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Landaas & Co /Wi /Adv

Portfolio Manager
Landaas & Co /Wi /Adv
Performance
-2.44% (2026 Q1)
AUM (13F)
$455.91M
# of Holdings
130
Performance Rank
Allocation (Top 20)
86.06%

Landaas & Co /Wi /Adv Holdings Map

Top 50 Landaas & Co /Wi /Adv Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VTI
VANGUARD INDEX FDS
23.62%335.6K$107.7M
-1.66%(-5.68K)
2025-Q1: 365.2K shares2025-Q2: 352.7K shares2025-Q3: 345.0K shares2025-Q4: 341.3K shares2026-Q1: 335.6K shares
$136.85(+166.50%)
2026-03-31
IWD
ISHARES TR
17.51%373.5K$79.8M
+2.28%(+8.33K)
2025-Q1: 359.9K shares2025-Q2: 360.7K shares2025-Q3: 361.1K shares2025-Q4: 365.2K shares2026-Q1: 373.5K shares
$103.79(+126.12%)
2026-03-31
QUAL
ISHARES TR
12.96%308.0K$59.1M
-1.18%(-3.69K)
2025-Q1: 353.6K shares2025-Q2: 354.2K shares2025-Q3: 329.8K shares2025-Q4: 311.7K shares2026-Q1: 308.0K shares
$146.69(+43.82%)
2026-03-31
DFIV
DIMENSIONAL ETF TRUST
7.32%632.1K$33.4M
+33.39%(+158.22K)
2025-Q1: 0 shares2025-Q2: 159.8K shares2025-Q3: 342.6K shares2025-Q4: 473.9K shares2026-Q1: 632.1K shares
$46.11(+20.68%)
2026-03-31
GARP
ISHARES TR
6.56%467.8K$29.9M
+5.37%(+23.84K)
2025-Q1: 409.1K shares2025-Q2: 424.2K shares2025-Q3: 428.0K shares2025-Q4: 444.0K shares2026-Q1: 467.8K shares
$50.60(+52.77%)
2026-03-31
CGSD
CAPITAL GRP FIXED INCM ETF T
3.29%581.8K$15.0M
+7.37%(+39.94K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 248.2K shares2025-Q4: 541.9K shares2026-Q1: 581.8K shares
$25.97(-0.59%)
2026-03-31
VOO
VANGUARD INDEX FDS
2.6%19.8K$11.9M
-0.96%(-192)
2025-Q1: 17.3K shares2025-Q2: 19.3K shares2025-Q3: 19.5K shares2025-Q4: 20.0K shares2026-Q1: 19.8K shares
$370.18(+84.34%)
2026-03-31
IWF
ISHARES TR
1.81%19.3K$8.3M
-1.84%(-363)
2025-Q1: 19.7K shares2025-Q2: 19.8K shares2025-Q3: 19.8K shares2025-Q4: 19.7K shares2026-Q1: 19.3K shares
$127.40(-2.42%)
2026-03-31
TFLO
ISHARES TR
1.78%160.3K$8.1M
-40.87%(-110.83K)
2025-Q1: 659.5K shares2025-Q2: 748.4K shares2025-Q3: 495.4K shares2025-Q4: 271.1K shares2026-Q1: 160.3K shares
$50.56(-0.01%)
2026-03-31
AAPL
APPLE INC
1.77%31.8K$8.1M
+13.25%(+3.72K)
2025-Q1: 28.9K shares2025-Q2: 28.8K shares2025-Q3: 28.4K shares2025-Q4: 28.1K shares2026-Q1: 31.8K shares
$109.30(+173.45%)
2026-03-31

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