LANDAAS & CO /WI /ADV
Q1 2025 13F Holdings
- Locationmilwaukee, WI
- Num holdings
94
- Value ($000)
$361,713
- Date Filed05/02/2025
- Form type13F-HR
- CIK0000913990
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | TOTAL STK MKT | 922908769 | $100.38M | 28 % | 365,227 | ||
IWD ISHARES TR RUSSELL 1000 VALUE ETF | RUS 1000 VAL ETF | 464287598 | $67.72M | 19 % | 359,893 | ||
QUAL ISHARES TR MSCI USA QUALITY FACTOR ETF | MSCI USA QLT FCT | 46432F339 | $60.42M | 17 % | 353,588 | ||
TFLO ISHARES TR TREAS FLTG RATE BD ETF | TRS FLT RT BD | 46434V860 | $33.41M | 9 % | 659,530 | ||
GARP ISHARES TR MSCI USA QUALITY GARP ETF | MSCI USA QUALITY | 46436E403 | $20.87M | 6 % | 409,098 | ||
VOO VANGUARD INDEX FDS S&P 500 ETF SHS NEW | S&P 500 ETF SHS | 922908363 | $8.87M | 3 % | 17,261 | ||
IWF ISHARES TR RUSSELL 1000 GROWTH ETF | RUS 1000 GRW ETF | 464287614 | $7.13M | 2 % | 19,735 | ||
AAPL APPLE INC COM | COM | 037833100 | $6.41M | 2 % | 28,863 | ||
DVY ISHARES TR SELECT DIVID ETF FD | SELECT DIVID ETF | 464287168 | $5.11M | 1 % | 38,054 | ||
MSFT MICROSOFT CORP COM | COM | 594918104 | $3.83M | 1 % | 10,212 |
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