Klingman & Associates 13FHR Quarterly holdings report by institutional manager | SEC 1 May 24

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	817,671	7,194	SH		SOLE		0	0	7,194
ABBVIE INC	COM	00287Y109	1,509,974	8,292	SH		SOLE		0	0	8,292
ACCENTURE PLC IRELAND	SHS CLASS A	G1151C101	417,666	1,205	SH		SOLE		0	0	1,205
ADOBE INC	COM	00724F101	649,421	1,287	SH		SOLE		0	0	1,287
ADVANCED MICRO DEVICES INC	COM	007903107	368,561	2,042	SH		SOLE		0	0	2,042
ALLIANT ENERGY CORP	COM	018802108	249,228	4,945	SH		SOLE		0	0	4,945
ALPHABET INC	CAP STK CL A	02079K305	2,424,842	16,066	SH		SOLE		0	0	16,066
ALPHABET INC	CAP STK CL C	02079K107	2,434,181	15,987	SH		SOLE		0	0	15,987
AMAZON COM INC	COM	023135106	7,036,083	39,007	SH		SOLE		0	0	39,007
AMERICAN CENTY ETF TR	US SML CP VALU	025072877	759,506	8,105	SH		SOLE		0	0	8,105
AMGEN INC	COM	031162100	354,832	1,248	SH		SOLE		0	0	1,248
APPLE INC	COM	037833100	41,228,184	240,426	SH		SOLE		0	0	240,426
APPLIED MATLS INC	COM	038222105	3,710,903	17,994	SH		SOLE		0	0	17,994
AT&T INC	COM	00206R102	350,040	19,889	SH		SOLE		0	0	19,889
AUTOMATIC DATA PROCESSING IN	COM	053015103	1,117,837	4,476	SH		SOLE		0	0	4,476
BANK AMERICA CORP	COM	060505104	359,103	9,470	SH		SOLE		0	0	9,470
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	3,701,838	8,803	SH		SOLE		0	0	8,803
BERKSHIRE HATHAWAY INC DEL	CL A	084670108	634,440	1	SH		SOLE		0	0	1
BHP GROUP LTD	SPONSORED ADS	088606108	248,414	4,306	SH		SOLE		0	0	4,306
BLACKROCK FLOATING RATE INCO	COM	09255X100	336,345	26,033	SH		SOLE		0	0	26,033
BLACKSTONE INC	COM	09260D107	1,761,214	13,407	SH		SOLE		0	0	13,407
BLACKSTONE SECD LENDING FD	COMMON STOCK	09261X102	426,755	13,700	SH		SOLE		0	0	13,700
BOOKING HOLDINGS INC	COM	09857L108	467,997	129	SH		SOLE		0	0	129
BROADCOM INC	COM	11135F101	637,523	481	SH		SOLE		0	0	481
BROADSTONE NET LEASE INC	COM	11135E203	223,893	14,288	SH		SOLE		0	0	14,288
BROWN & BROWN INC	COM	115236101	2,935,654	33,535	SH		SOLE		0	0	33,535
CAMDEN PPTY TR	SH BEN INT	133131102	203,098	2,064	SH		SOLE		0	0	2,064
CARMAX INC	COM	143130102	242,602	2,785	SH		SOLE		0	0	2,785
CATERPILLAR INC	COM	149123101	237,447	648	SH		SOLE		0	0	648
CHEVRON CORP NEW	COM	166764100	580,484	3,680	SH		SOLE		0	0	3,680
CISCO SYS INC	COM	17275R102	473,908	9,495	SH		SOLE		0	0	9,495
CITIZENS FINL GROUP INC	COM	174610105	15,267,966	420,721	SH		SOLE		0	0	420,721
COCA COLA CO	COM	191216100	419,940	6,864	SH		SOLE		0	0	6,864
COGNIZANT TECHNOLOGY SOLUTIO	CL A	192446102	212,175	2,895	SH		SOLE		0	0	2,895
COLGATE PALMOLIVE CO	COM	194162103	302,839	3,363	SH		SOLE		0	0	3,363
