0001085146-22-002689.txt : 20220802 0001085146-22-002689.hdr.sgml : 20220802 20220801174109 ACCESSION NUMBER: 0001085146-22-002689 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220802 DATE AS OF CHANGE: 20220801 EFFECTIVENESS DATE: 20220802 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: 221126052 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 06-30-2022 06-30-2022 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 08-01-2022 0 21 209505 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE APPLE INC COM 037833100 791 5782 SH SOLE 0 0 5782 DEERE & CO COM 244199105 317 1058 SH SOLE 0 0 1058 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 218 9375 SH SOLE 0 0 9375 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 2137 22132 SH SOLE 0 0 22132 ISHARES TR ESG AWARE MSCI 46435U663 351 11122 SH SOLE 0 0 11122 ISHARES TR IBOXX INV CP ETF 464287242 2427 22064 SH SOLE 0 0 22064 KEURIG DR PEPPER INC COM 49271V100 346 9768 SH SOLE 0 0 9768 PIMCO ETF TR INV GRD CRP BD 72201R817 15481 160639 SH SOLE 0 0 160639 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 467 6997 SH SOLE 0 0 6997 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 17956 375030 SH SOLE 0 0 375030 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 19897 343203 SH SOLE 0 0 343203 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 46031 737510 SH SOLE 0 0 737510 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 17664 281675 SH SOLE 0 0 281675 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 17877 458627 SH SOLE 0 0 458627 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 4972 32298 SH SOLE 0 0 32298 VANGUARD INDEX FDS MID CAP ETF 922908629 2491 12631 SH SOLE 0 0 12631 VANGUARD INDEX FDS SM CP VAL ETF 922908611 35605 237660 SH SOLE 0 0 237660 VANGUARD INDEX FDS SMALL CP ETF 922908751 2540 14443 SH SOLE 0 0 14443 VANGUARD INDEX FDS VALUE ETF 922908744 6307 47815 SH SOLE 0 0 47815 VANGUARD WORLD FD ESG US STK ETF 921910733 500 7527 SH SOLE 0 0 7527 VANGUARD WORLD FDS INF TECH ETF 92204A702 15130 46256 SH SOLE 0 0 46256