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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

LANDAAS & CO /WI /ADV

Quarter ended Q4 2025 · Filed January 21, 2026 · Accession 0000913990-26-000006

Total Value
$454.5M
Positions
126
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (126)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769341,318$114.4M25.18%
2ISHARES TR464287598365,197$76.8M16.90%
3ISHARES TR46432F339311,714$61.9M13.62%
4ISHARES TR46436E403443,970$30.2M6.65%
5DIMENSIONAL ETF TRUST25434V807473,890$23.6M5.20%
6CAPITAL GRP FIXED INCM ETF T14020Y409541,876$14.1M3.10%
7ISHARES TR46434V860271,146$13.7M3.01%
8VANGUARD INDEX FDS92290836320,025$12.6M2.76%
9ISHARES TR46428761419,712$9.3M2.05%
10APPLE INCAAPL28,099$7.6M1.68%
11MICROSOFT CORPMSFT11,861$5.7M1.26%
12ISHARES TR46428716836,080$5.1M1.12%
13T ROWE PRICE ETF INC87283Q20699,032$4.5M0.98%
14WISDOMTREE TRWT59,710$3.0M0.66%
15CAPITAL GROUP DIVIDEND VALUE14020W10666,906$2.9M0.64%
16ISHARES TR4642876226,515$2.4M0.54%
17CAPITAL GROUP INTL FOCUS EQT14019W10975,552$2.2M0.49%
18SELECT SECTOR SPDR TR81369Y70412,632$2.0M0.43%
19ISHARES TR46434V45639,102$1.8M0.39%
20AMAZON COM INCAMZN7,676$1.8M0.39%
21NVIDIA CORPORATIONNVDA9,185$1.7M0.38%
22ORACLE CORPORCL-PD7,760$1.5M0.33%
23WEC ENERGY GROUP INCWEC12,808$1.4M0.30%
24TESLA INCTSLA3,001$1.3M0.30%
25JPMORGAN CHASE & CO.VYLD4,171$1.3M0.30%
26ISHARES TR4642887606,223$1.3M0.29%
27SPDR S&P 500 ETF TRSPY1,930$1.3M0.29%
28ALPHABET INCGOOG4,181$1.3M0.29%
29SELECT SECTOR SPDR TR81369Y60523,335$1.3M0.28%
30J P MORGAN EXCHANGE TRADED F46641Q16717,768$1.3M0.28%
31SCHWAB STRATEGIC TR80852479744,608$1.2M0.27%
32CAPITAL GROUP CORE EQUITY ET14020V10829,625$1.2M0.26%
33BERKSHIRE HATHAWAY INC DELBRK-A2,304$1.2M0.25%
34CAPITAL GROUP GBL GROWTH EQT14020X10433,012$1.1M0.25%
35ABBVIE INCABBV4,905$1.1M0.25%
36CATERPILLAR INCCAT1,871$1.1M0.24%
37VANGUARD WORLD FD9219107338,710$1.1M0.23%
38MCDONALDS CORPMCD3,209$980,7670.22%
39PROCTER AND GAMBLE CO7427181096,775$970,9640.21%
40INVESCO EXCH TRADED FD TR IIIVZ12,828$916,1730.20%
41T ROWE PRICE ETF INC87283Q10718,224$908,6490.20%
42CAPITAL GRP FIXED INCM ETF T14020Y60731,220$822,3350.18%
43FREEPORT-MCMORAN INCFCX15,490$786,7380.17%
44INVESCO EXCH TRD SLF IDX FDIVZ32,696$773,7570.17%
45CAPITAL GROUP INTERNATIONAL14021T10223,736$771,4200.17%
46VANGUARD WORLD FD9219108405,186$732,0560.16%
47ISHARES TR46428844818,117$714,7320.16%
48SCHWAB STRATEGIC TR80852467222,981$685,2930.15%
49VANGUARD MUN BD FDS92290774612,937$650,6020.14%
50DISNEY WALT CO2546871065,635$641,0630.14%
51ALPHABET INCGOOG1,926$604,3790.13%
52INVESCO QQQ TRIVZ940$577,7100.13%
53VANGUARD INDEX FDS9229087443,003$573,5430.13%
54INVESCO EXCH TRD SLF IDX FDIVZ23,736$557,8070.12%
55INVESCO EXCH TRADED FD TR IIIVZ4,863$556,8140.12%
56NEXTERA ENERGY INCNEE-PW6,855$550,3190.12%
57ISHARES U S ETF TR46431W50710,647$544,0620.12%
58EXXON MOBIL CORPXOM4,519$543,7820.12%
59JOHNSON & JOHNSONJNJ2,614$540,9240.12%
