
SOLE
0
0
1121
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
27857
199812
SH
SOLE
0
0
199812