Klaas Financial Asset Advisors, LLC Portfolio Holdings

Klaas Financial Asset Advisors, LLC

  • $573 Million
  • Q3 2024

Klaas Financial Asset Advisors, LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $573 Million distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $150M, Ishares Trust Ishares 5 10 Yea with a value of $80.8M, Ishares Trust Ishares 1 5 Year with a value of $49.3M, Ishares Core Msci Intl Develop with a value of $46.7M, and Ishares Barclays 3 7 Yr Treas with a value of $27.2M.

Examining the 13F form we can see an increase of $28.9M in the current position value, from $544M to 573M.

Klaas Financial Asset Advisors, LLC is based out at Loves Park, IL

Below you can find more details about Klaas Financial Asset Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $573 Million
ETFs: $570 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $573 Million
  • Prior Value $544 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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