0001144204-18-059476.txt : 20181114 0001144204-18-059476.hdr.sgml : 20181114 20181113195431 ACCESSION NUMBER: 0001144204-18-059476 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181114 DATE AS OF CHANGE: 20181113 EFFECTIVENESS DATE: 20181114 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: 181179985 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 09-30-2018 09-30-2018 false LANDAAS & CO /WI /ADV
411 East Wisconsin Avenue Suite 2000 Milwaukee WI 53202
13F HOLDINGS REPORT 028-18175 N
Bryan Becker Vice President and Chief Financial Officer 414-223-1099 /s/ Bryan Becker Milwaukee WI 11-13-2018 0 59 128777
INFORMATION TABLE 2 infotable.xml ALPS ETF TR C&S GLOBL ETF 00162Q106 4059 92990 SH SOLE 0 0 92990 AT&T INC COM 00206R102 392 11668 SH SOLE 0 0 11668 ABBOTT LABS COM 002824100 783 10673 SH SOLE 0 0 10673 ABBVIE INC COM 00287Y109 1142 12069 SH SOLE 0 0 12069 ADOBE SYS INC COM 00724F101 270 1000 SH SOLE 0 0 1000 ALLIANT ENERGY CORP COM 018802108 254 5966 SH SOLE 0 0 5966 AMAZON COM INC COM 023135106 262 131 SH SOLE 0 0 131 AMGEN INC COM 031162100 362 1745 SH SOLE 0 0 1745 APPLE INC COM 037833100 1737 7696 SH SOLE 0 0 7696 BANK OF MONTREAL QUE COM 063671101 387 4689 SH SOLE 0 0 4689 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 552 2580 SH SOLE 0 0 2580 CHEVRON CORP NEW COM 166764100 381 3113 SH SOLE 0 0 3113 CISCO SYS INC COM 17275R102 208 4266 SH SOLE 0 0 4266 COCA COLA CO COM 191216100 362 7842 SH SOLE 0 0 7842 COLGATE PALMOLIVE CO COM 194162103 252 3764 SH SOLE 0 0 3764 DISNEY WALT CO COM DISNEY 254687106 689 5891 SH SOLE 0 0 5891 EXXON MOBIL CORP COM 30231G102 475 5587 SH SOLE 0 0 5587 FIDELITY NATL INFORMATION SV INC COM 31620M106 826 7571 SH SOLE 0 0 7571 FISERV INC COM 337738108 1886 22894 SH SOLE 0 0 22894 GENERAL ELECTRIC CO COM 369604103 190 16820 SH SOLE 0 0 16820 HARLEY DAVIDSON INC COM 412822108 215 4744 SH SOLE 0 0 4744 INTEL CORP COM 458140100 413 8740 SH SOLE 0 0 8740 INTERNATIONAL BUSINESS MACHS CORP COM 459200101 455 3009 SH SOLE 0 0 3009 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 1101 22224 SH SOLE 0 0 22224 INVESCO EXCHNG TRADED FD TR PFD ETF 46138E511 1626 113517 SH SOLE 0 0 113517 ISHARES INC MIN VOL GBL ETF 464286525 674 7667 SH SOLE 0 0 7667 ISHARES TR MRNGSTR LG-CP ET 464287127 426 2529 SH SOLE 0 0 2529 ISHARES TR SELECT DIVID ETF 464287168 2322 23277 SH SOLE 0 0 23277 ISHARES TR TIPS BD ETF 464287176 297 2682 SH SOLE 0 0 2682 ISHARES TR RUS 1000 VAL ETF 464287598 26480 209129 SH SOLE 0 0 209129 ISHARES TR RUS 1000 GRW ETF 464287614 2015 12919 SH SOLE 0 0 12919 ISHARES TR U.S. REAL ES ETF 464287739 735 9181 SH SOLE 0 0 9181 ISHARES TR MIN VOL EAFE ETF 46429B689 216 2963 SH SOLE 0 0 2963 ISHARES TR TRS FLT RT BD 46434V860 16692 331758 SH SOLE 0 0 331758 JP MORGAN CHASE & CO COM 46625H100 540 4786 SH SOLE 0 0 4786 JOHNSON & JOHNSON COM 478160104 471 3411 SH SOLE 0 0 3411 MCCORMICK & CO INC COM NON VTG 579780206 319 2422 SH SOLE 0 0 2422 MCDONALDS CORP COM 580135101 615 3675 SH SOLE 0 0 3675 MICROSOFT CORP COM 594918104 860 7521 SH SOLE 0 0 7521 NEXTERA ENERGY INC COM 65339F101 250 1490 SH SOLE 0 0 1490 NIKE INC CL B 654106103 216 2552 SH SOLE 0 0 2552 ORACLE CORP COM 68389X105 484 9382 SH SOLE 0 0 9382 PEPSICO INC COM 713448108 310 2772 SH SOLE 0 0 2772 PFIZER INC COM 717081103 407 9232 SH SOLE 0 0 9232 PROCTER & GAMBLE CO COM 742718109 436 5243 SH SOLE 0 0 5243 SPDR S&P 500 ETF TR TR UNIT 78462F103 724 2491 SH SOLE 0 0 2491 3M CO COM 88579Y101 474 2251 SH SOLE 0 0 2251 US BANCORP DEL COM NEW 902973304 640 12127 SH SOLE 0 0 12127 UNITED TECHNOLOGIES CORP COM 913017109 481 3442 SH SOLE 0 0 3442 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 263 3370 SH SOLE 0 0 3370 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2099 7859 SH SOLE 0 0 7859 VANGUARD INDEX FDS VALUE ETF 922908744 208 1880 SH SOLE 0 0 1880 VANGUARD INDEX FDS TOTAL STK MKT 922908769 45534 304273 SH SOLE 0 0 304273 VERIZON MUNICATIONS INC COM 92343V104 287 5367 SH SOLE 0 0 5367 VISA INC COM CL A 92826C839 214 1429 SH SOLE 0 0 1429 WEC ENERGY GROUP INC COM 92939U106 860 12885 SH SOLE 0 0 12885 WALGREENS BOOTS ALLIANCE INC COM 931427108 340 4666 SH SOLE 0 0 4666 WISDOMTREE TR US MIDCP EARNING 97717W570 203 4920 SH SOLE 0 0 4920 WISDOMTREE TR FLOATNG RAT TREA 97717X628 2406 95930 SH SOLE 0 0 95930