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CIK: 0001662449
Total reported value
$2.3B
$2.3B
237 檔
22.2%
As reported in its official Q1 2024 Form 13F filing, Klingman & Associates, LLC's tracked investment portfolio stood at $2.3B with 237 total positions.
During Q1 2024, Klingman & Associates, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 237 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 18.32% | +0.45% | +1.32% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.37% | +0.24% | +411.85% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.54% | +0.06% | -0.54% | |
| 4 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.02% | -0.22% | -17.00% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.90% | -0.14% | -3.10% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.81% | +0.24% | +3.57% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.52% | +0.21% | -5.08% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.86% | -0.03% | -0.05% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.70% | -0.03% | +1.09% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.28% | -0.15% | -4.19% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.23% | +0.07% | +8.60% | |
| 12 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.92% | — | -1.78% | |
| 13 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.92% | -0.11% | -0.23% | |
| 14 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.91% | -0.16% | +2.81% | |
| 15 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.89% | -0.19% | +2.13% | |
| 16 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.83% | -0.07% | -1.95% | |
| 17 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.82% | -0.13% | -1.09% | |
| 18 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.79% | -0.15% | -0.09% | |
| 19 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.72% | +0.01% | -1.77% | |
| 20 | DDOG | Datadog Inc - Class A | Stock-Tech | 1.66% | +0.29% | +1.58% | |
| 21 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.61% | — | -2.82% | |
| 22 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 1.60% | +0.11% | +4.99% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.53% | -0.10% | +7.53% | |
| 24 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.49% | +0.03% | -0.96% | |
| 25 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.17% | -0.14% | +20.93% | |
| 26 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.06% | +0.09% | -1.63% | |
| 27 | CFG | Citizens Financial Group | Stock-Financials | 1.06% | -0.09% | +26.85% | |
| 28 | PJT | Pjt Partners Inc - A | Stock-Financials | 1.03% | -0.10% | EXIT | |
| 29 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.82% | -0.05% | -0.60% | |
| 30 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.80% | -0.13% | +34.68% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.79% | -0.06% | +0.98% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.78% | +0.02% | -0.00% | |
| 33 | TDTT | Flexshares Iboxx 3-year Targ | ETF-Other | 0.76% | -0.04% | -25.18% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.59% | +0.15% | +4.23% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | +0.05% | -1.22% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.47% | +0.02% | -0.43% | |
| 37 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 0.47% | -0.03% | — | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.44% | — | — | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.32% | -0.01% | -1.56% | |
| 40 | CROX | Crocs Inc | Stock-Consumer Disc | 0.28% | +0.04% | -41.03% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | +0.01% | -1.43% | |
| 42 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.28% | -0.02% | — | |
| 43 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.27% | -0.01% | -1.68% | |
| 44 | AMAT | Applied Materials Inc | Stock-Tech | 0.26% | +0.15% | +0.25% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | +0.01% | +1.44% | |
| 46 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.25% | — | -12.69% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.25% | -0.03% | +0.31% | |
| 48 | DFAT | Dimensional US Target Value | ETF-Other | 0.23% | — | -0.11% | |
| 49 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.21% | +0.11% | +200.00% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.21% | -0.09% | +0.95% |
According to official SEC Form 13F filings, Klingman & Associates, LLC reported a total U.S. public equity portfolio value of $2.3B across 237 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IJH, SPY) accounted for 22.2% of total reported equity market value during Q1 2024.
During Q1 2024, Klingman & Associates, LLC's top holdings by market value included IVV (18.3%)、IJH (5.4%)、SPY (4.5%). The largest single position, IVV, represented 18.3% of total portfolio value.
In Q1 2024, Klingman & Associates, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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