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