COMCAST CORP NEW	CL A	20030N101	271,007	6,252	SH		SOLE		0	0	6,252
COMPASS INC	CL A	20464U100	853,233	237,009	SH		SOLE		0	0	237,009
CONSOLIDATED EDISON INC	COM	209115104	257,810	2,839	SH		SOLE		0	0	2,839
CORNING INC	COM	219350105	208,736	6,333	SH		SOLE		0	0	6,333
COSTCO WHSL CORP NEW	COM	22160K105	800,032	1,092	SH		SOLE		0	0	1,092
COUPANG INC	CL A	22266T109	1,057,598	59,449	SH		SOLE		0	0	59,449
CREDIT ACCEP CORP MICH	COM	225310101	403,184	731	SH		SOLE		0	0	731
CROCS INC	COM	227046109	4,069,109	28,297	SH		SOLE		0	0	28,297
CSX CORP	COM	126408103	273,985	7,391	SH		SOLE		0	0	7,391
CVS HEALTH CORP	COM	126650100	419,379	5,258	SH		SOLE		0	0	5,258
DANAHER CORPORATION	COM	235851102	446,000	1,786	SH		SOLE		0	0	1,786
DARIOHEALTH CORP	COM NEW	23725P209	27,311	17,850	SH		SOLE		0	0	17,850
DATADOG INC	CL A COM	23804L103	21,409,251	173,214	SH		SOLE		0	0	173,214
DATADOG INC	CL A COM	23804L103	2,472,000	20,000	SH	Put	SOLE		0	0	20,000
DEERE & CO	COM	244199105	292,037	711	SH		SOLE		0	0	711
DIMENSIONAL ETF TRUST	US EQUITY ETF	25434V401	855,270	15,010	SH		SOLE		0	0	15,010
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	25434V807	357,247	9,721	SH		SOLE		0	0	9,721
DIMENSIONAL ETF TRUST	US TARGETED VLU	25434V609	3,386,526	62,218	SH		SOLE		0	0	62,218
DIMENSIONAL ETF TRUST	INFLATION PROTE	25434V856	3,626,907	87,925	SH		SOLE		0	0	87,925
DISNEY WALT CO	COM	254687106	471,576	3,854	SH		SOLE		0	0	3,854
ELI LILLY & CO	COM	532457108	1,000,457	1,286	SH		SOLE		0	0	1,286
ELME COMMUNITIES	SH BEN INT	939653101	414,120	29,750	SH		SOLE		0	0	29,750
ENHABIT INC	COM	29332G102	174,750	15,000	SH		SOLE		0	0	15,000
EQUITY RESIDENTIAL	SH BEN INT	29476L107	320,536	5,079	SH		SOLE		0	0	5,079
EXXON MOBIL CORP	COM	30231G102	2,980,859	25,644	SH		SOLE		0	0	25,644
F5 INC	COM	315616102	325,906	1,719	SH		SOLE		0	0	1,719
FLEXSHARES TR	IBOXX 3R TARGT	33939L506	10,993,163	462,870	SH		SOLE		0	0	462,870
FORD MTR CO DEL	COM	345370860	449,515	33,849	SH		SOLE		0	0	33,849
FRANKLIN BSP RLTY TR INC	COMMON STOCK	35243J101	343,283	25,695	SH		SOLE		0	0	25,695
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	36266G107	263,367	2,897	SH		SOLE		0	0	2,897
GENERAL ELECTRIC CO	COM NEW	369604301	1,501,309	8,553	SH		SOLE		0	0	8,553
GENERAL MLS INC	COM	370334104	368,183	5,262	SH		SOLE		0	0	5,262
GOLDMAN SACHS GROUP INC	COM	38141G104	316,745	758	SH		SOLE		0	0	758
GOLUB CAP BDC INC	COM	38173M102	1,031,892	62,050	SH		SOLE		0	0	62,050
GREENBRIER COS INC	COM	393657101	229,240	4,400	SH		SOLE		0	0	4,400
GRITSTONE BIO INC	COM	39868T105	89,401	34,786	SH		SOLE		0	0	34,786
