# EDGAR Filing Document

**Accession Number:** 0000913990
**File Stem:** 0001104659-23-022301
**Filing Date:** 2023-2
**Character Count:** 10980
**Document Hash:** 4fad248be667204c6f1e09eb9e0bc43f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001104659-23-022301.hdr.sgml**: 20230215

**ACCESSION NUMBER**: 0001104659-23-022301

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230215

**DATE AS OF CHANGE**: 20230215

**EFFECTIVENESS DATE**: 20230215

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** LANDAAS & CO /WI /ADV
- **CENTRAL INDEX KEY:** 0000913990
- **IRS NUMBER:** 391628643
- **STATE OF INCORPORATION:** WI
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18175
- **FILM NUMBER:** 23634613

**BUSINESS ADDRESS:**
- **STREET 1:** 411 EAST WISCONSIN AVENUE
- **STREET 2:** SUITE 2000
- **CITY:** MILWAUKEE
- **STATE:** WI
- **ZIP:** 53202
- **BUSINESS PHONE:** 4142231099

**MAIL ADDRESS:**
- **STREET 1:** 411 EAST WISCONSIN AVENUE
- **STREET 2:** SUITE 2000
- **CITY:** MILWAUKEE
- **STATE:** WI
- **ZIP:** 53202

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** LANDAAS & CO /WI/                                       /ADV
- **DATE OF NAME CHANGE:** 19931025

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** LANDAAS  CO /WI /ADV<br>**Address:** 411 East Wisconsin Avenue<br>Suite 2000<br>Milwaukee, WI 53202

**Form 13F File Number:** 028-18175

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Thomas Shea<br>**Title:** Chief Financial Officer<br>**Phone:** 815-782-1250

**Signature, Place, and Date of Signing:**

Tom Shea  Milwaukee, WI  02-10-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 67

