0001104659-20-090167.txt : 20200804 0001104659-20-090167.hdr.sgml : 20200804 20200804134948 ACCESSION NUMBER: 0001104659-20-090167 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200804 DATE AS OF CHANGE: 20200804 EFFECTIVENESS DATE: 20200804 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: 201072599 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 06-30-2020 06-30-2020 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 08-03-2020 0 54 125825 INFORMATION TABLE 2 infotable.xml 3M CO COM COM 88579Y101 336 2156 SH SOLE 0 0 2156 ABBOTT LABS COM COM 002824100 941 10291 SH SOLE 0 0 10291 ABBVIE INC COM COM 00287Y109 1127 11481 SH SOLE 0 0 11481 ADOBE SYS INC COM COM 00724F101 392 900 SH SOLE 0 0 900 ALPS ETF TR ALPS ALPS REIT DIVIDEND DOGS ETF REIT DIVIDE DOGS 00162Q106 608 16754 SH SOLE 0 0 16754 AMAZON COM INC COM 023135106 348 126 SH SOLE 0 0 126 AMGEN INC COM COM 031162100 388 1644 SH SOLE 0 0 1644 APPLE INC COM COM 037833100 3093 8477 SH SOLE 0 0 8477 AT&T INC COM COM 00206R102 322 10640 SH SOLE 0 0 10640 BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702 461 2580 SH SOLE 0 0 2580 CATERPILLAR INC COM COM 149123101 248 1957 SH SOLE 0 0 1957 CHEVRON CORP NEW COM COM 166764100 361 4045 SH SOLE 0 0 4045 COCA COLA COMPANY COM 191216100 330 7390 SH SOLE 0 0 7390 COLGATE PALMOLIVE CO COM COM 194162103 263 3588 SH SOLE 0 0 3588 DISNEY WALT CO DISNEY COM COM DISNEY 254687106 709 6360 SH SOLE 0 0 6360 EATON CORPORATION PLC SHS ISIN#IE00B8KQN827 SHS G29183103 213 2440 SH SOLE 0 0 2440 EXXON MOBIL CORP COM COM 30231G102 211 4709 SH SOLE 0 0 4709 FIDELITY NATL INFORMATION SVCS INC COM COM 31620M106 953 7111 SH SOLE 0 0 7111 FISERV INC COM COM 337738108 2089 21401 SH SOLE 0 0 21401 HOME DEPOT INC COM COM 437076102 228 911 SH SOLE 0 0 911 INTEL CORP COM COM 458140100 499 8336 SH SOLE 0 0 8336 INTERNATIONAL BUSINESS MACHS CORP COM COM 459200101 460 3810 SH SOLE 0 0 3810 INVESCO EXCHANGE-TRADED FD TR II PFD ETF PFD ETF 46138E511 1433 101455 SH SOLE 0 0 101455 INVESCO EXCHANGE-TRADED FD TR II S&P 500 LOW VOLATILITY ETF S&P500 LOW VOL 46138E354 1129 22719 SH SOLE 0 0 22719 ISHARES INC EDGE MSCI MINIMUM VOLATILITY ETF MIN VOL GBL ETF 464286525 661 7547 SH SOLE 0 0 7547 ISHARES TR MORNINGSTAR LARGE-CAP ETF MRNGSTR LG-CP ET 464287127 385 2207 SH SOLE 0 0 2207 ISHARES TR MSCI EAFE MINIMUM VOLATILITY ETF MIN VOL EAFE ETF 46429B689 591 8949 SH SOLE 0 0 8949 ISHARES TR RUSSELL 1000 GROWTH ETF RUS 1000 GRW ETF 464287614 2301 11987 SH SOLE 0 0 11987 ISHARES TR RUSSELL 1000 VALUE ETF RUS 1000 VAL ETF 464287598 28827 255971 SH SOLE 0 0 255971 ISHARES TR SELECT DIVID ETF FD SELECT DIVID ETF 464287168 1772 21951 SH SOLE 0 0 21951 ISHARES TR TREAS FLTG RATE BD ETF TRS FLT RT BD 46434V860 8167 162385 SH SOLE 0 0 162385 ISHARES TR US REAL ESTATE ETF U.S. REAL ES ETF 464287739 498 6323 SH SOLE 0 0 6323 JOHNSON & JOHNSON COM COM 478160104 550 3908 SH SOLE 0 0 3908 JPMORGAN CHASE & CO COM 46625H100 254 2700 SH SOLE 0 0 2700 LOCKHEED MARTIN CORP COM COM 539830109 204 560 SH SOLE 0 0 560 MCCORMICK & CO INC COM NON VTG COM NON VTG 579780206 390 2173 SH SOLE 0 0 2173 MCDONALDS CORP COM 580135101 747 4048 SH SOLE 0 0 4048 MGE ENERGY INC COM COM 55277P104 249 3855 SH SOLE 0 0 3855 MICROSOFT CORP COM COM 594918104 1615 7937 SH SOLE 0 0 7937 NEXTERA ENERGY INC COM COM 65339F101 358 1490 SH SOLE 0 0 1490 NIKE INC CL B CL B 654106103 212 2160 SH SOLE 0 0 2160 ORACLE CORP COM COM 68389X105 474 8584 SH SOLE 0 0 8584 PAYPAL HLDGS INC COM COM 70450Y103 283 1624 SH SOLE 0 0 1624 PEPSICO INC COM COM 713448108 477 3604 SH SOLE 0 0 3604 PFIZER INC COM COM 717081103 247 7542 SH SOLE 0 0 7542 PROCTER & GAMBLE CO COM COM 742718109 793 6631 SH SOLE 0 0 6631 SPDR S&P 500 ETF TR TR UNIT TR UNIT 78462F103 741 2402 SH SOLE 0 0 2402 VANGUARD BD INDEX FDS VANGUARD SHORT TERM BD ETF SHORT TRM BOND 921937827 246 2964 SH SOLE 0 0 2964 VANGUARD INDEX FDS S&P 500 ETF SHS NEW S&P 500 ETF SHS 922908363 2881 10163 SH SOLE 0 0 10163 VANGUARD INDEX FDS VANGUARD GROWTH ETF Growth ETF 922908736 221 1094 SH SOLE 0 0 1094 VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF TOTAL STK MKT 922908769 52550 335716 SH SOLE 0 0 335716 VERIZON COMMUNICATIONS INC COM COM 92343V104 419 7597 SH SOLE 0 0 7597 WEC ENERGY GROUP INC COM COM 92939U106 1351 15417 SH SOLE 0 0 15417 WILLIS TOWERS WATSON PUB LTD CO SHS ISIN#IE00BDB6Q211 SHS G96629103 219 1113 SH SOLE 0 0 1113