HERSHEY CO	COM	427866108	679,000	3,491	SH		SOLE		0	0	3,491
HILTON WORLDWIDE HLDGS INC	COM	43300A203	276,450	1,296	SH		SOLE		0	0	1,296
HOME DEPOT INC	COM	437076102	2,194,960	5,722	SH		SOLE		0	0	5,722
HONEYWELL INTL INC	COM	438516106	496,705	2,420	SH		SOLE		0	0	2,420
INTEL CORP	COM	458140100	828,453	18,756	SH		SOLE		0	0	18,756
INTERNATIONAL BUSINESS MACHS	COM	459200101	687,838	3,602	SH		SOLE		0	0	3,602
INTUITIVE SURGICAL INC	COM NEW	46120E602	202,738	508	SH		SOLE		0	0	508
INVESCO EXCH TRADED FD TR II	FTSE RAFI SML	46138E735	855,045	26,005	SH		SOLE		0	0	26,005
INVESCO EXCH TRADED FD TR II	FTSE RAFI DEV	46138E743	339,931	6,847	SH		SOLE		0	0	6,847
INVESCO EXCH TRADED FD TR II	S&P 500 REVENUE	46138G698	23,078,652	246,225	SH		SOLE		0	0	246,225
INVESCO EXCH TRADED FD TR II	S&P SMALLCAP 600	46138G664	1,246,109	29,108	SH		SOLE		0	0	29,108
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	46138E354	3,847,533	58,411	SH		SOLE		0	0	58,411
INVESCO EXCH TRADED FD TR II	S&P MDCP 400 REV	46138G672	1,491,025	12,954	SH		SOLE		0	0	12,954
INVESCO EXCH TRADED FD TR II	VAR RATE PFD	46138G870	612,648	25,774	SH		SOLE		0	0	25,774
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	46137V357	2,733,124	16,137	SH		SOLE		0	0	16,137
INVESCO EXCHANGE TRADED FD T	FTSE RAFI 1000	46137V613	27,693,798	719,880	SH		SOLE		0	0	719,880
INVESCO QQQ TR	UNIT SER 1	46090E103	1,194,831	2,691	SH		SOLE		0	0	2,691
ISHARES INC	MSCI GBL MIN VOL	464286525	273,372	2,597	SH		SOLE		0	0	2,597
ISHARES INC	CORE MSCI EMKT	46434G103	8,540,110	165,506	SH		SOLE		0	0	165,506
ISHARES TR	IBONDS DEC 28	46435U325	1,507,894	59,671	SH		SOLE		0	0	59,671
ISHARES TR	PFD AND INCM SEC	464288687	451,639	14,013	SH		SOLE		0	0	14,013
ISHARES TR	MSCI EMG MKT ETF	464287234	705,385	17,171	SH		SOLE		0	0	17,171
ISHARES TR	CORE S&P MCP ETF	464287507	77,337,451	1,273,254	SH		SOLE		0	0	1,273,254
ISHARES TR	RUS 1000 ETF	464287622	6,366,328	22,103	SH		SOLE		0	0	22,103
ISHARES TR	MSCI EAFE ETF	464287465	2,636,758	33,017	SH		SOLE		0	0	33,017
ISHARES TR	MSCI USA MIN VOL	46429B697	32,908,277	393,734	SH		SOLE		0	0	393,734
ISHARES TR	IBONDS DEC 2030	46436E726	16,893,591	789,420	SH		SOLE		0	0	789,420
ISHARES TR	SELECT DIVID ETF	464287168	4,024,537	32,672	SH		SOLE		0	0	32,672
ISHARES TR	EAFE SML CP ETF	464288273	11,838,784	186,938	SH		SOLE		0	0	186,938
ISHARES TR	CORE MSCI EAFE	46432F842	38,934,846	524,587	SH		SOLE		0	0	524,587
ISHARES TR	IBONDS DEC 2029	46436E163	1,067,586	42,289	SH		SOLE		0	0	42,289
ISHARES TR	RUS 1000 VAL ETF	464287598	395,475	2,208	SH		SOLE		0	0	2,208
