MA

Mokosak Advisory Group, LLC

13F
Mokosak Advisory Group, LLC
Last update 2025-07-17 35 Stocks (1 new)
Value $354.00 Mil Turnover 2 %
Countries:
Top Holdings: SCHV(22.78%)VBR(16.82%)SCHG(9.62%)SCHM(8.56%)SCHA(8.40%)
Summary Stock Picks Current Portfolio
Mokosak Advisory Group, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHV
Schwab U.S. Large-Cap Value ETF
2,911,430
80,559.5
+1.60%
22.780
+0.36%
0.640
+12.87%
+9.16%
12,891.6
 
VBR
Vanguard Small Cap Value ETF
305,009
59,483.1
+2.56%
16.820
+0.42%
0.210
+16.26%
+2.22%
28,895.4
 
SCHG
Schwab U.S. Large-Cap Growth ETF
1,165,141
34,034.4
+1.98%
9.620
+0.19%
0.080
+25.61%
+6.74%
45,345.5
 
SCHM
Schwab U.S. Mid-Cap ETF
1,079,465
30,278.8
+2.71%
8.560
+0.23%
0.260
+18.24%
+4.98%
11,918.4
 
SCHA
Schwab U.S. Small-Cap ETF
1,173,734
29,695.7
+3.46%
8.400
+0.28%
0.170
+19.92%
+1.88%
17,833.0
 
VGT
Vanguard Information Technology ETF
43,030
28,576.1
+2.90%
8.080
+0.23%
0.030
+35.06%
+9.58%
84,845.6
 
SCHZ
Schwab US Aggregate Bond ETF
1,082,876
25,166.0
+1.20%
7.120
+0.08%
0.290
+2.23%
+3.88%
8,634.8
 
CORP
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
226,609
22,051.9
+2.39%
6.230
+0.15%
1.650
+2.39%
+1.91%
1,321.0
 
VTV
Vanguard Value ETF
61,812
10,924.1
-1.01%
3.090
-0.03%
0.010
+10.79%
+6.85%
134,245.4
 
VIOV
Vanguard S&P Small-Cap 600 Value ETF
Vanguard S&P Small-Cap 600 Value ETF
90,596
7,752.3
+2.16%
2.190
+0.05%
0.670
+17.62%
-4.00%
1,236.9
 

Mokosak Advisory Group, LLC's Historical Top Holdings Breakdowns

Mokosak Advisory Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VBR
Vanguard Small Cap Value ETF
2025-06-30
Add
Add
+0.42%
●
162.76 ($185.12) 195.77
$202.57
9.43%
Add 2.56%
305,009
7,610
SCHV
Schwab U.S. Large-Cap Value ETF
2025-06-30
Add
Add
+0.36%
●
23.55 ($26.29) 27.67
$28.16
7.11%
Add 1.6%
2,911,430
45,858
SCHA
Schwab U.S. Small-Cap ETF
2025-06-30
Add
Add
+0.28%
●
20.42 ($23.64) 25.3
$26.20
10.83%
Add 3.46%
1,173,734
39,242
SCHM
Schwab U.S. Mid-Cap ETF
2025-06-30
Add
Add
+0.23%
●
22.92 ($26.38) 28.05
$28.90
9.55%
Add 2.71%
1,079,465
28,466
VGT
Vanguard Information Technology ETF
2025-06-30
Add
Add
+0.23%
●
470.37 ($581.07) 663.28
$679.79
16.99%
Add 2.9%
43,030
1,213
SCHG
Schwab U.S. Large-Cap Growth ETF
2025-06-30
Add
Add
+0.19%
●
22.27 ($26.42) 29.21
$29.69
12.38%
Add 1.98%
1,165,141
22,663
NVDA
NVIDIA Corp
2025-06-30
Add
Add
+0.18%
●
94.31 ($125.57) 157.99
$167.03
33.02%
Add 193.91%
5,981
3,946
CORP
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
2025-06-30
Add
Add
+0.15%
●
94.14 ($95.68) 97.31
$96.92
1.30%
Add 2.39%
226,609
5,298
SCHZ
Schwab US Aggregate Bond ETF
2025-06-30
Add
Add
+0.08%
●
22.67 ($22.95) 23.28
$23.10
0.65%
Add 1.2%
1,082,876
12,874
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
2025-06-30
New Buy
New Buy
+0.08%
●
141.37 ($184.95) 228.57
$234.60
26.85%
New holding
1,265
1,265

Mokosak Advisory Group, LLC Total Holding History ($B)

To

Mokosak Advisory Group, LLC's Asset Allocation

To

Mokosak Advisory Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Mokosak Advisory Group, LLC's Hypothetical Growth since 2025-06-30

Mokosak Advisory Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Mokosak Advisory Group, LLC's Holdings Heat Map

Size field:

Mokosak Advisory Group, LLC's Holdings Bubble Chart

Mokosak Advisory Group, LLC News

  • 1

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