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| Name: |
Mokosak Advisory Group LLC |
| City: |
URBANDALE |
| State: |
IA |
| Zip: |
50322 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
8 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SCHG |
Schwab Strategic Trust |
3 |
- |
$97.11 |
$29,437,000 |
317,468 |
9.72% |
116,000 |
-35,947 |
0.03 |
Closed - End Fund - Debt |
|
|
VGT |
Vanguard I T VIPERS |
6 |
- |
$549.85 |
$23,106,000 |
44,015 |
7.63% |
-415,000 |
-4,525 |
0.004 |
Closed - End Fund - E... |
|
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FTEC |
Fidelity Msci Information T... |
13 |
- |
$163.38 |
$3,684,000 |
23,642 |
1.22% |
-3,000 |
-2,028 |
0.048 |
N/A |
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ESGV |
Vanguard Esg Us Stock Etf |
17 |
- |
$0.00 |
$548,000 |
5,880 |
0.18% |
-34,000 |
-965 |
0.016 |
N/A |
|
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ISRG |
Intuitive Surgical Inc |
20 |
- |
$372.63 |
$375,000 |
940 |
0.12% |
52,000 |
-18 |
0 |
Medical Appliances & ... |
|
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ESML |
iShares MSCI USA Sml-Cp ESG... |
21 |
- |
$0.00 |
$363,000 |
9,024 |
0.12% |
-42,000 |
-1,639 |
0.01 |
N/A |
|
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DFAC |
Dimensional U S Core Equity... |
23 |
- |
$31.88 |
$296,000 |
9,263 |
0.1% |
20,000 |
-194 |
0.001 |
N/A |
|
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DFAT |
Dimensional U S Targeted Va... |
29 |
- |
$52.12 |
$217,000 |
3,989 |
0.07% |
2,000 |
-110 |
0 |
N/A |
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