HoldingsChannel.com
Landaas & Co. WI ADV Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF (VTI) 335,716 +38 $52,550
     VTI335,716+38$52,550
ISHARES TR RUSSELL 1000 VALUE ETF (IWD) 255,971 +242 $28,827
     IWD255,971+242$28,827
ISHARES TR TREAS FLTG RATE BD ETF (TFLO) 162,385 -20,080 $8,167
     TFLO162,385-20,080$8,167
APPLE INC COM 8,477 -15 $3,093
     AAPL8,477-15$3,093
VANGUARD INDEX FDS S&P 500 ETF SHS NEW (VOO) 10,163 +105 $2,881
     VOO10,163+105$2,881
ISHARES TR RUSSELL 1000 GROWTH ETF (IWF) 11,987 +76 $2,301
     IWF11,987+76$2,301
FISERV INC COM 21,401 UNCH $2,089
     FISV21,401UNCH$2,089
ISHARES TR SELECT DIVID ETF FD (DVY) 21,951 -61 $1,772
     DVY21,951-61$1,772
MICROSOFT CORP COM 7,937 +1 $1,615
     MSFT7,937+1$1,615
INVESCO EXCHANGE TRADED FD TR II PFD ETF (PGX) 101,455 -3,200 $1,433
     PGX101,455-3,200$1,433
WEC ENERGY GROUP INC COM 15,417 +2 $1,351
     WEC15,417+2$1,351
INVESCO EXCHANGE TRADED FD TR II S&P 500 LOW VOLATILITY ETF (SPLV) 22,719 +25 $1,129
     SPLV22,719+25$1,129
ABBVIE INC COM 11,481 +100 $1,127
     ABBV11,481+100$1,127
FIDELITY NATL INFORMATION SVCS INC COM 7,111 UNCH $953
     FIS7,111UNCH$953
ABBOTT LABS COM 10,291 UNCH $941
     ABT10,291UNCH$941
PROCTER & GAMBLE CO COM 6,631 UNCH $793
     PG6,631UNCH$793
MCDONALDS CORP 4,048 UNCH $747
     MCD4,048UNCH$747
SPDR S&P 500 ETF TR TR UNIT (SPY) 2,402 UNCH $741
     SPY2,402UNCH$741
DISNEY WALT CO DISNEY COM 6,360 UNCH $709
     DIS6,360UNCH$709
ISHARES INC EDGE MSCI MINIMUM VOLATILITY ETF (ACWV) 7,547 UNCH $661
     ACWV7,547UNCH$661
ALPS ETF TR ALPS ALPS REIT DIVIDEND DOGS ETF (RDOG) 16,754 +16,754 $608
     RDOG16,754+16,754$608
ISHARES TR MSCI EAFE MINIMUM VOLATILITY ETF (EFAV) 8,949 +158 $591
     EFAV8,949+158$591
JOHNSON & JOHNSON COM 3,908 +7 $550
     JNJ3,908+7$550
INTEL CORP COM 8,336 UNCH $499
     INTC8,336UNCH$499
ISHARES TR US REAL ESTATE ETF (IYR) 6,323 UNCH $498
     IYR6,323UNCH$498
PEPSICO INC COM 3,604 +8 $477
     PEP3,604+8$477
ORACLE CORP COM 8,584 UNCH $474
     ORCL8,584UNCH$474
BERKSHIRE HATHAWAY INC DEL CL B NEW      $461
     BRK.B2,580UNCH$461
INTERNATIONAL BUSINESS MACHS CORP COM 3,810 +17 $460
     IBM3,810+17$460
VERIZON COMMUNICATIONS INC COM 7,597 +21 $419
     VZ7,597+21$419
ADOBE SYS INC COM 900 UNCH $392
     ADBE900UNCH$392
MCCORMICK & CO INC COM NON VTG 2,173 UNCH $390
     MKC2,173UNCH$390
AMGEN INC COM 1,644 UNCH $388
     AMGN1,644+1,644$388
ISHARES TR MORNINGSTAR LARGE CAP ETF (JKD) 2,207 -140 $385
     JKD2,207-140$385
CHEVRON CORP NEW COM 4,045 -42 $361
     CVX4,045-42$361
NEXTERA ENERGY INC COM 1,490 UNCH $358
     NEE1,490UNCH$358
AMAZON COM INC 126 +126 $348
     AMZN126+126$348
3M CO COM 2,156 UNCH $336
     MMM2,156UNCH$336
COCA COLA COMPANY 7,390 UNCH $330
     KO7,390UNCH$330
AT&T INC COM 10,640 UNCH $322
     T10,640UNCH$322
PAYPAL HLDGS INC COM 1,624 +1,624 $283
     PYPL1,624+1,624$283
COLGATE PALMOLIVE CO COM 3,588 UNCH $263
     CL3,588UNCH$263
JPMORGAN CHASE & CO 2,700 -2,112 $254
     JPM2,700-2,112$254
MGE ENERGY INC COM 3,855 UNCH $249
     MGEE3,855UNCH$249
CATERPILLAR INC COM 1,957 +5 $248
     CAT1,957+5$248
PFIZER INC COM 7,542 UNCH $247
     PFE7,542UNCH$247
VANGUARD BD INDEX FDS VANGUARD SHORT TERM BD ETF (BSV) 2,964 UNCH $246
     BSV2,964UNCH$246
HOME DEPOT INC COM 911 +911 $228
     HD911+911$228
VANGUARD INDEX FDS VANGUARD GROWTH ETF (VUG) 1,094 -118 $221
     VUG1,094-118$221
WILLIS TOWERS WATSON PUB LTD CO SHS 1,113 UNCH $219
     WLTW1,113UNCH$219

See Full List: All Stocks Held By Landaas & Co. WI ADV
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Landaas & Co. WI ADV

Size ($ in 1000's)
At 06/30/2020: $125,825
At 03/31/2020: $118,549

Landaas & Co. WI ADV holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Landaas & Co. WI ADV 13F filings. Link to 13F filings: SEC filings

Landaas & Co. WI ADV Top Holdings 13F Filings | www.HoldingsChannel.com

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