Klingman & Associates, LLC
333 holdingsFiling period: 2026-03-31Current AUM: $2.34Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 526.7K | $344.0M | $395.2M | 16.90% | +12.5K | 2026-03-31 |
| 2 | VTIP | VANGUARD MALVERN FDS | 2.43M | $121.1M | $120.4M | 5.15% | +338.1K | 2026-03-31 |
| 3 | IJH | ISHARES TR | 1.56M | $105.1M | $117.1M | 5.01% | +43.4K | 2026-03-31 |
| 4 | IEFA | ISHARES TR | 957.4K | $86.7M | $94.1M | 4.02% | +48.1K | 2026-03-31 |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 1.21M | $77.6M | $85.5M | 3.66% | +65.4K | 2026-03-31 |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | 115.3K | $75.0M | $86.1M | 3.68% | +87 | 2026-03-31 |
| 7 | IJR | ISHARES TR | 592.8K | $73.7M | $86.2M | 3.69% | +25.4K | 2026-03-31 |
| 8 | AAPL | APPLE INC | 269.8K | $68.5M | $83.4M | 3.57% | -2,170 | 2026-03-31 |
| 9 | SPYV | SPDR SERIES TRUST | 1.17M | $66.4M | $72.8M | 3.11% | -21,660 | 2026-03-31 |
| 10 | SPYG | SPDR SERIES TRUST | 654.8K | $64.1M | $76.7M | 3.28% | -11,395 | 2026-03-31 |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | 1.00M | $54.3M | $59.0M | 2.52% | +9.2K | 2026-03-31 |
| 12 | RWL | INVESCO EXCH TRADED FD TR II | 329.0K | $37.8M | $43.3M | 1.85% | +26.7K | 2026-03-31 |
| 13 | IBDU | ISHARES TR | 1.58M | $36.8M | $36.5M | 1.56% | +41.7K | 2026-03-31 |
| 14 | IBDV | ISHARES TR | 1.65M | $36.1M | $35.7M | 1.53% | +80.6K | 2026-03-31 |
| 15 | IBDW | ISHARES TR | 1.70M | $35.6M | $35.0M | 1.50% | +119.5K | 2026-03-31 |
| 16 | IEMG | ISHARES INC | 484.1K | $33.8M | $37.6M | 1.61% | +23.4K | 2026-03-31 |
| 17 | USMV | ISHARES TR | 361.6K | $33.5M | $35.4M | 1.51% | -1,490 | 2026-03-31 |
| 18 | IBDT | ISHARES TR | 1.30M | $33.0M | $32.9M | 1.41% | +37.5K | 2026-03-31 |
| 19 | MDYV | SPDR SERIES TRUST | 369.9K | $31.5M | $35.1M | 1.50% | -1,295 | 2026-03-31 |
| 20 | MDYG | SPDR SERIES TRUST | 324.2K | $31.1M | $34.6M | 1.48% | -1,917 | 2026-03-31 |
| 21 | PRF | INVESCO EXCHANGE TRADED FD T | 618.1K | $29.4M | $33.8M | 1.45% | -63,426 | 2026-03-31 |
| 22 | SDY | SPDR SERIES TRUST | 189.4K | $27.6M | $29.3M | 1.26% | -2,509 | 2026-03-31 |
| 23 | CFG | CITIZENS FINL GROUP INC | 456.9K | $27.4M | $32.7M | 1.40% | +29.9K | 2026-03-31 |
| 24 | IBDX | ISHARES TR | 1.08M | $27.3M | $26.9M | 1.15% | +194.8K | 2026-03-31 |
| 25 | SLYV | SPDR SERIES TRUST | 281.0K | $26.6M | $30.5M | 1.30% | -757 | 2026-03-31 |
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