Institutional Fund
Landaas & Co /Wi /Adv
Milwaukee, WICIK 9139905 filings on record
Portfolio Value
$455.91M
Q1 2026
Holdings
130
Reported positions
New Buys
12
Opened this quarter
QoQ Change
+0.3%
from $454.53M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds23.6%
- Ishares Tr17.5%
- Ishares Tr13.0%
- Dimensional ETF Trust7.3%
- Ishares Tr6.6%
- Capital Grp Fixed Incm ETF T3.3%
- Other28.7%
Portfolio Holdings
130 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 335.6K | $107.68M | 23.6% | −5.7K | Reduced |
| 2 | Ishares Tr | 373.5K | $79.81M | 17.5% | +8.3K | Added |
| 3 | Ishares Tr | 308.0K | $59.08M | 13.0% | −3.7K | Reduced |
| 4 | Dimensional ETF Trust | 632.1K | $33.36M | 7.3% | +158.2K | Added |
| 5 | Ishares Tr | 467.8K | $29.93M | 6.6% | +23.8K | Added |
| 6 | Capital Grp Fixed Incm ETF T | 581.8K | $15.01M | 3.3% | +39.9K | Added |
| 7 | Vanguard Index Fds | 19.8K | $11.85M | 2.6% | −192 | Reduced |
| 8 | Ishares Tr | 19.3K | $8.25M | 1.8% | −363 | Reduced |
| 9 | Ishares Tr | 160.3K | $8.12M | 1.8% | −110.8K | Reduced |
| 10 | Apple Inc | 31.8K | $8.08M | 1.8% | +3.7K | Added |
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