**Form 13F Information Table Value Total:** $181662000

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO COM | COM | 88579Y101 |  | 330000 | 2751 | SH |  | SOLE |  | 0 | 0 | 2751 |
| ABBOTT LABS COM | COM | 002824100 |  | 608000 | 5534 | SH |  | SOLE |  | 0 | 0 | 5534 |
| ABBVIE INC COM | COM | 00287Y109 |  | 846000 | 5237 | SH |  | SOLE |  | 0 | 0 | 5237 |
| ALLIANT ENERGY CORP COM | COM | 018802108 |  | 269000 | 4862 | SH |  | SOLE |  | 0 | 0 | 4862 |
| ALPHABET INC CL A | COM | 02079K305 |  | 206000 | 2340 | SH |  | SOLE |  | 0 | 0 | 2340 |
| ALPS ETF TR ALPS REIT SECTOR DIVID DOGS ETF | REIT DIVIDE DOGS | 00162Q106 |  | 270000 | 7136 | SH |  | SOLE |  | 0 | 0 | 7136 |
| AMAZON COM INC COM | COM | 023135106 |  | 583000 | 6940 | SH |  | SOLE |  | 0 | 0 | 6940 |
| AMGEN INC COM | COM | 031162100 |  | 470000 | 1790 | SH |  | SOLE |  | 0 | 0 | 1790 |
| APPLE INC COM | COM | 037833100 |  | 3773000 | 29100 | SH |  | SOLE |  | 0 | 0 | 29100 |
| AUTOMATIC DATA PROCESSING INC COM | COM | 053015103 |  | 275000 | 1150 | SH |  | SOLE |  | 0 | 0 | 1150 |
| BANK OF MONTREAL | COM | 063671101 |  | 211000 | 2326 | SH |  | SOLE |  | 0 | 0 | 2326 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | CL B NEW | 084670702 |  | 612000 | 1980 | SH |  | SOLE |  | 0 | 0 | 1980 |
| CATERPILLAR INS COM | COM | 149123101 |  | 311000 | 1298 | SH |  | SOLE |  | 0 | 0 | 1298 |
| CHEVRON CORP NEW COM | COM | 166764100 |  | 360000 | 2005 | SH |  | SOLE |  | 0 | 0 | 2005 |
| COCA COLA CO COM | COM | 191216100 |  | 325000 | 5113 | SH |  | SOLE |  | 0 | 0 | 5113 |
| COLGATE PALMOLIVE CO COM | COM | 194162103 |  | 223000 | 2830 | SH |  | SOLE |  | 0 | 0 | 2830 |
| COSTCO WHOLESALE CORP NEW COM | COM | 22160K105 |  | 212000 | 465 | SH |  | SOLE |  | 0 | 0 | 465 |
| DISNEY WALT CO DISNEY COM | COM | 254687106 |  | 632000 | 7270 | SH |  | SOLE |  | 0 | 0 | 7270 |
| EXXON MOBIL CORP COM | COM | 30231G102 |  | 497000 | 4509 | SH |  | SOLE |  | 0 | 0 | 4509 |
| FIDELITY NATL INFORMATION SVCS INC COM | COM | 31620M106 |  | 450000 | 6630 | SH |  | SOLE |  | 0 | 0 | 6630 |
| FISERV INC COM | COM | 337738108 |  | 763000 | 7548 | SH |  | SOLE |  | 0 | 0 | 7548 |
| HARLEY DAVIDSON INC COM | COM | 412822108 |  | 208000 | 5008 | SH |  | SOLE |  | 0 | 0 | 5008 |
| INTEL CORP COM | COM | 458140100 |  | 208000 | 7859 | SH |  | SOLE |  | 0 | 0 | 7859 |
| INTERNATIONAL BUSINESS MACHS CORP COM | COM | 459200101 |  | 212000 | 1507 | SH |  | SOLE |  | 0 | 0 | 1507 |
| INVESCO EXCHANGE-TRADED FD TR II PFD ETF | PFD ETF | 46138E511 |  | 829000 | 74116 | SH |  | SOLE |  | 0 | 0 | 74116 |
| INVESCO EXCHANGE-TRADED FD TR II S 500 LOW VOLATILITY ETF | S LOW VOL | 46138E354 |  | 1123000 | 17580 | SH |  | SOLE |  | 0 | 0 | 17580 |
| ISHARES INC MSCI GLOBAL MINIMUM VOL FACTOR ETF | MSCI GBL MIN VOL | 464286525 |  | 321000 | 3381 | SH |  | SOLE |  | 0 | 0 | 3381 |
| ISHARES TR GLOBAL CLEAN ENERGY ETF | GL CLEAN ENE ETF | 464288224 |  | 627000 | 31628 | SH |  | SOLE |  | 0 | 0 | 31628 |
| ISHARES TR INTL SELECT DIVID ETF INDEX FD | INTL SEL DIV ETF | 464288448 |  | 487000 | 17942 | SH |  | SOLE |  | 0 | 0 | 17942 |
| ISHARES TR MORNINGSTAR U S EQUITY ETF | MORNINGSTR US EQ | 464287127 |  | 419000 | 7963 | SH |  | SOLE |  | 0 | 0 | 7963 |
| ISHARES TR MSCI KLD 400 SOCIAL ETF | MSCI KLD400 SOC | 464288570 |  | 218000 | 3036 | SH |  | SOLE |  | 0 | 0 | 3036 |
| ISHARES TR RUSSELL 1000 ETF | RUS 1000 ETF | 464287622 |  | 1280000 | 6080 | SH |  | SOLE |  | 0 | 0 | 6080 |
| ISHARES TR RUSSELL 1000 GROWTH ETF | RUS 1000 GRW ETF | 464287614 |  | 3125000 | 14587 | SH |  | SOLE |  | 0 | 0 | 14587 |
| ISHARES TR RUSSELL 1000 VALUE ETF | RUS 1000 VAL ETF | 464287598 |  | 54430000 | 358915 | SH |  | SOLE |  | 0 | 0 | 358915 |
