0001085146-22-001733.txt : 20220506 0001085146-22-001733.hdr.sgml : 20220506 20220504214444 ACCESSION NUMBER: 0001085146-22-001733 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220505 DATE AS OF CHANGE: 20220504 EFFECTIVENESS DATE: 20220505 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: 22893747 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 03-31-2022 03-31-2022 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 05-03-2022 0 25 246724 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 241 74 SH SOLE 0 0 74 APPLE INC COM 037833100 996 5702 SH SOLE 0 0 5702 DEERE & CO COM 244199105 438 1055 SH SOLE 0 0 1055 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 258 9340 SH SOLE 0 0 9340 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 2403 19504 SH SOLE 0 0 19504 ISHARES TR ESG AWARE MSCI 46435U663 422 11105 SH SOLE 0 0 11105 ISHARES TR IBOXX INV CP ETF 464287242 2700 22323 SH SOLE 0 0 22323 KEURIG DR PEPPER INC COM 49271V100 368 9719 SH SOLE 0 0 9719 PIMCO ETF TR INV GRD CRP BD 72201R817 18429 176996 SH SOLE 0 0 176996 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 510 6932 SH SOLE 0 0 6932 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 21405 423223 SH SOLE 0 0 423223 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 41640 556637 SH SOLE 0 0 556637 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 37220 521414 SH SOLE 0 0 521414 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 20936 276002 SH SOLE 0 0 276002 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 20505 432932 SH SOLE 0 0 432932 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 5671 31999 SH SOLE 0 0 31999 VANGUARD INDEX FDS MID CAP ETF 922908629 2867 12048 SH SOLE 0 0 12048 VANGUARD INDEX FDS SM CP VAL ETF 922908611 42874 243599 SH SOLE 0 0 243599 VANGUARD INDEX FDS SMALL CP ETF 922908751 2909 13683 SH SOLE 0 0 13683 VANGUARD INDEX FDS SML CP GRW ETF 922908595 200 806 SH SOLE 0 0 806 VANGUARD INDEX FDS VALUE ETF 922908744 5187 35116 SH SOLE 0 0 35116 VANGUARD WORLD FD ESG US STK ETF 921910733 594 7308 SH SOLE 0 0 7308 VANGUARD WORLD FDS INF TECH ETF 92204A702 17512 42004 SH SOLE 0 0 42004 WALMART INC COM 931142103 239 1603 SH SOLE 0 0 1603 WELLS FARGO CO NEW COM 949746101 200 4106 SH SOLE 0 0 4106