ISHARES TR	S&P 500 VAL ETF	464287408	584,342	3,128	SH		SOLE		0	0	3,128
ISHARES TR	ISHARES SEMICDTR	464287523	2,982,144	13,200	SH		SOLE		0	0	13,200
ISHARES TR	CORE HIGH DV ETF	46429B663	2,350,913	21,331	SH		SOLE		0	0	21,331
ISHARES TR	MSCI USA ESG SLC	464288802	294,104	2,694	SH		SOLE		0	0	2,694
ISHARES TR	TIPS BD ETF	464287176	321,264	2,991	SH		SOLE		0	0	2,991
ISHARES TR	IBONDS 27 ETF	46435UAA9	25,867,732	1,086,879	PRN		SOLE		0	0	1,086,879
ISHARES TR	RUS 1000 GRW ETF	464287614	672,752	1,996	SH		SOLE		0	0	1,996
ISHARES TR	IBONDS DEC 25	46435U432	432,648	16,351	SH		SOLE		0	0	16,351
ISHARES TR	AGGRES ALLOC ETF	464289859	411,670	5,604	SH		SOLE		0	0	5,604
ISHARES TR	S&P 500 GRWT ETF	464287309	488,233	5,782	SH		SOLE		0	0	5,782
ISHARES TR	IBONDS DEC 29	46436E205	27,592,621	1,209,142	SH		SOLE		0	0	1,209,142
ISHARES TR	CORE S&P TTL STK	464287150	2,004,606	17,386	SH		SOLE		0	0	17,386
ISHARES TR	CORE S&P SCP ETF	464287804	54,950,790	497,202	SH		SOLE		0	0	497,202
ISHARES TR	RUS 2000 GRW ETF	464287648	244,262	902	SH		SOLE		0	0	902
ISHARES TR	CORE MSCI TOTAL	46432F834	1,936,182	28,532	SH		SOLE		0	0	28,532
ISHARES TR	IBONDS DEC 27	46435U283	1,475,803	58,633	SH		SOLE		0	0	58,633
ISHARES TR	S&P 100 ETF	464287101	1,661,359	6,715	SH		SOLE		0	0	6,715
ISHARES TR	IBONDS DEC 26	46435U259	1,142,708	45,077	SH		SOLE		0	0	45,077
ISHARES TR	IBONDS DEC 2031	46436E486	11,569,822	564,657	SH		SOLE		0	0	564,657
ISHARES TR	ESG AWR MSCI USA	46435G425	209,917	1,826	SH		SOLE		0	0	1,826
ISHARES TR	CORE S&P US VLU	464287663	243,284	2,690	SH		SOLE		0	0	2,690
ISHARES TR	CORE S&P500 ETF	464287200	264,082,951	502,317	SH		SOLE		0	0	502,317
ISHARES TR	RUS 2000 VAL ETF	464287630	2,012,282	12,671	SH		SOLE		0	0	12,671
ISHARES TR	IBDS DEC28 ETF	46435U515	27,290,035	1,095,765	SH		SOLE		0	0	1,095,765
ISHARES TR	MSCI USA QLT FCT	46432F339	314,238	1,912	SH		SOLE		0	0	1,912
ISHARES TR	MSCI EAFE MIN VL	46429B689	1,807,795	25,505	SH		SOLE		0	0	25,505
ISHARES TR	RUS MID CAP ETF	464287499	1,046,248	12,442	SH		SOLE		0	0	12,442
ISHARES TR	IBONDS DEC2026	46435GAA0	23,173,041	971,616	PRN		SOLE		0	0	971,616
ISHARES TR	RUSSELL 2000 ETF	464287655	6,843,799	32,543	SH		SOLE		0	0	32,543
ISHARES U S ETF TR	BLACKROCK SH DUR	46431W507	2,178,005	43,163	SH		SOLE		0	0	43,163
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT INC	46641Q837	2,617,296	51,879	SH		SOLE		0	0	51,879
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	46641Q654	2,511,428	49,496	SH		SOLE		0	0	49,496
JACOBS SOLUTIONS INC	COM	46982L108	451,198	2,935	SH		SOLE		0	0	2,935
