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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 (2016Q3)
Original 13F HR (0001606587-16-000789) filed in 2016.10.19
#
Name
Shares
Value ($)
%
Options
Notes
1 ZOETIS INC 875 46 0.01%
2 ZIMMER BIOMET HLDGS INC 200 26 0.01%
3 YAHOO INC 1,250 54 0.02%
4 XCEL ENERGY INC 687 28 0.01%
5 Western Asset Emerging Markets 11,346 131 0.04%
6 WISDOMTREE TRUST EUROPE SMCP DV ETF 622 34 0.01%
7 WISDOMTREE TR 491 26 0.01%
8 WISDOMTREE TR 600 46 0.01%
9 WISDOMTREE TR 23,205 872 0.26%
10 WISDOMTREE TR 2,000 123 0.04%
11 WILLIS TOWERS WATSON PUB LTD 37 5 0.00%
12 WESTERN ASSET HIGH INCOME OP 5,062 26 0.01%
13 WESTERN ASSET GLOBAL CP DEFINE 3,584 63 0.02% PRN
14 WESTERN ASSET EMERGING MKTS 45,282 736 0.22%
15 WESTAR ENERGY 665 38 0.01%
16 WELLS FARGO & CO NEW 1,303 58 0.02%
17 WASHINGTON REAL ESTATE INVT 2,000 62 0.02%
18 WAL-MART STORES INC 1,870 135 0.04%
19 WABCO HLDGS INC 200 23 0.01%
20 VISA INC 1,152 95 0.03%
21 VERIZON COMMUNICATIONS INC 4,607 239 0.07%
22 VENTAS INC 379 27 0.01%
23 VANGUARD WORLD FD 837 111 0.03%
24 VANGUARD WHITEHALL FDS 5,767 416 0.13%
25 VANGUARD TAX-MANAGED FDS 25,078 938 0.28%
26 VANGUARD SPECIALIZED FUNDS 9,426 791 0.24%
27 VANGUARD MALVERN FDS 71,301 3,540 1.07%
28 VANGUARD INTL EQUITY INDEX F 4,000 225 0.07%
29 VANGUARD INTL EQUITY INDEX F 5,665 564 0.17%
30 VANGUARD INTL EQUITY INDEX F 1,195 73 0.02%
31 VANGUARD INTL EQUITY INDEX F 37,328 1,696 0.51%
32 VANGUARD INTL EQUITY INDEX F 36,713 1,381 0.42%
33 VANGUARD INTL EQUITY INDEX F 350 17 0.01%
34 VANGUARD INDEX FDS 67,412 5,847 1.76%
35 VANGUARD INDEX FDS 2,770 359 0.11%
36 VANGUARD INDEX FDS 24,000 2,672 0.80%
37 VANGUARD INDEX FDS 4,867 595 0.18%
38 VANGUARD INDEX FDS 3,250 297 0.09%
39 VANGUARD BD INDEX FDS 2,147 188 0.06%
40 VANGUARD BD INDEX FDS 186 15 0.00%
41 VANECK VECTORS ETF TR 195 4 0.00%
42 VALERO ENERGY CORP NEW 600 32 0.01%
43 USG Corp 2 0 0.00%
44 UNITEDHEALTH GROUP INC 185 26 0.01%
45 UNITED TECHNOLOGIES CORP 137 14 0.00%
46 UNITED STATES OIL FUND LP 1,200 13 0.00%
47 UNITED PARCEL SERVICE INC 854 93 0.03%
48 UNION PAC CORP 200 20 0.01%
49 UNILEVER PLC 463 22 0.01%
50 UNDER ARMOUR INC 854 33 0.01%
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