Sharkey, Howes & Javer

Sharkey, Howes & Javer as of March 31, 2026

Portfolio Holdings for Sharkey, Howes & Javer

Sharkey, Howes & Javer holds 153 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 9.6 $71M 109k 653.21
Ishares Tr Core Univrsl Usd (IUSB) 6.1 $45M 984k 46.19
Blackrock Etf Trust Ishares Us Equit (DYNF) 5.9 $44M 750k 58.18
Ishares Tr S&p 500 Grwt Etf (IVW) 5.7 $42M 371k 113.11
Ishares Tr S&p 500 Val Etf (IVE) 5.3 $40M 188k 211.15
Ishares Tr Msci Usa Qlt Fct (QUAL) 4.9 $37M 190k 191.81
Ishares Core Msci Emkt (IEMG) 3.4 $25M 364k 69.75
Ishares Tr Eafe Value Etf (EFV) 3.4 $25M 339k 74.35
Ishares Tr Us Treas Bd Etf (GOVT) 3.1 $23M 1.0M 22.91
Blackrock Etf Trust Ishares A I Inno (BAI) 2.6 $20M 593k 32.95
Ishares Tr Mbs Etf (MBB) 2.6 $19M 204k 94.95
Blackrock Etf Trust Ishares Us Thema (THRO) 2.5 $19M 518k 36.22
Ishares Tr Msci Usa Mmentm (MTUM) 2.1 $16M 66k 239.99
Ishares Tr Eafe Grwth Etf (EFG) 2.0 $15M 135k 111.37
Blackrock Etf Trust Ii Ishares Flexible (BINC) 2.0 $15M 285k 51.93
Ishares Tr Core Intl Aggr (IAGG) 2.0 $15M 292k 50.04
Ishares Tr Esg Awr Msci Usa (ESGU) 1.9 $14M 102k 141.42
Ishares Tr 10-20 Yr Trs Etf (TLH) 1.9 $14M 141k 100.72
Blackrock Etf Trust Ishares Large Ca (BLCR) 1.6 $12M 284k 41.06
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.5 $11M 128k 86.69
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.5 $11M 17k 650.35
Blackrock Etf Trust Ishares Defense (IDEF) 1.4 $10M 311k 32.72
Blackrock Etf Trust Ishares Intl Ctr (CORO) 1.1 $8.4M 261k 32.15
Ishares Gold Tr Ishares New (IAU) 1.1 $7.9M 90k 88.16
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.0 $7.5M 299k 25.10
Global X Fds Defense Tech Etf (SHLD) 1.0 $7.3M 103k 70.84
Spdr Series Trust State Street Spd (SPYV) 0.9 $6.7M 119k 56.58
Ssga Active Etf Tr State Street Dou (TOTL) 0.8 $6.1M 154k 39.73
Spdr Series Trust State Street Spd (QUS) 0.7 $5.1M 29k 171.64
Ssga Active Tr State Street Us (XLSR) 0.6 $4.3M 74k 57.74
Ishares Tr Esg Awre Usd Etf (SUSC) 0.6 $4.2M 181k 23.14
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $4.2M 7.0k 597.57
Blackrock Etf Trust Ishares Us Carbo (LCTU) 0.5 $4.0M 57k 70.14
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.5 $3.8M 79k 47.55
Vanguard World Mega Grwth Ind (MGK) 0.5 $3.6M 9.9k 367.43
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $3.5M 138k 25.64
Ishares Tr S&p 100 Etf (OEF) 0.5 $3.4M 11k 318.06
Ishares Tr National Mun Etf (MUB) 0.4 $3.2M 30k 106.15
Ishares Tr Msci Acwi Ex Us (ACWX) 0.4 $3.1M 46k 68.47
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $2.9M 6.7k 426.42
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.4 $2.8M 25k 112.11
Ishares Tr Core Msci Total (IXUS) 0.4 $2.8M 32k 86.64
Ishares Tr Esg Msci Kld 400 (DSI) 0.4 $2.7M 22k 121.19
Spdr Index Shs Fds State Street Spd (SPEM) 0.4 $2.7M 57k 46.91
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.4 $2.7M 33k 80.58
Spdr Series Trust State Stret Spdr (CERY) 0.4 $2.6M 75k 35.24
T Rowe Price Etf Cap Appreciation (TCAF) 0.4 $2.6M 73k 35.59
Ssga Active Tr State Street Bla (HYBL) 0.3 $2.6M 92k 27.84
Ishares Tr Systematic Bd Et (SYSB) 0.3 $2.5M 28k 89.00
