Landaas & Co. /wi /adv
Landaas & Company is an independent investment advisory and brokerage firm headquartered in Milwaukee, Wisconsin. Founded by Bob Landaas, the company primarily serves individual investors with a focus on objective, long-term financial planning and money management. With over three decades of experience, Landaas & Company employs a team of experienced advisors and staff, emphasizing high ethical standards and personalized service. They are registered with both the SEC and FINRA, serving clients primarily across multiple U.S. states.
Investment Strategy
Landaas & Company employs a balanced investment approach, focusing on asset allocation between equities and fixed income to provide clients with diversified portfolios. The firm avoids chasing market fads, instead emphasizing patient, long-term investing to help protect capital during downturns and capture growth over time. Investment strategies are highly individualized, based on each client's risk tolerance and financial goals, with an aim to keep fees lower than industry averages and maintain close, collaborative client relationships.
Top Holdings
Equity Positions (115)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | 25.60% | $107.2M | 352,696 | $142.49 | $303.93 | +$6.8M |
I IWD | ISHARES TR RUSSELL 1000 VALUE ETF | 16.73% | $70.1M | 360,714 | $130.68 | $194.23 | +$2.3M |
Q QUAL | ISHARES TR MSCI USA QUALITY FACTOR ETF | 15.47% | $64.8M | 354,232 | $150.76 | $182.82 | +$4.3M |
T TFLO | ISHARES TR TREAS FLTG RATE BD ETF | 9.05% | $37.9M | 748,412 | $50.52 | $50.65 | +$4.5M |
G GARP | ISHARES TR MSCI USA QUALITY GARP ETF | 6.12% | $25.6M | 424,178 | $50.70 | $60.38 | +$4.7M |