LC

LANDAAS & CO /WI /ADV

13F
LANDAAS & CO /WI /ADV
Last update 2025-05-02 94 Stocks (10 new)
Value $362.00 Mil Turnover 4 %
Countries:
Top Holdings: VTI(27.75%)IWD(18.72%)QUAL(16.71%)TFLO(9.24%)STLG(5.77%)
Summary Stock Picks Current Portfolio
LANDAAS & CO /WI /ADV Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI
Vanguard Total Stock Market ETF
365,227
100,379.0
-0.50%
27.750
-0.15%
0.020
+26.09%
+6.42%
470,796.2
 
IWD
iShares Russell 1000 Value ETF
359,893
67,718.0
+1.34%
18.720
+0.25%
0.110
+17.92%
+6.72%
64,112.3
 
QUAL
iShares MSCI USA Quality Factor ETF
353,588
60,425.0
+3.32%
16.710
+0.54%
0.120
+21.14%
+3.92%
53,374.4
 
TFLO
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
659,530
33,412.0
+1.52%
9.240
+0.14%
0.470
+1.08%
+2.21%
6,818.3
 
STLG
STLG
409,098
20,871.0
+13.41%
5.770
+0.68%
-
+25.09%
+8.23%
0
 
VOO
Vanguard S&P 500 ETF
17,261
8,871.0
+11.72%
2.450
+0.26%
0.000
+25.55%
+6.80%
652,885.0
 
IWF
iShares Russell 1000 Growth ETF
19,735
7,126.0
-2.74%
1.970
-0.06%
0.010
+33.01%
+6.24%
112,044.9
 
AAPL
Apple Inc
28,863
6,411.0
-1.37%
1.770
-0.03%
0.000
+22.54%
-15.53%
3,151,683.3
Hardware
DVY
iShares Select Dividend ETF
38,054
5,110.0
+0.40%
1.410
+0.01%
0.030
+15.91%
+5.32%
20,148.6
 
MSFT
Microsoft Corp
10,212
3,834.0
+0.06%
1.060
0%
0.000
+40.04%
+18.04%
3,683,712.9
Software

LANDAAS & CO /WI /ADV's Historical Top Holdings Breakdowns

LANDAAS & CO /WI /ADV's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
STLG
STLG
2025-03-31
Add
Add
+0.68%
●
50.75 ($55.91) 59.22
$48.84
-12.65%
Add 13.41%
409,098
48,373
QUAL
iShares MSCI USA Quality Factor ETF
2025-03-31
Add
Add
+0.54%
●
168.16 ($179.03) 186.21
$184.15
2.86%
Add 3.32%
353,588
11,367
TEQI
T. Rowe Price Equity Income ETF
2025-03-31
Add
Add
+0.45%
●
40.26 ($41.93) 42.96
$42.81
2.10%
Add 517.46%
46,896
39,301
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+0.26%
●
507.05 ($540.58) 563.67
$570.76
5.58%
Add 11.72%
17,261
1,811
IWD
iShares Russell 1000 Value ETF
2025-03-31
Add
Add
+0.25%
●
182.82 ($190.45) 196.21
$195.95
2.89%
Add 1.34%
359,893
4,749
CGUS
Capital Group Core Equity ETF
2025-03-31
New Buy
New Buy
+0.20%
●
33.08 ($35.13) 36.62
$37.32
6.23%
New holding
21,157
21,157
TSLA
Tesla Inc
2025-03-31
Add
Add
+0.17%
●
222.15 ($333.26) 428.22
$302.48
-9.24%
Add 61.89%
6,286
2,403
VTI
Vanguard Total Stock Market ETF
2025-03-31
Reduce
Reduce
-0.15%
●
271.18 ($290.53) 303.12
$305.97
5.31%
Reduce -0.5%
365,227
-1,837
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
Invesco BulletShares 2028 Corporate Bond ETF
2025-03-31
New Buy
New Buy
+0.14%
●
20.05 ($20.24) 20.4
$20.43
0.94%
New holding
24,763
24,763
TFLO
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
2025-03-31
Add
Add
+0.14%
●
50.48 ($50.58) 50.68
$50.51
-0.15%
Add 1.52%
659,530
9,876

LANDAAS & CO /WI /ADV Total Holding History ($B)

To

LANDAAS & CO /WI /ADV's Asset Allocation

To

LANDAAS & CO /WI /ADV Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

LANDAAS & CO /WI /ADV's Hypothetical Growth since 2025-03-31

LANDAAS & CO /WI /ADV's Yearly Returns

Year Portfolio % % Excess Gain %

LANDAAS & CO /WI /ADV's Holdings Heat Map

Size field:

LANDAAS & CO /WI /ADV's Holdings Bubble Chart

LANDAAS & CO /WI /ADV News

  • 1

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