- New Purchases: VBK, DFAC, ISRG, WMT,
- Added Positions: VBR, SCHV, SCHA, SCHM, SCHG, VGT, LQD, AAPL, ESML, ESGV,
- Reduced Positions: VB, FTEC,
For the details of Mokosak Advisory Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/mokosak+advisory+group%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Mokosak Advisory Group, LLC- Schwab U.S. Large-Cap Growth ETF (SCHG) - 285,304 shares, 17.52% of the total portfolio. Shares added by 1.44%
- Vanguard Small Cap Value ETF (VBR) - 244,668 shares, 17.18% of the total portfolio. Shares added by 3.66%
- Schwab U.S. Large-Cap Value ETF (SCHV) - 529,063 shares, 14.80% of the total portfolio. Shares added by 3.41%
- Schwab US Aggregate Bond ETF (SCHZ) - 375,743 shares, 8.45% of the total portfolio. Shares added by 0.28%
- Schwab U.S. Mid-Cap ETF (SCHM) - 264,269 shares, 8.40% of the total portfolio. Shares added by 3.68%
Mokosak Advisory Group, LLC initiated holding in Vanguard Small Cap Growth ETF. The purchase prices were between $273.51 and $297.22, with an estimated average price of $286.13. The stock is now traded at around $291.860000. The impact to a portfolio due to this purchase was 0.11%. The holding were 934 shares as of 2021-09-30.
New Purchase: Dimensional U.S. Core Equity 2 ETF (DFAC)Mokosak Advisory Group, LLC initiated holding in Dimensional U.S. Core Equity 2 ETF. The purchase prices were between $25.98 and $27.82, with an estimated average price of $27.1. The stock is now traded at around $27.950000. The impact to a portfolio due to this purchase was 0.1%. The holding were 9,282 shares as of 2021-09-30.
New Purchase: Intuitive Surgical Inc (ISRG)Mokosak Advisory Group, LLC initiated holding in Intuitive Surgical Inc. The purchase prices were between $309.15 and $360.85, with an estimated average price of $335.78. The stock is now traded at around $339.800000. The impact to a portfolio due to this purchase was 0.09%. The holding were 624 shares as of 2021-09-30.
New Purchase: Walmart Inc (WMT)Mokosak Advisory Group, LLC initiated holding in Walmart Inc. The purchase prices were between $139.32 and $151.45, with an estimated average price of $144.54. The stock is now traded at around $146.000000. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,598 shares as of 2021-09-30.
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