| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SWN | Exit | SOUTHWESTERN ENERGY CO | $0 | – | -10,000 | -100.0% | -0.02% | – |
| VKI | Exit | INVESCO ADVANTAGE MUNICIPALsh ben int | $0 | – | -10,020 | -100.0% | -0.05% | – |
| PMX | Exit | PIMCO MUN INCOME FD III | $0 | – | -10,420 | -100.0% | -0.05% | – |
| KMB | Exit | KIMBERLY CLARK CORP | $0 | – | -1,659 | -100.0% | -0.08% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -3,569 | -100.0% | -0.08% | – |
| KO | Exit | COCA COLA CO | $0 | – | -4,528 | -100.0% | -0.08% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -1,382 | -100.0% | -0.08% | – |
| IIM | Exit | INVESCO VALUE MUN INCOME TR | $0 | – | -14,176 | -100.0% | -0.08% | – |
| PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -2,081 | -100.0% | -0.09% | – |
| OXY | Exit | OCCIDENTAL PETE CORP DEL | $0 | – | -3,001 | -100.0% | -0.09% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -1,441 | -100.0% | -0.09% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -1,000 | -100.0% | -0.10% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -4,070 | -100.0% | -0.10% | – |
| DES | Exit | WISDOMTREE TRus smallcap divd | $0 | – | -8,622 | -100.0% | -0.10% | – |
| NEV | Exit | NUVEEN ENHANCED MUN VALUE FD | $0 | – | -18,000 | -100.0% | -0.10% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -1,424 | -100.0% | -0.11% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -4,748 | -100.0% | -0.11% | – |
| MMM | Exit | 3M CO | $0 | – | -1,172 | -100.0% | -0.11% | – |
| SLB | Exit | SCHLUMBERGER LTD | $0 | – | -4,502 | -100.0% | -0.12% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -1,974 | -100.0% | -0.12% | – |
| EFAV | Exit | ISHARES TRmin vol eafe etf | $0 | – | -4,352 | -100.0% | -0.13% | – |
| MLM | Exit | MARTIN MARIETTA MATLS INC | $0 | – | -1,458 | -100.0% | -0.13% | – |
| GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -1,600 | -100.0% | -0.13% | – |
| UTX | Exit | UNITED TECHNOLOGIES CORP | $0 | – | -2,557 | -100.0% | -0.13% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -2,221 | -100.0% | -0.14% | – |
| QQQ | Exit | POWERSHARES QQQ TRUSTunit ser 1 | $0 | – | -2,200 | -100.0% | -0.14% | – |
| MKL | Exit | MARKEL CORP | $0 | – | -305 | -100.0% | -0.14% | – |
| UNP | Exit | UNION PAC CORP | $0 | – | -2,600 | -100.0% | -0.14% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -6,678 | -100.0% | -0.15% | – |
| SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -5,287 | -100.0% | -0.15% | – |
| CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -5,050 | -100.0% | -0.15% | – |
| UDR | Exit | UDR INC | $0 | – | -10,050 | -100.0% | -0.16% | – |
| SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -7,427 | -100.0% | -0.16% | – |
| LUV | Exit | SOUTHWEST AIRLS CO | $0 | – | -6,234 | -100.0% | -0.16% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -4,508 | -100.0% | -0.17% | – |
| DEM | Exit | WISDOMTREE TRemer mkt high fd | $0 | – | -9,540 | -100.0% | -0.17% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -4,313 | -100.0% | -0.18% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -1,749 | -100.0% | -0.19% | – |
| V | Exit | VISA INC | $0 | – | -4,382 | -100.0% | -0.20% | – |
| NVG | Exit | NUVEEN AMT FREE MUN CR INC F | $0 | – | -33,977 | -100.0% | -0.21% | – |
| NUV | Exit | NUVEEN MUN VALUE FD INC | $0 | – | -53,606 | -100.0% | -0.22% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -540 | -100.0% | -0.23% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -3,333 | -100.0% | -0.23% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -6,938 | -100.0% | -0.24% | – |
| DLN | Exit | WISDOMTREE TRus largecap divd | $0 | – | -6,803 | -100.0% | -0.25% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -6,168 | -100.0% | -0.27% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -5,558 | -100.0% | -0.27% | – |
| BDX | Exit | BECTON DICKINSON & CO | $0 | – | -3,343 | -100.0% | -0.29% | – |