Spdr Index Shs Fds State Street Spd (SPDW) 0.3 $2.5M 55k 45.65
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.3 $2.4M 31k 75.74
Spdr Series Trust State Street Spd (SPSM) 0.3 $2.3M 47k 48.32
Lincoln Electric Holdings (LECO) 0.3 $2.2M 8.9k 249.08
Ishares Tr Esg Msci Usa Etf (USXF) 0.3 $2.1M 39k 55.20
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $2.1M 54k 38.42
Ishares Tr Global Tech Etf (IXN) 0.3 $2.1M 21k 99.97
Spdr Series Trust State Street Spd (SPMD) 0.3 $2.1M 35k 59.22
Select Sector Spdr Tr State Street Tec (XLK) 0.3 $2.0M 15k 132.90
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $2.0M 6.1k 320.81
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $1.8M 13k 138.37
Ishares Esg Awr Msci Em (ESGE) 0.2 $1.7M 37k 45.47
Ishares Tr Rus 1000 Etf (IWB) 0.2 $1.7M 4.7k 356.55
Microsoft Corporation (MSFT) 0.2 $1.6M 4.4k 370.14
Analog Devices (ADI) 0.2 $1.6M 4.9k 318.14
Spdr Gold Tr Gold Shs (GLD) 0.2 $1.5M 3.6k 430.29
Fidelity Covington Trust Enhanced Intl (FENI) 0.2 $1.5M 40k 37.20
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.5M 3.1k 479.20
Spdr Series Trust State Street Spd (SPLB) 0.2 $1.5M 65k 22.22
Ishares Tr U.s. Tech Etf (IYW) 0.2 $1.4M 8.0k 181.43
Spdr Series Trust State Street Spd (EMHC) 0.2 $1.4M 56k 24.80
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $1.3M 43k 30.96
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $1.3M 5.4k 237.60
Quanta Services (PWR) 0.2 $1.3M 2.3k 549.02
Ishares Tr Esg Awr Msci Usa (EVUS) 0.2 $1.2M 39k 31.83
Apple (AAPL) 0.2 $1.2M 4.8k 253.79
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $1.2M 6.1k 191.90
Ishares Silver Tr Ishares (SLV) 0.2 $1.1M 16k 68.14
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $1.1M 5.2k 213.67
Ishares Tr Esg Eafe Etf (DMXF) 0.1 $1.1M 15k 75.45
Spdr Series Trust State Street Spd (SPYM) 0.1 $1.1M 14k 76.54
J P Morgan Exchange Traded F Betabuilders Us (BBAG) 0.1 $1.1M 23k 46.16
Ishares Msci Equal Weite (EUSA) 0.1 $1.0M 10k 101.77
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.0M 8.1k 124.31
Spdr Series Trust State Stret Spdr (TIPX) 0.1 $974k 51k 19.19
Spdr Series Trust State Street Spd (SPTL) 0.1 $970k 37k 26.30
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $886k 6.4k 138.32
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $884k 13k 67.53
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $837k 17k 50.81
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $827k 36k 23.22
Pacer Fds Tr Globl Cash Etf (GCOW) 0.1 $823k 18k 46.24
Ishares Tr U.s. Utilits Etf (IDU) 0.1 $795k 6.8k 116.11
Ishares Tr Esg Advanced Uni (EUSB) 0.1 $778k 18k 43.50
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $757k 7.9k 95.62
Exxon Mobil Corporation (XOM) 0.1 $756k 4.5k 169.66
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $706k 1.2k 577.34
Spdr Series Trust Bloomberg Emergi (EBND) 0.1 $703k 34k 20.64
Amphenol Corp Cl A (APH) 0.1 $701k 5.6k 126.35
Ishares U S Etf Tr Short Maturity M (MEAR) 0.1 $680k 14k 50.34
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.1 $668k 15k 45.86
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $654k 5.1k 128.12
