0001085146-22-000441.txt : 20220202
0001085146-22-000441.hdr.sgml : 20220202
20220201212613
ACCESSION NUMBER: 0001085146-22-000441
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220202
DATE AS OF CHANGE: 20220201
EFFECTIVENESS DATE: 20220202
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: 22581359
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
12-31-2021
12-31-2021
false
Mokosak Advisory Group, LLC
2900 100TH STREET, SUITE 102
URBANDALE
IA
50322
13F HOLDINGS REPORT
028-18389
N
Frank Mokosak
Chief Compliance Officer
515-223-5404
/s/ Frank Mokosak
Urbandale
IA
02-01-2022
0
26
260728
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
AMAZON COM INC
COM
023135106
244
73
SH
SOLE
0
0
73
APPLE INC
COM
037833100
1001
5636
SH
SOLE
0
0
5636
DEERE & CO
COM
244199105
338
986
SH
SOLE
0
0
986
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
25434V708
270
9320
SH
SOLE
0
0
9320
FIDELITY COVINGTON TRUST
MSCI INFO TECH I
316092808
2716
20079
SH
SOLE
0
0
20079
HOME DEPOT INC
COM
437076102
213
512
SH
SOLE
0
0
512
INTUITIVE SURGICAL INC
COM NEW
46120E602
235
654
SH
SOLE
0
0
654
ISHARES TR
ESG AWARE MSCI
46435U663
440
10924
SH
SOLE
0
0
10924
ISHARES TR
IBOXX INV CP ETF
464287242
2843
21464
SH
SOLE
0
0
21464
KEURIG DR PEPPER INC
COM
49271V100
357
9672
SH
SOLE
0
0
9672
PIMCO ETF TR
INV GRD CRP BD
72201R817
18459
163612
SH
SOLE
0
0
163612
PRINCIPAL FINANCIAL GROUP IN
COM
74251V102
497
6875
SH
SOLE
0
0
6875
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
21226
393954
SH
SOLE
0
0
393954
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
46570
284346
SH
SOLE
0
0
284346
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
39358
537662
SH
SOLE
0
0
537662
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
21680
269654
SH
SOLE
0
0
269654
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
21092
205964
SH
SOLE
0
0
205964
VANGUARD ADMIRAL FDS INC
SMLCP 600 VAL
921932778
5956
32993
SH
SOLE
0
0
32993
VANGUARD INDEX FDS
MID CAP ETF
922908629
3079
12081
SH
SOLE
0
0
12081
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
44482
248745
SH
SOLE
0
0
248745
VANGUARD INDEX FDS
SMALL CP ETF
922908751
3004
13303
SH
SOLE
0
0
13303
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
253
896
SH
SOLE
0
0
896
VANGUARD INDEX FDS
VALUE ETF
922908744
5456
37082
SH
SOLE
0
0
37082
VANGUARD WORLD FD
ESG US STK ETF
921910733
676
7691
SH
SOLE
0
0
7691
VANGUARD WORLD FDS
INF TECH ETF
92204A702
20052
43766
SH
SOLE
0
0
43766
WALMART INC
COM
931142103
231
1598
SH
SOLE
0
0
1598