Klingman & Associates, LLC Q4 2021 Filing
Filed January 31, 2022
Portfolio Value
$1.2B
Holdings
182
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (182 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $213.4M |
JPSTJ P MORGAN EXCHANGE-TRADED F | $83.0M |
SPYSPDR SP 500 ETF TR | $61.5M |
VTIPVANGUARD MALVERN FDS | $59.3M |
IJHISHARES TR | $56.5M |
IJRISHARES TR | $41.4M |
USMVISHARES TR | $39.7M |
DDOGDATADOG INC | $39.0M |
SPYGSPDR SER TR | $33.1M |
AAPLAPPLE INC | $31.8M |
PJTPJT PARTNERS INC | $29.2M |
SDYSPDR SER TR | $28.8M |
SPYVSPDR SER TR | $28.4M |
JMSTJ P MORGAN EXCHANGE-TRADED F | $27.7M |
PRFINVESCO EXCHANGE TRADED FD T | $25.8M |
MDYSPDR SP MIDCAP 400 ETF TR | $23.1M |
MDYVSPDR SER TR | $22.8M |
MDYGSPDR SER TR | $21.3M |
VEAVANGUARD TAX-MANAGED INTL FD | $21.2M |
SLYVSPDR SER TR | $20.0M |
NEARISHARES U S ETF TR | $16.3M |
RWLINVESCO EXCH TRADED FD TR II | $16.2M |
SLYGSPDR SER TR | $13.9M |
CFGCITIZENS FINL GROUP INC | $13.5M |
EFAVISHARES TR | $13.2M |
VTIVANGUARD INDEX FDS | $9.8M |
MSFTMICROSOFT CORP | $7.7M |
IWMISHARES TR | $7.0M |
COMPCOMPASS INC | $6.8M |
VNQVANGUARD INDEX FDS | $6.4M |
AQLTISHARES TR | $5.6M |
AMZNAMAZON COM INC | $5.5M |
IWBISHARES TR | $5.4M |
CROXCROCS INC | $5.2M |
SPLVINVESCO EXCH TRADED FD TR II | $5.1M |
VWOVANGUARD INTL EQUITY INDEX F | $3.9M |
AQLTISHARES TR | $3.9M |
VOOVANGUARD INDEX FDS | $3.8M |
DFATDIMENSIONAL ETF TRUST | $3.1M |
MINTPIMCO ETF TR | $2.8M |
MAMASTERCARD INCORPORATED | $2.5M |
VEUVANGUARD INTL EQUITY INDEX F | $2.4M |
SOXXISHARES TR | $2.4M |
RSPINVESCO EXCHANGE TRADED FD T | $2.4M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.3M |
JNJJOHNSON JOHNSON | $2.2M |
EFAISHARES TR | $2.2M |
GOOGALPHABET INC | $2.1M |
IWNISHARES TR | $2.1M |
HDHOME DEPOT INC | $1.9M |
IEMGISHARES INC | $1.9M |
BXBLACKSTONE INC | $1.8M |
HDVISHARES TR | $1.8M |
GOOGLALPHABET INC | $1.8M |
TIPISHARES TR | $1.8M |
JPMJPMORGAN CHASE CO | $1.8M |
VBVANGUARD INDEX FDS | $1.7M |
VRPINVESCO EXCH TRADED FD TR II | $1.7M |
OEFISHARES TR | $1.5M |
IVOOVANGUARD ADMIRAL FDS INC | $1.4M |
AMATAPPLIED MATLS INC | $1.4M |
METAMETA PLATFORMS INC | $1.3M |
SCHFSCHWAB STRATEGIC TR | $1.2M |
RWKINVESCO EXCH TRADED FD TR II | $1.2M |
MRKMERCK CO INC | $1.2M |
RWJINVESCO EXCH TRADED FD TR II | $1.2M |
VBRVANGUARD INDEX FDS | $1.2M |
VIOOVANGUARD ADMIRAL FDS INC | $1.1M |
IXUSISHARES TR | $1.0M |
XOMEXXON MOBIL CORP | $1.0M |
PGPROCTER AND GAMBLE CO | $950K |
TJXTJX COS INC NEW | $943K |
ITOTISHARES TR | $943K |
VYMVANGUARD WHITEHALL FDS | $936K |
PDNINVESCO EXCH TRADED FD TR II | $907K |
SCZISHARES TR | $897K |
NDQINVESCO QQQ TR | $892K |
VUGVANGUARD INDEX FDS | $888K |
PEPPEPSICO INC | $833K |
ABTABBOTT LABS | $816K |
IWRISHARES TR | $806K |
DISDISNEY WALT CO | $799K |
ROSTROSS STORES INC | $795K |
GEGENERAL ELECTRIC CO | $793K |
EEMISHARES TR | $777K |
DFUSDIMENSIONAL ETF TRUST | $776K |
VIGVANGUARD SPECIALIZED FUNDS | $743K |
AVUVAMERICAN CENTY ETF TR | $727K |
DVDOUBLEVERIFY HLDGS INC | $727K |
CSCOCISCO SYS INC | $700K |
ABBVABBVIE INC | $688K |
INTCINTEL CORP | $671K |
COSTCOSTCO WHSL CORP NEW | $668K |
VXFVANGUARD INDEX FDS | $631K |
RYROYAL BK CDA | $608K |
IWDISHARES TR | $607K |
IWFISHARES TR | $601K |
ORLYOREILLY AUTOMOTIVE INC | $590K |
PPGPPG INDS INC | $560K |
HONHONEYWELL INTL INC | $523K |
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