Klingman & Associates, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
KA Klingman & Associates, LLC | Institutional Filer | ▲ 0.77% | $2.09B | 332 |
Current Portfolio Holdings
Showing all 332 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 527K | $344.0M | 16.47% |
| 2 | VTIP | VANGUARD MALVERN FDS | — | 2.4M | $121.1M | 5.80% |
| 3 | IJH | ISHARES TR | — | 1.6M | $105.1M | 5.03% |
| 4 | IEFA | ISHARES TR | — | 957K | $86.7M | 4.15% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | — | 1.2M | $77.6M | 3.71% |
| 6 | SPY | SPDR S&P 500 ETF Trust | — | 115K | $75.0M | 3.59% |
| 7 | IJR | ISHARES TR | — | 593K | $73.7M | 3.53% |
| 8 | AAPL | Apple Inc. | Technology | 270K | $68.5M | 3.28% |
| 9 | SPYV | SPDR SERIES TRUST | — | 1.2M | $66.4M | 3.18% |
| 10 | SPYG | SPDR SERIES TRUST | — | 655K | $64.1M | 3.07% |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | — | 1.0M | $54.3M | 2.60% |
| 12 | RWL | INVESCO EXCH TRADED FD TR II | — | 329K | $37.8M | 1.81% |
| 13 | IBDU | ISHARES TR | — | 1.6M | $36.8M | 1.76% |
| 14 | IBDV | ISHARES TR | — | 1.7M | $36.1M | 1.73% |
| 15 | IBDW | ISHARES TR | — | 1.7M | $35.6M | 1.70% |
Showing 1 to 15 of 332 holdings