JOHNSON & JOHNSON	COM	478160104	2,480,262	15,679	SH		SOLE		0	0	15,679
JONES LANG LASALLE INC	COM	48020Q107	6,830,687	35,013	SH		SOLE		0	0	35,013
JPMORGAN CHASE & CO	COM	46625H100	2,314,128	11,553	SH		SOLE		0	0	11,553
L3HARRIS TECHNOLOGIES INC	COM	502431109	395,088	1,854	SH		SOLE		0	0	1,854
LINDE PLC	SHS	G54950103	414,174	892	SH		SOLE		0	0	892
LOCKHEED MARTIN CORP	COM	539830109	776,009	1,706	SH		SOLE		0	0	1,706
LOWES COS INC	COM	548661107	434,825	1,707	SH		SOLE		0	0	1,707
MASTERCARD INCORPORATED	CL A	57636Q104	3,553,506	7,379	SH		SOLE		0	0	7,379
MCDONALDS CORP	COM	580135101	740,401	2,626	SH		SOLE		0	0	2,626
MERCK & CO INC	COM	58933Y105	1,174,355	8,900	SH		SOLE		0	0	8,900
META PLATFORMS INC	CL A	30303M102	1,918,057	3,950	SH		SOLE		0	0	3,950
MICROSOFT CORP	COM	594918104	11,321,786	26,910	SH		SOLE		0	0	26,910
MODERNA INC	COM	60770K107	307,746	2,888	SH		SOLE		0	0	2,888
MONDELEZ INTL INC	CL A	609207105	245,910	3,513	SH		SOLE		0	0	3,513
MORGAN STANLEY	COM NEW	617446448	207,717	2,206	SH		SOLE		0	0	2,206
NETFLIX INC	COM	64110L106	630,409	1,038	SH		SOLE		0	0	1,038
NEXTERA ENERGY INC	COM	65339F101	924,267	14,462	SH		SOLE		0	0	14,462
NOVARTIS AG	SPONSORED ADR	66987V109	262,622	2,715	SH		SOLE		0	0	2,715
NOVO-NORDISK A S	ADR	670100205	230,093	1,792	SH		SOLE		0	0	1,792
NUVEEN FLOATING RATE INCOME	COM	67072T108	175,853	20,143	SH		SOLE		0	0	20,143
NVIDIA CORPORATION	COM	67066G104	2,120,656	2,347	SH		SOLE		0	0	2,347
OAKTREE SPECIALTY LENDING CO	COM	67401P405	291,951	14,850	SH		SOLE		0	0	14,850
ORACLE CORP	COM	68389X105	1,406,581	11,198	SH		SOLE		0	0	11,198
OREILLY AUTOMOTIVE INC	COM	67103H107	904,233	801	SH		SOLE		0	0	801
PARKER-HANNIFIN CORP	COM	701094104	226,207	407	SH		SOLE		0	0	407
PEPSICO INC	COM	713448108	564,583	3,226	SH		SOLE		0	0	3,226
PFIZER INC	COM	717081103	232,518	8,379	SH		SOLE		0	0	8,379
PHATHOM PHARMACEUTICALS INC	COM	71722W107	110,194	10,376	SH		SOLE		0	0	10,376
PHILIP MORRIS INTL INC	COM	718172109	251,997	2,750	SH		SOLE		0	0	2,750
PIMCO ETF TR	ENHAN SHRT MA AC	72201R833	2,061,070	20,500	SH		SOLE		0	0	20,500
PJT PARTNERS INC	COM CL A	69343T107	14,804,099	157,056	SH		SOLE		0	0	157,056
PPG INDS INC	COM	693506107	469,911	3,243	SH		SOLE		0	0	3,243
PROCTER AND GAMBLE CO	COM	742718109	1,391,789	8,578	SH		SOLE		0	0	8,578
QUALCOMM INC	COM	747525103	244,808	1,446	SH		SOLE		0	0	1,446
RAYMOND JAMES FINL INC	COM	754730109	1,336,724	10,409	SH		SOLE		0	0	10,409
REGENERON PHARMACEUTICALS	COM	75886F107	241,585	251	SH		SOLE		0	0	251
RIO TINTO PLC	SPONSORED ADR	767204100	237,368	3,724	SH		SOLE		0	0	3,724
