0001085146-19-001902.txt : 20190717 0001085146-19-001902.hdr.sgml : 20190717 20190716194654 ACCESSION NUMBER: 0001085146-19-001902 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190717 DATE AS OF CHANGE: 20190716 EFFECTIVENESS DATE: 20190717 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: 19958046 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 06-30-2019 06-30-2019 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 07-15-2019 0 22 148064 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE APPLE INC COM 037833100 209 1062 SH SOLE 0 0 1062 MCDONALDS CORP COM 580135101 439 2114 SH SOLE 0 0 2114 PIMCO ETF TR INV GRD CRP BD 72201R817 11255 104735 SH SOLE 0 0 104735 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 19461 233547 SH SOLE 0 0 233547 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 15236 271587 SH SOLE 0 0 271587 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 11667 204404 SH SOLE 0 0 204404 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 11367 158941 SH SOLE 0 0 158941 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 2185 69950 SH SOLE 0 0 69950 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 2185 78459 SH SOLE 0 0 78459 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 2826 75012 SH SOLE 0 0 75012 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 8901 277489 SH SOLE 0 0 277489 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 10978 207080 SH SOLE 0 0 207080 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 8545 261850 SH SOLE 0 0 261850 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 5598 92244 SH SOLE 0 0 92244 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 2875 84344 SH SOLE 0 0 84344 SPDR SERIES TRUST ICE BOFAML BHYB 78468R606 3926 150241 SH SOLE 0 0 150241 SPDR SERIES TRUST PRTFLO S&P500 HI 78468R788 3752 98566 SH SOLE 0 0 98566 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 202 750 SH SOLE 0 0 750 VANGUARD INDEX FDS SML CP GRW ETF 922908595 244 1311 SH SOLE 0 0 1311 VANGUARD INDEX FDS SM CP VAL ETF 922908611 22037 168769 SH SOLE 0 0 168769 VERIZON COMMUNICATIONS INC COM 92343V104 217 3804 SH SOLE 0 0 3804 WISDOMTREE TR YIELD ENHANCD US 97717X511 3959 77307 SH SOLE 0 0 77307