Sharkey, Howes & Javer

Sharkey, Howes & Javer as of March 31, 2025

Portfolio Holdings for Sharkey, Howes & Javer

Sharkey, Howes & Javer holds 149 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 10.6 $74M 132k 561.90
Ishares Tr Core Total Usd (IUSB) 9.6 $67M 1.5M 46.08
Ishares Tr Msci Usa Qlt Fct (QUAL) 7.4 $52M 304k 170.89
Blackrock Etf Trust Ishares Us Equit (DYNF) 5.9 $42M 851k 48.76
Ishares Tr S&p 500 Grwt Etf (IVW) 4.3 $30M 326k 92.83
Ishares Tr S&p 500 Val Etf (IVE) 3.4 $24M 124k 190.58
Ishares Tr Eafe Value Etf (EFV) 2.8 $20M 335k 58.94
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.4 $17M 30k 559.38
Ishares Tr Mbs Etf (MBB) 2.3 $16M 172k 93.78
Ishares Tr Esg Awr Msci Usa (ESGU) 2.2 $15M 125k 121.91
Ishares Tr Eafe Grwth Etf (EFG) 2.1 $15M 146k 100.00
Blackrock Etf Trust Ii Ishares Flexible (BINC) 2.1 $14M 274k 52.38
J P Morgan Exchange Traded F Betabuilders Us (BBAG) 1.7 $12M 259k 46.11
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.6 $11M 22k 513.90
Ishares Tr 10-20 Yr Trs Etf (TLH) 1.5 $10M 99k 103.75
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 1.4 $9.7M 241k 40.29
Ishares Tr S&p 100 Etf (OEF) 1.4 $9.5M 35k 270.83
Ishares Tr U.s. Tech Etf (IYW) 1.3 $9.4M 67k 140.44
Ishares Core Msci Emkt (IEMG) 1.2 $8.5M 158k 53.97
Ishares Msci Emrg Chn (EMXC) 1.2 $8.3M 150k 55.09
Ssga Active Tr Spdr Ssga Us Sct (XLSR) 1.2 $8.2M 161k 50.77
Ishares Gold Tr Ishares New (IAU) 1.2 $8.2M 138k 58.96
Ssga Active Tr Spdr Blackstone (HYBL) 1.2 $8.1M 287k 28.12
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.1 $7.9M 365k 21.53
Ishares Tr Msci Usa Mmentm (MTUM) 1.1 $7.5M 37k 202.13
Spdr Ser Tr Msci Usa Strtgic (QUS) 1.0 $7.3M 47k 156.69
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.0 $7.1M 182k 39.37
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.8 $5.3M 129k 40.76
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.7 $5.1M 57k 91.03
T Rowe Price Etf Cap Appreciation (TCAF) 0.7 $5.0M 154k 32.28
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.7 $4.7M 58k 80.37
Ishares Tr Jpmorgan Usd Emg (EMB) 0.6 $4.5M 49k 90.59
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.6 $4.2M 115k 36.41
Spdr Gold Tr Gold Shs (GLD) 0.6 $4.2M 14k 288.14
Global X Fds Defense Tech Etf (SHLD) 0.6 $4.1M 89k 46.55
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.6 $4.0M 78k 51.07
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $3.9M 40k 98.92
Ishares Tr Msci Acwi Etf (ACWI) 0.5 $3.7M 32k 116.39
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.5 $3.7M 61k 60.61
Spdr Ser Tr Bloomberg Enhncd (CERY) 0.5 $3.7M 132k 27.71
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $3.5M 160k 22.08
Vanguard World Mega Grwth Ind (MGK) 0.5 $3.5M 11k 308.87
Ishares Tr Hdg Msci Eafe (HEFA) 0.5 $3.4M 92k 36.29
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 0.5 $3.3M 148k 22.05
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.5 $3.2M 28k 115.95
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.5 $3.2M 63k 51.18
Ishares Tr Esg Msci Usa Etf (USXF) 0.5 $3.2M 68k 46.67
Ishares Tr Msci Eafe Etf (EFA) 0.4 $3.1M 38k 81.73
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.4 $3.1M 66k 47.48
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.4 $3.1M 34k 91.73
Ishares Tr Esg Awre Usd Etf (SUSC) 0.4 $3.0M 129k 23.06
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $2.9M 7.9k 361.07
Select Sector Spdr Tr Technology (XLK) 0.4 $2.8M 14k 206.49
Ishares Tr Us Treas Bd Etf (GOVT) 0.4 $2.7M 116k 22.98
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $2.7M 59k 45.26
Ishares Tr Esg Msci Kld 400 (DSI) 0.4 $2.6M 25k 102.41
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.4 $2.5M 13k 193.02
Spdr Ser Tr Bloomberg Emg Mk (EMHC) 0.4 $2.5M 102k 24.16
Microsoft Corporation (MSFT) 0.3 $2.4M 6.5k 375.38
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.3 $2.2M 81k 27.30
Blackrock Etf Trust Ishares Us Thema (THRO) 0.3 $2.1M 68k 31.69
Ishares Tr National Mun Etf (MUB) 0.3 $2.1M 20k 105.44
Ishares Tr Global Tech Etf (IXN) 0.3 $2.1M 27k 75.74
Wisdomtree Tr Intl Qulty Div (IQDG) 0.3 $2.0M 56k 35.68
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $2.0M 3.7k 532.58
Lincoln Electric Holdings (LECO) 0.2 $1.7M 8.9k 189.16
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.7M 6.1k 274.84
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 0.2 $1.6M 86k 19.19
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $1.6M 9.5k 173.23
Vanguard World Extended Dur (EDV) 0.2 $1.6M 23k 71.11
Ishares Tr Rus 1000 Etf (IWB) 0.2 $1.6M 5.1k 306.77
