LANDAAS & CO /WI /ADV
CIK: 0000913990SEC EDGAR →
Portfolio Value
$438K
Holdings
126
As of
Q4 2025
New Positions
126
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 341,318 | $114K | 26.10% |
| 2 | ISHARES TR | 365,197 | $77K | 17.52% |
| 3 | ISHARES TR | 311,714 | $62K | 14.12% |
| 4 | ISHARES TR | 443,970 | $30K | 6.90% |
| 5 | DIMENSIONAL ETF TRUST | 473,890 | $24K | 5.39% |
| 6 | CAPITAL GRP FIXED INCM ETF T | 541,876 | $14K | 3.21% |
| 7 | ISHARES TR | 271,146 | $14K | 3.12% |
| 8 | ISHARES TR | 19,712 | $9K | 2.13% |
| 9 | APPLE INC | 28,099 | $8K | 1.74% |
| 10 | MICROSOFT CORP | 11,861 | $6K | 1.31% |
Quarterly Changes
New Positions (126)
$114K · 341K shares
$77K · 365K shares
$62K · 312K shares
$30K · 444K shares
$24K · 474K shares
$14K · 542K shares
$14K · 271K shares
$9K · 20K shares
$8K · 28K shares
$6K · 12K shares
$5K · 36K shares
$4K · 99K shares
$3K · 60K shares
$3K · 67K shares
$2K · 7K shares
$2K · 76K shares
$2K · 13K shares
$2K · 39K shares
$2K · 8K shares
$2K · 9K shares
$2K · 8K shares
$1K · 13K shares
$1K · 3K shares
$1K · 4K shares
$1K · 6K shares
$1K · 4K shares
$1K · 23K shares
$1K · 18K shares
$1K · 45K shares
$1K · 30K shares
$1K · 33K shares
$1K · 5K shares
$1K · 9K shares
$980 · 3K shares
$970 · 7K shares
$916 · 13K shares
$908 · 18K shares
$822 · 31K shares
$786 · 15K shares
$773 · 33K shares
$771 · 24K shares
$732 · 5K shares
$714 · 18K shares
$685 · 23K shares
$650 · 13K shares
$641 · 6K shares
$604 · 2K shares
$577 · 940 shares
$573 · 3K shares
$557 · 24K shares
$556 · 5K shares
$550 · 7K shares
$544 · 11K shares
$543 · 5K shares
$540 · 3K shares
$533 · 4K shares
$529 · 2K shares
$523 · 8K shares
$510 · 25K shares
$496 · 464 shares
$494 · 5K shares
$455 · 4K shares
$455 · 3K shares
$449 · 6K shares
$442 · 2K shares
$429 · 400 shares
$424 · 3K shares
$420 · 3K shares
$414 · 4K shares
$410 · 3K shares
$401 · 5K shares
$400 · 465 shares
$397 · 7K shares
$392 · 805 shares
$379 · 6K shares
$379 · 6K shares
$374 · 2K shares
$366 · 15K shares
$366 · 3K shares
$362 · 878 shares
$360 · 1K shares
$357 · 8K shares
$353 · 828 shares
$351 · 2K shares
$343 · 5K shares
$324 · 1K shares
$314 · 3K shares
$307 · 966 shares
$304 · 868 shares
$301 · 4K shares
$300 · 2K shares
$296 · 4K shares
$292 · 26K shares
$274 · 2K shares
$266 · 550 shares
$265 · 2K shares
$264 · 3K shares
$259 · 843 shares
$248 · 2K shares
$244 · 1K shares
$243 · 7K shares
$239 · 2K shares
$238 · 2K shares
$234 · 910 shares
$229 · 1K shares
$225 · 8K shares
$224 · 5K shares
$223 · 4K shares
$217 · 942 shares
$215 · 653 shares
$214 · 3K shares
$212 · 1K shares
$210 · 4K shares
$210 · 2K shares
$210 · 2K shares
$209 · 1K shares
$208 · 617 shares
$207 · 3K shares
$206 · 2K shares
$203 · 842 shares
$202 · 587 shares
$200 · 1K shares
$12 · 20K shares
$1 · 2K shares
$1 · 2K shares
$1 · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 67 | $390K | 88.9% |
| Technology | 11 | $20K | 4.5% |
| Unknown | 8 | $9K | 2.1% |
| Consumer Cyclical | 7 | $5K | 1.1% |
| Healthcare | 8 | $4K | 0.8% |
| Consumer Defensive | 7 | $3K | 0.6% |
| Communication Services | 3 | $3K | 0.6% |
| Industrials | 8 | $2K | 0.4% |
| Utilities | 2 | $2K | 0.4% |
| Basic Materials | 3 | $2K | 0.4% |
| Energy | 2 | $781 | 0.2% |