Klingman & Associates, LLC Q3 2020 Filing
Filed November 3, 2020
Portfolio Value
$743.2B
Holdings
138
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (138 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | VTVVANGUARD INDEX FDS | 3,347 | $350.0M | 0.05% | |
| 102 | AQLTISHARES TR | 12,269 | $322.0M | 0.04% | |
| 103 | VOTVANGUARD INDEX FDS | 1,770 | $319.0M | 0.04% | |
| 104 | VGKVANGUARD INTL EQUITY INDEX F | 6,012 | $315.0M | 0.04% | |
| 105 | JECUSDJACOBS ENGR GROUP INC | 3,369 | $313.0M | 0.04% | |
| 106 | GQ9SPDR GOLD TR | 1,743 | $309.0M | 0.04% | |
| 107 | KMXCARMAX INC | 3,283 | $302.0M | 0.04% | |
| 108 | XLKSELECT SECTOR SPDR TR | 2,585 | $302.0M | 0.04% | |
| 109 | CACCCREDIT ACCEP CORP MICH | 882 | $299.0M | 0.04% | |
| 110 | WIPSPDR SER TR | 5,453 | $296.0M | 0.04% | |
| 111 | VSSVANGUARD INTL EQUITY INDEX F | 2,779 | $293.0M | 0.04% | |
| 112 | AMGNAMGEN INC | 1,136 | $289.0M | 0.04% | |
| 113 | SCHVSCHWAB STRATEGIC TR | 5,449 | $284.0M | 0.04% | |
| 114 | ELMEWASHINGTON REAL ESTATE INVT | 14,000 | $282.0M | 0.04% | |
| 115 | VBKVANGUARD INDEX FDS | 1,308 | $281.0M | 0.04% | |
| 116 | BACVERIZON COMMUNICATIONS INC | 4,728 | $281.0M | 0.04% | |
| 117 | IBMINTERNATIONAL BUSINESS MACHS | 2,221 | $270.0M | 0.04% | |
| 118 | IWFISHARES TR | 1,240 | $269.0M | 0.04% | |
| 119 | VOEVANGUARD INDEX FDS | 2,614 | $265.0M | 0.04% | |
| 120 | VVISA INC | 1,310 | $262.0M | 0.04% | |
| 121 | EQREQUITY RESIDENTIAL | 5,105 | $262.0M | 0.04% | |
| 122 | IVEISHARES TR | 2,305 | $259.0M | 0.03% | |
| 123 | AQLTISHARES TR | 9,380 | $254.0M | 0.03% | |
| 124 | CITCINTAS CORP | 759 | $253.0M | 0.03% | |
| 125 | —ISHARES TR | 9,499 | $252.0M | 0.03% | |
| 126 | CSCOCISCO SYS INC | 6,360 | $251.0M | 0.03% | |
| 127 | CSXCSX CORP | 3,236 | $251.0M | 0.03% | |
| 128 | WMTWALMART INC | 1,753 | $245.0M | 0.03% | |
| 129 | ADBEADOBE SYSTEMS INCORPORATED | 482 | $236.0M | 0.03% | |
| 130 | VXUSVANGUARD STAR FDS | 4,452 | $232.0M | 0.03% | |
| 131 | VVVANGUARD INDEX FDS | 1,426 | $223.0M | 0.03% | |
| 132 | PSAPUBLIC STORAGE | 982 | $219.0M | 0.03% | |
| 133 | VNQIVANGUARD INTL EQUITY INDEX F | 4,299 | $209.0M | 0.03% | |
| 134 | PXFINVESCO EXCH TRADED FD TR II | 5,799 | $206.0M | 0.03% | |
| 135 | ITOTISHARES TR | 2,703 | $204.0M | 0.03% | |
| 136 | XEMDXWESTERN ASSET EMERGING MKTS | 16,081 | $198.0M | 0.03% | |
| 137 | MHNBLACKROCK MUNIHLDGS NY QLTY | 14,485 | $195.0M | 0.03% | |
| 138 | —PROSIGHT GLOBAL INC | 10,000 | $113.0M | 0.02% |
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