Klaas Financial Asset Advisors, LLC - Portfolio overview

Klaas Financial Asset Advisors, LLC has 66 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds.

Largest reported holdings by portfolio allocation

1. SPYM - State Street S&P 500 ETF, 25.71%
2. DFAI - Dimensional International Core Equity ETF, 12.19%
3. MBB - iShares Mortgage-Backed Securities ETF, 8.69%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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