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