0001085146-20-001753.txt : 20200710 0001085146-20-001753.hdr.sgml : 20200710 20200710165437 ACCESSION NUMBER: 0001085146-20-001753 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200710 DATE AS OF CHANGE: 20200710 EFFECTIVENESS DATE: 20200710 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: 201023653 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 06-30-2020 06-30-2020 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 07-09-2020 0 21 163788 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE SCHWAB STRATEGIC TR US AGGREGATE B 808524839 16256 289292 SH SOLE 0 0 289292 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 13165 249981 SH SOLE 0 0 249981 VANGUARD INDEX FDS SMALL CP ETF 922908751 2072 14215 SH SOLE 0 0 14215 ISHARES TR ESG MSCI USA SML 46435U663 266 10630 SH SOLE 0 0 10630 VANGUARD WORLD FDS INF TECH ETF 92204A702 12806 45826 SH SOLE 0 0 45826 ISHARES TR IBOXX INV CP ETF 464287242 2497 18579 SH SOLE 0 0 18579 FIDELITY COVINGTON TR MSCI INFO TECH I 316092808 1845 22433 SH SOLE 0 0 22433 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 29710 292495 SH SOLE 0 0 292495 VANGUARD INDEX FDS SM CP VAL ETF 922908611 24744 231587 SH SOLE 0 0 231587 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 13254 202751 SH SOLE 0 0 202751 VANGUARD INDEX FDS MID CAP ETF 922908629 2044 12484 SH SOLE 0 0 12484 VANGUARD INDEX FDS VALUE ETF 922908744 3327 33397 SH SOLE 0 0 33397 PIMCO ETF TR INV GRD CRP BD 72201R817 13891 121567 SH SOLE 0 0 121567 VANGUARD INDEX FDS GROWTH ETF 922908736 213 1052 SH SOLE 0 0 1052 VANGUARD INDEX FDS SML CP GRW ETF 922908595 229 1151 SH SOLE 0 0 1151 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 22212 443196 SH SOLE 0 0 443196 VANGUARD WORLD FD ESG US STK ETF 921910733 436 7725 SH SOLE 0 0 7725 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 260 6258 SH SOLE 0 0 6258 APPLE INC COM 037833100 444 1217 SH SOLE 0 0 1217 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 3850 36889 SH SOLE 0 0 36889 KEURIG DR PEPPER INC COM 49271V100 267 9391 SH SOLE 0 0 9391