0001104659-20-056713.txt : 20200505 0001104659-20-056713.hdr.sgml : 20200505 20200505123325 ACCESSION NUMBER: 0001104659-20-056713 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200505 DATE AS OF CHANGE: 20200505 EFFECTIVENESS DATE: 20200505 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LANDAAS & CO /WI /ADV CENTRAL INDEX KEY: 0000913990 IRS NUMBER: 391628643 STATE OF INCORPORATION: WI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18175 FILM NUMBER: 20847864 BUSINESS ADDRESS: STREET 1: 411 EAST WISCONSIN AVENUE STREET 2: SUITE 2000 CITY: MILWAUKEE STATE: WI ZIP: 53202 BUSINESS PHONE: 4142231099 MAIL ADDRESS: STREET 1: 411 EAST WISCONSIN AVENUE STREET 2: SUITE 2000 CITY: MILWAUKEE STATE: WI ZIP: 53202 FORMER COMPANY: FORMER CONFORMED NAME: LANDAAS & CO /WI/ /ADV DATE OF NAME CHANGE: 19931025 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0000913990 XXXXXXXX 03-31-2020 03-31-2020 false LANDAAS & CO /WI /ADV

411 East Wisconsin Avenue Suite 2000 Milwaukee WI 53202

13F HOLDINGS REPORT 028-18175 N Daniel La Nuez 414-223-1099 /s/ Daniel La Nuez Milwaukee WI 05-05-2020 0 51 118549 INFORMATION TABLE 2 infotable.xml VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF TOTAL STK MKT 922908769 47626 335678 SH SOLE 0 0 335678 ISHARES TR RUSSELL 1000 VALUE ETF RUS 1000 VAL ETF 464287598 27795 255729 SH SOLE 0 0 255729 ISHARES TR TREAS FLTG RATE BD ETF TRS FLT RT BD 46434V860 9176 182465 SH SOLE 0 0 182465 VANGUARD INDEX FDS S&P 500 ETF SHS NEW S&P 500 ETF SHS 922908363 2624 10058 SH SOLE 0 0 10058 APPLE INC COM 037833100 2438 8492 SH SOLE 0 0 8492 FISERV INC COM 337738108 2073 21401 SH SOLE 0 0 21401 ISHARES TR RUSSELL 1000 GROWTH ETF RUS 1000 GRW ETF 464287614 1986 11911 SH SOLE 0 0 11911 ISHARES TR SELECT DIVID ETF FD SELECT DIVID ETF 464287168 1779 22012 SH SOLE 0 0 22012 WEC ENERGY GROUP INC COM 92939U106 1531 15415 SH SOLE 0 0 15415 INVESCO EXCHANGE-TRADED FD TR II PFD ETF PFD ETF 46138E511 1452 104655 SH SOLE 0 0 104655 MICROSOFT CORP COM 594918104 1379 7936 SH SOLE 0 0 7936 INVESCO EXCHANGE-TRADED FD TR II S&P 500 LOW VOLATILITY ETF S&P500 LOW VOL 46138E354 1172 22694 SH SOLE 0 0 22694 ABBVIE INC COM 00287Y109 935 11381 SH SOLE 0 0 11381 ABBOTT LABS COM 002824100 917 10291 SH SOLE 0 0 10291 FIDELITY NATL INFORMATION SVCS INC COM 31620M106 880 7111 SH SOLE 0 0 7111 PROCTER & GAMBLE CO COM 742718109 802 6631 SH SOLE 0 0 6631 MCDONALDS CORP COM 580135101 745 4048 SH SOLE 0 0 4048 SPDR S&P 500 ETF TR TR UNIT TR UNIT 78462F103 682 2402 SH SOLE 0 0 2402 DISNEY WALT CO DISNEY COM DISNEY 254687106 674 6360 SH SOLE 0 0 6360 ISHARES INC EDGE MSCI MINIMUM VOLATILITY ETF MIN VOL GBL ETF 464286525 657 7547 SH SOLE 0 0 7547 ALPS ETF TR ALPS ALPS REIT DIVIDEND DOGS ETF REIT DIVIDE DOGS 00162Q106 644 18480 SH SOLE 0 0 18480 JOHNSON & JOHNSON COM 478160104 570 3901 SH SOLE 0 0 3901 ISHARES TR MSCI EAFE MINIMUM VOLATILITY ETF MIN VOL EAFE ETF 46429B689 567 8791 SH SOLE 0 0 8791 INTEL CORP COM 458140100 506 8336 SH SOLE 0 0 8336 BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702 498 2580 SH SOLE 0 0 2580 PEPSICO INC COM 713448108 498 3596 SH SOLE 0 0 3596 ISHARES TR US REAL ESTATE ETF U.S. REAL ES ETF 464287739 491 6323 SH SOLE 0 0 6323 INTERNATIONAL BUSINESS MACHS CORP COM 459200101 470 3793 SH SOLE 0 0 3793 ORACLE CORP COM 68389X105 464 8584 SH SOLE 0 0 8584 VERIZON MUNICATIONS INC COM 92343V104 440 7576 SH SOLE 0 0 7576 ISHARES TR MORNINGSTAR LARGE-CAP ETF MRNGSTR LG-CP ET 464287127 378 2347 SH SOLE 0 0 2347 AMGEN INC COM 003116210 373 1644 SH SOLE 0 0 1644 COCA COLA PANY COM 191216100 362 7390 SH SOLE 0 0 7390 NEXTERA ENERGY INC COM 65339F101 361 1490 SH SOLE 0 0 1490 CHEVRON CORP NEW COM 166764100 346 4087 SH SOLE 0 0 4087 MCCORMICK & CO INC NON VTG COM NON VTG 579780206 333 2173 SH SOLE 0 0 2173 AT&T INC COM 00206R102 331 10640 SH SOLE 0 0 10640 3M CO COM 88579Y101 324 2156 SH SOLE 0 0 2156 ADOBE SYS INC COM 00724F101 307 900 SH SOLE 0 0 900 WALGREENS BOOTS ALLIANCE INC COM 931427108 300 6469 SH SOLE 0 0 6469 AMAZON INC COM 002313510 288 126 SH SOLE 0 0 126 MGE ENERGY INC COM 55277P104 278 3855 SH SOLE 0 0 3855 PFIZER INC COM 717081103 275 7542 SH SOLE 0 0 7542 COLGATE PALMOLIVE CO COM 194162103 262 3588 SH SOLE 0 0 3588 VANGUARD BD INDEX FDS VANGUARD SHORT TERM BD ETF SHORT TRM BOND 921937827 245 2964 SH SOLE 0 0 2964 JP MORGAN CHASE & CO ISIN#US46625H1005 COM 46625H100 243 2700 SH SOLE 0 0 2700 CATERPILLAR INC COM 149123101 227 1952 SH SOLE 0 0 1952 WILLIS TOWERS WATSON PUB LTD CO SHS ISIN#IE00BDB6Q211 SHS G96629103 219 1113 SH SOLE 0 0 1113 LOCKHEED MARTIN CORP COM 539830109 213 560 SH SOLE 0 0 560 VANGUARD GROWTH ETF Growth ETF 922908736 211 1212 SH SOLE 0 0 1212 JP MORGAN CHASE & CO ISIN#US46625H1005 COM 46625H100 202 2112 SH SOLE 0 0 2112