Blackrock Etf Trust Ishares World Ex (LCTD) 0.1 $652k 12k 55.29
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $636k 21k 30.68
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $601k 6.4k 93.92
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $591k 4.1k 142.43
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $579k 5.8k 99.27
Ishares Tr Long Term Muni (LMUB) 0.1 $571k 11k 49.93
Alphabet Cap Stk Cl A (GOOGL) 0.1 $567k 2.0k 287.56
Spdr Series Trust State Street Spd (SPYG) 0.1 $554k 5.7k 97.91
Raytheon Technologies Corp (RTX) 0.1 $551k 2.9k 192.88
Ishares Tr Conv Bd Etf (ICVT) 0.1 $529k 5.2k 101.79
Spdr Series Trust State Street Spd (SPMB) 0.1 $504k 23k 22.39
Wisdomtree Tr Intl Qulty Div (IQDG) 0.1 $481k 12k 40.14
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $474k 8.8k 54.05
Costco Wholesale Corporation (COST) 0.1 $467k 468.00 996.93
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $460k 16k 29.13
Ishares Tr Msci Eafe Etf (EFA) 0.1 $454k 4.7k 97.13
Spdr Series Trust State Street Spd (SPAB) 0.1 $453k 18k 25.62
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.1 $452k 7.3k 62.12
Dell Technologies CL C (DELL) 0.1 $452k 2.8k 164.13
Select Sector Spdr Tr State Street Fin (XLF) 0.1 $447k 9.0k 49.37
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $416k 5.9k 70.91
Home Depot (HD) 0.1 $399k 1.2k 328.84
Select Sector Spdr Tr State Street Ind (XLI) 0.1 $396k 2.5k 161.73
Ishares Tr Russell 2000 Etf (IWM) 0.1 $394k 1.6k 247.92
JPMorgan Chase & Co. (JPM) 0.0 $367k 1.2k 294.16
Alphabet Cap Stk Cl C (GOOG) 0.0 $357k 1.2k 286.86
Chevron Corporation (CVX) 0.0 $346k 1.7k 206.85
Select Sector Spdr Tr State Street Hea (XLV) 0.0 $334k 2.3k 146.61
Select Sector Spdr Tr State Street Con (XLY) 0.0 $327k 3.0k 108.98
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.0 $317k 5.2k 61.32
American Express Company (AXP) 0.0 $317k 1.0k 302.58
Vanguard World Extended Dur (EDV) 0.0 $309k 4.8k 64.95
Ishares Tr Us Infrastruc (IFRA) 0.0 $299k 5.2k 57.20
Broadcom (AVGO) 0.0 $297k 960.00 309.51
Johnson & Johnson (JNJ) 0.0 $284k 1.2k 244.44
Global X Fds S&p 500 Qlt Etf (QDIV) 0.0 $271k 7.4k 36.78
Cisco Systems (CSCO) 0.0 $267k 3.4k 77.58
Thermo Fisher Scientific (TMO) 0.0 $259k 526.00 491.53
Ishares Tr Core Msci Eafe (IEFA) 0.0 $254k 2.8k 90.53
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.0 $248k 9.1k 27.23
Franklin Templeton Holdings Respbly Srcd Gld (FGDL) 0.0 $243k 3.9k 62.17
Select Sector Spdr Tr State Street Con (XLP) 0.0 $240k 2.9k 81.98
Cme (CME) 0.0 $233k 788.00 295.35
Spdr Index Shs Fds State Street Spd (CWI) 0.0 $231k 6.3k 36.59
Procter & Gamble Company (PG) 0.0 $229k 1.6k 144.44
Amazon (AMZN) 0.0 $229k 1.1k 208.27
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $223k 3.5k 64.07
Ishares Tr Msci Usa Value (VLUE) 0.0 $222k 1.6k 142.19
Moody's Corporation (MCO) 0.0 $219k 502.00 436.25
Schwab Strategic Tr Internl Divid (SCHY) 0.0 $213k 6.7k 31.66
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $207k 4.9k 42.50
Anthem (ELV) 0.0 $203k 694.00 292.75
Ready Cap Corp Com reit (RC) 0.0 $26k 16k 1.62