§ 13F · FUND PROFILE
LANDAAS & CO /WI /ADV.
AUM · $550M (13F)Positions · 149Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 334K | $123M | 22.5% | −1% |
| 2 | IWD | ISHARES TR | 385K | $93M | 17.0% | +3% |
| 3 | QUAL | ISHARES TR | 311K | $68M | 12.4% | +1% |
| 4 | GARP | ISHARES TR | 507K | $42M | 7.6% | +8% |
| 5 | DFIV | DIMENSIONAL ETF TRUST | 756K | $41M | 7.4% | +20% |
| 6 | CGSD | CAPITAL GRP FIXED INCM ETF T | 572K | $15M | 2.7% | −2% |
| 7 | VOO | VANGUARD INDEX FDS | 20K | $14M | 2.5% | ±0% |
| 8 | TFLO | ISHARES TR | 221K | $11M | 2.0% | +38% |
| 9 | IWF | ISHARES TR | 81K | $10M | 1.8% | +317% |
| 10 | AAPL | APPLE INC | 30K | $9M | 1.6% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LANDAAS SIGNAL
AC read
LANDAAS & CO /WI /ADV is a Other fund managing $550 million in assets. The fund runs a portfolio of 149 positions.
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