Loading…
CIK 0001713112 • 7 13F filings • Apr 23, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("mokosak-advisory-group-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $544K | 0.1% | 937 SH | New |
| AMAZON COM INC | COM | $291K | 0.1%Prev: 0.1% | 1,220 SH | Increased |
| APPLE INC | COM | $2.1M | 0.4%Prev: 0.4% | 7,126 SH | Increased+469 SH |
| APPLIED MATLS INC | COM | $291K | 0.1% | 402 SH | New |
| CASEYS GEN STORES INC | COM | $1.7M | 0.4%Prev: 0.3% | 2,145 SH | Increased+6 SH |
| DEERE & CO | COM | $753K | 0.2%Prev: 0.2% | 1,188 SH | Increased+49 SH |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $383K | 0.1% | 8,643 SH | New |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $284K | 0.1%Prev: 0.1% | 4,066 SH | Increased+62 SH |
| ELI LILLY & CO | COM | $256K | 0.1% | 213 SH | New |
| EXXON MOBIL CORP | COM | $217K | 0.0% | 1,586 SH | New |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $5.3M | 1.2%Prev: 1.1% | 18,710 SH | Increased-1,597 SH |
| INTUITIVE SURGICAL INC | COM NEW | $233K | 0.1%Prev: 0.1% | 585 SH | Decreased-51 SH |
| ISHARES TR | ESG AWARE MSCI | $559K | 0.1%Prev: 0.1% | 9,992 SH | Increased+1,423 SH |
| ISHARES TR | IBOXX INV CP ETF | $3.6M | 0.8%Prev: 0.9% | 33,009 SH | Increased+3,621 SH |
| ISHARES TR | TIPS BD ETF | $265K | 0.1%Prev: 0.1% | 2,420 SH | Increased+88 SH |
| KEURIG DR PEPPER INC | COM | $264K | 0.1%Prev: 0.1% | 8,053 SH | Increased+259 SH |
| MICRON TECHNOLOGY INC | COM | $299K | 0.1% | 259 SH | New |
| NVIDIA CORPORATION | COM | $1.2M | 0.3%Prev: 0.3% | 6,072 SH | Increased+91 SH |
| PIMCO ETF TR | INV GRD CRP BD | $26.4M | 5.7%Prev: 6.2% | 272,417 SH | Increased+45,808 SH |
| PRINCIPAL FINANCIAL GROUP IN | COM | $760K | 0.2%Prev: 0.2% | 7,052 SH | Increased-37 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $30.0M | 6.5%Prev: 7.1% | 1,297,292 SH | Increased+214,416 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $40.8M | 8.8%Prev: 9.6% | 1,206,066 SH | Increased+40,925 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $104.9M | 22.7%Prev: 22.8% | 3,013,603 SH | Increased+102,173 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $41.7M | 9.0%Prev: 8.6% | 1,129,814 SH | Increased+50,349 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $42.8M | 9.3%Prev: 8.4% | 1,183,905 SH | Increased+10,171 SH |
| SHERWIN WILLIAMS CO | COM | $226K | 0.0% | 657 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $604K | 0.1% | 1,265 SH | New |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | $10.8M | 2.3%Prev: 2.2% | 91,679 SH | Increased+1,083 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $212K | 0.0% | 2,458 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $5.1M | 1.1%Prev: 1.2% | 63,894 SH | Increased+48,474 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $79.7M | 17.3%Prev: 16.8% | 327,918 SH | Increased+22,909 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $5.4M | 1.2%Prev: 1.2% | 17,695 SH | Increased+361 SH |
| VANGUARD INDEX FDS | VALUE ETF | $13.6M | 3.0%Prev: 3.1% | 62,620 SH | Increased+808 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $263K | 0.1%Prev: 0.1% | 5,197 SH | Increased+173 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $511K | 0.1%Prev: 0.2% | 3,866 SH | Decreased-1,065 SH |
| VANGUARD WORLD FD | INF TECH ETF | $38.5M | 8.3%Prev: 8.1% | 322,029 SH | Increased+278,999 SH |
| WALMART INC | COM | $589K | 0.1%Prev: 0.2% | 5,205 SH | Increased-524 SH |
| WELLS FARGO & CO | COM | $354K | 0.1% | 4,285 SH | New |
| 13F-HR |
| 0001713112-25-000004 |
| $382.3M |
| View |
| Aug 3, 2026 | Q2 2026 | 13F-HR | 0001713112-26-000003 | $461.7M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003955 | $353.7M | View |
| Apr 28, 2026 | Q1 2026 | 13F-HR | 0001713112-26-000002 | $399.5M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002248 | $323.9M | View |