LANDAAS & CO /WI /ADV - Portfolio overview

LANDAAS & CO /WI /ADV has 144 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 23.43%
2. IWD - ISHARES TR, 17.36%
3. QUAL - ISHARES TR, 12.85%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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