LANDAAS & CO /WI /ADV: 13F holdings
CIK 9139902026Q2
| Positions | 149 |
|---|
| Reported value | $549.7m |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 149 (+19 vs prior quarter) |
|---|
| Reported value | $549.7m (+20.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 333,669 | $123.5m | 22.5% |
| IWD ISHARES TR | 385,177 | $93.4m | 17.0% |
| QUAL ISHARES TR | 310,816 | $68.2m | 12.4% |
| GARP ISHARES TR | 507,447 | $41.9m | 7.6% |
| DFIV DIMENSIONAL ETF TRUST | 756,140 | $40.8m | 7.4% |
| CGSD CAPITAL GRP FIXED INCM ETF T | 571,548 | $14.7m | 2.7% |
| VOO VANGUARD INDEX FDS | 19,854 | $13.6m | 2.5% |
| TFLO ISHARES TR | 220,857 | $11.2m | 2.0% |
| IWF ISHARES TR | 80,619 | $10.0m | 1.8% |
| AAPL APPLE INC | 30,252 | $8.8m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="913990")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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