$235 Million is the total value of Mokosak Advisory Group, LLC's 23 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 27 | Q2 2024 | 19.5% |
| SCHWAB STRATEGIC TR | 27 | Q2 2024 | 22.4% |
| SCHWAB STRATEGIC TR | 27 | Q2 2024 | 10.0% |
| SCHWAB STRATEGIC TR | 27 | Q2 2024 | 10.0% |
| SCHWAB STRATEGIC TR | 27 | Q2 2024 | 11.1% |
| PIMCO ETF TR | 27 | Q2 2024 | 10.6% |
| SCHWAB STRATEGIC TR | 24 | Q2 2024 | 18.9% |
| APPLE INC | 23 | Q2 2024 | 0.4% |
| VANGUARD WORLD FD | 20 | Q2 2024 | 0.3% |
| ISHARES TR | 20 | Q2 2024 | 0.2% |
View Mokosak Advisory Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-09 |
| 13F-HR | 2024-07-25 |
| 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 |
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.