Mokosak Advisory Group, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Urbandale, IA
CIK
0001713112
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 27 278,835 SCHV, VBR, SCHG, SCHA 13F-HR 1/31/2024 000108514624000579
Q3 2023 26 245,913 SCHV, VBR, SCHG, SCHM 13F-HR 10/19/2023 000108514623003800
Q2 2023 25 252,982 SCHV, VBR, SCHG, VGT 13F-HR 8/2/2023 000108514623003009
Q1 2023 23 234,740 SCHV, VBR, SCHG, SCHM 13F-HR 4/12/2023 000108514623001642
Q4 2022 24 223,564 SCHV, VBR, SCHG, SCHM 13F-HR 2/2/2023 000108514623000589
Q3 2022 24 203,080 SCHV, VBR, SCHG, SCHA 13F-HR 11/9/2022 000108514622003876
Q2 2022 21 209,505 SCHV, VBR, SCHG, SCHZ 13F-HR 8/1/2022 000108514622002689
Q1 2022 25 246,724 VBR, SCHG, SCHV, SCHZ 13F-HR 5/4/2022 000108514622001733
Q4 2021 26 260,728 SCHG, VBR, SCHV, SCHM 13F-HR 2/1/2022 000108514622000441
Q3 2021 25 241,146 SCHG, VBR, SCHV, SCHZ 13F-HR 10/20/2021 000108514621002866
Q2 2021 22 238,024 SCHG, VBR, SCHV, SCHZ 13F-HR 7/20/2021 000108514621002033
Q1 2021 21 222,953 VBR, SCHG, SCHV, SCHZ 13F-HR 4/14/2021 000108514621001168
Q4 2020 23 209,268 SCHG, VBR, SCHV, SCHA 13F-HR 1/28/2021 000108514621000286
Q3 2020 22 174,922 SCHG, VBR, SCHV, SCHZ 13F-HR 10/16/2020 000108514620002548
Q2 2020 21 163,788 SCHG, VBR, SCHV, SCHZ 13F-HR 7/10/2020 000108514620001753
Q1 2020 18 133,996 SCHG, VBR, SCHV, SCHZ 13F-HR 4/10/2020 000108514620001076
Q4 2019 24 165,393 VBR, SCHG, SCHV, SCHM 13F-HR 1/21/2020 000108514620000231
Q3 2019 25 151,384 VBR, SCHG, SCHV, CORP 13F-HR 10/15/2019 000108514619002525
Q2 2019 22 148,064 VBR, SCHG, SCHV, SCHM 13F-HR 7/17/2019 000108514619001902
Q1 2019 21 143,545 VBR, SCHG, SCHV, SCHM 13F-HR 4/16/2019 000108514619001179
Q4 2018 22 128,944 VBR, SCHV, SCHX, SCHZ 13F-HR 1/18/2019 000108514619000190
Q3 2018 13 144,267 VBR, SCHV, SCHX, SCHM 13F-HR 11/9/2018 000108514618002556
Q2 2018 10 136,130 VBR, SCHX, SCHV, SCHZ 13F-HR 7/23/2018 000108514618001732
Q1 2018 10 129,200 VBR, SCHV, SCHX, SCHZ 13F-HR 5/9/2018 000108514618001297
Q4 2017 10 129,104 VBR, SCHV, SCHX, CORP 13F-HR 2/13/2018 000108514618000588