Klingman & Associates 13FHR Quarterly holdings report by institutional manager | SEC 30 Oct 23

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

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COLUMN 1	COLUMN 2	COLUMN 3	COLUMN 4	COLUMN 5			COLUMN 6	COLUMN 7	COLUMN 8
			VALUE	SHRS OR	SH/	PUT/	INVESTMENT	OTHER	VOTING AUTHORITY
NAME OF ISSUER	TITLE OF CLASS	CUSIP	(x$1000)	PRN AMT	PRN	CALL	DISCRETION	MANAGER	SOLE	SHARED	NONE
ABBOTT LABS	COM	002824100	746,327	7,706	SH		SOLE		0	0	7,706
ABBVIE INC	COM	00287Y109	1,228,255	8,240	SH		SOLE		0	0	8,240
ACCENTURE PLC IRELAND	SHS CLASS A	G1151C101	306,803	999	SH		SOLE		0	0	999
ACTIVISION BLIZZARD INC	COM	00507V109	367,498	3,925	SH		SOLE		0	0	3,925
ADOBE INC	COM	00724F101	776,578	1,523	SH		SOLE		0	0	1,523
ALLIANT ENERGY CORP	COM	018802108	249,324	5,146	SH		SOLE		0	0	5,146
ALPHABET INC	CAP STK CL C	02079K107	2,507,392	19,017	SH		SOLE		0	0	19,017
ALPHABET INC	CAP STK CL A	02079K305	2,139,300	16,348	SH		SOLE		0	0	16,348
AMAZON COM INC	COM	023135106	5,412,643	42,579	SH		SOLE		0	0	42,579
AMERICAN CENTY ETF TR	US SML CP VALU	025072877	724,821	9,299	SH		SOLE		0	0	9,299
AMGEN INC	COM	031162100	315,256	1,173	SH		SOLE		0	0	1,173
APPLE INC	COM	037833100	42,240,486	246,717	SH		SOLE		0	0	246,717
APPLIED MATLS INC	COM	038222105	2,795,583	20,192	SH		SOLE		0	0	20,192
AT&T INC	COM	00206R102	276,900	18,435	SH		SOLE		0	0	18,435
AUTOMATIC DATA PROCESSING IN	COM	053015103	1,076,837	4,476	SH		SOLE		0	0	4,476
BANK AMERICA CORP	COM	060505104	269,858	9,856	SH		SOLE		0	0	9,856
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	3,159,356	9,019	SH		SOLE		0	0	9,019
BERKSHIRE HATHAWAY INC DEL	CL A	084670108	531,477	1	SH		SOLE		0	0	1
BHP GROUP LTD	SPONSORED ADS	088606108	247,201	4,346	SH		SOLE		0	0	4,346
BLACKROCK FLOATING RATE INCO	COM	09255X100	261,429	20,715	SH		SOLE		0	0	20,715
BLACKROCK MUNIHLDGS NY QLTY	COM	09255C106	132,249	14,485	SH		SOLE		0	0	14,485
BLACKSTONE INC	COM	09260D107	1,479,411	13,808	SH		SOLE		0	0	13,808
BLACKSTONE SECD LENDING FD	COMMON STOCK	09261X102	374,832	13,700	SH		SOLE		0	0	13,700
BOOKING HOLDINGS INC	COM	09857L108	459,509	149	SH		SOLE		0	0	149
BROADCOM INC	COM	11135F101	671,109	808	SH		SOLE		0	0	808
BROADSTONE NET LEASE INC	COM	11135E203	206,507	14,441	SH		SOLE		0	0	14,441
BROWN & BROWN INC	COM	115236101	2,342,085	33,535	SH		SOLE		0	0	33,535
CHEVRON CORP NEW	COM	166764100	624,063	3,701	SH		SOLE		0	0	3,701
CISCO SYS INC	COM	17275R102	591,205	10,997	SH		SOLE		0	0	10,997
CITIZENS FINL GROUP INC	COM	174610105	8,885,648	331,554	SH		SOLE		0	0	331,554
COCA COLA CO	COM	191216100	356,033	6,360	SH		SOLE		0	0	6,360
COLGATE PALMOLIVE CO	COM	194162103	240,068	3,376	SH		SOLE		0	0	3,376
COMCAST CORP NEW	CL A	20030N101	272,163	6,138	SH		SOLE		0	0	6,138
COMPASS INC	CL A	20464U100	687,327	237,009	SH		SOLE		0	0	237,009
