StockDriftsStockDriftsTop 34 Mokosak Advisory Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHV | SCHWAB STRATEGIC TR | 22.97% | 3.01M | $91.8M | -1.31%(-39.96K) | $21.06(+55.94%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 17.65% | 324.5K | $70.5M | +0.33%(+1.08K) | $145.03(+58.60%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 8.8% | 1.14M | $35.2M | -0.26%(-2.97K) | $20.20(+70.65%) | 2026-03-31 | |
| SCHA | SCHWAB STRATEGIC TR | 8.71% | 1.20M | $34.8M | -1.72%(-20.93K) | $19.54(+69.36%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 8.68% | 1.19M | $34.7M | +1.08%(+12.67K) | $11.37(+201.93%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 7.21% | 41.2K | $28.8M | -3.47%(-1.48K) | $34.13(+232.45%) | 2026-03-31 | |
| SCHZ | SCHWAB STRATEGIC TR | 7.18% | 1.24M | $28.7M | +7.25%(+83.58K) | $24.54(-5.97%) | 2026-03-31 | |
| CORP | PIMCO ETF TR | 6.25% | 257.9K | $25.0M | +8.00%(+19.11K) | $103.11(-6.35%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 3.17% | 64.6K | $12.7M | +0.93%(+597) | $124.22(+67.74%) | 2026-03-31 | |
| VIOV | VANGUARD ADMIRAL FDS INC | 2.42% | 95.1K | $9.7M | +0.25%(+238) | $66.04(+64.68%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.70% | +39.37% |
| Top 20 Holdings Unweighted | +13.45% | +46.01% |
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