60ISHARES INC4642865254,491$533,3400.12%
61INTERNATIONAL BUSINESS MACHSINTR1,788$529,6450.12%
62FISERV INCFISV7,801$523,9930.12%
63INVESCO EXCH TRD SLF IDX FDIVZ24,763$510,1180.11%
64ASML HOLDING N VASMLF464$496,4150.11%
65VANGUARD WHITEHALL FDS9219468105,407$494,4700.11%
66VANECK ETF TRUST92189F6434,400$455,6640.10%
67AMPHENOL CORP NEW0320951013,371$455,5570.10%
68COCA COLA COKO6,432$449,6610.10%
69RTX CORPORATIONRTX2,414$442,7280.10%
70ELI LILLY & COLLY400$429,8720.09%
71NUCOR CORPNUE2,600$424,0860.09%
72ISHARES TR4642885703,266$420,7010.09%
73ISHARES TR4642871274,394$414,7020.09%
74ABBOTT LABSABLZF3,274$410,1890.09%
75ISHARES TR46429B6894,650$401,0630.09%
76COSTCO WHSL CORP NEW22160K105465$400,9880.09%
77US BANCORP DELUSB-PS7,457$397,9190.09%
78VANGUARD INDEX FDS922908736805$392,4830.09%
79ISHARES TR4642882405,660$379,9560.08%
80VANGUARD TAX-MANAGED FDS9219438586,070$379,1930.08%
81QUALCOMM INCQCOM2,191$374,7710.08%
82ISHARES TR46435U2183,021$366,3460.08%
83INVESCO EXCH TRD SLF IDX FDIVZ15,483$366,0960.08%
84VANGUARD WORLD FD921910816878$362,4120.08%
85AMGEN INCAMGN1,100$360,0410.08%
86DIMENSIONAL ETF TRUST25434V8728,405$357,7170.08%
87LINDE PLCLIN828$353,0510.08%
88VANGUARD SPECIALIZED FUNDS9219088441,598$351,2080.08%
89FIDELITY NATL INFORMATION SV31620M1065,169$343,4990.08%
90CAPITAL ONE FINL CORP14040H1051,337$324,0350.07%
91WALMART INCWMT2,824$314,6120.07%
92EATON CORP PLCETN966$307,6810.07%
93VISA INCV868$304,4380.07%
94CVS HEALTH CORPCVS3,794$301,0920.07%
95PHILIP MORRIS INTL INC7181721091,876$300,9100.07%
96VANGUARD STAR FDS9219097683,924$296,0270.07%
97INVESCO EXCH TRADED FD TR IIIVZ25,987$292,0940.06%
98MORGAN STANLEYMS-PQ1,546$274,4610.06%
99LOCKHEED MARTIN CORPLMT550$266,0190.06%
100DOLLAR GEN CORP NEW2566771052,000$265,5400.06%
101CISCO SYS INCCSCO3,434$264,5090.06%
102GE AEROSPACE369604301843$259,6690.06%
103BANK MONTREAL QUE0636711011,918$248,9370.05%
104PNC FINL SVCS GROUP INC6934751051,169$244,0050.05%
105CAPITAL GROUP INTERNATIONAL14021M1076,996$243,6010.05%
106AMERICAN CENTY ETF TR0250728852,142$239,4330.05%
107CHEVRON CORP NEWCVX1,564$238,4400.05%
108AUTOMATIC DATA PROCESSING INADP910$234,0790.05%
1093M COMMM1,433$229,4230.05%
110SCHWAB STRATEGIC TR8085244097,600$225,0360.05%
111RBB FUND TRUST75526L8784,650$224,8740.05%
112FIDELITY COVINGTON TRUST3160928323,660$223,3330.05%
113UNION PAC CORPUNP942$217,9030.05%
114UNITEDHEALTH GROUP INCUNH653$215,6610.05%
115MCCORMICK & CO INCMKC-V3,150$214,5470.05%
116AUTONATION INCAN1,030$212,6740.05%
117PAYPAL HLDGS INCPYPL3,602$210,2850.05%
118BANK NEW YORK MELLON CORP0640581001,811$210,2390.05%
119PRICE T ROWE GROUP INCTROW2,053$210,1860.05%
120PEPSICO INCPEP1,458$209,2870.05%
121CENCORA INCCOR617$208,3920.05%
122COLGATE PALMOLIVE COCL2,620$207,0320.05%
123MERCK & CO INCMRK1,958$206,1240.05%
124LOWES COS INC548661107842$203,0570.04%
125HOME DEPOT INCHD587$202,0380.04%
126ISHARES TR4642882571,419$200,7740.04%