0001144204-19-020347.txt : 20190419 0001144204-19-020347.hdr.sgml : 20190419 20190419085839 ACCESSION NUMBER: 0001144204-19-020347 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190419 DATE AS OF CHANGE: 20190419 EFFECTIVENESS DATE: 20190419 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-18175 FILM NUMBER: 19757144 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/A 1 primary_doc.xml 13F-HR/A LIVE false false false 0000913990 XXXXXXXX 03-31-2019 03-31-2019 true 1 RESTATEMENT false LANDAAS & CO /WI /ADV
411 East Wisconsin Avenue Suite 2000 Milwaukee WI 53202
13F HOLDINGS REPORT 028-18175 N
Daniel La Nuez Chief Financial Officer 414-223-1099 /s/ Daniel La Nuez Milwaukee WI 04-18-2019 0 54 138209
INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 468 2251 SH SOLE 0 0 2251 ABBOTT LABS COM 002824100 845 10576 SH SOLE 0 0 10576 ABBVIE INC COM 00287Y109 974 12089 SH SOLE 0 0 12089 ADOBE SYS INC COM 00724F101 266 1000 SH SOLE 0 0 1000 ALPS ETF TR C&S GLOBL ETF 00162Q106 4175 87974 SH SOLE 0 0 87974 AMAZON INC COM 023135106 235 132 SH SOLE 0 0 132 AMGEN INC COM 031162100 322 6843 SH SOLE 0 0 6843 APPLE INC COM 037833100 1300 2958 SH SOLE 0 0 2958 AT&T INC COM 00206R102 314 10014 SH SOLE 0 0 10014 BANK OF MONTREAL COM 063671101 340 4539 SH SOLE 0 0 4539 BERKSHIRE HATHAWAY INC CL B NEW 084670702 518 2580 SH SOLE 0 0 2580 CHEVRON CORP NEW COM 166764100 459 3729 SH SOLE 0 0 3729 CISCO SYSTEMS INC COM 17275R102 225 4166 SH SOLE 0 0 4166 COCA COLA PANY COM 191216100 367 7842 SH SOLE 0 0 7842 COLGATE PALMOLIVE CO COM 194162103 258 3764 SH SOLE 0 0 3764 DISNEY WALT CO DISNEY COM DISNEY 254687106 701 6311 SH SOLE 0 0 6311 EXXON MOBIL CORP COM 30231G102 431 5332 SH SOLE 0 0 5332 FIDELITY NATL INFORMATION SVCS INC COM 31620M106 856 7571 SH SOLE 0 0 7571 FISERV INC COM 337738108 1977 22394 SH SOLE 0 0 22394 INTEL CORP COM 458140100 457 8516 SH SOLE 0 0 8516 INTERNATIONAL BUSINESS MACHS CORP COM 459200101 404 2860 SH SOLE 0 0 2860 INVESCO EXCHANGE- TRADED FD TR II PFD ETF 46138E511 1546 106635 SH SOLE 0 0 106635 INVESCO EXCHANGE- TRADED FD TR II S&P500 LOW VOL 46138E354 1164 22110 SH SOLE 0 0 22110 ISHARES INC MIN VOL GBL ETF 464286525 686 7667 SH SOLE 0 0 7667 ISHARES TR MRNGSTR LG-CP ET 464287127 417 2607 SH SOLE 0 0 2607 ISHARES TR MIN VOL EAFE ETF 46429B689 453 6286 SH SOLE 0 0 6286 ISHARES TR RUS 1000 GRW ETF 464287614 1984 13108 SH SOLE 0 0 13108 ISHARES TR RUS 1000 VAL ETF 464287598 26943 218176 SH SOLE 0 0 218176 ISHARES TR SELECT DIVID ETF 464287168 2272 23140 SH SOLE 0 0 23140 ISHARES TR TIPS BD ETF 464287176 303 2682 SH SOLE 0 0 2682 ISHARES TR TRS FLT RT BD 46434V860 26589 527972 SH SOLE 0 0 527972 ISHARES TR U.S. REAL ES ETF 464287739 771 8863 SH SOLE 0 0 8863 JOHNSON & JOHNSON COM 478160104 442 3161 SH SOLE 0 0 3161 JP MORGAN CHASE & CO ISIN#US46625H1005 COM 46625H100 212 2095 SH SOLE 0 0 2095 MCCORMICK & CO INC NON VTG COM NON VTG 579780206 354 2348 SH SOLE 0 0 2348 MCDONALDS CORP COM 580135101 785 4135 SH SOLE 0 0 4135 MGE ENERGY INC COM 55277P104 262 3855 SH SOLE 0 0 3855 MICROSOFT CORP COM 594918104 843 7146 SH SOLE 0 0 7146 NEXTERA ENERGY INC COM 65339F101 288 1490 SH SOLE 0 0 1490 ORACLE CORP COM 68389X105 477 8884 SH SOLE 0 0 8884 PEPSICO INC COM 713448108 354 2890 SH SOLE 0 0 2890 PFIZER INC COM 717081103 381 8975 SH SOLE 0 0 8975 PROCTER & GAMBLE CO COM 742718109 703 6758 SH SOLE 0 0 6758 SPDR S&P 500 ETF TR TR UNIT TR UNIT 78462F103 704 2492 SH SOLE 0 0 2492 UNITED TECHNOLOGIES CORP COM 913017109 433 3359 SH SOLE 0 0 3359 US BANCORP DEL COM NEW 902973304 367 7608 SH SOLE 0 0 7608 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 251 3155 SH SOLE 0 0 3155 VANGUARD INDEX FDS S S&P 500 ETF SHS 922908363 2280 8786 SH SOLE 0 0 8786 VANGUARD INDEX FDS TOTAL STK MKT 922908769 45447 314058 SH SOLE 0 0 314058 VANGUARD INDEX FDS VALUE ETF 922908744 202 1880 SH SOLE 0 0 1880 VERIZON MUNICATIONS INC COM 92343V104 274 4635 SH SOLE 0 0 4635 WALGREENS BOOTS ALLIANCE INC COM 931427108 293 4636 SH SOLE 0 0 4636 WEC ENERGY GROUP INC COM 92939U106 1041 13167 SH SOLE 0 0 13167 WISDOMTREE TR FLOATNG RAT TREA 97717X628 2796 111492 SH SOLE 0 0 111492