0001085146-20-000231.txt : 20200121 0001085146-20-000231.hdr.sgml : 20200121 20200121164731 ACCESSION NUMBER: 0001085146-20-000231 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200121 DATE AS OF CHANGE: 20200121 EFFECTIVENESS DATE: 20200121 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: 20536815 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 12-31-2019 12-31-2019 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 01-21-2020 0 24 165393 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE APPLE INC COM 037833100 237 806 SH SOLE 0 0 806 ISHARES TR ESG MSCI USA SML 46435U663 247 8546 SH SOLE 0 0 8546 KEURIG DR PEPPER INC COM 49271V100 269 9287 SH SOLE 0 0 9287 PIMCO ETF TR INV GRD CRP BD 72201R817 12573 114344 SH SOLE 0 0 114344 PRINCIPAL FINL GROUP INC COM 74251V102 343 6237 SH SOLE 0 0 6237 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 22489 242056 SH SOLE 0 0 242056 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 17547 292116 SH SOLE 0 0 292116 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 12959 215273 SH SOLE 0 0 215273 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 12778 168755 SH SOLE 0 0 168755 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 2159 65048 SH SOLE 0 0 65048 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 2132 73633 SH SOLE 0 0 73633 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 2963 73639 SH SOLE 0 0 73639 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 9706 288838 SH SOLE 0 0 288838 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 12257 229431 SH SOLE 0 0 229431 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 9654 278370 SH SOLE 0 0 278370 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 5943 90468 SH SOLE 0 0 90468 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 2988 82454 SH SOLE 0 0 82454 SPDR SERIES TRUST PORTFLI HIGH YLD 78468R606 3875 147013 SH SOLE 0 0 147013 SPDR SERIES TRUST PRTFLO S&P500 HI 78468R788 3954 100043 SH SOLE 0 0 100043 VANGUARD INDEX FDS SML CP GRW ETF 922908595 231 1162 SH SOLE 0 0 1162 VANGUARD INDEX FDS SM CP VAL ETF 922908611 24972 182128 SH SOLE 0 0 182128 VANGUARD WORLD FD ESG US STK ETF 921910733 346 6108 SH SOLE 0 0 6108 VANGUARD WORLD FDS INF TECH ETF 92204A702 897 3660 SH SOLE 0 0 3660 WISDOMTREE TR YIELD ENHANCD US 97717X511 3874 74129 SH SOLE 0 0 74129