Ishares Tr U.s. Utilits Etf (IDU) 0.2 $1.6M 16k 101.42
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $1.5M 14k 104.57
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.2 $1.4M 27k 52.72
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.2 $1.4M 41k 33.24
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $1.3M 51k 26.20
Spdr Ser Tr Bloomberg Emergi (EBND) 0.2 $1.3M 64k 20.07
Kraneshares Trust Msci Emg Ex Ch (KEMX) 0.2 $1.3M 45k 27.88
Global X Fds Us Infr Dev Etf (PAVE) 0.2 $1.2M 32k 37.73
Ishares Tr Esg Eafe Etf (DMXF) 0.2 $1.2M 18k 67.34
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.2 $1.2M 28k 43.32
Analog Devices (ADI) 0.2 $1.1M 5.5k 201.67
Apple (AAPL) 0.2 $1.1M 4.8k 222.12
Ishares Tr High Yld Systm B (HYDB) 0.2 $1.1M 22k 47.09
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $1.0M 5.5k 188.15
Ishares Msci Equal Weite (EUSA) 0.1 $1.0M 11k 93.59
Ishares Esg Awr Msci Em (ESGE) 0.1 $1.0M 29k 34.95
Pacer Fds Tr Globl Cash Etf (GCOW) 0.1 $938k 25k 36.98
Spdr Ser Tr S&p1500momtilt (MMTM) 0.1 $918k 3.8k 240.93
Ishares Tr Russell 2000 Etf (IWM) 0.1 $896k 4.5k 199.47
J P Morgan Exchange Traded F Usd Emrng Mkt (JPMB) 0.1 $859k 22k 38.55
Blackrock Etf Trust World Ex Us Carb (LCTD) 0.1 $754k 16k 46.19
Quanta Services (PWR) 0.1 $726k 2.9k 254.18
Ishares U S Etf Tr Short Maturity M (MEAR) 0.1 $706k 14k 50.24
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $700k 1.5k 468.80
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $678k 24k 27.96
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $656k 11k 58.35
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $641k 25k 25.54
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $618k 12k 50.71
Home Depot (HD) 0.1 $607k 1.7k 366.57
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $600k 5.1k 117.49
Fidelity Covington Trust Enhanced Intl (FENI) 0.1 $532k 18k 29.76
Ishares Tr Conv Bd Etf (ICVT) 0.1 $519k 6.2k 83.61
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $506k 12k 43.70
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.1 $497k 17k 29.58
Raytheon Technologies Corp (RTX) 0.1 $496k 3.7k 132.45
Ishares Tr Core Div Grwth (DGRO) 0.1 $461k 7.5k 61.78
JPMorgan Chase & Co. (JPM) 0.1 $460k 1.9k 245.25
Ishares Tr Us Infrastruc (IFRA) 0.1 $451k 10k 45.07
Ishares Tr Core Msci Eafe (IEFA) 0.1 $450k 5.9k 75.65
Costco Wholesale Corporation (COST) 0.1 $446k 472.00 945.11
Global X Fds S&p 500 Qlt Etf (QDIV) 0.1 $435k 12k 35.13
Exxon Mobil Corporation (XOM) 0.1 $408k 3.4k 118.92
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $395k 16k 25.04
Select Sector Spdr Tr Financial (XLF) 0.1 $391k 7.8k 49.81
American Express Company (AXP) 0.1 $388k 1.4k 269.09
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $385k 8.9k 43.30
Cambria Etf Tr Shshld Yield Etf (SYLD) 0.1 $377k 5.9k 63.80
Amphenol Corp Cl A (APH) 0.1 $364k 5.6k 65.59
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $363k 2.5k 146.01
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $351k 5.8k 60.48
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $322k 1.6k 197.46
Select Sector Spdr Tr Indl (XLI) 0.0 $321k 2.5k 131.07
Alphabet Cap Stk Cl A (GOOGL) 0.0 $313k 2.0k 154.64
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $303k 2.5k 122.01
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.0 $294k 5.2k 56.47
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $294k 4.9k 59.40
Adobe Systems Incorporated (ADBE) 0.0 $291k 759.00 383.53
Thermo Fisher Scientific (TMO) 0.0 $285k 573.00 497.60
Verisk Analytics (VRSK) 0.0 $274k 920.00 297.62
Select Sector Spdr Tr Energy (XLE) 0.0 $266k 2.8k 93.45
Procter & Gamble Company (PG) 0.0 $264k 1.6k 170.42
Chevron Corporation (CVX) 0.0 $257k 1.5k 167.25
Automatic Data Processing (ADP) 0.0 $255k 833.00 305.56
Dell Technologies CL C (DELL) 0.0 $251k 2.8k 91.15
Johnson & Johnson (JNJ) 0.0 $251k 1.5k 165.79
Moody's Corporation (MCO) 0.0 $251k 538.00 465.69
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $239k 2.9k 81.67
Stryker Corporation (SYK) 0.0 $225k 605.00 372.25
Alphabet Cap Stk Cl C (GOOG) 0.0 $224k 1.4k 156.23
Abbott Laboratories (ABT) 0.0 $224k 1.7k 132.65
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.0 $223k 3.9k 57.61
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $219k 9.4k 23.43
Cme (CME) 0.0 $217k 819.00 265.29
Lowe's Companies (LOW) 0.0 $215k 923.00 233.23
Cisco Systems (CSCO) 0.0 $210k 3.4k 61.72
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $202k 4.0k 50.82
Cdw (CDW) 0.0 $202k 1.3k 160.26
Ready Cap Corp Com reit (RC) 0.0 $83k 16k 5.09