0001144204-19-036464.txt : 20190729 0001144204-19-036464.hdr.sgml : 20190729 20190729162033 ACCESSION NUMBER: 0001144204-19-036464 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190729 DATE AS OF CHANGE: 20190729 EFFECTIVENESS DATE: 20190729 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: 19981435 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 06-30-2019 06-30-2019 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 07-29-2019 0 57 140343 INFORMATION TABLE 2 infotable.xml VANGUARD INDEX FDS TOTAL STK MKT 922908769 48759 324863 SH SOLE 0 0 324863 ISHARES TR RUS 1000 VAL ETF 464287598 28845 226736 SH SOLE 0 0 226736 ISHARES TR TRS FLT RT BD 46434V860 23093 459015 SH SOLE 0 0 459015 ALPS ETF TR C&S GLOBL ETF 00162Q106 4037 85711 SH SOLE 0 0 85711 VANGUARD INDEX FDS S S&P 500 ETF SHS 922908363 2533 9411 SH SOLE 0 0 9411 ISHARES TR SELECT DIVID ETF 464287168 2306 23167 SH SOLE 0 0 23167 FISERV INC COM 337738108 2041 22394 SH SOLE 0 0 22394 ISHARES TR RUS 1000 GRW ETF 464287614 1998 12700 SH SOLE 0 0 12700 WISDOMTREE TR FLOATNG RAT TREA 97717X628 1645 65628 SH SOLE 0 0 65628 INVESCO EXCHANGE- TRADED FD TR II PFD ETF 46138E511 1561 106730 SH SOLE 0 0 106730 APPLE INC COM 037833100 1345 6794 SH SOLE 0 0 6794 WEC ENERGY GROUP INC COM 92939U106 1307 15672 SH SOLE 0 0 15672 INVESCO EXCHANGE- TRADED FD TR II S&P500 LOW VOL 46138E354 1218 22130 SH SOLE 0 0 22130 MICROSOFT CORP COM 594918104 957 7146 SH SOLE 0 0 7146 FIDELITY NATL INFORMATION SVCS INC COM 31620M106 929 7571 SH SOLE 0 0 7571 DISNEY WALT CO DISNEY COM DISNEY 254687106 896 6416 SH SOLE 0 0 6416 ABBOTT LABS COM 002824100 873 10376 SH SOLE 0 0 10376 ABBVIE INC COM 00287Y109 865 11895 SH SOLE 0 0 11895 MCDONALDS CORP COM 580135101 848 4084 SH SOLE 0 0 4084 ISHARES TR U.S. REAL ES ETF 464287739 754 8634 SH SOLE 0 0 8634 PROCTER & GAMBLE CO COM 742718109 741 6758 SH SOLE 0 0 6758 SPDR S&P 500 ETF TR TR UNIT TR UNIT 78462F103 730 2492 SH SOLE 0 0 2492 ISHARES INC MIN VOL GBL ETF 464286525 706 7667 SH SOLE 0 0 7667 BERKSHIRE HATHAWAY INC CL B NEW 084670702 550 2580 SH SOLE 0 0 2580 ORACLE CORP COM 68389X105 506 8884 SH SOLE 0 0 8884 ISHARES TR MIN VOL EAFE ETF 46429B689 492 6779 SH SOLE 0 0 6779 CHEVRON CORP NEW COM 166764100 464 3729 SH SOLE 0 0 3729 JOHNSON & JOHNSON COM 478160104 440 3162 SH SOLE 0 0 3162 UNITED TECHNOLOGIES CORP COM 913017109 437 3359 SH SOLE 0 0 3359 ISHARES TR MRNGSTR LG-CP ET 464287127 431 2612 SH SOLE 0 0 2612 INTEL CORP COM 458140100 408 8516 SH SOLE 0 0 8516 COCA COLA CO COM 191216100 399 7842 SH SOLE 0 0 7842 INTERNATIONAL BUSINESS MACHS CORP COM 459200101 394 2860 SH SOLE 0 0 2860 3M CO COM 88579Y101 390 2251 SH SOLE 0 0 2251 EXXON MOBIL CORP COM 30231G102 378 4939 SH SOLE 0 0 4939 MCCORMICK & CO INC NON VTG COM NON VTG 579780206 364 2348 SH SOLE 0 0 2348 PEPSICO INC COM 713448108 364 2773 SH SOLE 0 0 2773 BANK OF MONTREAL COM 063671101 342 4539 SH SOLE 0 0 4539 PFIZER INC COM 717081103 341 7872 SH SOLE 0 0 7872 ISHARES TR TIPS BD ETF 464287176 340 2944 SH SOLE 0 0 2944 AT&T INC COM 00206R102 336 10014 SH SOLE 0 0 10014 AMGEN INC COM 031162100 313 1696 SH SOLE 0 0 1696 NEXTERA ENERGY INC COM 65339F101 305 1490 SH SOLE 0 0 1490 MGE ENERGY INC COM 55277P104 282 3855 SH SOLE 0 0 3855 ADOBE SYS INC COM 00724F101 273 925 SH SOLE 0 0 925 COLGATE PALMOLIVE CO COM 194162103 270 3764 SH SOLE 0 0 3764 VERIZON MUNICATIONS INC COM 92343V104 265 4635 SH SOLE 0 0 4635 WALGREENS BOOTS ALLIANCE INC COM 931427108 254 4643 SH SOLE 0 0 4643 AMAZON INC COM 023135106 244 129 SH SOLE 0 0 129 US BANCORP DEL COM NEW 902973304 242 4609 SH SOLE 0 0 4609 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 239 2964 SH SOLE 0 0 2964 JP MORGAN CHASE & CO ISIN#US46625H1005 COM 46625H100 235 2099 SH SOLE 0 0 2099 CISCO SYSTEMS INC COM 17275R102 228 4166 SH SOLE 0 0 4166 WILLIS TOWERS WATSON PUB LTD SHS G96629103 213 1113 SH SOLE 0 0 1113 VANGUARD INDEX FDS VALUE ETF 922908744 209 1880 SH SOLE 0 0 1880 AUTOMATIC DATA PROCESSING INC COM 053015103 204 1232 SH SOLE 0 0 1232 LOCKHEED MARTIN CORP COM 539830109 204 560 SH SOLE 0 0 560