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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 Q2 2025 · Filed August 11, 2025 · Accession 0001104659-25-075989

Total Value
$418.7M
Positions
116
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (116)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF922908769352,696$107.2M25.60%
2ISHARES TR RUSSELL 1000 VALUE ETF464287598360,714$70.1M16.73%
3ISHARES TR MSCI USA QUALITY FACTOR ETF46432F339354,232$64.8M15.47%
4ISHARES TR TREAS FLTG RATE BD ETF46434V860748,412$37.9M9.05%
5ISHARES TR MSCI USA QUALITY GARP ETF46436E403424,178$25.6M6.12%
6VANGUARD INDEX FDS S&P 500 ETF SHS NEW92290836319,297$11.0M2.62%
7ISHARES TR RUSSELL 1000 GROWTH ETF46428761419,824$8.4M2.01%
8WISDOMTREE TR WISDOMTREE FLTG RATE TREAS FD NEWWT166,016$8.4M1.99%
9DIMENSIONAL ETF TR INTL VALE ETF25434V807159,845$6.8M1.64%
10APPLE INC COMAAPL28,771$5.9M1.41%
11MICROSOFT CORP COMMSFT11,530$5.7M1.37%
12ISHARES TR SELECT DIVID ETF FD46428716836,895$4.9M1.17%
13T ROWE PRICE EXCHANGE-TRADED FDS INC EQUITY INCOME ETF87283Q20685,200$3.6M0.87%
14ISHARES TR RUSSELL 1000 ETF4642876226,860$2.3M0.56%
15TESLA INC COMTSLA6,701$2.1M0.51%
16ORACLE CORP COMORCL-PD8,390$1.8M0.44%
17AMAZON COM INC COMAMZN7,667$1.7M0.40%
18CAPITAL GROUP INTL FOCUS EQUITY ETF SHS14019W10961,556$1.7M0.40%
19NVIDIA CORP COMNVDA9,560$1.5M0.36%
20SELECT SECTOR SPDR TR INDL81369Y7049,515$1.4M0.34%
21FISERV INC COMFISV7,922$1.4M0.33%
22WEC ENERGY GROUP INC COMWEC12,807$1.3M0.32%
23JPMORGAN CHASE & CO COMVYLD4,167$1.2M0.29%
24SPDR S&P 500 ETF TR TR UNITSPY1,930$1.2M0.28%
25J P MORGAN EXCHANGE-TRADED FD TR ACTIVE VALUE ETF46641Q16718,068$1.2M0.28%
26SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF80852479742,420$1.1M0.27%
27SELECT SECTOR SPDR TR FINANCIAL81369Y60521,431$1.1M0.27%
28BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A2,304$1.1M0.27%
29PROCTER & GAMBLE CO COM7427181096,685$1.1M0.25%
30ISHARES TR US AEROSPACE & DEFENSE ETF4642887605,640$1.1M0.25%
31VANGUARD WORLD FD ESG U S STOCK ETF9219107338,710$955,0000.23%
32MCDONALDS CORP COMMCD3,209$938,0000.22%
33ABBVIE INC COMABBV4,955$920,0000.22%
34INVESCO EXCHANGE-TRADED FD TR II S&P 500 LOW VOLATILITY ETFIVZ12,608$918,0000.22%
35T ROWE PRICE EXCHANGE-TRADED FDS INC BLUE CHIP GROWTH ETF87283Q10717,617$799,0000.19%
36DISNEY WALT CO DISNEY COM2546871066,035$748,0000.18%
37ALPHABET INC CL AGOOG4,181$737,0000.18%
38ISHARES TR MSCI INTL QUALITY FACTOR ETF46434V45616,967$733,0000.18%
39CAPITAL GROUP CORE EQUITY ETF SHS14020V10819,090$705,0000.17%
40VANGUARD WORLD FD VANGUARD MEGA CAP VALUE ETF9219108405,186$680,0000.16%
41CATERPILLAR INC COMCAT1,733$673,0000.16%
42VANGUARD MUN BD FDS TAX-EXEMPT BD INDEX FD ETF92290774613,726$673,0000.16%
43FREEPORT-MCMORAN INC CL BFCX15,390$667,0000.16%
44ISHARES TR INTL SELECT DIVID ETF INDEX FD46428844818,756$647,0000.15%
45ISHARES INC MSCI GLOBAL MINIMUM VOL FACTOR ETF4642865254,575$542,0000.13%
46COSTCO WHOLESALE CORP NEW COM22160K105542$537,0000.13%
47AMPHENOL CORP NEW CL A0320951015,200$514,0000.12%
48INVESCO EXCHANGE-TRADED SELF-INDEXED FD TR INVESCO BULLETSHARES 2028 CORP BD ETFIVZ24,763$507,0000.12%
49INVESCO QQQ TR UNIT SER 1IVZ902$498,0000.12%
50NEXTERA ENERGY INC COMNEE-PW6,855$476,0000.11%
51EXXON MOBIL CORP COMXOM4,372$471,0000.11%
52VANGUARD INDEX FDS VANGUARD VALUE ETF9229087442,609$461,0000.11%
53ABBOTT LABS COMABLZF3,364$458,0000.11%
54COCA COLA CO COMKO6,432$455,0000.11%
55EATON CORPORATION PLC SHS ISIN#IE00B8KQN827ETN1,268$453,0000.11%
56VANGUARD INDEX FDS VANGUARD GROWTH ETF922908736998$437,0000.10%
