Institutional Manager · CIK 0000913990
LANDAAS & CO /WI /ADV
Milwaukee, WI · File #028-18175
Latest AUM
$454.5M
Positions
126
Top-10 Concentration
85.2%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025126 pos · $454.5M
- 13F HOLDINGS REPORTQ/E Sep 2025124 pos · $440.1M
- 13F HOLDINGS REPORTQ/E Jun 2025116 pos · $418.7M
- 13F HOLDINGS REPORTQ/E Mar 202594 pos · $361.7M
- 13F HOLDINGS REPORTQ/E Dec 202489 pos · $361.2M
- 13F HOLDINGS REPORTQ/E Sep 202489 pos · $359.2M
- 13F HOLDINGS REPORTQ/E Jun 202483 pos · $328.2M
- 13F HOLDINGS REPORTQ/E Mar 202486 pos · $307.5M
- 13F HOLDINGS REPORTQ/E Dec 202374 pos · $230.4M
- 13F HOLDINGS REPORTQ/E Sep 202378 pos · $226.8M
- 13F HOLDINGS REPORTQ/E Jun 202376 pos · $205.0M
- 13F HOLDINGS REPORTQ/E Mar 202367 pos · $181.7M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 341,318 | $114.4M | 26.75% |
| 2 | ISHARES TR | 464287598 | 365,197 | $76.8M | 17.95% |
| 3 | ISHARES TR | 46432F339 | 311,714 | $61.9M | 14.47% |
| 4 | ISHARES TR | 46436E403 | 443,970 | $30.2M | 7.07% |
| 5 | DIMENSIONAL ETF TRUST | 25434V807 | 473,890 | $23.6M | 5.53% |
| 6 | CAPITAL GRP FIXED INCM ETF T | 14020Y409 | 541,876 | $14.1M | 3.29% |
| 7 | ISHARES TR | 46434V860 | 271,146 | $13.7M | 3.20% |
| 8 | VANGUARD INDEX FDS | 922908363 | 20,025 | $12.6M | 2.94% |
| 9 | ISHARES TR | 464287614 | 19,712 | $9.3M | 2.18% |
| 10 | APPLE INC | AAPL | 28,099 | $7.6M | 1.79% |
| 11 | MICROSOFT CORP | MSFT | 11,861 | $5.7M | 1.34% |
| 12 | ISHARES TR | 464287168 | 36,080 | $5.1M | 1.19% |
| 13 | T ROWE PRICE ETF INC | 87283Q206 | 99,032 | $4.5M | 1.05% |
| 14 | WISDOMTREE TR | WT | 59,710 | $3.0M | 0.70% |
| 15 | CAPITAL GROUP DIVIDEND VALUE | 14020W106 | 66,906 | $2.9M | 0.68% |
| 16 | ISHARES TR | 464287622 | 6,515 | $2.4M | 0.57% |
| 17 | CAPITAL GROUP INTL FOCUS EQT | 14019W109 | 75,552 | $2.2M | 0.52% |
| 18 | SELECT SECTOR SPDR TR | 81369Y704 | 12,632 | $2.0M | 0.46% |
| 19 | ISHARES TR | 46434V456 | 39,102 | $1.8M | 0.42% |
| 20 | AMAZON COM INC | AMZN | 7,676 | $1.8M | 0.41% |