Dark
Light
System
Institutional Investment Manager
Klingman & Associates, LLC
Klingman & Associates, LLC (CIK: 0001662449) incorporated in New York, located at 120 West 45th Street, New York, NY. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q2)
Original 13F HR (0001606587-16-000698) filed in 2016.08.04
#
Name
Shares
Value ($)
%
Options
Notes
1 ZIMMER BIOMET HLDGS INC 200 24 0.01%
2 YAHOO INC 1,250 47 0.02%
3 XCEL ENERGY INC 687 31 0.01%
4 Western Asset Emerging Markets 11,346 123 0.04%
5 WISDOMTREE TRUST EUROPE SMCP DV ETF 622 32 0.01%
6 WISDOMTREE TR 23,255 824 0.27%
7 WISDOMTREE TR 1,638 64 0.02%
8 WISDOMTREE TR 491 25 0.01%
9 WISDOMTREE TR 600 45 0.01%
10 WISDOMTREE TR 2,000 112 0.04%
11 WILLIS TOWERS WATSON PUB LTD 37 5 0.00%
12 WESTERN ASSET HIGH INCOME OP 5,062 25 0.01%
13 WESTERN ASSET GLOBAL CP DEFINE 2,084 36 0.01% PRN
14 WESTERN ASSET EMERGING MKTS 46,782 720 0.23%
15 WESTAR ENERGY 665 37 0.01%
16 WELLS FARGO & CO NEW 1,303 62 0.02%
17 WASHINGTON REAL ESTATE INVT 2,000 63 0.02%
18 WAL-MART STORES INC 1,870 137 0.04%
19 WABCO HLDGS INC 200 18 0.01%
20 VISA INC 1,152 85 0.03%
21 VIACOM INC NEW 236 10 0.00%
22 VERIZON COMMUNICATIONS INC 4,396 245 0.08%
23 VERITIV CORP 7 0 0.00%
24 VENTAS INC 643 47 0.02%
25 VBI VACCINES INC CDA 4,895 19 0.01%
26 VANGUARD WORLD FD 837 109 0.04%
27 VANGUARD WHITEHALL FDS 5,856 418 0.14%
28 VANGUARD TAX-MANAGED FDS 25,065 886 0.29%
29 VANGUARD STAR FDS 356 16 0.01%
30 VANGUARD SPECIALIZED FUNDS 9,414 784 0.25%
31 VANGUARD MALVERN FDS 49,744 2,461 0.80%
32 VANGUARD INTL EQUITY INDEX F 4,375 237 0.08%
33 VANGUARD INTL EQUITY INDEX F 38,824 1,664 0.54%
34 VANGUARD INTL EQUITY INDEX F 350 16 0.01%
35 VANGUARD INTL EQUITY INDEX F 5,515 513 0.17%
36 VANGUARD INTL EQUITY INDEX F 1,195 69 0.02%
37 VANGUARD INTL EQUITY INDEX F 36,671 1,292 0.42%
38 VANGUARD INDEX FDS 70,996 6,295 2.04%
39 VANGUARD INDEX FDS 2,980 368 0.12%
40 VANGUARD INDEX FDS 5,445 630 0.20%
41 VANGUARD INDEX FDS 24,000 2,572 0.83%
42 VANGUARD INDEX FDS 3,250 278 0.09%
43 VANGUARD BD INDEX FDS 2,147 189 0.06%
44 VANGUARD BD INDEX FDS 186 15 0.00%
45 VANECK VECTORS ETF TR 195 4 0.00%
46 VALERO ENERGY CORP NEW 600 31 0.01%
47 USG Corp 2 0 0.00%
48 UNITED TECHNOLOGIES CORP 137 14 0.00%
49 UNITED STATES OIL FUND LP 1,200 14 0.00%
50 UNITED PARCEL SERVICE INC 704 76 0.02%
Page 1 of 8