| VT | Exit | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $0 | – | -12,400 | -100.0% | -0.37% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -4,862 | -100.0% | -0.39% | – |
| DOL | Exit | WISDOMTREE TRintl lrgcap dv | $0 | – | -20,998 | -100.0% | -0.43% | – |
| VYM | Exit | VANGUARD WHITEHALL FDS INChigh div yld | $0 | – | -12,692 | -100.0% | -0.44% | – |
| AAPL | Exit | APPLE INC | $0 | – | -7,833 | -100.0% | -0.53% | – |
| EOG | Exit | EOG RES INC | $0 | – | -12,391 | -100.0% | -0.54% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -10,972 | -100.0% | -0.55% | – |
| NAD | Exit | NUVEEN QUALITY MUNCP INCOME | $0 | – | -109,923 | -100.0% | -0.62% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -11,109 | -100.0% | -0.62% | – |
| VTIP | Exit | VANGUARD MALVERN FDSstrm infproidx | $0 | – | -40,508 | -100.0% | -0.79% | – |
| VWOB | Exit | VANGUARD WHITEHALL FDS INCemerg mkt bd etf | $0 | – | -24,910 | -100.0% | -0.80% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -27,061 | -100.0% | -0.91% | – |
| EMLC | Exit | VANECK VECTORS ETF TRjp morgan mkts | $0 | – | -121,408 | -100.0% | -0.92% | – |
| PICB | Exit | POWERSHARES ETF TRUST IIintl corp bond | $0 | – | -89,765 | -100.0% | -0.99% | – |
| MNA | Exit | INDEXIQ ETF TRiq mrgr arb etf | $0 | – | -80,380 | -100.0% | -1.00% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -2,552 | -100.0% | -1.20% | – |
| IAU | Exit | ISHARES GOLD TRUSTishares | $0 | – | -281,754 | -100.0% | -1.41% | – |
| HDV | Exit | ISHARES TRcore high dv etf | $0 | – | -43,378 | -100.0% | -1.57% | – |
| BLV | Exit | VANGUARD BD INDEX FD INClong term bond | $0 | – | -44,256 | -100.0% | -1.69% | – |
| FNDA | Exit | SCHWAB STRATEGIC TRschwab fdt us sc | $0 | – | -136,601 | -100.0% | -2.08% | – |
| MCHI | Exit | ISHARES TRmsci china etf | $0 | – | -80,917 | -100.0% | -2.16% | – |
| BSV | Exit | VANGUARD BD INDEX FD INCshort trm bond | $0 | – | -68,126 | -100.0% | -2.16% | – |
| FNDC | Exit | SCHWAB STRATEGIC TRschwb fdt int sc | $0 | – | -171,449 | -100.0% | -2.47% | – |
| EEMV | Exit | ISHARES INCmin vol emrg mkt | $0 | – | -102,543 | -100.0% | -2.50% | – |
| EWJ | Exit | ISHARES INCmsci jpn etf new | $0 | – | -106,151 | -100.0% | -2.55% | – |
| IDV | Exit | ISHARES TRintl sel div etf | $0 | – | -191,514 | -100.0% | -2.59% | – |
| PICK | Exit | ISHARES INCmsci gbl etf new | $0 | – | -223,123 | -100.0% | -3.10% | – |
| IMTM | Exit | ISHARES TRintl momentum ft | $0 | – | -281,582 | -100.0% | -3.44% | – |
| DBEF | Exit | DBX ETF TRxtrack msci eafe | $0 | – | -286,920 | -100.0% | -3.66% | – |
| IQLT | Exit | ISHARES TRintl qlty factor | $0 | – | -326,136 | -100.0% | -3.88% | – |
| BND | Exit | VANGUARD BD INDEX FD INCtotal bnd mrkt | $0 | – | -143,051 | -100.0% | -4.68% | – |
| ACWV | Exit | ISHARES INCmin vol gbl etf | $0 | – | -139,172 | -100.0% | -4.70% | – |
| FNDX | Exit | SCHWAB STRATEGIC TRschwab fdt us lg | $0 | – | -324,048 | -100.0% | -4.87% | – |
| FNDE | Exit | SCHWAB STRATEGIC TRschwb fdt emk lg | $0 | – | -512,965 | -100.0% | -6.10% | – |
| QUAL | Exit | ISHARES TRusa quality fctr | $0 | – | -191,474 | -100.0% | -6.36% | – |
| MTUM | Exit | ISHARES TRusa momentum fct | $0 | – | -175,033 | -100.0% | -7.24% | – |
| FNDF | Exit | SCHWAB STRATEGIC TRschwb fdt int lg | $0 | – | -1,053,043 | -100.0% | -12.83% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 24 | Q3 2023 | 2.7% |
| ISHARES INC | 23 | Q3 2023 | 6.5% |
| SCHWAB STRATEGIC TR | 23 | Q3 2023 | 14.1% |
| VANGUARD INTL EQUITY INDEX F | 23 | Q3 2023 | 16.2% |
| ISHARES TR | 23 | Q3 2023 | 7.9% |
| SCHWAB STRATEGIC TR | 23 | Q3 2023 | 10.0% |
| ISHARES TR | 23 | Q3 2023 | 3.9% |
| VANGUARD BD INDEX FDS | 23 | Q3 2023 | 3.2% |
| ISHARES TR | 23 | Q3 2023 | 3.4% |
| MCDONALDS CORP | 23 | Q3 2023 | 3.0% |
View Ackerman Capital Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-01-12 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-04-19 |
| 13F-HR | 2022-02-16 |
View Ackerman Capital Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.