CONSOLIDATED EDISON INC	COM	209115104	238,544	2,789	SH		SOLE		0	0	2,789
COSTCO WHSL CORP NEW	COM	22160K105	617,502	1,093	SH		SOLE		0	0	1,093
CREDIT ACCEP CORP MICH	COM	225310101	336,348	731	SH		SOLE		0	0	731
CROCS INC	COM	227046109	4,206,807	47,680	SH		SOLE		0	0	47,680
CSX CORP	COM	126408103	227,858	7,410	SH		SOLE		0	0	7,410
CVS HEALTH CORP	COM	126650100	358,945	5,141	SH		SOLE		0	0	5,141
DANAHER CORPORATION	COM	235851102	446,580	1,800	SH		SOLE		0	0	1,800
DARIOHEALTH CORP	COM NEW	23725P209	58,548	17,850	SH		SOLE		0	0	17,850
DATADOG INC	CL A COM	23804L103	18,324,667	201,171	SH		SOLE		0	0	201,171
DEERE & CO	COM	244199105	262,657	696	SH		SOLE		0	0	696
DIMENSIONAL ETF TRUST	INFLATION PROTE	25434V856	6,646,562	167,125	SH		SOLE		0	0	167,125
DIMENSIONAL ETF TRUST	US EQUITY ETF	25434V401	698,716	15,010	SH		SOLE		0	0	15,010
DIMENSIONAL ETF TRUST	US TARGETED VLU	25434V609	2,872,576	62,871	SH		SOLE		0	0	62,871
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	25434V807	317,100	9,721	SH		SOLE		0	0	9,721
DISNEY WALT CO	COM	254687106	274,274	3,384	SH		SOLE		0	0	3,384
ELI LILLY & CO	COM	532457108	666,042	1,240	SH		SOLE		0	0	1,240
ELME COMMUNITIES	SH BEN INT	939653101	406,472	29,800	SH		SOLE		0	0	29,800
ENHABIT INC	COM	29332G102	168,750	15,000	SH		SOLE		0	0	15,000
EQUITY RESIDENTIAL	SH BEN INT	29476L107	306,995	5,229	SH		SOLE		0	0	5,229
EXXON MOBIL CORP	COM	30231G102	2,951,494	25,102	SH		SOLE		0	0	25,102
F5 INC	COM	315616102	275,711	1,711	SH		SOLE		0	0	1,711
FLEXSHARES TR	IBOXX 3R TARGT	33939L506	22,277,057	960,632	SH		SOLE		0	0	960,632
FORD MTR CO DEL	COM	345370860	489,197	39,388	SH		SOLE		0	0	39,388
FRANKLIN BSP RLTY TR INC	COMMON STOCK	35243J101	334,205	25,242	SH		SOLE		0	0	25,242
GENERAL ELECTRIC CO	COM NEW	369604301	958,469	8,670	SH		SOLE		0	0	8,670
GENERAL MLS INC	COM	370334104	316,879	4,952	SH		SOLE		0	0	4,952
GOLDMAN SACHS GROUP INC	COM	38141G104	250,951	776	SH		SOLE		0	0	776
GOLUB CAP BDC INC	COM	38173M102	817,853	55,750	SH		SOLE		0	0	55,750
HERSHEY CO	COM	427866108	695,078	3,474	SH		SOLE		0	0	3,474
HOME DEPOT INC	COM	437076102	1,722,496	5,701	SH		SOLE		0	0	5,701
HONEYWELL INTL INC	COM	438516106	454,461	2,460	SH		SOLE		0	0	2,460
INTEL CORP	COM	458140100	700,158	19,695	SH		SOLE		0	0	19,695
INTERNATIONAL BUSINESS MACHS	COM	459200101	467,059	3,329	SH		SOLE		0	0	3,329
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	46138E354	3,669,143	62,411	SH		SOLE		0	0	62,411
INVESCO EXCH TRADED FD TR II	S&P SMALLCAP 600	46138G664	1,060,110	29,108	SH		SOLE		0	0	29,108
INVESCO EXCH TRADED FD TR II	VAR RATE PFD	46138G870	788,923	35,267	SH		SOLE		0	0	35,267
INVESCO EXCH TRADED FD TR II	FTSE RAFI DEV	46138E743	298,012	6,846	SH		SOLE		0	0	6,846
INVESCO EXCH TRADED FD TR II	S&P 500 REVENUE	46138G698	16,461,730	210,670	SH		SOLE		0	0	210,670
