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LANDAAS & CO /WI /ADV

Q1 2026 13F Holdings

  • Location
    milwaukee, WI
  • Num holdings

    130

  • Value ($000)

    $455,913

  • Date Filed
    04/30/2026
  • Form type
    13F-HR
  • CIK
    0000913990
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$107.68M
24 %

335,642

I
IWD

ISHARES TR

RUS 1000 VAL ETF
464287598
$79.81M
18 %

373,523

Q
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$59.08M
13 %

308,026

D
DFIV

DIMENSIONAL ETF TRUST

INTERNATNAL VAL
25434V807
$33.36M
7 %

632,114

G
GARP

ISHARES TR

MSCI USA QUALITY
46436E403
$29.93M
7 %

467,813

C
CGSD

CAPITAL GRP FIXED INCM ETF T

SHORT DURATION
14020Y409
$15.01M
3 %

581,816

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$11.85M
3 %

19,833

I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$8.25M
2 %

19,349

T
TFLO

ISHARES TR

TRS FLT RT BD
46434V860
$8.12M
2 %

160,320

A
AAPL

APPLE INC

COM
037833100
$8.08M
2 %

31,823

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