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LANDAAS & CO /WI /ADV

Q2 2026 13F Holdings

  • Location
    milwaukee, WI
  • Num holdings

    149

  • Value ($000)

    $549,651

  • Date Filed
    07/21/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$123.47M
23 %

333,669

I
IWD

ISHARES TR

RUS 1000 VAL ETF
464287598
$93.38M
17 %

385,177

Q
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$68.2M
12 %

310,816

G
GARP

ISHARES TR

MSCI US GARP ETF
46436E403
$41.89M
8 %

507,447

D
DFIV

DIMENSIONAL ETF TRUST

INTERNATNAL VAL
25434V807
$40.85M
7 %

756,140

C
CGSD

CAPITAL GRP FIXED INCM ETF T

SHORT DURATION
14020Y409
$14.71M
3 %

571,548

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$13.64M
3 %

19,854

T
TFLO

ISHARES TR

TRS FLT RT BD
46434V860
$11.18M
2 %

220,857

I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$10.01M
2 %

80,619

A
AAPL

APPLE INC

COM
037833100
$8.75M
2 %

30,252

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