| ISHARES TR SELECT DIVID ETF FD | SELECT DIVID ETF | 464287168 |  | 5088000 | 42189 | SH |  | SOLE |  | 0 | 0 | 42189 |
| ISHARES TR TREAS FLTG RATE BD ETF | TRS FLT RT BD | 46434V860 |  | 17114000 | 339503 | SH |  | SOLE |  | 0 | 0 | 339503 |
| ISHARES TR US REAL ESTATE ETF | U.S. REAL ES ETF | 464287739 |  | 344000 | 4087 | SH |  | SOLE |  | 0 | 0 | 4087 |
| JOHNSON  JOHNSON COM | COM | 478160104 |  | 448000 | 2539 | SH |  | SOLE |  | 0 | 0 | 2539 |
| JPMORGAN CHASE  CO COM | COM | 46625H100 |  | 666000 | 4946 | SH |  | SOLE |  | 0 | 0 | 4946 |
| LINDE PLC SH ISIN#IE00BZ12WP82 | SHS | G5494J103 |  | 303000 | 928 | SH |  | SOLE |  | 0 | 0 | 928 |
| LOCKHEED MARTIN CORP COM | COM | 539830109 |  | 268000 | 550 | SH |  | SOLE |  | 0 | 0 | 550 |
| MCCORMICK  CO INC COM NON VTG | COM NON VTG | 579780206 |  | 421000 | 5078 | SH |  | SOLE |  | 0 | 0 | 5078 |
| MCDONALDS CORP COM | COM | 580135101 |  | 934000 | 3546 | SH |  | SOLE |  | 0 | 0 | 3546 |
| MGE ENERGY INC COM | COM | 55277P104 |  | 244000 | 3466 | SH |  | SOLE |  | 0 | 0 | 3466 |
| MICROSOFT CORP COM | COM | 594918104 |  | 2200000 | 9173 | SH |  | SOLE |  | 0 | 0 | 9173 |
| NEXTERA ENERGY INC COM | COM | 65339F101 |  | 498000 | 5960 | SH |  | SOLE |  | 0 | 0 | 5960 |
| NIKE INC CL B | CL B | 654106103 |  | 229000 | 1960 | SH |  | SOLE |  | 0 | 0 | 1960 |
| ORACLE CORP COM | COM | 68389X105 |  | 692000 | 8464 | SH |  | SOLE |  | 0 | 0 | 8464 |
| PEPSICO INC COM | COM | 713448108 |  | 391000 | 2167 | SH |  | SOLE |  | 0 | 0 | 2167 |
| PFIZER INC COM | COM | 717081103 |  | 346000 | 6759 | SH |  | SOLE |  | 0 | 0 | 6759 |
| PHILIP MORRIS INTL INC COM | COM | 718172109 |  | 215000 | 2121 | SH |  | SOLE |  | 0 | 0 | 2121 |
| PROCTER  GAMBLE CO COM | COM | 742718109 |  | 888000 | 5862 | SH |  | SOLE |  | 0 | 0 | 5862 |
| RAYTHEON TECHNOLOGIES CORP COM | COM | 75513E101 |  | 256000 | 2534 | SH |  | SOLE |  | 0 | 0 | 2534 |
| SCHWAB STRATEGIC TR US LARGE-CAP VALUE ETF | US LCAP VA ETF | 808524409 |  | 239000 | 3620 | SH |  | SOLE |  | 0 | 0 | 3620 |
| SPDR S 500 ETF TR TR UNIT | TR UNIT | 78462F103 |  | 308000 | 806 | SH |  | SOLE |  | 0 | 0 | 806 |
| TEXAS INSTRS INC COM | COM | 882508104 |  | 208000 | 1258 | SH |  | SOLE |  | 0 | 0 | 1258 |
| US BANCORP DEL COM NEW | COM NEW | 902973304 |  | 401000 | 9097 | SH |  | SOLE |  | 0 | 0 | 9097 |
| VANGUARD INDEX FDS S 500 ETF SHS NEW | S 500 ETF SHS | 922908363 |  | 4078000 | 11607 | SH |  | SOLE |  | 0 | 0 | 11607 |
| VANGUARD INDEX FDS VANGUARD GROWTH ETF | GROWTH ETF | 922908736 |  | 223000 | 1045 | SH |  | SOLE |  | 0 | 0 | 1045 |
| VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | TOTAL STK MKT | 922908769 |  | 65472000 | 342445 | SH |  | SOLE |  | 0 | 0 | 342445 |
| VANGUARD INDEX FDS VANGUARD VALUE ETF | VALUE ETF | 922908744 |  | 287000 | 2042 | SH |  | SOLE |  | 0 | 0 | 2042 |
| VANGUARD MUN BD FDS TAX-EXEMPT BD INDEX FD ETF | TAX EXEMPT BD | 922907746 |  | 777000 | 15702 | SH |  | SOLE |  | 0 | 0 | 15702 |
| VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS | DIV APP ETF | 921908844 |  | 304000 | 2000 | SH |  | SOLE |  | 0 | 0 | 2000 |
| VANGUARD WORLD FD ESG U S STOCK ETF | ESG US STK ETF | 921910733 |  | 458000 | 6954 | SH |  | SOLE |  | 0 | 0 | 6954 |
| VERIZON COMMUNICATIONS INC COM | COM | 92343V104 |  | 217000 | 5507 | SH |  | SOLE |  | 0 | 0 | 5507 |
| WEC ENERGY GROUP INC COM | COM | 92939U106 |  | 1160000 | 12371 | SH |  | SOLE |  | 0 | 0 | 12371 |
| WILLIS TOWERS WATSON PUB LTD CO SHS ISIN#IE00BDB6Q211 | SHS | G96629103 |  | 272000 | 1113 | SH |  | SOLE |  | 0 | 0 | 1113 |

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