Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KLINGMAN & ASSOCIATES LLC | 01-29-2024 | 12-31-2023 | 225 | 1,362,146,767 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD STAR FDS | VG TL INTL STK F | 151 | $442,409 | 7,633 | 0.00 | 0.00 | -27 | -0.35 | 12-31-2023 |
| SYSCO CORP | COM | 152 | $438,854 | 6,001 | 0.00 | 0.00 | -168 | -2.72 | 12-31-2023 |
| ISHARES TR | PFD AND INCM SEC | 153 | $437,066 | 14,013 | 0.00 | 14,013 | +Inf | 12-31-2023 | |
| ELME COMMUNITIES | SH BEN INT | 154 | $434,350 | 29,750 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
