Sharkey, Howes & Javer

Latest statistics and disclosures from Sharkey, Howes & Javer's latest quarterly 13F-HR filing:

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Positions held by Sharkey, Howes & Javer consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Sharkey, Howes & Javer

Sharkey, Howes & Javer holds 154 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Total Usd (IUSB) 8.1 $60M -10% 1.3M 46.23
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Ishares Tr Msci Usa Qlt Fct (QUAL) 7.4 $55M 303k 182.82
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Ishares Tr Core S&p500 Etf (IVV) 6.7 $50M -39% 80k 620.90
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Blackrock Etf Trust Ishares Us Equit (DYNF) 6.1 $46M 836k 54.46
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Ishares Tr S&p 500 Grwt Etf (IVW) 4.8 $35M 322k 110.10
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Ishares Tr Eafe Value Etf (EFV) 4.5 $34M +58% 531k 63.48
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Ishares Tr S&p 500 Val Etf (IVE) 3.5 $26M +8% 135k 195.42
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Ishares Core Msci Emkt (IEMG) 2.6 $20M +107% 327k 60.03
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Ishares Tr Mbs Etf (MBB) 2.3 $17M +4% 179k 93.89
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.2 $17M -9% 27k 617.85
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Ishares Tr Eafe Grwth Etf (EFG) 2.2 $17M 147k 112.00
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Blackrock Etf Trust Ishares Us Thema (THRO) 2.1 $16M +559% 448k 35.58
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Blackrock Etf Trust Ii Ishares Flexible (BINC) 2.1 $16M +7% 294k 52.84
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Ishares Tr S&p 100 Etf (OEF) 2.1 $15M +44% 51k 304.35
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Ishares Tr Esg Awr Msci Usa (ESGU) 2.0 $15M -10% 111k 135.30
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Ishares Tr 10-20 Yr Trs Etf (TLH) 1.9 $14M +41% 140k 101.60
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 1.7 $13M +29% 312k 40.11
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Ishares Tr U.s. Tech Etf (IYW) 1.4 $10M -11% 59k 173.27
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Ishares Tr Core Intl Aggr (IAGG) 1.3 $10M NEW 196k 51.09
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.3 $9.5M +89% 107k 88.25
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Ishares Tr Msci Usa Mmentm (MTUM) 1.2 $9.2M +2% 38k 240.32
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Ssga Active Tr Spdr Ssga Us Sct (XLSR) 1.2 $9.1M +3% 166k 54.92
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Spdr Series Trust Msci Usa Strtgic (QUS) 1.2 $9.0M +18% 55k 163.09
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J P Morgan Exchange Traded F Betabuilders Us (BBAG) 1.2 $8.8M -26% 190k 46.17
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.0 $7.7M -11% 324k 23.83
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Ishares Gold Tr Ishares New (IAU) 1.0 $7.4M -14% 119k 62.36
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Blackrock Etf Trust Ishares A I Inno (BAI) 0.9 $6.5M NEW 225k 28.85
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $6.4M -48% 11k 568.03
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Global X Fds Defense Tech Etf (SHLD) 0.7 $5.6M +4% 93k 60.25
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.7 $5.4M -30% 127k 42.74
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.7 $5.3M +14% 131k 40.49
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.7 $5.2M +13% 56k 92.62
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T Rowe Price Etf Cap Appreciation (TCAF) 0.7 $5.2M -5% 147k 35.28
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Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.6 $4.4M +9% 85k 52.34
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Spdr Gold Tr Gold Shs (GLD) 0.6 $4.3M -2% 14k 304.83
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Blackrock Etf Trust Us Carbon Trans (LCTU) 0.6 $4.2M +2% 62k 67.27
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Vanguard World Mega Grwth Ind (MGK) 0.5 $3.9M -4% 11k 366.15
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Spdr Series Trust Portfolio S&p400 (SPMD) 0.5 $3.9M +13% 71k 54.38
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $3.7M -4% 153k 24.44
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Ishares Tr Esg Awre Usd Etf (SUSC) 0.5 $3.7M +23% 159k 23.23
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $3.6M +23% 73k 49.46
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.5 $3.5M 28k 128.52
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Spdr Series Trust Portfolio Agrgte (SPAB) 0.5 $3.5M +443% 136k 25.60
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.5 $3.5M +11% 73k 47.54
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Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.5 $3.5M -37% 36k 95.32
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $3.3M -2% 7.7k 424.58
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Microsoft Corporation (MSFT) 0.4 $3.2M -2% 6.4k 497.41
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Select Sector Spdr Tr Technology (XLK) 0.4 $3.1M -11% 12k 253.24
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Spdr Series Trust Portfolio Ln Cor (SPLB) 0.4 $3.0M NEW 135k 22.57
