$238 Million is the total value of Mokosak Advisory Group, LLC's 22 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
DFAC | New | DIMENSIONAL ETF TRUSTus core equity 2 | $250,000 | – | 9,256 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-21
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 24 | Q3 2023 | 19.5% |
SCHWAB STRATEGIC TR | 24 | Q3 2023 | 22.4% |
SCHWAB STRATEGIC TR | 24 | Q3 2023 | 11.1% |
SCHWAB STRATEGIC TR | 24 | Q3 2023 | 10.0% |
SCHWAB STRATEGIC TR | 24 | Q3 2023 | 10.0% |
PIMCO ETF TR | 24 | Q3 2023 | 10.6% |
SCHWAB STRATEGIC TR | 21 | Q3 2023 | 18.9% |
APPLE INC | 20 | Q3 2023 | 0.4% |
VANGUARD WORLD FD | 17 | Q3 2023 | 0.3% |
ISHARES TR | 17 | Q3 2023 | 0.2% |
View Mokosak Advisory Group, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-30 |
13F-HR | 2024-01-31 |
13F-HR | 2023-10-19 |
13F-HR | 2023-08-03 |
13F-HR | 2023-04-12 |
13F-HR | 2023-02-02 |
13F-HR | 2022-11-09 |
13F-HR | 2022-08-02 |
13F-HR | 2022-05-05 |
13F-HR | 2022-02-02 |
View Mokosak Advisory Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.