HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SCHWAB STRATEGIC TR |
822,674 | +23,321 | $57,668 |
| SCHV | 822,674 | +23,321 | $57,668 |
| VANGUARD INDEX FDS (VBR) |
263,688 | +6,224 | $47,455 |
| VBR | 263,688 | +6,224 | $47,455 |
| SCHWAB STRATEGIC TR |
353,415 | -4,788 | $29,321 |
| SCHG | 353,415 | -4,788 | $29,321 |
| SCHWAB STRATEGIC TR |
509,910 | +12,885 | $24,088 |
| SCHA | 509,910 | +12,885 | $24,088 |
| SCHWAB STRATEGIC TR |
314,229 | +7,376 | $23,667 |
| SCHM | 314,229 | +7,376 | $23,667 |
| VANGUARD WORLD FDS (VGT) |
48,540 | -259 | $23,521 |
| VGT | 48,540 | -259 | $23,521 |
| SCHWAB STRATEGIC TR |
426,397 | +14,856 | $19,879 |
| SCHZ | 426,397 | +14,856 | $19,879 |
| PIMCO ETF TR (CORP) |
176,952 | +5,778 | $17,209 |
| CORP | 176,952 | +5,778 | $17,209 |
| VANGUARD INDEX FDS (VTV) |
61,348 | +912 | $9,173 |
| VTV | 61,348 | +912 | $9,173 |
| VANGUARD ADMIRAL FDS INC (VIOV) |
83,165 | +2,796 | $7,361 |
| VIOV | 83,165 | +2,796 | $7,361 |
| VANGUARD INDEX FDS (VB) |
17,857 | +271 | $3,810 |
| VB | 17,857 | +271 | $3,810 |
| FIDELITY COVINGTON TRUST |
25,670 | -972 | $3,687 |
| FTEC | 25,670 | -972 | $3,687 |
| VANGUARD INDEX FDS (VO) |
15,702 | +29 | $3,654 |
| VO | 15,702 | +29 | $3,654 |
| ISHARES TR (LQD) |
27,792 | +598 | $3,075 |
| LQD | 27,792 | +598 | $3,075 |
| APPLE INC |
5,833 | +36 | $1,123 |
| AAPL | 5,833 | +36 | $1,123 |
| VANGUARD WORLD FD (ESGV) |
6,845 | -233 | $582 |
| ESGV | 6,845 | -233 | $582 |
| PRINCIPAL FINANCIAL GROUP IN |
6,876 | +116 | $541 |
| PFG | 6,876 | +116 | $541 |
| DEERE & CO |
1,057 | -64 | $423 |
| DE | 1,057 | -64 | $423 |
| ISHARES TR (ESML) |
10,663 | +262 | $405 |
| ESML | 10,663 | +262 | $405 |
| KEURIG DR PEPPER INC |
10,123 | +76 | $337 |
| KDP | 10,123 | +76 | $337 |
| CASEYS GEN STORES INC |
1,202 | -53 | $330 |
| CASY | 1,202 | -53 | $330 |
| INTUITIVE SURGICAL INC |
958 | UNCH | $323 |
| ISRG | 958 | UNCH | $323 |
| DIMENSIONAL ETF TRUST (DFAC) |
9,457 | +34 | $276 |
| DFAC | 9,457 | +34 | $276 |
| WALMART INC |
1,598 | -148 | $252 |
| WMT | 1,598 | -148 | $252 |
| AMGEN INC |
856 | +7 | $247 |
| AMGN | 856 | +7 | $247 |
| DIMENSIONAL ETF TRUST (DFAT) |
4,099 | +4,099 | $215 |
| DFAT | 4,099 | +4,099 | $215 |
See Full List: All Stocks Held By Mokosak Advisory Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Mokosak Advisory Group LLC
|
Size ($ in 1000's)
At 12/31/2023: $278,834 At 09/30/2023: $245,912 Mokosak Advisory Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Mokosak Advisory Group LLC 13F filings. Link to 13F filings: SEC filings |
