Mokosak Advisory Group, LLC: 13F holdings
CIK 17131122026Q2
| Positions | 38 |
|---|
| Reported value | $461.7m |
|---|
| Filed | 2026-08-03 |
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Change since last quarter
| Positions | 38 (+4 vs prior quarter) |
|---|
| Reported value | $461.7m (+15.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHV SCHWAB STRATEGIC TR | 3,013,603 | $104.9m | 22.7% |
| VBR VANGUARD INDEX FDS | 327,918 | $79.7m | 17.3% |
| SCHA SCHWAB STRATEGIC TR | 1,183,905 | $42.8m | 9.3% |
| SCHM SCHWAB STRATEGIC TR | 1,129,814 | $41.7m | 9.0% |
| SCHG SCHWAB STRATEGIC TR | 1,206,066 | $40.8m | 8.8% |
| VGT VANGUARD WORLD FD | 322,029 | $38.5m | 8.3% |
| SCHZ SCHWAB STRATEGIC TR | 1,297,292 | $30.0m | 6.5% |
| CORP PIMCO ETF TR | 272,417 | $26.4m | 5.7% |
| VTV VANGUARD INDEX FDS | 62,620 | $13.6m | 3.0% |
| VIOV VANGUARD ADMIRAL FDS INC | 91,679 | $10.8m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1713112")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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