StockDriftsStockDriftsTop 50 Klaas Financial Asset Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | State Street S&P 500 ETF | 26.15% | 2.47M | $189.4M | +36141.68%(+2.47M) | $78.39(+8.68%) | 2026-03-31 | |
| DFAI | Dimensional International Core Equity ETF | 12.4% | 2.31M | $89.8M | +11435.64%(+2.29M) | $38.52(+6.12%) | 2026-03-31 | |
| MBB | iShares Mortgage-Backed Securities ETF | 8.84% | 674.6K | $64.1M | +8982.89%(+667.16K) | $95.09(-0.82%) | 2026-03-31 | |
| VGIT | Vanguard Intermediate-Term US Treasury ETF | 7.09% | 862.9K | $51.4M | +21525.41%(+858.86K) | $59.74(-1.17%) | 2026-03-31 | |
| VGSH | Vanguard Short-Term US Treasury ETF | 5.99% | 740.5K | $43.3M | new | $58.64(-0.62%) | 2026-03-31 | |
| DFAE | Dimensional Emerging Market Equity ETF | 5.03% | 1.08M | $36.4M | +12658.99%(+1.07M) | $33.21(+17.09%) | 2026-03-31 | |
| ITOT | iShares S&P Total U.S. Stock Market ETF | 4.97% | 252.9K | $36.0M | -79.51%(-981.53K) | $92.79(+70.81%) | 2026-03-31 | |
| IGIB | iShares 5-10 Year Investment Grade Corporate Bond ETF | 3.96% | 539.5K | $28.7M | -67.89%(-1.14M) | $58.50(-9.30%) | 2026-03-31 | |
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | 3.91% | 538.5K | $28.3M | -49.12%(-519.78K) | $50.19(+4.32%) | 2026-03-31 | |
| IGLB | iShares 10 Year Investment Grade Corporate Bond ETF | 3.08% | 449.9K | $22.3M | +92.45%(+216.13K) | $50.99(-2.73%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.35% | +27.21% |
| Top 20 Holdings Unweighted | +6.99% | +22.46% |
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