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LANDAAS & CO /WI /ADV 13F holdings

Filed 2026-07-21 · LANDAAS & CO /WI /ADV · 149 positions · $549.7M

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TickerCompanySharesValue% of portfolio
VTIVANGUARD INDEX FDS333.7K$123.5M22.5%
IWDISHARES TR385.2K$93.4M17.0%
QUALISHARES TR310.8K$68.2M12.4%
GARPISHARES TR507.4K$41.9M7.6%
DFIVDIMENSIONAL ETF TRUST756.1K$40.8M7.4%
CGSDCAPITAL GRP FIXED INCM ETF T571.5K$14.7M2.7%
VOOVANGUARD INDEX FDS19.9K$13.6M2.5%
TFLOISHARES TR220.9K$11.2M2.0%
IWFISHARES TR80.6K$10.0M1.8%
AAPLAPPLE INC30.3K$8.8M1.6%
—T ROWE PRICE EXCHANGE-TRADED139.3K$7.0M1.3%
DVYISHARES TR36.4K$5.7M1.0%
CGDVCAPITAL GROUP DIVIDEND VALUE100.1K$4.9M0.9%
MSFTMICROSOFT CORP12.8K$4.8M0.9%
CGGOCAPITAL GROUP GBL GROWTH EQT85.1K$3.6M0.7%
CGXUCAPITAL GROUP INTL FOCUS EQT96.5K$3.3M0.6%
NEARISHARES U S ETF TR59.8K$3.0M0.6%
IWBISHARES TR6.5K$2.7M0.5%
XLISELECT SECTOR SPDR TR13.1K$2.4M0.4%
CGUSCAPITAL GROUP CORE EQUITY ET52.3K$2.3M0.4%
IQLTISHARES TR43.6K$2.2M0.4%
USFRWISDOMTREE TR41.2K$2.1M0.4%
AMZNAMAZON COM INC8.6K$2.1M0.4%
NVDANVIDIA CORPORATION9.8K$2.0M0.4%
TSLATESLA INC4.5K$1.9M0.3%
—JOHNSON CONTROLS INTERNATION11.8K$1.7M0.3%
CATCATERPILLAR INC1.6K$1.7M0.3%
JAVAJ P MORGAN EXCHANGE TRADED F21.4K$1.7M0.3%
DFCFDIMENSIONAL ETF TRUST39.8K$1.7M0.3%
WECWEC ENERGY GROUP INC13.9K$1.6M0.3%
ITAISHARES TR6.6K$1.6M0.3%
MGKVANGUARD WORLD FD17.4K$1.5M0.3%
ABBVABBVIE INC6.0K$1.5M0.3%
SPYSTATE STR SPDR S&P 500 ETF T1.9K$1.4M0.3%
SCHDSCHWAB STRATEGIC TR45.3K$1.4M0.3%
GOOGLALPHABET INC4.0K$1.4M0.3%
CGGECAPITAL GROUP GLOBAL EQUITY38.7K$1.4M0.2%
XLFSELECT SECTOR SPDR TR23.8K$1.3M0.2%
BRK-BBERKSHIRE HATHAWAY INC DEL2.3K$1.2M0.2%
ESGVVANGUARD WORLD FD8.6K$1.1M0.2%
ORCLORACLE CORP7.8K$1.1M0.2%
JPMJPMORGAN CHASE & CO3.5K$1.1M0.2%
TCHPT ROWE PRICE EXCHANGE-TRADED21.7K$1.1M0.2%
QQQINVESCO QQQ TR1.4K$1.0M0.2%
RWLINVESCO EXCH TRADED FD TR II8.1K$1.0M0.2%
PGPROCTER & GAMBLE CO7.0K$1.0M0.2%
BSMRINVESCO EXCH TRD SLF IDX FD41.2K$973,1640.2%
FCXFREEPORT MCMORAN INC15.4K$970,1410.2%
SPLVINVESCO EXCH TRADED FD TR II12.9K$965,0750.2%
ASMLASML HLDG NV464$923,1000.2%
MCDMCDONALDS CORP3.3K$881,8090.2%
CGICCAPITAL GROUP INTERNATIONAL23.7K$863,7530.2%
IDVISHARES TR20.7K$858,4460.2%
MGVVANGUARD WORLD FD5.2K$847,6520.2%
BMOBANK MONTREAL MEDIUM4.6K$819,6320.1%
EXMOCEXXON MOBIL CORP5.8K$798,5760.1%
CGSMCAPITAL GRP FIXED INCM ETF T29.4K$775,5080.1%
AMATAPPLIED MATLS INC1.1K$774,3670.1%
SCHYSCHWAB STRATEGIC TR23.1K$732,3600.1%
JNJJOHNSON & JOHNSON2.8K$703,6980.1%
Top Fund Holdings
13F
Top Fund Holdings

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