Ackerman Capital Advisors, LLC

Q4 2024 13F Holdings

  • Location
    dallas, TX
  • Num holdings

    100

  • Value ($000)

    $381,409

  • Date Filed
    02/04/2025
  • Form type
    13F-HR
  • CIK
    0001699506
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

VANGUARD MUN BD FDS

TAX EXEMPT BD
$61.10M
16 %

1,218,742

KRE
KRE

SPDR SER TR

PRTFLO S&P500 GW
$58.49M
15 %

665,457

SCHG
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
$17.92M
5 %

642,910

VIGI
VIGI

VANGUARD WHITEHALL FDS

INTL DVD ETF
$16.28M
4 %

203,466

KRE
KRE

SPDR SER TR

NUVEEN BLMBRG MU
$15.62M
4 %

342,318

SPYV
SPYV

SPDR SER TR

PRTFLO S&P500 VL
$14.34M
4 %

280,501

ACWV
ACWV

ISHARES INC

MSCI GBL MIN VOL
$11.75M
3 %

107,628

SUB
SUB

ISHARES TR

SHRT NAT MUN ETF
$11.37M
3 %

107,805

IVLU
IVLU

ISHARES TR

MSCI INTL VLU FT
$11.17M
3 %

411,898

VYMI
VYMI

VANGUARD WHITEHALL FDS

INTL HIGH ETF
$10.90M
3 %

160,645

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