LANDAAS & CO /WI /ADV

Est. AUM

$454.7M

13F long equity, this entity only

Positions

128

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$107.7M	335642	23.68%	SOLE
2	ISHARES TR	RUS 1000 VAL ETF	$79.8M	373523	17.55%	SOLE
3	ISHARES TR	MSCI USA QLT FCT	$59.1M	308026	12.99%	SOLE
4	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$33.4M	632114	7.34%	SOLE
5	ISHARES TR	MSCI USA QUALITY	$29.9M	467813	6.58%	SOLE
6	CAPITAL GRP FIXED INCM ETF T	SHORT DURATION	$15.0M	581816	3.30%	SOLE
7	VANGUARD INDEX FDS	S&P 500 ETF SHS	$11.9M	19833	2.61%	SOLE
8	ISHARES TR	RUS 1000 GRW ETF	$8.3M	19349	1.81%	SOLE
9	ISHARES TR	TRS FLT RT BD	$8.1M	160320	1.79%	SOLE
10	APPLE INC	COM	$8.1M	31823	1.78%	SOLE
11	ISHARES TR	SELECT DIVID ETF	$5.5M	36485	1.21%	SOLE
12	T ROWE PRICE ETF INC	PRICE EQT INCOME	$5.2M	114587	1.13%	SOLE
13	MICROSOFT CORP	COM	$5.0M	13371	1.09%	SOLE
14	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$3.0M	71172	0.67%	SOLE
15	ISHARES TR	RUS 1000 ETF	$2.3M	6476	0.51%	SOLE
16	CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$2.2M	75891	0.49%	SOLE
17	SELECT SECTOR SPDR TR	STATE STREET IND	$2.1M	12861	0.46%	SOLE
18	CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$2.0M	61053	0.45%	SOLE
19	WISDOMTREE TR	FLOATNG RAT TREA	$2.0M	39170	0.43%	SOLE
20	ISHARES TR	MSCI INTL QUALTY	$1.9M	40529	0.41%	SOLE
21	AMAZON COM INC	COM	$1.8M	8548	0.39%	SOLE
22	NVIDIA CORPORATION	COM	$1.6M	9250	0.35%	SOLE
23	WEC ENERGY GROUP INC	COM	$1.5M	12809	0.33%	SOLE
24	CATERPILLAR INC	COM	$1.4M	2004	0.31%	SOLE
25	ISHARES TR	US AER DEF ETF	$1.4M	6371	0.31%	SOLE
26	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.4M	44608	0.30%	SOLE
27	CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$1.3M	34054	0.29%	SOLE
28	TESLA INC	COM	$1.3M	3494	0.29%	SOLE
29	ABBVIE INC	COM	$1.3M	5888	0.28%	SOLE
30	J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$1.3M	17768	0.28%	SOLE
31	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.3M	1930	0.28%	SOLE
32	JPMORGAN CHASE & CO	COM	$1.2M	4171	0.27%	SOLE
33	ALPHABET INC	CAP STK CL A	$1.2M	4181	0.26%	SOLE
34	SELECT SECTOR SPDR TR	STATE STREET FIN	$1.2M	23786	0.26%	SOLE
35	ORACLE CORP	COM	$1.1M	7760	0.25%	SOLE
36	ISHARES U S ETF TR	SHORT DURATION B	$1.1M	22354	0.25%	SOLE
37	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$1.1M	26871	0.25%	SOLE
38	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.1M	2304	0.24%	SOLE
39	PROCTER & GAMBLE CO	COM	$1.0M	7021	0.22%	SOLE
40	MCDONALDS CORP	COM	$997K	3209	0.22%	SOLE
41	VANGUARD WORLD FD	ESG US STK ETF	$968K	8624	0.21%	SOLE
42	CAPITAL GROUP GLOBAL EQUITY	SHS	$928K	30432	0.20%	SOLE
43	FREEPORT MCMORAN INC	CL B	$907K	15426	0.20%	SOLE
44	INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 MUNI	$873K	36915	0.19%	SOLE
45	ISHARES TR	INTL SEL DIV ETF	$806K	18938	0.18%	SOLE
46	CAPITAL GROUP INTERNATIONAL	SHS	$786K	23736	0.17%	SOLE
47	T ROWE PRICE ETF INC	PRICE BLUE CHIP	$767K	17367	0.17%	SOLE
48	EXXON MOBIL CORP	COM	$764K	4502	0.17%	SOLE
49	VANGUARD WORLD FD	MEGA CAP VAL ETF	$752K	5186	0.17%	SOLE
50	SCHWAB STRATEGIC TR	INTERNL DIVID	$728K	22981	0.16%	SOLE

1–50 of 128

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.