INVESCO EXCH TRADED FD TR II	S&P MDCP 400 REV	46138G672	1,215,490	12,954	SH		SOLE		0	0	12,954
INVESCO EXCH TRADED FD TR II	FTSE RAFI SML	46138E735	777,050	26,305	SH		SOLE		0	0	26,305
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	46137V357	2,177,492	15,368	SH		SOLE		0	0	15,368
INVESCO EXCHANGE TRADED FD T	FTSE RAFI 1000	46137V613	23,417,212	735,927	SH		SOLE		0	0	735,927
INVESCO QQQ TR	UNIT SER 1	46090E103	921,113	2,571	SH		SOLE		0	0	2,571
ISHARES INC	CORE MSCI EMKT	46434G103	5,746,969	120,760	SH		SOLE		0	0	120,760
ISHARES INC	MSCI GBL MIN VOL	464286525	212,869	2,231	SH		SOLE		0	0	2,231
ISHARES TR	CORE S&P MCP ETF	464287507	59,852,927	240,036	SH		SOLE		0	0	240,036
ISHARES TR	RUS 2000 VAL ETF	464287630	1,717,555	12,671	SH		SOLE		0	0	12,671
ISHARES TR	CORE S&P SCP ETF	464287804	43,669,627	462,945	SH		SOLE		0	0	462,945
ISHARES TR	IBONDS DEC 2031	46436E486	3,341,742	172,388	SH		SOLE		0	0	172,388
ISHARES TR	MSCI USA ESG SLC	464288802	242,380	2,694	SH		SOLE		0	0	2,694
ISHARES TR	CORE S&P US VLU	464287663	200,728	2,690	SH		SOLE		0	0	2,690
ISHARES TR	S&P 500 VAL ETF	464287408	481,212	3,128	SH		SOLE		0	0	3,128
ISHARES TR	RUS 1000 GRW ETF	464287614	507,775	1,909	SH		SOLE		0	0	1,909
ISHARES TR	IBONDS DEC 27	46435U283	1,638,505	66,932	SH		SOLE		0	0	66,932
ISHARES TR	RUSSELL 2000 ETF	464287655	5,819,949	32,929	SH		SOLE		0	0	32,929
ISHARES TR	IBONDS DEC 26	46435U259	1,609,567	64,876	SH		SOLE		0	0	64,876
ISHARES TR	S&P 100 ETF	464287101	1,347,298	6,715	SH		SOLE		0	0	6,715
ISHARES TR	IBONDS DEC 25	46435U432	799,770	30,666	SH		SOLE		0	0	30,666
ISHARES TR	CORE HIGH DV ETF	46429B663	2,156,645	21,809	SH		SOLE		0	0	21,809
ISHARES TR	AGGRES ALLOC ETF	464289859	355,798	5,604	SH		SOLE		0	0	5,604
ISHARES TR	EAFE SML CP ETF	464288273	10,257,042	181,637	SH		SOLE		0	0	181,637
ISHARES TR	CORE MSCI TOTAL	46432F834	1,650,685	27,516	SH		SOLE		0	0	27,516
ISHARES TR	CORE S&P500 ETF	464287200	207,693,931	483,650	SH		SOLE		0	0	483,650
ISHARES TR	RUS 1000 VAL ETF	464287598	336,737	2,218	SH		SOLE		0	0	2,218
ISHARES TR	IBONDS DEC 28	46435U325	1,404,026	57,518	SH		SOLE		0	0	57,518
ISHARES TR	RUS 2000 GRW ETF	464287648	202,184	902	SH		SOLE		0	0	902
ISHARES TR	MSCI EMG MKT ETF	464287234	642,077	16,919	SH		SOLE		0	0	16,919
ISHARES TR	CORE S&P TTL STK	464287150	1,682,705	17,865	SH		SOLE		0	0	17,865
ISHARES TR	MSCI USA MIN VOL	46429B697	30,372,335	419,623	SH		SOLE		0	0	419,623
ISHARES TR	IBONDS DEC 2030	46436E726	7,197,590	353,169	SH		SOLE		0	0	353,169
ISHARES TR	RUS 1000 ETF	464287622	5,196,914	22,123	SH		SOLE		0	0	22,123
ISHARES TR	MSCI EAFE MIN VL	46429B689	2,044,843	31,353	SH		SOLE		0	0	31,353
ISHARES TR	RUS MID CAP ETF	464287499	688,415	9,941	SH		SOLE		0	0	9,941
ISHARES TR	IBONDS DEC 2029	46436E163	521,758	21,856	SH		SOLE		0	0	21,856
ISHARES TR	IBONDS DEC 29	46436E205	24,717,736	1,128,664	SH		SOLE		0	0	1,128,664
