$126 Million is the total value of LANDAAS & CO /WI /ADV's 54 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMGN | New | AMGEN INC COM | $388,000 | – | 1,644 | +100.0% | 0.31% | – |
| AMZN | New | AMAZON COM INC | $348,000 | – | 126 | +100.0% | 0.28% | – |
| PYPL | New | PAYPAL HLDGS INC COM | $283,000 | – | 1,624 | +100.0% | 0.22% | – |
| HD | New | HOME DEPOT INC COM | $228,000 | – | 911 | +100.0% | 0.18% | – |
| ETN | New | EATON CORPORATION PLC SHS ISIN#IE00B8KQN827 | $213,000 | – | 2,440 | +100.0% | 0.17% | – |
| NKE | New | NIKE INC CL Bcl b | $212,000 | – | 2,160 | +100.0% | 0.17% | – |
| XOM | New | EXXON MOBIL CORP COM | $211,000 | – | 4,709 | +100.0% | 0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-04
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | 25 | Q3 2023 | 44.5% |
| ISHARES TR RUSSELL 1000 VALUE ETF | 25 | Q3 2023 | 30.0% |
| APPLE INC COM | 25 | Q3 2023 | 3.3% |
| VANGUARD INDEX FDS S&P 500 ETF SHS NEW | 25 | Q3 2023 | 2.5% |
| ISHARES TR SELECT DIVID ETF FD | 25 | Q3 2023 | 2.8% |
| ISHARES TR RUSSELL 1000 GROWTH ETF | 25 | Q3 2023 | 2.3% |
| FISERV INC COM | 25 | Q3 2023 | 1.7% |
| MICROSOFT CORP COM | 25 | Q3 2023 | 1.5% |
| WEC ENERGY GROUP INC COM | 25 | Q3 2023 | 1.3% |
| ABBVIE INC COM | 25 | Q3 2023 | 1.2% |
View LANDAAS & CO /WI /ADV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-03-03 |
View LANDAAS & CO /WI /ADV's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.