Klingman & Associates, LLC Q1 2022 Filing
Filed May 6, 2022
Portfolio Value
$1.2T
Holdings
204
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (204 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $208.9M |
JPSTJ P MORGAN EXCHANGE-TRADED F | $81.5M |
VTIPVANGUARD MALVERN FDS | $61.8M |
SPYSPDR SP 500 ETF TR | $58.4M |
IJHISHARES TR | $56.7M |
IJRISHARES TR | $43.7M |
USMVISHARES TR | $37.5M |
SPYGSPDR SER TR | $37.0M |
SPYVSPDR SER TR | $36.6M |
AAPLAPPLE INC | $34.3M |
DDOGDATADOG INC | $33.2M |
SDYSPDR SER TR | $28.6M |
JMSTJ P MORGAN EXCHANGE-TRADED F | $27.0M |
PJTPJT PARTNERS INC | $26.1M |
PRFINVESCO EXCHANGE TRADED FD T | $25.8M |
MDYVSPDR SER TR | $24.3M |
MDYSPDR SP MIDCAP 400 ETF TR | $22.0M |
MDYGSPDR SER TR | $21.4M |
SLYVSPDR SER TR | $20.9M |
VEAVANGUARD TAX-MANAGED INTL FD | $16.5M |
RWLINVESCO EXCH TRADED FD TR II | $16.4M |
NEARISHARES U S ETF TR | $15.9M |
CFGCITIZENS FINL GROUP INC | $14.6M |
SLYGSPDR SER TR | $13.8M |
AQLTISHARES TR | $12.4M |
EFAVISHARES TR | $12.4M |
VTIVANGUARD INDEX FDS | $9.2M |
MSFTMICROSOFT CORP | $7.7M |
IWMISHARES TR | $6.5M |
VNQVANGUARD INDEX FDS | $5.9M |
COMPCOMPASS INC | $5.9M |
AMZNAMAZON COM INC | $5.3M |
IWBISHARES TR | $5.1M |
SPLVINVESCO EXCH TRADED FD TR II | $5.0M |
AQLTISHARES TR | $4.1M |
IEMGISHARES INC | $3.8M |
VOOVANGUARD INDEX FDS | $3.7M |
JNJJOHNSON JOHNSON | $3.1M |
CROXCROCS INC | $3.1M |
VWOVANGUARD INTL EQUITY INDEX F | $3.1M |
DFATDIMENSIONAL ETF TRUST | $3.0M |
MINTPIMCO ETF TR | $2.8M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.8M |
HDHOME DEPOT INC | $2.7M |
MAMASTERCARD INCORPORATED | $2.5M |
SHYISHARES TR | $2.4M |
VEUVANGUARD INTL EQUITY INDEX F | $2.3M |
EFAISHARES TR | $2.3M |
RSPINVESCO EXCHANGE TRADED FD T | $2.3M |
GOOGALPHABET INC | $2.1M |
SOXXISHARES TR | $2.1M |
AMATAPPLIED MATLS INC | $2.1M |
HDVISHARES TR | $2.1M |
IWNISHARES TR | $2.0M |
XOMEXXON MOBIL CORP | $2.0M |
JPMJPMORGAN CHASE CO | $1.8M |
GOOGLALPHABET INC | $1.8M |
BXBLACKSTONE INC | $1.8M |
TIPISHARES TR | $1.7M |
VBVANGUARD INDEX FDS | $1.6M |
VRPINVESCO EXCH TRADED FD TR II | $1.5M |
OEFISHARES TR | $1.4M |
IVOOVANGUARD ADMIRAL FDS INC | $1.4M |
MRKMERCK CO INC | $1.3M |
PGPROCTER AND GAMBLE CO | $1.3M |
ABBVABBVIE INC | $1.3M |
SCHFSCHWAB STRATEGIC TR | $1.2M |
RWKINVESCO EXCH TRADED FD TR II | $1.2M |
RWJINVESCO EXCH TRADED FD TR II | $1.2M |
VBRVANGUARD INDEX FDS | $1.2M |
ABTABBOTT LABS | $1.1M |
VIOOVANGUARD ADMIRAL FDS INC | $1.1M |
ADPAUTOMATIC DATA PROCESSING IN | $1.1M |
IXUSISHARES TR | $997K |
INTCINTEL CORP | $962K |
VYMVANGUARD WHITEHALL FDS | $958K |
VIGVANGUARD SPECIALIZED FUNDS | $865K |
PDNINVESCO EXCH TRADED FD TR II | $850K |
NDQINVESCO QQQ TR | $832K |
METAMETA PLATFORMS INC | $827K |
SCZISHARES TR | $814K |
ITOTISHARES TR | $797K |
VUGVANGUARD INDEX FDS | $794K |
GEGENERAL ELECTRIC CO | $775K |
PEPPEPSICO INC | $775K |
IWRISHARES TR | $758K |
TJXTJX COS INC NEW | $751K |
LMTLOCKHEED MARTIN CORP | $751K |
SYYSYSCO CORP | $748K |
DFUSDIMENSIONAL ETF TRUST | $736K |
AVUVAMERICAN CENTY ETF TR | $730K |
UBSIUNITED BANKSHARES INC WEST V | $718K |
NEENEXTERA ENERGY INC | $715K |
CVSCVS HEALTH CORP | $705K |
PFEPFIZER INC | $690K |
COSTCOSTCO WHSL CORP NEW | $683K |
DISDISNEY WALT CO | $649K |
MCDMCDONALDS CORP | $635K |
RYROYAL BK CDA | $631K |
ROSTROSS STORES INC | $630K |
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