0001104659-21-137585.txt : 20211112 0001104659-21-137585.hdr.sgml : 20211112 20211112082604 ACCESSION NUMBER: 0001104659-21-137585 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211112 DATE AS OF CHANGE: 20211112 EFFECTIVENESS DATE: 20211112 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: 211399895 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 09-30-2021 09-30-2021 false LANDAAS & CO /WI /ADV

411 East Wisconsin Avenue Suite 2000 Milwaukee WI 53202

13F HOLDINGS REPORT 028-18175 N Thomas Shea 815-782-1250 /s/ Thomas Shea Milwaukee WI 11-11-2021 0 74 173826 INFORMATION TABLE 2 infotable.xml 3M CO COM COM 88579Y101 525 2992 SH SOLE 0 0 2992 ABBOTT LABS COM COM 002824100 645 5464 SH SOLE 0 0 5464 ABBVIE INC COM COM 00287Y109 591 5479 SH SOLE 0 0 5479 ADOBE SYS INC COM COM 00724F101 512 890 SH SOLE 0 0 890 ALPHABET INC CL A CL A 02079K305 278 104 SH SOLE 0 0 104 ALPS ETF TR ALPS REIT SECTOR DIVID DOGS ETF REIT DIVIDE DOGS 00162Q106 479 10066 SH SOLE 0 0 10066 AMAZON COM INC COM 023135106 611 186 SH SOLE 0 0 186 AMGEN INC COM COM 031162100 440 2067 SH SOLE 0 0 2067 APPLE INC COM COM 037833100 4621 32660 SH SOLE 0 0 32660 AT&T INC COM COM 00206R102 228 8441 SH SOLE 0 0 8441 AUTOMATIC DATA PROCESSING INC COM COM 053015103 230 1150 SH SOLE 0 0 1150 BANK OF AMERICA CORPORATION COM COM 060505104 236 5560 SH SOLE 0 0 5560 BANK OF MONTREAL COM 063671101 232 2326 SH SOLE 0 0 2326 BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702 636 2330 SH SOLE 0 0 2330 CATERPILLAR INC COM COM 149123101 528 2751 SH SOLE 0 0 2751 CHEVRON CORP NEW COM COM 166764100 253 2489 SH SOLE 0 0 2489 CISCO SYSTEMS INC COM 17275R102 240 4417 SH SOLE 0 0 4417 COCA COLA COMPANY COM 191216100 380 7250 SH SOLE 0 0 7250 COLGATE PALMOLIVE CO COM COM 194162103 263 3486 SH SOLE 0 0 3486 COMCAST CORP CL A CL A 20030N101 312 5587 SH SOLE 0 0 5587 COSTCO WHOLESALE CORP NEW COM COM 22160K105 209 465 SH SOLE 0 0 465 DISNEY WALT CO DISNEY COM COM 254687106 1190 7035 SH SOLE 0 0 7035 EATON CORPORATION PLC SHS ISIN#IE00B8KQN827 SHS G29183103 370 2478 SH SOLE 0 0 2478 EXXON MOBIL CORP COM COM 30231G102 298 5059 SH SOLE 0 0 5059 FIDELITY NATL INFORMATION SVCS INC COM COM 31620M106 826 6787 SH SOLE 0 0 6787 FISERV INC COM COM 337738108 1702 15689 SH SOLE 0 0 15689 HOME DEPOT INC COM COM 437076102 325 991 SH SOLE 0 0 991 INTEL CORP COM COM 458140100 444 8336 SH SOLE 0 0 8336 INTERNATIONAL BUSINESS MACHS CORP COM COM 459200101 387 2788 SH SOLE 0 0 2788 INVESCO 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GAMBLE CO COM COM 742718109 1017 7277 SH SOLE 0 0 7277 PUBLIC STORAGE COM COM 74460D109 204 686 SH SOLE 0 0 686 RAYTHEON TECHNOLOGIES CORP COM COM 75513E101 245 2853 SH SOLE 0 0 2853 SCHWAB STRATEGIC TR US LARGE-CAP VALUE ETF US LCAP VA ETF 808524409 244 3620 SH SOLE 0 0 3620 SPDR S&P 500 ETF TR TR UNIT TR UNIT 78462F103 638 1486 SH SOLE 0 0 1486 SYSCO CORP COM COM 871829107 223 2839 SH SOLE 0 0 2839 TEXAS INSTRUMENTS INC COM 882508104 242 1258 SH SOLE 0 0 1258 UNITEDHEALTH GROUP INC COM COM 91324P102 203 519 SH SOLE 0 0 519 US BANCORP DEL COM COM 902973304 261 4391 SH SOLE 0 0 4391 VANGUARD BD INDEX FDS VANGUARD SHORT TERM BD ETF SHORT TRM BOND 921937827 223 2716 SH SOLE 0 0 2716 VANGUARD INDEX FDS S&P 500 ETF SHS NEW S&P 500 ETF SHS 922908363 4015 10180 SH SOLE 0 0 10180 VANGUARD INDEX FDS VANGUARD GROWTH ETF GROWTH ETF 922908736 317 1094 SH SOLE 0 0 1094 VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF TOTAL STK MKT 922908769 75801 341353 SH SOLE 0 0 341353 VANGUARD INDEX FDS VANGUARD 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