ISHARES TR	CORE MSCI EAFE	46432F842	30,961,541	481,143	SH		SOLE		0	0	481,143
ISHARES TR	MSCI USA QLT FCT	46432F339	257,914	1,957	SH		SOLE		0	0	1,957
ISHARES TR	S&P 500 GRWT ETF	464287309	395,605	5,782	SH		SOLE		0	0	5,782
ISHARES TR	IBONDS 27 ETF	46435UAA9	24,568,132	1,061,717	SH		SOLE		0	0	1,061,717
ISHARES TR	ISHARES SEMICDTR	464287523	2,084,060	4,400	SH		SOLE		0	0	4,400
ISHARES TR	IBDS DEC28 ETF	46435U515	24,929,742	1,037,442	SH		SOLE		0	0	1,037,442
ISHARES TR	MSCI EAFE ETF	464287465	2,020,890	29,322	SH		SOLE		0	0	29,322
ISHARES TR	IBONDS DEC2026	46435GAA0	23,954,355	1,026,542	SH		SOLE		0	0	1,026,542
ISHARES TR	TIPS BD ETF	464287176	672,521	6,484	SH		SOLE		0	0	6,484
ISHARES TR	SELECT DIVID ETF	464287168	3,516,815	32,672	SH		SOLE		0	0	32,672
ISHARES U S ETF TR	BLACKROCK ST MAT	46431W507	2,153,403	43,163	SH		SOLE		0	0	43,163
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	46641Q654	5,276,415	104,587	SH		SOLE		0	0	104,587
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT INC	46641Q837	3,614,767	72,036	SH		SOLE		0	0	72,036
JACOBS SOLUTIONS INC	COM	46982L108	401,993	2,945	SH		SOLE		0	0	2,945
JOHNSON & JOHNSON	COM	478160104	2,470,040	15,859	SH		SOLE		0	0	15,859
JONES LANG LASALLE INC	COM	48020Q107	6,948,457	49,217	SH		SOLE		0	0	49,217
JPMORGAN CHASE & CO	COM	46625H100	1,616,468	11,147	SH		SOLE		0	0	11,147
L3HARRIS TECHNOLOGIES INC	COM	502431109	321,426	1,846	SH		SOLE		0	0	1,846
LINDE PLC	SHS	G54950103	317,615	853	SH		SOLE		0	0	853
LOCKHEED MARTIN CORP	COM	539830109	702,185	1,717	SH		SOLE		0	0	1,717
LOWES COS INC	COM	548661107	462,029	2,223	SH		SOLE		0	0	2,223
MASTERCARD INCORPORATED	CL A	57636Q104	2,967,346	7,495	SH		SOLE		0	0	7,495
MCDONALDS CORP	COM	580135101	659,654	2,504	SH		SOLE		0	0	2,504
MERCK & CO INC	COM	58933Y105	1,930,107	18,748	SH		SOLE		0	0	18,748
META PLATFORMS INC	CL A	30303M102	1,239,568	4,129	SH		SOLE		0	0	4,129
MICROSOFT CORP	COM	594918104	8,952,118	28,352	SH		SOLE		0	0	28,352
MONDELEZ INTL INC	CL A	609207105	234,642	3,381	SH		SOLE		0	0	3,381
NATURA &CO HLDG S A	ADS	63884N108	327,604	56,777	SH		SOLE		0	0	56,777
NETFLIX INC	COM	64110L106	382,887	1,014	SH		SOLE		0	0	1,014
NEXTERA ENERGY INC	COM	65339F101	804,753	14,047	SH		SOLE		0	0	14,047
NOVARTIS AG	SPONSORED ADR	66987V109	276,550	2,715	SH		SOLE		0	0	2,715
NUVEEN FLOATING RATE INCOME	COM	67072T108	165,378	20,143	SH		SOLE		0	0	20,143
NVIDIA CORPORATION	COM	67066G104	959,153	2,205	SH		SOLE		0	0	2,205
OAKTREE SPECIALTY LENDING CO	COM	67401P405	298,782	14,850	SH		SOLE		0	0	14,850
ORACLE CORP	COM	68389X105	1,186,199	11,199	SH		SOLE		0	0	11,199
OREILLY AUTOMOTIVE INC	COM	67103H107	777,985	856	SH		SOLE		0	0	856
PEPSICO INC	COM	713448108	738,759	4,360	SH		SOLE		0	0	4,360
PFIZER INC	COM	717081103	413,863	12,477	SH		SOLE		0	0	12,477
PHILIP MORRIS INTL INC	COM	718172109	255,934	2,764	SH		SOLE		0	0	2,764
