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Mokosak Advisory Group, LLC → TSMWF

Mokosak Advisory Group, LLC TSMWF Position History

TSMWF

Quarters held
4
Latest value
$595K
Q3 2026
Peak value
$604K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$384K
Q1 2026$432K
Q2 2026$604K
Q3 2026$595K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$595K1.3K——
Q2 2026$604K1.3K——
Q1 2026$432K1.3K——
Q4 2025$384K1.3K——

Other funds holding TSMWF

Other Mokosak Advisory Group, LLC positions

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SCHWAB STRATEGIC TR

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SCHWAB STRATEGIC TR

$91.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$90.3M
VGES

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$79.7M
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VANGUARD MORNINGSTAR

$76.6M
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VANGUARD INDEX FDS

$70.5M
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VANGUARD INDEX FDS

$68.5M