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 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