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RYAN BAKER

Landaas & Co Wi Adv

Assets Managed
$455.913M
Holdings
130
Last Quarter
2026 - Q1
Filed Date
16d ago
Growth Rate
0.31%(2Q avg: 1.8%)
Sustained Growth
14 quarters

Portfolio positions

This chart displays the top 10 holdings in Landaas & Co Wi Adv's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 130 positions.

Assets under management

The assets under management (AUM) of Landaas & Co Wi Adv over the past 10 years (40 quarters) show continuous growth in total asset value over the last 14 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 455.913M in assets, with a quarterly growth rate of 0.31% and a 2-quarter average growth rate of 1.8%. The portfolio is managed by RYAN BAKER, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -1.66%
23.62%
$107.677M
335,642 shares@ $320.82 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
Increased 2.28%
17.51%
$79.811M
373,523 shares@ $213.68 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Decreased -1.18%
12.96%
$59.083M
308,026 shares@ $191.82 avg price
DFIV
Dimensional International Va
Recent Activity
Increased 33.39%
7.32%
$33.363M
632,114 shares@ $52.78 avg price
GARP
Ishares Msci Usa Quality Gar
Recent Activity
Increased 5.38%
6.57%
$29.926M
467,813 shares@ $63.97 avg price
CGSD
Cap Group Short Duration
Recent Activity
Increased 7.38%
3.3%
$15.005M
581,816 shares@ $25.79 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -0.95%
2.6%
$11.851M
19,833 shares@ $597.55 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Decreased -1.84%
1.81%
$8.25M
19,349 shares@ $426.4 avg price
TFLO
Ishares Treasury Floating Ra
Recent Activity
Decreased -40.87%
1.79%
$8.117M
160,320 shares@ $50.64 avg price
AAPL
Apple Inc
Recent Activity
Increased 13.26%
1.78%
$8.076M
31,823 shares@ $253.8 avg price

1-10 of 130