Mokosak Advisory Group, LLC - Portfolio overview

Mokosak Advisory Group, LLC has 40 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SCHV - SCHWAB STRATEGIC TR, 22.89%
2. VBR - VANGUARD INDEX FDS, 17.59%
3. SCHM - SCHWAB STRATEGIC TR, 8.77%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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