• 13F History

Mokosak Advisory Group, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 24, 2025
Value $
$333M
Signature - Title
Frank Mokosak - Chief Compliance Officer
Location
Urbandale, IA
Summary
This page shows a list of all the recent 13F filings made by Mokosak Advisory Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Mokosak Advisory Group, LLC reported 33 stock holdings with total value $333M as of Q4 2024. Top holdings included SCHV, VBR, SCHG, SCHA, and SCHM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 33 $333M +$121M -$905K +$120M SCHV, VBR, SCHG, SCHA, SCHM 13F-HR 1/24/2025, 05:15 PM
Q3 2024 31 $333M +$11.4M -$1.31M +$10.1M SCHV, VBR, SCHG, SCHA, SCHM 13F-HR 10/16/2024, 05:04 PM
Q2 2024 29 $303M +$2.56M -$999K +$1.56M SCHV, VBR, SCHG, SCHM, VGT 13F-HR 7/25/2024, 05:19 PM
Q1 2024 31 $303M +$12.8M -$6.2M +$6.62M SCHV, VBR, SCHG, SCHM, SCHA 13F-HR 4/29/2024, 08:49 PM
Q4 2023 27 $279M +$6.15M -$948K +$5.2M SCHV, VBR, SCHG, SCHA, SCHM 13F-HR 1/31/2024, 03:46 PM
Q3 2023 26 $246M +$4.85M -$1.04M +$3.81M SCHV, VBR, SCHG, SCHM, SCHA 13F-HR 10/19/2023, 11:33 AM
Q2 2023 25 $253M +$7.32M -$917K +$6.4M SCHV, VBR, SCHG, VGT, SCHM 13F-HR 8/2/2023, 06:14 PM
Q1 2023 23 $235M +$6.53M -$1.31M +$5.23M SCHV, VBR, SCHG, SCHM, SCHA 13F-HR 4/12/2023, 11:22 AM
Q4 2022 24 $224M +$11.1M -$771K +$10.3M SCHV, VBR, SCHG, SCHM, SCHA 13F-HR 2/2/2023, 09:10 AM
Q3 2022 24 $203M +$9.84M -$6.08M +$3.76M SCHV, VBR, SCHG, SCHA, SCHM 13F-HR 11/9/2022, 03:56 PM
Q2 2022 21 $210M +$18.5M -$17.2M +$1.32M SCHV, VBR, SCHG, SCHZ, SCHA 13F-HR 8/1/2022, 05:41 PM
Q1 2022 25 $247M +$34.9M -$3.4M +$31.5M VBR, SCHG, SCHV, SCHZ, SCHM 13F-HR 5/4/2022, 09:44 PM
Q4 2021 26 $261M +$4.84M -$334K +$4.51M SCHG, VBR, SCHV, SCHM, SCHZ 13F-HR 2/1/2022, 08:26 PM
Q3 2021 25 $241M +$6.02M -$165K +$5.86M SCHG, VBR, SCHV, SCHZ, SCHM 13F-HR 10/20/2021, 09:45 PM
Q2 2021 22 $238M +$2.44M -$990K +$1.45M SCHG, VBR, SCHV, SCHZ, SCHA 13F-HR 7/20/2021, 09:50 PM
Q1 2021 21 $223M +$7.42M -$7.63M -$215K VBR, SCHG, SCHV, SCHZ, SCHA 13F-HR 4/14/2021, 01:06 PM
Q4 2020 23 $209M +$6.77M -$195K +$6.57M SCHG, VBR, SCHV, SCHA, SCHM 13F-HR 1/27/2021, 04:31 PM
Q3 2020 22 $175M +$3.3M -$1.27M +$2.04M SCHG, VBR, SCHV, SCHZ, CORP 13F-HR 10/15/2020, 06:20 PM
Q2 2020 21 $164M +$4.74M -$681K +$4.05M SCHG, VBR, SCHV, SCHZ, CORP 13F-HR 7/10/2020, 04:54 PM
Q1 2020 18 $134M +$41.6M +$41.6M SCHG, VBR, SCHV, SCHZ, CORP 13F-HR 4/9/2020, 05:37 PM
Q4 2019 24 $153M +$6.07M -$579K +$5.49M VBR, SCHG, SCHV, SCHM, SCHA 13F-HR 1/21/2020, 03:47 PM
Q3 2019 25 $151M +$3.78M -$352K +$3.43M VBR, SCHG, SCHV, CORP, SCHM 13F-HR 10/15/2019, 10:57 AM
Q2 2019 22 $148M +$1.27M -$214K +$1.05M VBR, SCHG, SCHV, SCHM, SCHA 13F-HR 7/16/2019, 07:46 PM
Q1 2019 21 $144M +$15.3M -$686K +$14.6M VBR, SCHG, SCHV, SCHM, SCHA 13F-HR 4/16/2019, 10:16 AM
Q4 2018 22 $129M +$29.1M -$24.9M +$4.23M VBR, SCHV, SCHX, SCHZ, CORP 13F-HR 1/17/2019, 06:38 PM
Q3 2018 13 $144M +$4.43M -$336K +$4.1M VBR, SCHV, SCHX, SCHM, SCHA 13F-HR 11/9/2018, 03:47 PM
Q2 2018 10 $136M +$4.55M +$4.55M VBR, SCHX, SCHV, SCHZ, SCHA 13F-HR 7/23/2018, 04:44 PM
Q1 2018 10 $129M +$2.53M +$2.53M VBR, SCHV, SCHX, SCHZ, CORP 13F-HR 5/9/2018, 02:47 PM
Q4 2017 10 $129M VBR, SCHV, SCHX, CORP, SCHZ 13F-HR 2/12/2018, 08:46 PM