Mokosak Advisory Group, LLC
All holdings · as of Dec 31, 2025
| 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% |
| DIMENSIONAL ETF TRUST | $340.5K | 0.1% |
| Amazon.com Inc | $281.6K | 0.1% |
| T ROWE PRICE ETF INC | $265.0K | 0.1% |
| ISHARES TR | $261.6K | 0.1% |
| VANGUARD MUN BD FDS | $257.7K | 0.1% |
| AMGEN INC | $243.4K | 0.1% |
| DIMENSIONAL ETF TRUST | $240.5K | 0.1% |
| ELI LILLY & Co | $228.6K | 0.1% |
| Palantir Technologies Inc | $221.8K | 0.1% |
| Keurig Dr Pepper Inc | $221.8K | 0.1% |
| SHERWIN WILLIAMS CO | $212.0K | 0.1% |
| VANGUARD INDEX FDS | $206.4K | 0.1% |
| ADVANCED MICRO DEVICES INC | $200.7K | 0.1% |