0001085146-19-001179.txt : 20190416 0001085146-19-001179.hdr.sgml : 20190416 20190416101634 ACCESSION NUMBER: 0001085146-19-001179 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190416 DATE AS OF CHANGE: 20190416 EFFECTIVENESS DATE: 20190416 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: 19750121 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 true false 0001713112 XXXXXXXX 03-31-2019 03-31-2019 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 04-15-2019 0 21 143545 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE APPLE INC COM 037833100 201 1059 SH SOLE 0 0 1059 MCDONALDS CORP COM 580135101 399 2102 SH SOLE 0 0 2102 PIMCO ETF TR INV GRD CRP BD 72201R817 10829 104362 SH SOLE 0 0 104362 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 18633 234460 SH SOLE 0 0 234460 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 14901 272368 SH SOLE 0 0 272368 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 11393 205719 SH SOLE 0 0 205719 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 11050 157937 SH SOLE 0 0 157937 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 2170 69877 SH SOLE 0 0 69877 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 2160 78418 SH SOLE 0 0 78418 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 2808 75345 SH SOLE 0 0 75345 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 8666 276616 SH SOLE 0 0 276616 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 10621 204871 SH SOLE 0 0 204871 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 8399 260523 SH SOLE 0 0 260523 SPDR SER TR ICE BOFAML ETF 78468R606 3685 141709 SH SOLE 0 0 141709 SPDR SER TR PRTFLO S&P500 HI 78468R788 3698 97789 SH SOLE 0 0 97789 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 5557 92110 SH SOLE 0 0 92110 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 2820 84549 SH SOLE 0 0 84549 VANGUARD INDEX FDS SML CP GRW ETF 922908595 234 1308 SH SOLE 0 0 1308 VANGUARD INDEX FDS SM CP VAL ETF 922908611 21489 166833 SH SOLE 0 0 166833 VERIZON COMMUNICATIONS INC COM 92343V104 222 3764 SH SOLE 0 0 3764 WISDOMTREE TR YIELD ENHANCD US 97717X511 3610 72571 SH SOLE 0 0 72571