Universe · entity
Mokosak Advisory Group, LLC
Institutional manager (13F) · CIK 1713112
13F holdings · as of 2026-03-31 · top 34 · reported portfolio $399M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | $92M | 3,008,501 |
| 2 | VANGUARD INDEX FDS | $71M | 324,494 |
| 3 | SCHWAB STRATEGIC TR | $35M | 1,135,511 |
| 4 | SCHWAB STRATEGIC TR | $35M | 1,196,865 |
| 5 | SCHWAB STRATEGIC TR | $35M | 1,190,628 |
| 6 | VANGUARD WORLD FD | $29M | 41,215 |
| 7 | SCHWAB STRATEGIC TR | $29M | 1,235,661 |
| 8 | PIMCO ETF TR | $25M | 257,877 |
| 9 | VANGUARD INDEX FDS | $13M | 64,553 |
| 10 | VANGUARD ADMIRAL FDS INC | $10M | 95,072 |
| 11 | VANGUARD INDEX FDS | $5M | 18,302 |
| 12 | VANGUARD INDEX FDS | $5M | 16,385 |
| 13 | FIDELITY COVINGTON TRUST | $4M | 19,388 |
| 14 | ISHARES TR | $4M | 32,870 |
| 15 | APPLE INC | $2M | 7,118 |
| 16 | CASEYS GEN STORES INC | $2M | 2,145 |
| 17 | NVIDIA CORPORATION | $1M | 6,064 |
| 18 | DEERE & CO | $668k | 1,185 |
| 19 | WALMART INC | $644k | 5,185 |
| 20 | PRINCIPAL FINANCIAL GROUP IN | $631k | 7,001 |
| 21 | ISHARES TR | $469k | 9,971 |
| 22 | VANGUARD WORLD FD | $433k | 3,857 |
| 23 | TAIWAN SEMICONDUCTOR MANUFAC | $432k | 1,265 |
| 24 | WELLS FARGO & CO | $339k | 4,264 |
| 25 | DIMENSIONAL ETF TRUST | $335k | 8,622 |
| 26 | INTUITIVE SURGICAL INC | $295k | 636 |
| 27 | EXXON MOBIL CORP | $268k | 1,582 |
| 28 | ISHARES TR | $263k | 2,381 |
| 29 | VANGUARD MUN BD FDS | $257k | 5,153 |
| 30 | AMAZON COM INC | $256k | 1,220 |
| 31 | DIMENSIONAL ETF TRUST | $253k | 4,053 |
| 32 | AMGEN INC | $239k | 680 |
| 33 | KEURIG DR PEPPER INC | $210k | 7,984 |
| 34 | SHERWIN WILLIAMS CO | $210k | 656 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.