ROSS STORES INC	COM	778296103	927,377	6,319	SH		SOLE		0	0	6,319
ROYAL BK CDA	COM	780087102	529,419	5,248	SH		SOLE		0	0	5,248
SALESFORCE INC	COM	79466L302	417,135	1,385	SH		SOLE		0	0	1,385
SCHWAB CHARLES CORP	COM	808513105	277,352	3,834	SH		SOLE		0	0	3,834
SCHWAB STRATEGIC TR	US LCAP GR ETF	808524300	457,291	4,932	SH		SOLE		0	0	4,932
SCHWAB STRATEGIC TR	US BRD MKT ETF	808524102	342,491	5,610	SH		SOLE		0	0	5,610
SCHWAB STRATEGIC TR	US LCAP VA ETF	808524409	477,459	6,284	SH		SOLE		0	0	6,284
SCHWAB STRATEGIC TR	US DIVIDEND EQ	808524797	254,308	3,154	SH		SOLE		0	0	3,154
SCHWAB STRATEGIC TR	US LRG CAP ETF	808524201	557,113	8,977	SH		SOLE		0	0	8,977
SCHWAB STRATEGIC TR	INTL EQTY ETF	808524805	1,290,002	33,060	SH		SOLE		0	0	33,060
SELECT SECTOR SPDR TR	TECHNOLOGY	81369Y803	507,138	2,435	SH		SOLE		0	0	2,435
SMUCKER J M CO	COM NEW	832696405	226,944	1,803	SH		SOLE		0	0	1,803
SOUTHERN CO	COM	842587107	269,815	3,761	SH		SOLE		0	0	3,761
SPDR GOLD TR	GOLD SHS	78463V107	363,713	1,768	SH		SOLE		0	0	1,768
SPDR S&P 500 ETF TR	TR UNIT	78462F103	65,491,521	125,206	SH		SOLE		0	0	125,206
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	78467Y107	24,841,037	44,646	SH		SOLE		0	0	44,646
SPDR SER TR	S&P DIVID ETF	78464A763	27,650,532	210,687	SH		SOLE		0	0	210,687
SPDR SER TR	PRTFLO S&P500 VL	78464A508	56,175,264	1,121,263	SH		SOLE		0	0	1,121,263
SPDR SER TR	S&P 400 MDCP VAL	78464A839	26,268,989	345,645	SH		SOLE		0	0	345,645
SPDR SER TR	S&P 400 MDCP GRW	78464A821	26,359,137	301,972	SH		SOLE		0	0	301,972
SPDR SER TR	PRTFLO S&P500 GW	78464A409	50,795,309	694,399	SH		SOLE		0	0	694,399
SPDR SER TR	S&P 600 SMCP VAL	78464A300	21,413,477	258,087	SH		SOLE		0	0	258,087
SPDR SER TR	S&P 600 SMCP GRW	78464A201	15,334,699	175,796	SH		SOLE		0	0	175,796
STARBUCKS CORP	COM	855244109	251,689	2,754	SH		SOLE		0	0	2,754
SYSCO CORP	COM	871829107	487,162	6,001	SH		SOLE		0	0	6,001
TESLA INC	COM	88160R101	657,279	3,739	SH		SOLE		0	0	3,739
TEXAS INSTRS INC	COM	882508104	200,342	1,150	SH		SOLE		0	0	1,150
THERMO FISHER SCIENTIFIC INC	COM	883556102	320,828	552	SH		SOLE		0	0	552
TJX COS INC NEW	COM	872540109	1,120,793	11,051	SH		SOLE		0	0	11,051
TRUIST FINL CORP	COM	89832Q109	438,798	11,257	SH		SOLE		0	0	11,257
UNION PAC CORP	COM	907818108	541,292	2,201	SH		SOLE		0	0	2,201
UNITED BANKSHARES INC WEST V	COM	909907107	1,095,031	30,596	SH		SOLE		0	0	30,596
UNITED RENTALS INC	COM	911363109	467,280	648	SH		SOLE		0	0	648
UNITEDHEALTH GROUP INC	COM	91324P102	469,471	949	SH		SOLE		0	0	949
VANGUARD ADMIRAL FDS INC	MIDCP 400 IDX	921932885	1,534,724	14,899	SH		SOLE		0	0	14,899
