0001144204-18-027924.txt : 20180514 0001144204-18-027924.hdr.sgml : 20180514 20180514114247 ACCESSION NUMBER: 0001144204-18-027924 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180514 DATE AS OF CHANGE: 20180514 EFFECTIVENESS DATE: 20180514 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: 18829335 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 03-31-2018 03-31-2018 false LANDAAS & CO /WI /ADV

411 East Wisconsin Avenue Suite 2000 Milwaukee WI 53202

13F HOLDINGS REPORT 028-18175 N Bryan Becker 414-847-1099 /s/ Bryan Becker Milwaukee WI 05-14-2018 0 52 99212 INFORMATION TABLE 2 infotable.xml 3M CO COM COM 88579Y101 494 2251 SH SOLE 0 0 220 ABBOTT LABS COM COM 002824100 639 10670 SH SOLE 0 0 22 ABBVIE INC COM COM 00287Y109 1150 12154 SH SOLE 0 0 2067 ADOBE SYS INC COM COM 00724F101 216 1000 SH SOLE 0 0 334 ALLIANT ENERGY CORP COM COM 018802108 262 6422 SH SOLE 0 0 941 ALPS ETF TR COHEN & STEERS GLOBAL REALTY MAJORS ETF C&S GLOBL ETF 00162Q106 4267 100209 SH SOLE 0 0 12154 AMGEN INC COM COM 031162100 297 1745 SH SOLE 0 0 100 APPLE INC COM COM 037833100 1233 7346 SH SOLE 0 0 950 AT&T INC COM COM 00206R102 433 12157 SH SOLE 0 0 17 BANK OF MONTREAL COM 063671101 354 4689 SH SOLE 0 0 303 BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702 515 2580 SH SOLE 0 0 400 CHEVRON CORP NEW COM COM 166764100 355 3113 SH SOLE 0 0 3764 COCA COLA COMPANY COM 191216100 336 7742 SH SOLE 0 0 745 COLGATE PALMOLIVE CO COM COM 194162103 270 3764 SH SOLE 0 0 64 DISNEY WALT CO DISNEY COM COM 254687106 566 5632 SH SOLE 0 0 72 EXXON MOBIL CORP COM COM 30231G102 461 6177 SH SOLE 0 0 656 FIDELITY NATL INFORMATION SVCS INC COM COM 31620M106 749 7781 SH SOLE 0 0 32 FISERV INC COM COM 337738108 1633 22894 SH SOLE 0 0 300 GENERAL ELECTRIC CO COM COM 369604103 212 15710 SH SOLE 0 0 56 HARLEY DAVIDSON INC COM COM 412822108 205 4773 SH SOLE 0 0 644 INTEL CORP COM COM 458140100 455 8740 SH SOLE 0 0 94 INTERNATIONAL BUSINESS MACHS CORP COM COM 459200101 285 1857 SH SOLE 0 0 48 ISHARES INC EDGE MSCI MINIMUM VOLATILITY ETF MIN VOL GBL ETF 464286525 685 8177 SH SOLE 0 0 23202 ISHARES TR MORNINGSTAR LARGE-CAP ETF MRNGSTR LG-CP ET 464287127 351 2289 SH SOLE 0 0 600 ISHARES TR MSCI EAFE MINIMUM VOLATILITY ETF MIN VOL EAFE ETF 46429B689 210 2849 SH SOLE 0 0 5008 ISHARES TR RUSSELL 1000 GROWTH ETF RUS 1000 GRW ETF 464287614 1723 12663 SH SOLE 0 0 1400 ISHARES TR RUSSELL 1000 VALUE ETF RUS 1000 VAL ETF 464287598 25085 209112 SH SOLE 0 0 9584 ISHARES TR SELECT DIVID ETF FD SELECT DIVID ETF 464287168 2207 23202 SH SOLE 0 0 164 ISHARES TR TIPS BD ETF TIPS BD ETF 464287176 305 2700 SH SOLE 0 0 256 ISHARES TR US REAL ESTATE ETF U.S. REAL ES ETF 464287739 723 9584 SH SOLE 0 0 1363 JOHNSON & JOHNSON COM COM 478160104 472 3686 SH SOLE 0 0 351 JP MORGAN CHASE & CO COM ISIN#US46625H1005 COM 46625H100 551 5008 SH SOLE 0 0 2390 MCCORMICK & CO INC COM NON VTG COM NON VTG 579780206 258 2422 SH SOLE 0 0 1394 MCDONALDS CORP COM 580135101 551 3525 SH SOLE 0 0 2512 MICROSOFT CORP COM COM 594918104 612 6703 SH SOLE 0 0 340 NEXTERA ENERGY INC COM COM 65339F101 243 1490 SH SOLE 0 0 1087 ORACLE CORP COM COM 68389X105 420 9182 SH SOLE 0 0 119 PEPSICO INC COM COM 713448108 303 2772 SH SOLE 0 0 1192 PFIZER INC COM COM 717081103 310 8728 SH SOLE 0 0 666 POWERSHARES EXCHANGE TRADED FD TR II PFD PORTFOLIO PFD PORTFOLIO 73936T565 1657 113517 SH SOLE 0 0 0 POWERSHARES EXCHANGE-TRADED FD TR II S&P 500 LOW VOLATILITY PORT S&P500 LOW VOL 73937B779 1042 22187 SH SOLE 0 0 686 PROCTER & GAMBLE CO COM COM 742718109 435 5487 SH SOLE 0 0 114 SPDR S&P 500 ETF TR TR UNIT TR UNIT 78462F103 639 2429 SH SOLE 0 0 473 UNITED TECHNOLOGIES CORP COM COM 913017109 433 3442 SH SOLE 0 0 3674 US BANCORP DEL COM COM 902973304 660 13075 SH SOLE 0 0 3442 VANGUARD BD INDEX FDS VANGUARD SHORT TERM BD ETF SHORT TRM BOND 921937827 288 3674 SH SOLE 0 0 1290 VANGUARD INDEX FDS S&P 500 ETF SHS NEW S&P 500 ETF SHS 922908363 1659 6853 SH SOLE 0 0 1115 VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF TOTAL STK MKT 922908769 40524 298583 SH SOLE 0 0 2570 VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF FTSE EMR MKT ETF 922042858 204 4333 SH SOLE 0 0 244 VERIZON COMMUNICATIONS INC COM COM 92343V104 261 5455 SH SOLE 0 0 328 WALGREENS BOOTS ALLIANCE INC COM COM 931427108 234 3580 SH SOLE 0 0 750 WEC ENERGY GROUP INC COM COM 92939U106 780 12447 SH SOLE 0 0 0