Avoid Fraud, Get The Facts, And Find The Best
Legal Name: MOKOSAK ADVISORY GROUP, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 17, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
168,769 |
$22,037k |
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
233,547 |
$19,461k |
|
SCHWAB STRATEGIC TRUST (808524409)
|
271,587 |
$15,236k |
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
204,404 |
$11,667k |
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
158,941 |
$11,367k |
|
PIMCO ETF TR (72201R817)
|
104,735 |
$11,255k |
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
207,080 |
$10,978k |
|
SCHWAB STRATEGIC TR (808524805)
|
277,489 |
$8,901k |
|
SCHWAB STRATEGIC TR (808524888)
|
261,850 |
$8,545k |
|
SPDR SERIES TRUST (78464A300)
|
92,244 |
$5,598k |
|
WISDOMTREE TR (97717X511)
|
77,307 |
$3,959k |
|
SPDR SERIES TRUST (78468R606)
|
150,241 |
$3,926k |
|
SPDR SERIES TRUST (78468R788)
|
98,566 |
$3,752k |
|
SPDR SERIES TRUST (78464A847)
|
84,344 |
$2,875k |
|
SCHWAB STRATEGIC TR SCHWAB (808524763)
|
75,012 |
$2,826k |
|
SCHWAB STRATEGIC TR (808524748)
|
69,950 |
$2,185k |
|
SCHWAB STRATEGIC TR (808524755)
|
78,459 |
$2,185k |
|
MCDONALDS CORP (580135101)
|
2,114 |
$439k |
|
VANGUARD INDEX FDS SML CP GRW ETF (922908595)
|
1,311 |
$244k |
|
VERIZON COMMUNICATIONS (92343V104)
|
3,804 |
$217k |
|
Apple Inc (037833100)
|
1,062 |
$209k |
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
750 |
$202k |
|
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