Instuitional Investor - Klingman & Associates, Llc

Fund Profile
Filing Period:
Fund Name: Klingman & Associates, Llc
Portfolio Value $2,073,132,825
Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 514,195 $352,192,746 16.99%
2.
Vanguard Malvern Fds
2,087,310 $103,238,338 4.98%
3. IEF 1,512,766 $99,842,588 4.82%
4. VLUE 909,227 $81,339,420 3.92%
5. SPY 115,228 $78,576,453 3.79%