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CIK: 0001699506
Total reported value
$496.6M
$496.6M
100 檔
28.8%
As reported in its official Q1 2024 Form 13F filing, Ackerman Capital Advisors, LLC's tracked investment portfolio stood at $496.6M with 100 total positions.
During Q1 2024, Ackerman Capital Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 16.20% | -0.10% | -0.12% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 8.84% | +0.78% | +3.94% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 5.08% | -0.56% | -5.97% | |
| 4 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 5.00% | -0.35% | -0.82% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.42% | +0.58% | +4.21% | |
| 6 | SUB | Ishares Short-term National | ETF-Other | 4.28% | -0.08% | -0.06% | |
| 7 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 4.07% | — | -0.61% | |
| 8 | IVLU | Ishares Msci International V | ETF-Other | 3.35% | +0.11% | -0.64% | |
| 9 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.93% | -0.65% | +0.07% | |
| 10 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 2.82% | -0.27% | -1.60% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-Other | 2.39% | -0.21% | -3.84% | |
| 12 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.37% | -0.05% | +49.71% | |
| 13 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.28% | +0.22% | -2.44% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.20% | +0.46% | +0.45% | |
| 15 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 2.04% | +0.10% | -1.64% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.94% | +0.11% | -3.01% | |
| 17 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.93% | — | +30.30% | |
| 18 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.63% | +0.11% | -0.62% | |
| 19 | IQLT | Ishares Msci International Q | ETF-Other | 1.61% | +0.02% | -18.97% | |
| 20 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.51% | -0.05% | -1.71% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.40% | — | -0.30% | |
| 22 | IAU | Ishares Gold Trust | ETF-Commodities | 1.33% | -0.30% | -0.14% | |
| 23 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.26% | -0.05% | +4.43% | |
| 24 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.08% | +0.09% | -0.42% | |
| 25 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 1.04% | — | — | |
| 26 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.86% | -0.03% | +2.18% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.80% | +0.08% | +0.22% | |
| 28 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.60% | — | — | |
| 29 | PICK | Ishares Msci Global Metals & | ETF-Other | 0.58% | -0.18% | -50.44% | |
| 30 | VDE | Vanguard Energy ETF | ETF-Other | 0.53% | — | -52.51% | |
| 31 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.51% | +0.26% | — | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.14% | +2.92% | |
| 33 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 0.43% | -0.12% | -38.90% | |
| 34 | XPCKX | Pimco California Municipa Ii | Stock-Other | 0.43% | — | +5.63% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.41% | — | -0.20% | |
| 36 | LEO | Bny Mellon Strategic Muni | Stock-Other | 0.40% | -0.04% | -0.67% | |
| 37 | XMVTX | Blackrock Munivest Fund Ii | Stock-Other | 0.39% | — | -6.42% | |
| 38 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.39% | — | -0.08% | |
| 39 | DMB | Bny Mellon Muni Bnd Infra | Stock-Other | 0.39% | -0.06% | +15.36% | |
| 40 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.37% | +0.03% | — | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.37% | +0.12% | — | |
| 42 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.35% | +0.03% | -3.37% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.34% | -0.07% | — | |
| 44 | NBH | Neuberger Municipal Fund Inc | Stock-Other | 0.32% | -0.02% | +19.47% | |
| 45 | BLE | Blackrock Muni Inc Tr Ii | Stock-Other | 0.32% | — | -35.57% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | — | +0.63% | |
| 47 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 0.31% | +0.04% | -21.47% | |
| 48 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.31% | — | +11.16% | |
| 49 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.30% | -0.04% | -13.65% | |
| 50 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 0.30% | +0.04% | -15.97% |
According to official SEC Form 13F filings, Ackerman Capital Advisors, LLC reported a total U.S. public equity portfolio value of $496.6M across 100 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTEB, SPYG, SPYV) accounted for 28.8% of total reported equity market value during Q1 2024.
During Q1 2024, Ackerman Capital Advisors, LLC's top holdings by market value included VTEB (16.2%)、SPYG (8.8%)、SPYV (5.1%). The largest single position, VTEB, represented 16.2% of total portfolio value.
In Q1 2024, Ackerman Capital Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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