0001085146-20-001076.txt : 20200410 0001085146-20-001076.hdr.sgml : 20200410 20200409173726 ACCESSION NUMBER: 0001085146-20-001076 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200410 DATE AS OF CHANGE: 20200409 EFFECTIVENESS DATE: 20200410 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: 20785553 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 03-31-2020 03-31-2020 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 04-06-2020 0 18 133996 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE APPLE INC COM 037833100 268 1050 SH SOLE 0 0 1050 FIDELITY COVINGTON TR MSCI INFO TECH I 316092808 1475 23508 SH SOLE 0 0 23508 ISHARES TR IBOXX INV CP ETF 464287242 1687 13655 SH SOLE 0 0 13655 ISHARES TR ESG MSCI USA SML 46435U663 211 10568 SH SOLE 0 0 10568 KEURIG DR PEPPER INC COM 49271V100 227 9338 SH SOLE 0 0 9338 PIMCO ETF TR INV GRD CRP BD 72201R817 12623 119208 SH SOLE 0 0 119208 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 23546 295624 SH SOLE 0 0 295624 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 19040 429875 SH SOLE 0 0 429875 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 10308 244483 SH SOLE 0 0 244483 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 10199 198176 SH SOLE 0 0 198176 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 14850 273486 SH SOLE 0 0 273486 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 3326 38449 SH SOLE 0 0 38449 VANGUARD INDEX FDS SM CP VAL ETF 922908611 19844 223366 SH SOLE 0 0 223366 VANGUARD INDEX FDS MID CAP ETF 922908629 1685 12818 SH SOLE 0 0 12818 VANGUARD INDEX FDS VALUE ETF 922908744 2973 33338 SH SOLE 0 0 33338 VANGUARD INDEX FDS SMALL CP ETF 922908751 1684 14610 SH SOLE 0 0 14610 VANGUARD WORLD FD ESG US STK ETF 921910733 352 7697 SH SOLE 0 0 7697 VANGUARD WORLD FDS INF TECH ETF 92204A702 9698 45799 SH SOLE 0 0 45799