Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LANDAAS & CO /WI /ADV (CIK 913990) reported $455.9M across 130 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($107.7M, 23.62%), IWD ($79.8M, 17.51%), QUAL ($59.1M, 12.96%), DFIV ($33.4M, 7.32%), STLG ($29.9M, 6.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $107.7M | 23.62% | 335,642 | Trimmed |
| 2 | IWD | ISHARES TR | $79.8M | 17.51% | 373,523 | Added |
| 3 | QUAL | ISHARES TR | $59.1M | 12.96% | 308,026 | Trimmed |
| 4 | DFIV | DIMENSIONAL ETF TRUST | $33.4M | 7.32% | 632,114 | Added |
| 5 | STLG | ISHARES TR | $29.9M | 6.56% | 467,813 | Added |
| 6 | CGSD | CAPITAL GRP FIXED INCM ETF T | $15.0M | 3.29% | 581,816 | Added |
| 7 | VOO | VANGUARD INDEX FDS | $11.9M | 2.60% | 19,833 | Trimmed |
| 8 | IWF | ISHARES TR | $8.3M | 1.81% | 19,349 | Trimmed |
| 9 | TFLO | ISHARES TR | $8.1M | 1.78% | 160,320 | Trimmed |
| 10 | AAPL | APPLE INC | $8.1M | 1.77% | 31,823 | Added |
| 11 | DVY | ISHARES TR | $5.5M | 1.21% | 36,485 | Added |
| 12 | TEQI | T ROWE PRICE ETF INC | $5.2M | 1.13% | 114,587 | Added |
| 13 | MSFT | MICROSOFT CORP | $4.9M | 1.09% | 13,371 | Added |
| 14 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $3.0M | 0.66% | 71,172 | Added |
| 15 | IWB | ISHARES TR | $2.3M | 0.51% | 6,476 | Trimmed |
| 16 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $2.2M | 0.49% | 75,891 | Added |
| 17 | XLI | SELECT SECTOR SPDR TR | $2.1M | 0.46% | 12,861 | Added |
| 18 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $2.0M | 0.45% | 61,053 | Added |
| 19 | USFR | WISDOMTREE TR | $2.0M | 0.43% | 39,170 | Trimmed |
| 20 | IQLT | ISHARES TR | $1.9M | 0.41% | 40,529 | Added |
| 21 | AMZN | AMAZON COM INC | $1.8M | 0.39% | 8,548 | Added |
| 22 | NVDA | NVIDIA CORPORATION | $1.6M | 0.35% | 9,250 | Added |
| 23 | WEC | WEC ENERGY GROUP INC | $1.5M | 0.33% | 12,809 | Added |
| 24 | ITA | ISHARES TR | $1.4M | 0.31% | 6,371 | Added |
| 25 | CAT | CATERPILLAR INC | $1.4M | 0.31% | 2,004 | Added |
Source: SEC Form 13F filings · as of 2026-03-31