0001085146-19-000190.txt : 20190118 0001085146-19-000190.hdr.sgml : 20190118 20190117193855 ACCESSION NUMBER: 0001085146-19-000190 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190118 DATE AS OF CHANGE: 20190117 EFFECTIVENESS DATE: 20190118 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: 19531915 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 12-31-2018 12-31-2018 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 01-14-2019 0 22 128944
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ISHARES TR SP SMCP600VL ETF 464287879 282 2140 SH SOLE 0 0 2140 MCDONALDS CORP COM 580135101 371 2089 SH SOLE 0 0 2089 PIMCO ETF TR INV GRD CRP BD 72201R817 10391 104993 SH SOLE 0 0 104993 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 11667 195518 SH SOLE 0 0 195518 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 4853 70401 SH SOLE 0 0 70401 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 13166 266835 SH SOLE 0 0 266835 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 9663 201538 SH SOLE 0 0 201538 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 9307 153263 SH SOLE 0 0 153263 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 2013 70976 SH SOLE 0 0 70976 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 2005 79328 SH SOLE 0 0 79328 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 2534 77242 SH SOLE 0 0 77242 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 7745 273097 SH SOLE 0 0 273097 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 10615 209742 SH SOLE 0 0 209742 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 7383 253542 SH SOLE 0 0 253542 SPDR SER TR ICE BOFAML ETF 78468R606 3436 139165 SH SOLE 0 0 139165 SPDR SER TR PRTFLO S&P500 HI 78468R788 3362 98534 SH SOLE 0 0 98534 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 5086 94494 SH SOLE 0 0 94494 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 2543 86533 SH SOLE 0 0 86533 VANGUARD INDEX FDS SM CP VAL ETF 922908611 18572 162845 SH SOLE 0 0 162845 VANGUARD INDEX FDS GROWTH ETF 922908736 317 2365 SH SOLE 0 0 2365 VERIZON COMMUNICATIONS INC COM 92343V104 209 3723 SH SOLE 0 0 3723 WISDOMTREE TR YIELD ENHANCD US 97717X511 3424 71103 SH SOLE 0 0 71103