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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 Q3 2025 · Filed November 4, 2025 · Accession 0001104659-25-106012

Total Value
$440.1M
Positions
124
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (124)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF922908769342,331$112.3M25.53%
2ISHARES TR RUSSELL 1000 VALUE ETF464287598361,124$73.5M16.71%
3ISHARES TR MSCI USA QUALITY FACTOR ETF46432F339329,817$64.2M14.58%
4ISHARES TR MSCI USA QUALITY GARP ETF46436E403427,979$28.1M6.38%
5ISHARES TR TREAS FLTG RATE BD ETF46434V860495,438$25.1M5.70%
6DIMENSIONAL ETF TR INTL VALE ETF25434V807342,551$15.8M3.59%
7VANGUARD INDEX FDS S&P 500 ETF SHS NEW92290836319,502$11.9M2.71%
8ISHARES TR RUSSELL 1000 GROWTH ETF46428761419,826$9.3M2.11%
9APPLE INC COMAAPL28,417$7.2M1.64%
10WISDOMTREE TR WISDOMTREE FLTG RATE TREAS FD NEWWT131,893$6.6M1.51%
11CAPITAL GROUP FIXED INCOME ETF TR SHORT DURATION INCOME ETF14020Y409248,224$6.4M1.47%
12MICROSOFT CORP COMMSFT11,631$6.0M1.37%
13ISHARES TR SELECT DIVID ETF FD46428716835,916$5.1M1.16%
14T ROWE PRICE EXCHANGE-TRADED FDS INC EQUITY INCOME ETF87283Q20693,364$4.1M0.93%
15ISHARES TR RUSSELL 1000 ETF4642876226,515$2.4M0.54%
16ORACLE CORP COMORCL-PD8,390$2.4M0.54%
17CAPITAL GROUP INTL FOCUS EQUITY ETF SHS14019W10972,816$2.2M0.49%
18NVIDIA CORP COMNVDA9,185$1.7M0.39%
19AMAZON COM INC COMAMZN7,467$1.6M0.37%
20WEC ENERGY GROUP INC COMWEC12,807$1.5M0.33%
21SELECT SECTOR SPDR TR INDL81369Y7049,515$1.5M0.33%
22TESLA INC COMTSLA3,001$1.3M0.30%
23JPMORGAN CHASE & CO COMVYLD4,171$1.3M0.30%
24ISHARES TR US AEROSPACE & DEFENSE ETF4642887606,223$1.3M0.30%
25SPDR S&P 500 ETF TR TR UNITSPY1,930$1.3M0.29%
26SELECT SECTOR SPDR TR FINANCIAL81369Y60523,335$1.3M0.29%
27J P MORGAN EXCHANGE-TRADED FD TR ACTIVE VALUE ETF46641Q16718,068$1.2M0.28%
28ABBVIE INC COMABBV5,055$1.2M0.27%
29SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF80852479742,420$1.2M0.26%
30BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A2,304$1.2M0.26%
31CAPITAL GROUP DIVID VALUE ETF SHS14020W10626,848$1.1M0.26%
32VANGUARD WORLD FD ESG U S STOCK ETF9219107338,710$1.0M0.23%
33PROCTER & GAMBLE CO COM7427181096,658$1.0M0.23%
34FISERV INC COMFISV7,922$1.0M0.23%
35ALPHABET INC CL AGOOG4,181$1.0M0.23%
36MCDONALDS CORP COMMCD3,209$975,0000.22%
37INVESCO EXCHANGE-TRADED FD TR II S&P 500 LOW VOLATILITY ETFIVZ12,800$941,0000.21%
38ISHARES TR MSCI INTL QUALITY FACTOR ETF46434V45621,089$932,0000.21%
39CATERPILLAR INC COMCAT1,833$875,0000.20%
40VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF9229087692,642$870,0000.20%
41T ROWE PRICE EXCHANGE-TRADED FDS INC BLUE CHIP GROWTH ETF87283Q10717,617$861,0000.20%
42CAPITAL GROUP CORE EQUITY ETF SHS14020V10819,238$761,0000.17%
43VANGUARD WORLD FD VANGUARD MEGA CAP VALUE ETF9219108405,186$714,0000.16%
44DISNEY WALT CO DISNEY COM2546871066,039$691,0000.16%
45AMPHENOL CORP NEW CL A0320951015,200$644,0000.15%
46ISHARES TR INTL SELECT DIVID ETF INDEX FD46428844816,945$619,0000.14%
47FREEPORT-MCMORAN INC CL BFCX15,390$604,0000.14%
48VANGUARD MUN BD FDS TAX-EXEMPT BD INDEX FD ETF92290774611,943$598,0000.14%
49VANGUARD INDEX FDS VANGUARD VALUE ETF9229087443,003$560,0000.13%
50INVESCO QQQ TR UNIT SER 1IVZ902$542,0000.12%
51ISHARES INC MSCI GLOBAL MINIMUM VOL FACTOR ETF4642865254,491$539,0000.12%
52NEXTERA ENERGY INC COMNEE-PW6,855$517,0000.12%
53INVESCO EXCHANGE-TRADED SELF-INDEXED FD TR INVESCO BULLETSHARES 2028 CORP BD ETFIVZ24,763$509,0000.12%
54COSTCO WHSL CORP NEW COM22160K105542$502,0000.11%
55EXXON MOBIL CORP COMXOM4,383$494,0000.11%
56JOHNSON & JOHNSON COMJNJ2,638$489,0000.11%
57VANGUARD WHITEHALL FDS INTL DIVID APPRECIATION ETF SHS9219468105,407$484,0000.11%
58ALPHABET INC CAP STK CL CGOOG1,975$481,0000.11%
59CAPITAL GROUP GLOBAL GROWTH EQUITY ETF SHS14020X10413,896$475,0000.11%
60ABBOTT LABS COMABLZF3,364$451,0000.10%
61INVESCO EXCHANGE-TRADED FD TR II INVESCO S&P 500 REVENUE ETFIVZ4,041$447,0000.10%
62VANECK ETF TR MORNINGSTAR WIDE MOAT ETF92189F6434,419$438,0000.10%
63VANGUARD INDEX FDS VANGUARD GROWTH ETF922908736904$433,0000.10%
64COCA COLA CO COMKO6,432$427,0000.10%
65ISHARES TR ESG MSCI KLD 400 ETF4642885703,257$410,0000.09%
66ISHARES TR MORNINGSTAR U S EQUITY ETF4642871274,386$405,0000.09%
67INTERNATIONAL BUSINESS MACHS CORP COMINTR1,436$405,0000.09%
68RTX CORP COMRTX2,414$404,0000.09%
69VANGUARD WORLD FD VANGUARD MEGA CAP GROWTH ETF9219108161,000$402,0000.09%
70INVESCO EXCHANGE-TRADED SELF-INDEXED FD TR BULLETSHARES 2027IVZ16,905$400,0000.09%
71ISHARES TR MSCI EAFE MINIMUM VOLATILITY FACTOR ETF46429B6894,650$394,0000.09%
72LILLY ELI & CO COMLLY502$383,0000.09%
73QUALCOMM INC COMQCOM2,191$364,0000.08%
74VANGUARD INTL FD FTSE DEVELOPED MKTS ETF9219438586,047$362,0000.08%
75US BANCORP DEL COM NEWUSB-PS7,416$358,0000.08%
76FIDELITY COVINGTON TR DIVID ETF FOR RISING RATES3160928326,060$355,0000.08%
77ISHARES TR ESG MSCI USA LEADERS ETF46435U2183,021$354,0000.08%
78CAPITAL GROUP INTL CORE EQUITY ETF SHS14021T10211,415$352,0000.08%
79NUCOR CORP COMNUE2,600$352,0000.08%
80VISA INC COM CL AV1,013$346,0000.08%
81VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS9219088441,598$345,0000.08%
82FIDELITY NATL INFORMATION SVCS INC COM31620M1065,169$341,0000.08%
83WALMART INC COMWMT3,243$334,0000.08%
84INVESCO EXCHANGE-TRADED SELF-INDEXED FD TR BULLETSHARES 2028 MUN BD ETFIVZ13,957$327,0000.07%
85PHILIP MORRIS INTL INC COM7181721091,942$315,0000.07%
86AMGEN INC COMAMGN1,100$310,0000.07%
87INVESCO EXCHANGE-TRADED FD TR II PFD ETFIVZ25,987$301,0000.07%
88GENERAL ELEC CO COM NEW369604301968$291,0000.07%
89VANGUARD STAR FDS VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS9219097683,924$288,0000.07%
90CVS HEALTH CORP COMCVS3,794$286,0000.06%
91CAPITAL ONE FINL CORP COM14040H1051,337$284,0000.06%
92MGE ENERGY INC COMMGEE3,166$267,0000.06%
93AUTOMATIC DATA PROCESSING INC COMADP910$267,0000.06%
94PNC FINL SVCS GROUP INC COM6934751051,259$253,0000.06%
95BANK OF MONTREAL0636711011,937$252,0000.06%
96CAPITAL GROUP FIXED INCOME ETF TR SHORT DURATION MUN INCOME ETF14020Y6079,441$249,0000.06%
97SCHWAB STRATEGIC TR INTL DIVID EQUITY ETF8085246728,878$248,0000.06%
98PEPSICO INC COMPEP1,758$247,0000.06%
99MORGAN STANLEY COM NEWMS-PQ1,546$246,0000.06%
100SPINNAKER ETF SER SELECT STOXX EUROPE AEROSPACE & DEFENSE ETF84858T7725,229$246,0000.06%
101CHEVRON CORP NEW COMCVX1,564$243,0000.06%
102MONDELEZ INTL INC CL A6092071053,885$243,0000.06%
103INVESCO EXCHANGE-TRADED SELF-INDEXED FD TR BULLETSHARES 2026 MUN BD ETFIVZ9,986$236,0000.05%
104CISCO SYS INC COMCSCO3,431$235,0000.05%
105AMERICAN CENTY ETF TR AVANTIS U S EQUITY ETF0250728852,142$233,0000.05%
106CAPITAL GROUP INTL EQUITY ETF SHS14021M1076,731$227,0000.05%
107UNITEDHEALTH GROUP INC COMUNH653$226,0000.05%
108AUTONATION INC COMAN1,030$225,0000.05%
109LOCKHEED MARTIN CORP COMLMT450$225,0000.05%
110UNION PAC CORP COMUNP942$223,0000.05%
1113M CO COMMMM1,433$222,0000.05%
112SCHWAB STRATEGIC TR US LARGE-CAP VALUE ETF8085244097,600$221,0000.05%
113BLACKROCK INC NEW COMBLK186$217,0000.05%
114VERIZON COMMUNICATIONS INC COMVZ4,889$215,0000.05%
115RBB FD TR FIRST EAGLE OVERSEAS EQUITY ETF75526L8784,650$214,0000.05%
116HOME DEPOT INC COMHD526$212,0000.05%
117LOWES COS INC COM548661107842$212,0000.05%
118PRICE T ROWE GROUP INC COMTROW2,053$211,0000.05%
119MCCORMICK & CO INC COM NON VTGMKC-V3,150$211,0000.05%
120COLGATE PALMOLIVE CO COMCL2,620$209,0000.05%
121OCCIDENTAL PETE CORP COM6745991054,400$208,0000.05%
122DOLLAR GEN CORP NEW COM2566771052,000$207,0000.05%
123SYSCO CORP COMSYY2,500$206,0000.05%
124PINSTRIPES HLDGS INC CL A06690B10777,595$1,0000.00%