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Home > Institutional Investor > Mokosak Advisory Group, Llc > Profile

Instuitional Investor - Mokosak Advisory Group, Llc

Fund Profile
Filing Period:
Fund Name: Mokosak Advisory Group, Llc
Portfolio Value $278,835,895
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 822,674 $57,668,486 20.68%
2.
Vanguard Index Fds
 263,688 $47,454,611 17.01%
3.
Schwab Strategic Trust
 FNDF 353,415 $29,321,217 10.51%
4.
Schwab Strategic Trust
 FNDF 509,910 $24,088,261 8.63%
5.
Schwab Strategic Trust
 FNDF 314,229 $23,667,455 8.48%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)