57FIDELITY NATL INFORMATION SVCS INC COM31620M1065,169$421,0000.10%
58ISHARES TR ISHARES 0-3 MNTH TREAS BD ETF46436E7184,160$419,0000.10%
59VANECK ETF TR MORNINGSTAR WIDE MOAT ETF92189F6434,419$414,0000.10%
60INVESCO EXCHANGE-TRADED FD TR II INVESCO S&P 500 REVENUE ETFIVZ3,802$397,0000.09%
61LILLY ELI & CO COMLLY502$391,0000.09%
62ISHARES TR MSCI EAFE MINIMUM VOLATILITY FACTOR ETF46429B6894,650$391,0000.09%
63LINDE PLC NEW SHS ISIN#IE000S9YS762LIN828$388,0000.09%
64INTERNATIONAL BUSINESS MACHS CORP COMINTR1,291$381,0000.09%
65CAPITAL GROUP GLOBAL GROWTH EQUITY ETF SHS14020X10411,906$381,0000.09%
66ISHARES TR MORNINGSTAR U S EQUITY ETF4642871274,379$376,0000.09%
67ASML HLDG N V N Y REGISTRY SHS NEW 2012 ISIN#USN070592100ASMLF464$372,0000.09%
68VANGUARD WORLD FD VANGUARD MEGA CAP GROWTH ETF9219108161,010$370,0000.09%
69JOHNSON & JOHNSON COMJNJ2,398$366,0000.09%
70ISHARES TR ESG MSCI KLD 400 ETF4642885703,125$363,0000.09%
71VISA INC COM CL AV1,013$360,0000.09%
72RTX CORP COMRTX2,414$352,0000.08%
73ALPHABET INC CAP STK CL CGOOG1,975$350,0000.08%
74QUALCOMM INC COMQCOM2,191$349,0000.08%
75ISHARES TR ESG MSCI USA LEADERS ETF46435U2183,154$342,0000.08%
76PHILIP MORRIS INTL INC COM7181721091,876$342,0000.08%
77VANGUARD INTL FD FTSE DEVELOPED MKTS ETF9219438585,960$340,0000.08%
78NUCOR CORP COMNUE2,600$337,0000.08%
79US BANCORP DEL COM NEWUSB-PS7,377$334,0000.08%
80FIDELITY COVINGTON TR DIVID ETF FOR RISING RATES3160928326,060$329,0000.08%
81VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS9219088441,598$327,0000.08%
82ARK 21SHARES BITCOIN ETF SHS BEN INTARKB8,987$322,0000.08%
83WALMART INC COMWMT3,241$317,0000.08%
84AMGEN INC COMAMGN1,100$307,0000.07%
85INVESCO EXCHANGE-TRADED FD TR II PFD ETFIVZ25,987$289,0000.07%
86THOMSON REUTERS CORP REGISTERED SHS ISIN#CA8849038085TMSOF1,417$285,0000.07%
87VANGUARD WHITEHALL FDS INTL DIVID APPRECIATION ETF SHS9219468103,150$284,0000.07%
88CAPITAL ONE FINL CORP COM14040H1051,337$284,0000.07%
89INVESCO EXCHANGE-TRADED SELF-INDEXED FD TR BULLETSHARES 2027IVZ12,061$283,0000.07%
90AUTOMATIC DATA PROCESSING INC COMADP910$281,0000.07%
91MGE ENERGY INC COMMGEE3,166$280,0000.07%
92CVS HEALTH CORP COMCVS3,794$262,0000.06%
93VANGUARD STAR FDS VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS9219097683,723$257,0000.06%
94MONDELEZ INTL INC CL A6092071053,630$245,0000.06%
95MCCORMICK & CO INC COM NON VTGMKC-V3,150$239,0000.06%
96CISCO SYS INC COMCSCO3,429$238,0000.06%
97COLGATE PALMOLIVE CO COMCL2,620$238,0000.06%
98PNC FINL SVCS GROUP INC COM6934751051,259$235,0000.06%
99INVESCO EXCHANGE-TRADED SELF-INDEXED FD TR BULLETSHARES 2026 MUN BD ETFIVZ9,986$235,0000.06%
100PEPSICO INC COMPEP1,758$232,0000.06%
101DOLLAR GEN CORP NEW COM2566771052,000$229,0000.05%
102CHEVRON CORP NEW COMCVX1,564$224,0000.05%
103MORGAN STANLEY COM NEWMS-PQ1,546$218,0000.05%
104UNION PAC CORP COMUNP942$217,0000.05%
105AMERICAN CENTY ETF TR AVANTIS U S EQUITY ETF0250728852,142$216,0000.05%
106CAPITAL GROUP INTL EQUITY ETF SHS14021M1076,500$214,0000.05%
107BANK OF MONTREAL0636711011,918$212,0000.05%
108VERIZON COMMUNICATIONS INC COMVZ4,888$212,0000.05%
109REPUBLIC SVCS INC COM760759100850$210,0000.05%
110SCHWAB STRATEGIC TR US LARGE-CAP VALUE ETF8085244097,600$210,0000.05%
111LOCKHEED MARTIN CORP COMLMT450$208,0000.05%
112CAPITAL GROUP DIVID VALUE ETF SHS14020W1065,269$208,0000.05%
113AUTONATION INC COMAN1,030$205,0000.05%
114UNITEDHEALTH GROUP INC COMUNH653$204,0000.05%
115INVESCO EXCHANGE-TRADED SELF-INDEXED FD TR BULLETSHARES 2028 MUN BD ETFIVZ8,643$201,0000.05%
116PINSTRIPES HLDGS INC CL A06690B10777,595$4,0000.00%