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Ishares Tr Msci Acwi Etf (ACWI) 0.4 $2.9M -30% 22k 128.60
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Ishares Tr Esg Msci Kld 400 (DSI) 0.4 $2.9M 25k 116.16
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Ishares Tr Us Treas Bd Etf (GOVT) 0.4 $2.8M +3% 120k 22.98
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Ishares Tr Esg Msci Usa Etf (USXF) 0.4 $2.6M -28% 49k 53.93
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Spdr Series Trust Portfolio S&p600 (SPSM) 0.3 $2.6M -52% 61k 42.60
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Spdr Series Trust Portfli Intrmdit (SPTI) 0.3 $2.5M NEW 88k 28.77
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Spdr Series Trust Port Mtg Bk Etf (SPMB) 0.3 $2.5M -24% 113k 22.10
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Spdr Series Trust Bloomberg Emg Mk (EMHC) 0.3 $2.4M -5% 96k 24.61
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $2.4M NEW 23k 102.91
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J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.3 $2.3M +50% 41k 56.41
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Ishares Tr National Mun Etf (MUB) 0.3 $2.3M +10% 22k 104.48
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Ssga Active Tr Spdr Blackstone (HYBL) 0.3 $2.2M -73% 76k 28.59
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Vanguard World Extended Dur (EDV) 0.3 $2.1M +39% 32k 67.30
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Ishares Tr Global Tech Etf (IXN) 0.3 $2.1M -16% 23k 92.34
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Wisdomtree Tr Intl Qulty Div (IQDG) 0.3 $1.9M -12% 49k 39.64
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.9M 6.1k 303.93
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Lincoln Electric Holdings (LECO) 0.2 $1.8M 8.9k 207.32
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Spdr Index Shs Fds Portflo Eurp Etf (SPEU) 0.2 $1.8M NEW 38k 48.46
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Spdr Series Trust Bloomberg Enhncd (CERY) 0.2 $1.8M -49% 66k 27.23
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.8M 3.7k 485.77
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Ishares Tr Rus 1000 Etf (IWB) 0.2 $1.7M 5.1k 339.60
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Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.2 $1.7M -25% 61k 27.62
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Spdr Series Trust Portfolio Ln Tsr (SPTL) 0.2 $1.7M NEW 63k 26.58
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $1.6M -5% 9.0k 181.75
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Ishares Tr Esg Adv Ttl Usd (EUSB) 0.2 $1.6M +33% 37k 43.55
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Spdr Series Trust Bloomberg 1 10 Y (TIPX) 0.2 $1.5M -9% 78k 19.14
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $1.4M -50% 6.3k 227.12
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J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.2 $1.4M NEW 20k 70.77
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Ishares Tr Esg Eafe Etf (DMXF) 0.2 $1.4M +2% 18k 74.44
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $1.4M NEW 28k 49.51
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $1.3M -7% 47k 28.05
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Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.2 $1.3M -57% 14k 91.73
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Analog Devices (ADI) 0.2 $1.3M 5.5k 238.02
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Ishares Tr U.s. Utilits Etf (IDU) 0.2 $1.3M -21% 12k 104.57
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Spdr Series Trust Bloomberg Emergi (EBND) 0.2 $1.2M -8% 58k 21.40
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Ishares Esg Awr Msci Em (ESGE) 0.2 $1.2M +9% 31k 39.17
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Ishares Msci Emrg Chn (EMXC) 0.1 $1.1M -88% 18k 63.14
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Fidelity Covington Trust Enhanced Intl (FENI) 0.1 $1.1M +85% 33k 33.26
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Quanta Services (PWR) 0.1 $1.1M 2.9k 378.08
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.1M -32% 9.7k 109.29
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $1.1M -73% 11k 99.20
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Global X Fds Us Infr Dev Etf (PAVE) 0.1 $1.0M -27% 23k 43.58
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $1.0M -5% 5.2k 194.22
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Apple (AAPL) 0.1 $993k 4.8k 205.19
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Ishares Msci Equal Weite (EUSA) 0.1 $989k -9% 10k 99.12
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Spdr Series Trust S&p1500momtilt (MMTM) 0.1 $934k -8% 3.5k 266.57
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $922k +32% 15k 62.02
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Blackrock Etf Trust World Ex Us Carb (LCTD) 0.1 $831k 16k 50.86
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $745k -9% 1.4k 551.48
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Pacer Fds Tr Globl Cash Etf (GCOW) 0.1 $741k -23% 20k 37.97
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $708k 5.1k 138.68
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J P Morgan Exchange Traded F Usd Emrng Mkt (JPMB) 0.1 $685k -21% 18k 38.96