PIMCO ETF TR	ENHAN SHRT MA AC	72201R833	2,052,870	20,500	SH		SOLE		0	0	20,500
PJT PARTNERS INC	COM CL A	69343T107	26,021,367	327,560	SH		SOLE		0	0	327,560
PPG INDS INC	COM	693506107	423,278	3,261	SH		SOLE		0	0	3,261
PROCTER AND GAMBLE CO	COM	742718109	1,313,385	9,004	SH		SOLE		0	0	9,004
RAYMOND JAMES FINL INC	COM	754730109	909,394	9,055	SH		SOLE		0	0	9,055
REGENERON PHARMACEUTICALS	COM	75886F107	200,803	244	SH		SOLE		0	0	244
RIO TINTO PLC	SPONSORED ADR	767204100	236,996	3,724	SH		SOLE		0	0	3,724
ROSS STORES INC	COM	778296103	788,730	6,983	SH		SOLE		0	0	6,983
ROYAL BK CDA	COM	780087102	471,564	5,393	SH		SOLE		0	0	5,393
SALESFORCE INC	COM	79466L302	279,634	1,379	SH		SOLE		0	0	1,379
SCHWAB CHARLES CORP	COM	808513105	205,217	3,738	SH		SOLE		0	0	3,738
SCHWAB STRATEGIC TR	US LCAP GR ETF	808524300	409,482	5,631	SH		SOLE		0	0	5,631
SCHWAB STRATEGIC TR	US BRD MKT ETF	808524102	279,659	5,610	SH		SOLE		0	0	5,610
SCHWAB STRATEGIC TR	INTL EQTY ETF	808524805	1,132,906	33,360	SH		SOLE		0	0	33,360
SCHWAB STRATEGIC TR	US DIVIDEND EQ	808524797	223,178	3,154	SH		SOLE		0	0	3,154
SCHWAB STRATEGIC TR	US LCAP VA ETF	808524409	448,191	6,953	SH		SOLE		0	0	6,953
SELECT SECTOR SPDR TR	TECHNOLOGY	81369Y803	420,481	2,565	SH		SOLE		0	0	2,565
SELECT SECTOR SPDR TR	ENERGY	81369Y506	245,771	2,719	SH		SOLE		0	0	2,719
SMUCKER J M CO	COM NEW	832696405	214,478	1,745	SH		SOLE		0	0	1,745
SOUTHERN CO	COM	842587107	241,212	3,727	SH		SOLE		0	0	3,727
SPDR GOLD TR	GOLD SHS	78463V107	309,982	1,808	SH		SOLE		0	0	1,808
SPDR S&P 500 ETF TR	TR UNIT	78462F103	54,463,495	127,406	SH		SOLE		0	0	127,406
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	78467Y107	20,890,720	45,749	SH		SOLE		0	0	45,749
SPDR SER TR	S&P 400 MDCP VAL	78464A839	22,564,776	347,900	SH		SOLE		0	0	347,900
SPDR SER TR	S&P DIVID ETF	78464A763	24,340,871	211,641	SH		SOLE		0	0	211,641
SPDR SER TR	PRTFLO S&P500 GW	78464A409	43,589,890	735,322	SH		SOLE		0	0	735,322
SPDR SER TR	PRTFLO S&P500 VL	78464A508	47,989,018	1,163,088	SH		SOLE		0	0	1,163,088
SPDR SER TR	S&P 600 SMCP GRW	78464A201	12,344,293	168,477	SH		SOLE		0	0	168,477
SPDR SER TR	S&P 600 SMCP VAL	78464A300	18,103,742	250,155	SH		SOLE		0	0	250,155
SPDR SER TR	S&P 400 MDCP GRW	78464A821	21,157,790	306,014	SH		SOLE		0	0	306,014
STARBUCKS CORP	COM	855244109	244,878	2,683	SH		SOLE		0	0	2,683
SYSCO CORP	COM	871829107	393,791	5,962	SH		SOLE		0	0	5,962
TESLA INC	COM	88160R101	930,569	3,719	SH		SOLE		0	0	3,719
THERMO FISHER SCIENTIFIC INC	COM	883556102	295,098	583	SH		SOLE		0	0	583
TJX COS INC NEW	COM	872540109	1,026,653	11,551	SH		SOLE		0	0	11,551
TRUIST FINL CORP	COM	89832Q109	301,865	10,551	SH		SOLE		0	0	10,551
UNION PAC CORP	COM	907818108	469,164	2,304	SH		SOLE		0	0	2,304
UNITED BANKSHARES INC WEST V	COM	909907107	853,745	30,944	SH		SOLE		0	0	30,944
