Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LANDAAS & CO /WI /ADV | 02-09-2024 | 12-31-2023 | 79 | 269,623,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | TOTAL STK MKT | 1 | $85,226,000 | 359,282 | 0.03 | 0.03 | 683 | 0.19 | 12-31-2023 |
| ISHARES TR RUSSELL 1000 VALUE ETF | RUS 1000 VAL ETF | 2 | $58,707,000 | 355,263 | 0.02 | 0.02 | -8,515 | -2.34 | 12-31-2023 |
| ISHARES TR TREAS FLTG RATE BD ETF | TRS FLT RT BD | 3 | $34,697,000 | 687,485 | 0.01 | 0.01 | 166,432 | 31.94 | 12-31-2023 |
| ISHARES TR MSCI USA QUALITY FACTOR ETF | MSCI USA QLT FCT | 4 | $29,038,000 | 197,351 | 0.01 | 0.01 | 48,385 | 32.48 | 12-31-2023 |
