0001104659-20-122450.txt : 20201106 0001104659-20-122450.hdr.sgml : 20201106 20201106150729 ACCESSION NUMBER: 0001104659-20-122450 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201106 DATE AS OF CHANGE: 20201106 EFFECTIVENESS DATE: 20201106 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: 201293998 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 09-30-2020 09-30-2020 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 11-04-2020 0 56 131832 INFORMATION TABLE 2 infotable.xml 3M CO COM COM 88579Y101 339 2116 SH SOLE 0 0 2116 ABBOTT LABS COM COM 002824100 450 4139 SH SOLE 0 0 4139 ABBVIE INC COM COM 00287Y109 467 5329 SH SOLE 0 0 5329 ADOBE SYS INC COM COM 00724F101 441 900 SH SOLE 0 0 900 ALPS ETF TR ALPS ALPS REIT DIVIDEND DOGS ETF REIT DIVIDE DOGS 00162Q106 534 15492 SH SOLE 0 0 15492 AMAZON COM INC COM 023135106 397 126 SH SOLE 0 0 126 AMGEN INC COM COM 031162100 418 1644 SH SOLE 0 0 1644 APPLE INC COM COM 037833100 3809 32890 SH SOLE 0 0 32890 AT&T INC COM COM 00206R102 303 10629 SH SOLE 0 0 10629 BANK OF MONTREAL COM 063671101 201 3436 SH SOLE 0 0 3436 BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702 549 2580 SH SOLE 0 0 2580 CATERPILLAR INC COM COM 149123101 293 1962 SH SOLE 0 0 1962 CHEVRON CORP NEW COM COM 166764100 283 3937 SH SOLE 0 0 3937 COCA COLA COMPANY COM 191216100 358 7250 SH SOLE 0 0 7250 COLGATE PALMOLIVE CO COM COM 194162103 269 3486 SH SOLE 0 0 3486 DISNEY WALT CO DISNEY COM COM DISNEY 254687106 789 6360 SH SOLE 0 0 6360 EATON CORPORATION PLC SHS ISIN#IE00B8KQN827 SHS G29183103 250 2451 SH SOLE 0 0 2451 FIDELITY NATL INFORMATION SVCS INC COM COM 31620M106 1047 7111 SH SOLE 0 0 7111 FISERV INC COM COM 337738108 2055 19938 SH SOLE 0 0 19938 HOME DEPOT INC COM COM 437076102 254 913 SH SOLE 0 0 913 INTEL CORP COM COM 458140100 432 8336 SH SOLE 0 0 8336 INTERNATIONAL BUSINESS MACHS CORP COM COM 459200101 466 3830 SH SOLE 0 0 3830 INVESCO EXCHANGE-TRADED FD TR II PFD ETF ETF 46138E511 1529 103785 SH SOLE 0 0 103785 INVESCO EXCHANGE-TRADED FD TR II S&P 500 LOW VOLATILITY ETF S&P500 LOW VOL 46138E354 1220 22738 SH SOLE 0 0 22738 ISHARES TR MSCI EAFE MINIMUM VOLATILITY FACTOR ETF MSCI EAFE MIN VL 46429B689 593 8711 SH SOLE 0 0 8711 ISHARES INC MSCI GLOBAL MINIMUM VOL FACTOR ETF MSCI GBL MIN VOL 464286525 694 7547 SH SOLE 0 0 7547 ISHARES TR MORNINGSTAR LARGE-CAP ETF MRNGSTR LG-CP ET 464287127 418 2143 SH SOLE 0 0 2143 ISHARES TR RUSSELL 1000 GROWTH ETF RUS 1000 GRW ETF 464287614 2590 11942 SH SOLE 0 0 11942 ISHARES TR RUSSELL 1000 VALUE ETF RUS 1000 VAL ETF 464287598 30126 255023 SH SOLE 0 0 255023 ISHARES TR SELECT DIVID ETF FD SELECT DIVID ETF 464287168 1759 21569 SH SOLE 0 0 21569 ISHARES TR TREAS FLTG RATE BD ETF TRS FLT RT BD 46434V860 6775 134717 SH SOLE 0 0 134717 ISHARES TR US REAL ESTATE ETF U.S. REAL ES ETF 464287739 505 6323 SH SOLE 0 0 6323 JOHNSON & JOHNSON COM COM 478160104 553 3715 SH SOLE 0 0 3715 JPMORGAN CHASE & CO COM 46625H100 464 4823 SH SOLE 0 0 4823 LINDE PLC SH ISIN#IE00BZ12WP82 SHS G5494J103 221 928 SH SOLE 0 0 928 LOCKHEED MARTIN CORP COM COM 539830109 215 560 SH SOLE 0 0 560 MCCORMICK & CO INC COM NON VTG COM NON VTG 579780206 422 2173 SH SOLE 0 0 2173 MCDONALDS CORP COM 580135101 862 3928 SH SOLE 0 0 3928 MGE ENERGY INC COM COM 55277P104 231 3686 SH SOLE 0 0 3686 MICROSOFT CORP COM COM 594918104 1658 7882 SH SOLE 0 0 7882 NEXTERA ENERGY INC COM COM 65339F101 414 1490 SH SOLE 0 0 1490 NIKE INC CL B CL B 654106103 271 2160 SH SOLE 0 0 2160 ORACLE CORP COM COM 68389X105 512 8584 SH SOLE 0 0 8584 PAYPAL HLDGS INC COM COM 70450Y103 300 1524 SH SOLE 0 0 1524 PEPSICO INC COM COM 713448108 451 3252 SH SOLE 0 0 3252 PFIZER INC COM COM 717081103 259 7062 SH SOLE 0 0 7062 PROCTER & GAMBLE CO COM COM 742718109 861 6191 SH SOLE 0 0 6191 SPDR S&P 500 ETF TR TR UNIT TR UNIT 78462F103 583 1742 SH SOLE 0 0 1742 TEXAS INSTRUMENTS INC COM 882508104 218 1525 SH SOLE 0 0 1525 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 3172 10310 SH SOLE 0 0 10310 VANGUARD INDEX FDS VANGUARD GROWTH ETF GROWTH ETF 922908736 249 1094 SH SOLE 0 0 1094 VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF TOTAL STK MKT 922908769 56899 334090 SH SOLE 0 0 334090 VERIZON COMMUNICATIONS INC COM COM 92343V104 432 7259 SH SOLE 0 0 7259 WEC ENERGY GROUP INC COM COM 92939U106 1494 15418 SH SOLE 0 0 15418 WILLIS TOWERS WATSON PUB LTD CO SHS ISIN#IE00BDB6Q211 SHS G96629103 232 1113 SH SOLE 0 0 1113