ACKERMAN CAPITAL ADVISORS LLC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | 1,169,258 | -49,484 | -4.06% | $49.99 | 15.32% | 0.17% | 58,018,606 | 2025-03-31 | ||||||
| SPYG | SPDR(R) PORTFOLIO S&P 500 GROWTH ETF | 661,363 | -4,094 | -0.62% | $48.69 | 14.04% | 0.17% | 53,153,762 | 2025-03-31 | ||||||
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND | 195,666 | -7,800 | -3.83% | $74.04 | 4.29% | 0.23% | 16,228,517 | 2025-03-31 | ||||||
| SCHG | SCHWAB US LARGE-CAP GROWTH ETF | 621,102 | -21,808 | -3.39% | $18.70 | 4.11% | 0.00% | 15,552,394 | 2025-03-31 | ||||||
| SPYV | SPDR(R) PORTFOLIO S&P 500 VALUE ETF | 294,169 | +13,668 | +4.87% | $40.41 | 3.97% | 0.06% | 15,023,211 | 2025-03-31 | ||||||
| TFI | SPDR(R) NUVEEN BLOOMBERG MUNICIPAL BOND ETF | 323,890 | -18,428 | -5.38% | $44.36 | 3.86% | 0.44% | 14,597,722 | 2025-03-31 | ||||||
| ACWV | ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | 109,649 | +2,021 | +1.88% | $91.70 | 3.37% | 0.38% | 12,759,830 | 2025-03-31 | ||||||
| IVLU | ISHARES MSCI INTL VALUE FACTOR ETF | 410,978 | -920 | -0.22% | $21.86 | 3.29% | 0.63% | 12,456,743 | 2025-03-31 | ||||||
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND | 161,222 | +577 | +0.36% | $66.07 | 3.14% | 0.14% | 11,880,470 | 2025-03-31 | ||||||
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 107,116 | -689 | -0.64% | $104.48 | 2.99% | 0.13% | 11,311,450 | 2025-03-31 | ||||||
| SCHV | SCHWAB US LARGE-CAP VALUE ETF | 406,394 | +6,766 | +1.69% | $20.77 | 2.85% | 0.00% | 10,801,953 | 2025-03-31 | ||||||
| MUB | ISHARES NATIONAL MUNI BOND ETF | 86,403 | +4,342 | +5.29% | $104.41 | 2.41% | 0.02% | 9,110,332 | 2025-03-31 | ||||||
| BWX | SPDR(R) BLOOMBERG INTERNATIONAL TREASURY BOND ETF | 401,451 | -11,459 | -2.78% | $22.07 | 2.32% | 0.88% | 8,775,719 | 2025-03-31 | ||||||
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 147,909 | -11,305 | -7.10% | $56.28 | 2.11% | 0.01% | 7,982,625 | 2025-03-31 | ||||||
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF | 197,585 | +5,323 | +2.77% | $28.04 | 1.89% | 0.00% | 7,140,722 | 2025-03-31 | ||||||
| VTV | VANGUARD VALUE INDEX FUND | 38,723 | -182 | -0.47% | $141.97 | 1.77% | 0.01% | 6,689,030 | 2025-03-31 | ||||||
| IAU | ISHARES GOLD TRUST | 111,790 | -855 | -0.76% | $30.72 | 1.74% | 0.02% | 6,591,138 | 2025-03-31 | ||||||
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | 227,201 | -567 | -0.25% | $23.15 | 1.65% | 0.00% | 6,263,932 | 2025-03-31 | ||||||
| VGLT | VANGUARD LONG-TERM TREASURY INDEX FUND | 99,002 | +616 | +0.63% | $60.41 | 1.51% | 0.04% | 5,703,505 | 2025-03-31 | ||||||
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 56,016 | +415 | +0.75% | $100.37 | 1.49% | 0.01% | 5,639,085 | 2025-03-31 | ||||||
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | 90,473 | +6,201 | +7.36% | $61.19 | 1.42% | 0.02% | 5,374,096 | 2025-03-31 | ||||||
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | 124,874 | +1,808 | +1.47% | $29.90 | 1.31% | 0.06% | 4,956,262 | 2025-03-31 | ||||||
| VBR | VANGUARD SMALL-CAP VALUE INDEX FUND | 26,260 | +119 | +0.46% | $126.15 | 1.29% | 0.02% | 4,891,948 | 2025-03-31 | ||||||
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND | 15,590 | +81 | +0.52% | $192.84 | 1.04% | 0.02% | 3,925,123 | 2025-03-31 | ||||||