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $677k +101% 5.0k 135.04
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $670k +4% 25k 26.50
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Ishares U S Etf Tr Short Maturity M (MEAR) 0.1 $670k -5% 13k 50.27
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Home Depot (HD) 0.1 $606k 1.7k 366.58
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $572k NEW 9.3k 61.21
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Amphenol Corp Cl A (APH) 0.1 $548k 5.6k 98.75
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $514k NEW 5.8k 89.22
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Raytheon Technologies Corp (RTX) 0.1 $512k -6% 3.5k 146.01
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JPMorgan Chase & Co. (JPM) 0.1 $508k -6% 1.8k 289.85
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Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.1 $497k NEW 4.4k 112.47
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Global X Fds Rbtcs Artfl Inte (BOTZ) 0.1 $495k NEW 15k 32.65
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Select Sector Spdr Tr Financial (XLF) 0.1 $474k +15% 9.0k 52.37
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Costco Wholesale Corporation (COST) 0.1 $467k 472.00 990.02
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $461k 16k 29.21
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Ishares Tr Conv Bd Etf (ICVT) 0.1 $455k -18% 5.0k 90.10
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $448k -9% 5.4k 83.48
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American Express Company (AXP) 0.1 $421k -8% 1.3k 319.06
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $406k -58% 1.9k 215.81
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Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $390k 5.8k 67.02
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Exxon Mobil Corporation (XOM) 0.0 $370k 3.4k 107.80
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Select Sector Spdr Tr Indl (XLI) 0.0 $361k 2.5k 147.52
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Alphabet Cap Stk Cl A (GOOGL) 0.0 $357k 2.0k 176.23
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $354k 1.6k 217.33
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Dell Technologies CL C (DELL) 0.0 $337k 2.8k 122.60
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $335k 2.5k 134.79
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Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.0 $327k -40% 10k 32.66
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Ishares Tr Msci Eafe Etf (EFA) 0.0 $326k -90% 3.6k 89.39
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.0 $312k 5.2k 60.05
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Verisk Analytics (VRSK) 0.0 $287k 920.00 311.50
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Global X Fds S&p 500 Qlt Etf (QDIV) 0.0 $276k -34% 8.2k 33.88
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Moody's Corporation (MCO) 0.0 $267k 533.00 501.59
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Broadcom (AVGO) 0.0 $265k NEW 960.00 275.65
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Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $263k -92% 6.9k 37.96
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Cisco Systems (CSCO) 0.0 $260k +9% 3.7k 69.37
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Ishares Tr Us Infrastruc (IFRA) 0.0 $258k -47% 5.3k 49.19
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Automatic Data Processing (ADP) 0.0 $257k 833.00 308.43
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Alphabet Cap Stk Cl C (GOOG) 0.0 $254k 1.4k 177.39
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $254k NEW 5.0k 50.27
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Procter & Gamble Company (PG) 0.0 $247k 1.6k 159.32
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Stryker Corporation (SYK) 0.0 $239k 605.00 395.63
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $237k 2.9k 80.97
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Adobe Systems Incorporated (ADBE) 0.0 $236k -19% 609.00 386.88
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Abbott Laboratories (ABT) 0.0 $229k 1.7k 136.01
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Thermo Fisher Scientific (TMO) 0.0 $228k 563.00 405.46
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Cme (CME) 0.0 $226k 819.00 275.62
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Cdw (CDW) 0.0 $225k 1.3k 178.59
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Ishares Tr High Yld Systm B (HYDB) 0.0 $223k -79% 4.7k 47.48
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $221k -2% 3.9k 57.01
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Select Sector Spdr Tr Energy (XLE) 0.0 $217k -9% 2.6k 84.79
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Johnson & Johnson (JNJ) 0.0 $214k -7% 1.4k 152.75
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Amazon (AMZN) 0.0 $210k NEW 955.00 219.39
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $202k -31% 3.4k 59.81
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Ready Cap Corp Com reit (RC) 0.0 $71k 16k 4.37
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Past Filings by Sharkey, Howes & Javer

SEC 13F filings are viewable for Sharkey, Howes & Javer going back to 2015

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