All Stocks Held By Mokosak Advisory Group LLC

As of 12/31/2023, we find all stocks held by Mokosak Advisory Group LLC to be as follows, presented in the table below with each row detailing each Mokosak Advisory Group LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Mokosak Advisory Group LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Mokosak Advisory Group LLC as of the latest filing.

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
WELLS FARGO CO NEW	4,311	+4,311	$212
WFC	4,311	+4,311	$212
T ROWE PRICE ETF INC	0	-7,463	$0 (exited)
TCHP	0	-7,463	$0

See Summary: Mokosak Advisory Group LLC Top Holdings
See Details: Top 10 Stocks Held By Mokosak Advisory Group LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
DFAT	+4,099	+$215
WFC	+4,311	+$212

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
TCHP	-7,463	-$203

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
SCHV	+23,321	+$6,142
SCHZ	+14,856	+$1,677
SCHA	+12,885	+$3,501
SCHM	+7,376	+$2,899
VBR	+6,224	+$6,392
CORP	+5,778	+$1,611
VIOV	+2,796	+$1,169
VTV	+912	+$838
LQD	+598	+$301
VB	+271	+$484

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
SCHG	-4,788	+$3,270
FTEC	-972	+$411
VGT	-259	+$3,251
ESGV	-233	+$50
WMT	-148	-$27
DE	-64	$UNCH
CASY	-53	-$11
ISRG	UNCH	+$43
AMGN	+7	+$19

Mokosak Advisory Group LLC Info

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

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