0001085146-21-002033.txt : 20210721 0001085146-21-002033.hdr.sgml : 20210721 20210720215039 ACCESSION NUMBER: 0001085146-21-002033 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210721 DATE AS OF CHANGE: 20210720 EFFECTIVENESS DATE: 20210721 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: 211102612 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 06-30-2021 06-30-2021 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 07-20-2021 0 22 238024 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 236 69 SH SOLE 0 0 69 APPLE INC COM 037833100 744 5435 SH SOLE 0 0 5435 DEERE & CO COM 244199105 346 981 SH SOLE 0 0 981 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 250 9256 SH SOLE 0 0 9256 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 2492 21168 SH SOLE 0 0 21168 ISHARES TR ESG AWARE MSCI 46435U663 371 9211 SH SOLE 0 0 9211 ISHARES TR IBOXX INV CP ETF 464287242 2680 19959 SH SOLE 0 0 19959 KEURIG DR PEPPER INC COM 49271V100 337 9571 SH SOLE 0 0 9571 PIMCO ETF TR INV GRD CRP BD 72201R817 17969 156938 SH SOLE 0 0 156938 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 415 6590 SH SOLE 0 0 6590 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 20460 374692 SH SOLE 0 0 374692 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 41065 281257 SH SOLE 0 0 281257 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 34961 511605 SH SOLE 0 0 511605 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 19952 254883 SH SOLE 0 0 254883 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 20070 192616 SH SOLE 0 0 192616 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 5990 32844 SH SOLE 0 0 32844 VANGUARD INDEX FDS MID CAP ETF 922908629 2912 12262 SH SOLE 0 0 12262 VANGUARD INDEX FDS SM CP VAL ETF 922908611 40986 236027 SH SOLE 0 0 236027 VANGUARD INDEX FDS SMALL CP ETF 922908751 3049 13524 SH SOLE 0 0 13524 VANGUARD INDEX FDS VALUE ETF 922908744 5133 37335 SH SOLE 0 0 37335 VANGUARD WORLD FD ESG US STK ETF 921910733 558 6974 SH SOLE 0 0 6974 VANGUARD WORLD FDS INF TECH ETF 92204A702 17048 42745 SH SOLE 0 0 42745