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	921932828	1,109,801	10,934	SH		SOLE		0	0	10,934
VANGUARD INDEX FDS	MCAP GR IDXVIP	922908538	412,633	1,750	SH		SOLE		0	0	1,750
VANGUARD INDEX FDS	MCAP VL IDXVIP	922908512	469,757	3,013	SH		SOLE		0	0	3,013
VANGUARD INDEX FDS	LARGE CAP ETF	922908637	404,236	1,686	SH		SOLE		0	0	1,686
VANGUARD INDEX FDS	TOTAL STK MKT	922908769	11,176,647	43,004	SH		SOLE		0	0	43,004
VANGUARD INDEX FDS	SML CP GRW ETF	922908595	366,834	1,407	SH		SOLE		0	0	1,407
VANGUARD INDEX FDS	REAL ESTATE ETF	922908553	4,554,325	52,663	SH		SOLE		0	0	52,663
VANGUARD INDEX FDS	MID CAP ETF	922908629	277,595	1,111	SH		SOLE		0	0	1,111
VANGUARD INDEX FDS	SM CP VAL ETF	922908611	1,011,190	5,270	SH		SOLE		0	0	5,270
VANGUARD INDEX FDS	GROWTH ETF	922908736	1,014,358	2,947	SH		SOLE		0	0	2,947
VANGUARD INDEX FDS	S&P 500 ETF SHS	922908363	4,055,666	8,437	SH		SOLE		0	0	8,437
VANGUARD INDEX FDS	VALUE ETF	922908744	681,081	4,182	SH		SOLE		0	0	4,182
VANGUARD INDEX FDS	SMALL CP ETF	922908751	2,567,523	11,232	SH		SOLE		0	0	11,232
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	922042858	22,120,906	529,588	SH		SOLE		0	0	529,588
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	922042775	1,923,017	32,788	SH		SOLE		0	0	32,788
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	922042718	268,265	2,296	SH		SOLE		0	0	2,296
VANGUARD MALVERN FDS	STRM INFPROIDX	922020805	57,929,246	1,209,631	SH		SOLE		0	0	1,209,631
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	92206C102	1,164,885	20,060	SH		SOLE		0	0	20,060
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	921908844	1,173,640	6,427	SH		SOLE		0	0	6,427
VANGUARD STAR FDS	VG TL INTL STK F	921909768	466,300	7,733	SH		SOLE		0	0	7,733
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	921943858	32,088,093	639,587	SH		SOLE		0	0	639,587
VANGUARD WHITEHALL FDS	HIGH DIV YLD	921946406	1,044,144	8,630	SH		SOLE		0	0	8,630
VERIZON COMMUNICATIONS INC	COM	92343V104	550,725	13,125	SH		SOLE		0	0	13,125
VISA INC	COM CL A	92826C839	1,037,341	3,717	SH		SOLE		0	0	3,717
WALMART INC	COM	931142103	502,360	8,349	SH		SOLE		0	0	8,349
WESTERN ASSET EMERGING MKTS	COM	95766A101	120,904	12,581	SH		SOLE		0	0	12,581
WILLIAMS SONOMA INC	COM	969904101	397,866	1,253	SH		SOLE		0	0	1,253
WISDOMTREE TR	PUTWRITE STRAT	97717X560	447,393	13,435	SH		SOLE		0	0	13,435
WISDOMTREE TR	EMER MKT HIGH FD	97717W315	433,379	10,358	SH		SOLE		0	0	10,358
WISDOMTREE TR	US QTLY DIV GRT	97717X669	556,645	7,306	SH		SOLE		0	0	7,306

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