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Asset Manager ← All Institutions

Klaas Financial Asset Advisors, LLC

4707 PERRY RIDGE LANE, LOVES PARK, IL 61111 • 815-877-8440

Q2 2025 · Filed 2025-07-10
Market Value
$632M
+8.9%
Holdings
47
+1
New Purchases
1
Added To
31
Closed
0
Reduced
13
Top 10 Concentration
79.5%
Turnover
2.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ITOT 26.42% 24.95% +1.47% $167M
DFEM 5.09% 4.67% +0.42% $32M
JMOM 4.39% 4.13% +0.27% $28M
IDEV 8.46% 8.22% +0.23% $53M
ESGU 1.38% 1.23% +0.14% $9M
IMTM 2.06% 1.95% +0.11% $13M
AVDV 1.05% 0.98% +0.06% $7M
DMXF 0.54% 0.49% +0.05% $3M
IEMG 0.98% 0.94% +0.04% $6M
DFSE 0.30% 0.27% +0.03% $2M
IXUS 0.03% 0.00% +0.03% $209K
IQLT 1.95% 1.93% +0.02% $12M
IVW 0.34% 0.32% +0.02% $2M
ACWI 0.48% 0.46% +0.02% $3M
NUSC 0.22% 0.21% +0.01% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IGIB 13.13% 13.89% -0.76% $83M
IGSB 8.04% 8.58% -0.54% $51M
IEI 4.53% 4.82% -0.29% $29M
SHY 3.11% 3.32% -0.21% $20M
TLT 1.44% 1.57% -0.14% $9M
GOVT 1.54% 1.67% -0.13% $10M
MINT 0.68% 0.79% -0.12% $4M
IGLB 1.74% 1.85% -0.11% $11M
NEAR 1.49% 1.58% -0.09% $9M
IBTF 0.33% 0.39% -0.06% $2M
VIG 4.24% 4.29% -0.05% $27M
IBDQ 0.34% 0.39% -0.05% $2M
IBDR 0.31% 0.36% -0.05% $2M
SGOV 0.26% 0.31% -0.05% $2M
IBTG 0.25% 0.29% -0.04% $2M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 100.0%

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 27 $511M 80.9%
Mid Cap 11 $103M 16.3%
Small Cap 9 $18M 2.8%

Portfolio Analytics

Avg Market Cap
$30.7B
Median Market Cap
$15.5B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.81
# Stocks
0
# ETFs / Funds
47

Top Holdings (47 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ITOT 26.42% 1,236,235 $167M $135.04 $22M +49,907 +4.2%
2 IGIB 13.13% 1,557,206 $83M $53.29 $2M +22,710 +1.5%
3 IDEV 8.46% 702,685 $53M $76.04 $6M +10,240 +1.5%
4 IGSB 8.04% 962,538 $51M $52.76 $1M +12,310 +1.3%
5 DFEM 5.09% 1,083,230 $32M $29.68 $5M +59,277 +5.8%
6 IEI 4.53% 240,418 $29M $119.09 $654K +3,591 +1.5%
7 JMOM 4.39% 431,803 $28M $64.29 $4M +7,147 +1.7%
8 VIG 4.24% 130,814 $27M $204.67 $2M +2,487 +1.9%
9 SHY 3.11% 237,257 $20M $82.86 $408K +4,564 +2.0%
10 IMTM 2.06% 284,903 $13M $45.69 $2M +1,255 +0.4%
11 IQLT 1.95% 284,861 $12M $43.22 $1M +3,515 +1.2%
12 IGLB 1.74% 218,809 $11M $50.21 $258K +5,224 +2.5%
13 GOVT 1.54% 424,266 $10M $22.98 $58K +2,627 +0.6%
14 NEAR 1.49% 183,938 $9M $51.10 $250K +4,081 +2.3%
15 TLT 1.44% 102,919 $9M $88.25 -$47K +2,626 +2.6%
16 ESGU 1.38% 64,235 $9M $135.30 $2M +5,533 +9.4%
17 AVUV 1.32% 91,468 $8M $91.10 $616K +2,940 +3.3%
18 AVDV 1.05% 83,405 $7M $79.28 $903K +1,542 +1.9%
19 IEMG 0.98% 103,552 $6M $60.03 $770K +2,637 +2.6%
20 MINT 0.68% 42,620 $4M $100.54 -$319K -3,130 -6.8%
21 SUSC 0.57% 156,401 $4M $23.23 $68K +1,797 +1.2%
22 SUSB 0.57% 142,972 $4M $25.17 $78K +2,087 +1.5%
23 DMXF 0.54% 46,101 $3M $74.44 $568K +3,570 +8.4%
24 ACWI 0.48% 23,364 $3M $128.60 $339K +464 +2.0%
25 IJR 0.44% 25,600 $3M $109.29 $220K +945 +3.8%
26 IVW 0.34% 19,730 $2M $110.10 $305K -386 -1.9%
27 SHYG 0.34% 49,524 $2M $43.14 $116K +2,013 +4.2%
28 IBDQ 0.34% 84,185 $2M $25.18 -$141K -5,688 -6.3%
29 IBTF 0.33% 89,686 $2M $23.36 -$159K -6,778 -7.0%
30 IBDR 0.31% 80,455 $2M $24.25 -$122K -5,191 -6.1%
31 DFSE 0.30% 49,829 $2M $38.06 $348K +3,858 +8.4%
32 SGOV 0.26% 16,486 $2M $100.69 -$127K -1,269 -7.2%
33 IBTG 0.25% 68,621 $2M $22.93 -$122K -5,307 -7.2%
34 IVE 0.25% 7,995 $2M $195.42 $13K -136 -1.7%
35 NUSC 0.22% 33,441 $1M $40.74 $168K +2,294 +7.4%
36 IEFA 0.22% 16,314 $1M $83.48 $113K -193 -1.2%
37 FLOT 0.21% 25,793 $1M $51.02 -$92K -1,783 -6.5%
38 IUSB 0.20% 27,617 $1M $46.23 $27K +494 +1.8%
39 EMB 0.17% 11,594 $1M $92.62 $84K +662 +6.1%
40 TLH 0.13% 8,047 $818K $101.60 -$6K +107 +1.4%
41 IBHE 0.11% 30,082 $700K $23.25 -$52K -2,245 -6.9%
42 IBHF 0.10% 26,578 $617K $23.23 -$38K -1,637 -5.8%
43 IEF 0.09% 6,241 $598K $95.77 $10K +79 +1.3%
44 IBHG 0.08% 23,746 $535K $22.54 -$26K -1,407 -5.6%
45 DFAC 0.05% 7,965 $285K $35.84 $23K
46 IBDS 0.04% 11,379 $276K $24.27 $1K
47 IXUS 0.03% 2,704 $209K $77.31 +2,704 NEW

New Positions

SymbolValue% Port
IXUS $209K 0.03%
View SEC EDGAR Filings for Klaas Financial Asset Advisors, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms