Klaas Financial Asset Advisors
Latest statistics and disclosures from Klaas Financial Asset Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ITOT, IGIB, VIG, IGSB, IQLT, and represent 59.84% of Klaas Financial Asset Advisors's stock portfolio.
- Added to shares of these 10 stocks: IBDQ, IGSB, IBTF, IGIB, IEFA, IBTE, REET, IEI, GOVT, IBHF.
- Started 4 new stock positions in IBDQ, IBHF, IBDR, IBTF.
- Reduced shares in these 10 stocks: Ishares Tr ibnd dec23 etf, Ishares Ibonds Dec 2023 Term T, ITOT, DMXF, Ishares Tr ibonds 23 trm hg, MINT, ESGU, NUSC, SUSC, SUSB.
- Sold out of its positions in Ishares Tr ibnd dec23 etf, Ishares Tr ibonds 23 trm hg, Ishares Ibonds Dec 2023 Term T.
- Klaas Financial Asset Advisors was a net buyer of stock by $1.8M.
- Klaas Financial Asset Advisors has $479M in assets under management (AUM), dropping by 8.58%.
- Central Index Key (CIK): 0001819279
Tip: Access up to 7 years of quarterly data
Positions held by Klaas Financial Asset Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for Klaas Financial Asset Advisors
Klaas Financial Asset Advisors holds 46 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by Klaas Financial Asset Advisors
SEC 13F filings are viewable for Klaas Financial Asset Advisors going back to 2020
- Klaas Financial Asset Advisors 2023 Q4 filed Feb. 8, 2024
- Klaas Financial Asset Advisors 2023 Q3 filed Oct. 25, 2023
- Klaas Financial Asset Advisors 2023 Q2 filed Aug. 1, 2023
- Klaas Financial Asset Advisors 2023 Q1 filed April 24, 2023
- Klaas Financial Asset Advisors 2022 Q4 filed Jan. 23, 2023
- Klaas Financial Asset Advisors 2022 Q3 filed Oct. 19, 2022
- Klaas Financial Asset Advisors 2022 Q2 filed Aug. 12, 2022
- Klaas Financial Asset Advisors 2022 Q1 filed May 13, 2022
- Klaas Financial Asset Advisors 2021 Q4 filed Feb. 9, 2022
- Klaas Financial Asset Advisors 2021 Q3 filed Nov. 5, 2021
- Klaas Financial Asset Advisors 2021 Q2 filed July 28, 2021
- Klaas Financial Asset Advisors 2021 Q1 filed April 20, 2021
- Klaas Financial Asset Advisors 2020 Q4 amended filed Feb. 5, 2021
- Klaas Financial Asset Advisors 2020 Q4 filed Feb. 4, 2021