Institutions / Mokosak Advisory Group, LLC
Mokosak Advisory Group, LLC
CIK 1713112 · Institution · as of Dec 31, 2025
Portfolio value
$398.48M
Positions
38
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 38 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $90.26M | 22.7% |
| Vanguard Index Fds | $68.50M | 17.2% |
| Schwab Strategic Tr | $38.43M | 9.6% |
| Schwab Strategic Tr | $34.68M | 8.7% |
| Schwab Strategic Tr | $34.24M | 8.6% |
| Vanguard World Fd | $32.23M | 8.1% |
| Schwab Strategic Tr | $26.92M | 6.8% |
| PIMCO ETF Tr | $23.36M | 5.9% |
| Vanguard Index Fds | $12.21M | 3.1% |
| Vanguard Admiral Fds Inc | $9.27M | 2.3% |
| Vanguard Index Fds | $4.63M | 1.2% |
| Vanguard Index Fds | $4.63M | 1.2% |
| Fidelity Covington Trust | $4.39M | 1.1% |
| iShares MSCI UAE ETF | $3.50M | 0.9% |
| Apple Inc. | $1.87M | 0.5% |
| Caseys General Stores Inc | $1.18M | 0.3% |
| NVIDIA Corp | $1.12M | 0.3% |
| Principal Financial Group Inc | $636.0K | 0.2% |
| Walmart Inc. | $576.5K | 0.1% |
| Deere & Co | $550.3K | 0.1% |
| iShares Tr | $478.8K | 0.1% |
| Vanguard World Fd | $472.7K | 0.1% |
| Wells Fargo & COMPANY/MN | $395.5K | 0.1% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $384.4K | 0.1% |
| Intuitive Surgical Inc | $360.2K | 0.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.