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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
51 ISHARES MSCI EAFE SMALL CAP IDX FD 13,229 638 0.21%
52 VANGUARD INDEX FDS 5,445 630 0.20%
53 POWERSHARES ETF TR II 25,335 629 0.20%
54 OPPENHEIMER REV WEIGHTD ETF 11,296 622 0.20%
55 CALAMOS CONV & HIGH INCOME F 53,871 572 0.19%
56 ISHARES U S ETF TR 10,990 551 0.18%
57 INVESCO SR INCOME TR 129,822 543 0.18%
58 RYDEX ETF TRUST 6,652 534 0.17%
59 VANGUARD INTL EQUITY INDEX F 5,515 513 0.17%
60 ISHARES TR 4,711 473 0.15%
61 MICROSOFT CORP 8,782 449 0.15%
62 JOHNSON & JOHNSON 3,671 445 0.14%
63 BERKSHIRE HATHAWAY INC DEL 3,028 438 0.14%
64 ISHARES TR 2,501 421 0.14%
65 COHEN & STEERS GLOBAL INCORPORATED BLDR 48,095 419 0.14%
66 VANGUARD WHITEHALL FDS 5,856 418 0.14%
67 ISHARES TR 3,600 415 0.13%
68 ISHARES TR 4,400 412 0.13%
69 NUVEEN SR INCOME FD 68,048 411 0.13%
70 PEPSICO INC 3,595 381 0.12%
71 DISNEY WALT CO 3,899 381 0.12%
72 HONEYWELL INTL INC 3,262 379 0.12%
73 VANGUARD INDEX FDS 2,980 368 0.12%
74 SPDR SERIES TRUST 6,400 351 0.11%
75 DBX ETF TR 13,882 347 0.11%
76 FIRST TR EXCHANGE TRADED FD 13,696 338 0.11%
77 ISHARES TR 3,188 329 0.11%
78 POWERSHARES ETF TR II 12,000 309 0.10%
79 HOME DEPOT INC 2,367 302 0.10%
80 APPLE INC 3,063 293 0.09%
81 ISHARES 7-10 YEAR TREASURY BOND ETF 2,513 284 0.09%
82 SCHWAB EMERGING MARKETS EQUITY ETF 13,152 280 0.09%
83 VANGUARD INDEX FDS 3,250 278 0.09%
84 PROCTER AND GAMBLE CO 2,993 253 0.08%
85 ABBVIE INC 4,039 250 0.08%
86 ALTRIA GROUP INC 3,614 249 0.08%
87 CITIGROUPINC 5,792 246 0.08%
88 PHILIP MORRIS INTL INC 2,416 246 0.08%
89 VERIZON COMMUNICATIONS INC 4,396 245 0.08%
90 ISHARES TR 2,097 239 0.08%
91 VANGUARD INTL EQUITY INDEX F 4,375 237 0.08%
92 OPPENHEIMER REV WEIGHTED ETF 7,734 236 0.08%
93 CHEVRON CORP NEW 2,207 231 0.07%
94 POWERSHARES ETF TR II 6,660 230 0.07%
95 HERSHEY CO 2,000 227 0.07%
96 ISHARES TR 1,617 207 0.07%
97 MARTIN MARIETTA MATLS INC 1,060 204 0.07%
98 ISHARES TR 4,000 202 0.07%
99 MERCK & CO INC 3,511 202 0.07%
100 AUTOMATIC DATA PROCESSING IN 2,092 192 0.06%
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