UNITED RENTALS INC	COM	911363109	467,244	1,051	SH		SOLE		0	0	1,051
UNITEDHEALTH GROUP INC	COM	91324P102	534,946	1,061	SH		SOLE		0	0	1,061
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	921932828	955,632	10,934	SH		SOLE		0	0	10,934
VANGUARD ADMIRAL FDS INC	MIDCP 400 IDX	921932885	1,259,305	14,898	SH		SOLE		0	0	14,898
VANGUARD INDEX FDS	SML CP GRW ETF	922908595	301,352	1,407	SH		SOLE		0	0	1,407
VANGUARD INDEX FDS	S&P 500 ETF SHS	922908363	3,290,434	8,379	SH		SOLE		0	0	8,379
VANGUARD INDEX FDS	VALUE ETF	922908744	562,203	4,076	SH		SOLE		0	0	4,076
VANGUARD INDEX FDS	MCAP VL IDXVIP	922908512	384,106	2,933	SH		SOLE		0	0	2,933
VANGUARD INDEX FDS	TOTAL STK MKT	922908769	9,662,755	45,491	SH		SOLE		0	0	45,491
VANGUARD INDEX FDS	MCAP GR IDXVIP	922908538	353,313	1,814	SH		SOLE		0	0	1,814
VANGUARD INDEX FDS	SM CP VAL ETF	922908611	976,418	6,122	SH		SOLE		0	0	6,122
VANGUARD INDEX FDS	MID CAP ETF	922908629	317,358	1,524	SH		SOLE		0	0	1,524
VANGUARD INDEX FDS	SMALL CP ETF	922908751	2,260,900	11,958	SH		SOLE		0	0	11,958
VANGUARD INDEX FDS	REAL ESTATE ETF	922908553	4,130,596	54,594	SH		SOLE		0	0	54,594
VANGUARD INDEX FDS	GROWTH ETF	922908736	879,834	3,231	SH		SOLE		0	0	3,231
VANGUARD INDEX FDS	EXTEND MKT ETF	922908652	511,975	3,572	SH		SOLE		0	0	3,572
VANGUARD INDEX FDS	LARGE CAP ETF	922908637	329,934	1,686	SH		SOLE		0	0	1,686
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	922042718	247,659	2,332	SH		SOLE		0	0	2,332
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	922042775	1,700,714	32,788	SH		SOLE		0	0	32,788
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	922042858	18,532,073	472,636	SH		SOLE		0	0	472,636
VANGUARD MALVERN FDS	STRM INFPROIDX	922020805	62,413,693	1,320,087	SH		SOLE		0	0	1,320,087
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	92206C102	1,259,828	21,872	SH		SOLE		0	0	21,872
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	921908844	1,074,187	6,913	SH		SOLE		0	0	6,913
VANGUARD STAR FDS	VG TL INTL STK F	921909768	413,068	7,718	SH		SOLE		0	0	7,718
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	921943858	24,894,238	569,402	SH		SOLE		0	0	569,402
VANGUARD WHITEHALL FDS	HIGH DIV YLD	921946406	1,007,164	9,748	SH		SOLE		0	0	9,748
VERIZON COMMUNICATIONS INC	COM	92343V104	393,555	12,143	SH		SOLE		0	0	12,143
VISA INC	COM CL A	92826C839	885,079	3,848	SH		SOLE		0	0	3,848
WALMART INC	COM	931142103	418,697	2,618	SH		SOLE		0	0	2,618
WESTERN ASSET EMERGING MKTS	COM	95766A101	112,723	13,581	SH		SOLE		0	0	13,581
WISDOMTREE TR	PUTWRITE STRAT	97717X560	412,730	13,435	SH		SOLE		0	0	13,435
WISDOMTREE TR	EMER MKT HIGH FD	97717W315	390,992	10,432	SH		SOLE		0	0	10,432
WISDOMTREE TR	US QTLY DIV GRT	97717X669	463,858	7,306	SH		SOLE		0	0	7,306

Klingman & Associates 13F-HRQuarterly holdings report by institutional manager