Long-term investor
Klaas Financial Asset Advisors, LLC @klaasfinancialassetadvis
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001819279).
Record
- Tracked since 2025-06-30 (446 days), 46 trades recorded
- Returns: week n/a · month n/a · 90 days +7.7% · 6 months n/a · 1 year +12.7% · all +12.7%
- Max drawdown n/a · win rate 86% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A854 · 28.0% · long · since 2025-12-31
- 25434V203 · 12.5% · long · since 2025-12-31
- 464288588 · 8.6% · long · since 2025-12-31
- 92206C706 · 6.9% · long · since 2025-12-31
- 92206C102 · 5.8% · long · since 2026-03-31
- 25434V302 · 5.6% · long · since 2025-12-31
- 464287150 · 5.0% · long · since 2025-06-30
- 464288646 · 3.4% · long · since 2025-06-30
- 464288638 · 3.3% · long · since 2025-06-30
- 464289511 · 3.0% · long · since 2025-06-30
- 92206C847 · 3.0% · long · since 2026-03-31
- 78468R853 · 2.1% · long · since 2026-03-31