Klingman & Associates, LLC Buys SPDR Series Trust Portfolio S&P 500 Growth, SPDR Series Trust Portfolio S&P 500 Value, iShares Short Maturity Bond, Sells iShares Core S&P 500, iShares Core S&P Mid-Cap, iShares Core S&P Small-Cap

• New Purchases: SPYG, SPYV, NEAR, IEFA, CMCSA, IXUS, GOOGL, VGK, COST, QKL1, IBM,
• Added Positions: MDYG, SLYV, SLYG, VEA, USMV, JPST, AAPL, IEMG, VTI, VTIP, RSP, AMZN, VYM, SCHG, BSCM, QQQ, JNJ, SCHF, PG, XOM, IVOO, KMX, MRK, TIP, BRK.B, VOT, VIG, VOE, XLK, SCHW, GE, V, VBR, CSX, BSCL, DEM,
• Reduced Positions: IVV, IJH, IJR, VXUS, MDY, VWO, SDY, VB, HD, FB, DVY, VEU, MA, HDV, INTC, MCI, VUG, VNQ, JPM, HSY, VTV, VOO, DIS, IDV, ORLY, PEP, PFE, EMD,
• Sold Out: MLPI, AMJ, VCIT, VO, EEMV, RWO, VTEB, SCHE, EMB, EMLP, VV, RWX, PXF, IVE, VZ, CVX, BAC, IWD, IWF, BBK, WRE, PSA, DE, CTAS, ABT,

For the details of Klingman & Associates, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/klingman+%26+associates%2C+llc/current-portfolio/portfolio

1. iShares Core S&P 500 (IVV) - 304,093 shares, 18.51% of the total portfolio. Shares reduced by 21.49%
2. Vanguard Short-Term Inflation-Protected Securities (VTIP) - 799,755 shares, 9.18% of the total portfolio. Shares added by 1.52%
3. SPDR S&P 500 (SPY) - 134,702 shares, 8.18% of the total portfolio. Shares added by 0.21%
4. iShares Core S&P Mid-Cap (IJH) - 147,680 shares, 5.01% of the total portfolio. Shares reduced by 42.97%
5. SPDR S&P Dividend (SDY) - 220,116 shares, 4.14% of the total portfolio. Shares reduced by 1.27%

Klingman & Associates, LLC initiated holding in SPDR Series Trust Portfolio S&P 500 Growth. The purchase prices were between $31.23 and $45.63, with an estimated average price of $41.23. The stock is now traded at around $40.92. The impact to a portfolio due to this purchase was 3.91%. The holding were 464,766 shares as of .

Klingman & Associates, LLC initiated holding in SPDR Series Trust Portfolio S&P 500 Value. The purchase prices were between $22.11 and $35.37, with an estimated average price of $32.22. The stock is now traded at around $29.17. The impact to a portfolio due to this purchase was 3.84%. The holding were 630,258 shares as of .

Klingman & Associates, LLC initiated holding in iShares Short Maturity Bond. The purchase prices were between $45.53 and $50.41, with an estimated average price of $49.89. The stock is now traded at around $49.20. The impact to a portfolio due to this purchase was 3.62%. The holding were 317,043 shares as of .

Klingman & Associates, LLC initiated holding in iShares Core MSCI EAFE. The purchase prices were between $43.31 and $66.12, with an estimated average price of $59.51. The stock is now traded at around $54.02. The impact to a portfolio due to this purchase was 0.99%. The holding were 84,184 shares as of .

Klingman & Associates, LLC initiated holding in Comcast Corp. The purchase prices were between $33.37 and $47.5, with an estimated average price of $42.37. The stock is now traded at around $39.00. The impact to a portfolio due to this purchase was 0.21%. The holding were 26,261 shares as of .

Klingman & Associates, LLC initiated holding in iShares Core MSCI Total International Stock ETF. The purchase prices were between $40.8 and $63.03, with an estimated average price of $56.99. The stock is now traded at around $51.42. The impact to a portfolio due to this purchase was 0.15%. The holding were 13,424 shares as of .

Klingman & Associates, LLC added to a holding in SPDR S&P 400 Mid Cap Growth ETF (based on S&P MidC by 5826.46%. The purchase prices were between $35.95 and $59.38, with an estimated average price of $53.25. The stock is now traded at around $50.41. The impact to a portfolio due to this purchase was 2.55%. The holding were 256,912 shares as of .

Klingman & Associates, LLC added to a holding in SPDR S&P 600 Small Cap Value ETF (based on S&P Sma by 155.17%. The purchase prices were between $35.74 and $66.24, with an estimated average price of $57.28. The stock is now traded at around $48.31. The impact to a portfolio due to this purchase was 1.57%. The holding were 267,483 shares as of .

Klingman & Associates, LLC added to a holding in SPDR S&P 600 Small Cap Growth ETF (based on S&P Sm by 2021.26%. The purchase prices were between $39.85 and $66.69, with an estimated average price of $59.64. The stock is now traded at around $54.00. The impact to a portfolio due to this purchase was 1.51%. The holding were 145,391 shares as of .

Klingman & Associates, LLC added to a holding in Vanguard FTSE Developed Markets by 130.82%. The purchase prices were between $28.78 and $44.66, with an estimated average price of $40.48. The stock is now traded at around $36.40. The impact to a portfolio due to this purchase was 0.82%. The holding were 183,508 shares as of .

Klingman & Associates, LLC added to a holding in iShares Edge MSCI Min Vol USA by 26.47%. The purchase prices were between $46.61 and $69.67, with an estimated average price of $63.87. The stock is now traded at around $59.97. The impact to a portfolio due to this purchase was 0.72%. The holding were 269,039 shares as of .

Klingman & Associates, LLC added to a holding in JPMorgan Ultra-Short Income by 27.03%. The purchase prices were between $48.93 and $50.6, with an estimated average price of $50.31. The stock is now traded at around $50.23. The impact to a portfolio due to this purchase was 0.52%. The holding were 209,815 shares as of .

Klingman & Associates, LLC sold out a holding in UBS AG ETN. The sale prices were between $6.52 and $20.2, with an estimated average price of $15.68.

Klingman & Associates, LLC sold out a holding in JPMorgan Chase Capital XVI JP Morgan Alerian MLP E. The sale prices were between $6.9 and $22.19, with an estimated average price of $17.14.

Klingman & Associates, LLC sold out a holding in Vanguard Intermediate-Term Corporate Bond ETF. The sale prices were between $79.78 and $94.82, with an estimated average price of $91.21.

Klingman & Associates, LLC sold out a holding in Vanguard Mid-Cap. The sale prices were between $112.37 and $186.27, with an estimated average price of $167.2.

Klingman & Associates, LLC sold out a holding in iShares Edge MSCI Min Vol Emerging Markets. The sale prices were between $42.59 and $59.58, with an estimated average price of $53.96.

Klingman & Associates, LLC sold out a holding in SPDR DJ Wilshire Global Real Estate. The sale prices were between $30.12 and $53.58, with an estimated average price of $48.01.