Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LANDAAS & CO /WI /ADV | 05-08-2024 | 03-31-2024 | 86 | 307,475,000 |
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 | STK MKT ETF | 1 | $94,577,000 | 363,900 | 0.03 | 363,900 | +Inf | 03-31-2024 | |
| VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | TOTAL STK MKT | Liquidated | $0 | 0 | 0.03 | 0.03 | 683 | 0.19 | 03-31-2024 |
| ISHARES TR RUSSELL 1000 VALUE ETF | RUS 1000 VAL ETF | 3 | $64,678,000 | 361,108 | 0.02 | 0.02 | 5,845 | 1.65 | 03-31-2024 |
| ISHARES TR MSCI USA QUALITY FACTOR ETF | MSCI USA QLT FCT | 4 | $39,540,000 | 240,587 | 0.01 | 0.01 | 43,236 | 21.91 | 03-31-2024 |
