LANDAAS & CO /WI /ADV
Q4 2024 13F Holdings
- Locationmilwaukee, WI
- Num holdings
89
- Value ($000)
$361,176
- Date Filed02/27/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | STK MKT ETF | 922908769 | $106.38M | 30 % | 367,064 | ||
IWD ISHARES TR RUSSELL 1000 VALUE ETF | RUS 1000 VAL ETF | 464287598 | $65.75M | 18 % | 355,144 | ||
QUAL ISHARES TR MSCI USA QUALITY FACTOR ETF | MSCI USA QLT FCT | 46432F339 | $60.94M | 17 % | 342,221 | ||
TFLO ISHARES TR TREAS FLTG RATE BD ETF | TRS FLT RT BD | 46434V860 | $32.79M | 9 % | 649,654 | ||
GARP ISHARES TR MSCI USA QUALITY GARP ETF | FACTORS US GRO | 46436E403 | $20.29M | 6 % | 360,725 | ||
VOO VANGUARD INDEX FDS S&P 500 ETF SHS NEW | S&P 500 ETF SHS | 922908363 | $8.32M | 2 % | 15,450 | ||
IWF ISHARES TR RUSSELL 1000 GROWTH ETF | RUS 1000 GRW ETF | 464287614 | $8.15M | 2 % | 20,292 | ||
AAPL APPLE INC COM | COM | 037833100 | $7.33M | 2 % | 29,265 | ||
DVY ISHARES TR SELECT DIVID ETF FD | SELECT DIVID ETF | 464287168 | $4.98M | 1 % | 37,903 | ||
MSFT MICROSOFT CORP COM | COM | 594918104 | $4.30M | 1 % | 10,206 |
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