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 64,614 | +538 | +0.84% | $49.70 | 0.90% | 0.02% | 3,393,527 | 2025-03-31 | ||||||
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND | 33,769 | +459 | +1.38% | $79.25 | 0.70% | 0.01% | 2,643,437 | 2025-03-31 | ||||||
| IVV | ISHARES CORE S&P 500 ETF | 4,650 | -17 | -0.36% | $390.32 | 0.69% | 0.00% | 2,612,835 | 2025-03-31 | ||||||
| VWOB | VANGUARD WHITEHALL FUNDS | 38,677 | +909 | +2.41% | $70.49 | 0.66% | 0.05% | 2,483,063 | 2025-03-31 | ||||||
| XOM | EXXON MOBIL | 19,094 | 0 | 0.00% | $88.81 | 0.60% | 0.00% | 2,270,849 | 2025-03-31 | ||||||
| IUSG | ISHARES CORE S&P US GROWTH ETF | 15,698 | 0 | 0.00% | $87.24 | 0.53% | 0.01% | 1,994,902 | 2025-03-31 | ||||||
| LEO | BNY MELLON STRATEGIC MUNICIPALS | 296,722 | -20,499 | -6.46% | $6.00 | 0.48% | 0.00% | 1,815,939 | 2025-03-31 | ||||||
| DMB | BNY MELLON MUNICIPAL BOND INFRASTRUCTURE FUND | 165,932 | +4,040 | +2.50% | $10.05 | 0.46% | 0.00% | 1,753,901 | 2025-03-31 | ||||||
| MVT | BLACKROCK MUNIVEST FUND II | 148,924 | -6,847 | -4.40% | $10.73 | 0.42% | 0.00% | 1,574,127 | 2025-03-31 | ||||||
| BLE | BLACKROCK MUNICIPAL INCOME TRUST II | 146,802 | -10,584 | -6.72% | $10.72 | 0.40% | 0.00% | 1,525,273 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 2,682 | -67 | -2.44% | $0.00 | 0.38% | 0.00% | 1,428,380 | 2025-03-31 | ||||||
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPANY INDEX ETF | 45,317 | -214 | -0.47% | $26.67 | 0.37% | 0.00% | 1,395,764 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 8,800 | 0 | 0.00% | $50.36 | 0.36% | 0.00% | 1,360,832 | 2025-03-31 | ||||||
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 7,905 | -68 | -0.85% | $86.43 | 0.36% | 0.00% | 1,350,885 | 2025-03-31 | ||||||
| CVX | CHEVRON | 7,807 | 0 | 0.00% | $111.40 | 0.34% | 0.00% | 1,306,033 | 2025-03-31 | ||||||
| IBIT | iShares Bitcoin Trust ETF | 27,742 | +9,533 | +52.35% | $41.46 | 0.34% | 0.00% | 1,298,603 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 3,438 | 0 | 0.00% | $141.63 | 0.34% | 0.00% | 1,290,591 | 2025-03-31 | ||||||
| V | VISA | 3,476 | 0 | 0.00% | $122.33 | 0.32% | 0.00% | 1,218,199 | 2025-03-31 | ||||||
| AAPL | APPLE | 5,449 | -303 | -5.27% | $45.96 | 0.32% | 0.00% | 1,210,449 | 2025-03-31 | ||||||
| VIOV | VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND | 14,292 | +1,387 | +10.75% | $86.04 | 0.32% | 0.10% | 1,199,310 | 2025-03-31 | ||||||
| SHM | SPDR(R) NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF | 21,567 | +398 | +1.88% | $47.03 | 0.27% | 0.03% | 1,026,589 | 2025-03-31 | ||||||
| VIOG | VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND | 9,447 | +498 | +5.56% | $93.44 | 0.27% | 0.11% | 1,009,695 | 2025-03-31 | ||||||
| DSM | BNY MELLON STRATEGIC MUNICIPAL BOND FUND | 171,986 | +24,342 | +16.49% | $5.74 | 0.26% | 0.00% | 992,359 | 2025-03-31 | ||||||
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | 20,921 | +4,838 | +30.08% | $43.52 | 0.25% | 0.00% | 946,884 | 2025-03-31 | ||||||
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 2,610 | 0 | 0.00% | $282.27 | 0.25% | 0.00% | 942,445 | 2025-03-31 | ||||||
| NBH | NEUBERGER BERMAN MUNICIPAL FUND | 89,576 | +9,094 | +11.30% | $10.20 | 0.25% | 0.00% | 931,590 | 2025-03-31 | ||||||