Klaas Financial Asset Advisors, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $565 Million distributed in 46 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 $153M, Ishares Trust Ishares 5 10 Yea with a value of $77.9M, Ishares Trust Ishares 1 5 Year with a value of $48.9M, Ishares Core Msci Intl Develop with a value of $43.8M, and Ishares Barclays 3 7 Yr Treas with a value of $27M.

Examining the 13F form we can see an decrease of $8.28M in the current position value, from $573M to 565M.

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 $565 Million
ETFs: $562 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $565 Million
  • Prior Value $573 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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