The Analysis of Sharkey, Howes & Javer's Holdings

Currently, Sharkey, Howes & Javer holds 160 types of securities in its portfolio with a total value $786.8M. In the most recent quarter, they have increased their positions in IVE (+62.1K shares, valued at $13.2M), MTUM (+23.3K shares, valued at $5.8M), IEMG (+81.2K shares, valued at $5.5M); decreased their positions in QUAL (-67.4K shares, valued at $13.4M), EFV (-56.6K shares, valued at $4.0M), IUSB (-84.3K shares, valued at $3.9M); initiated new positions in SYSB (+31.1K shares, valued at $2.8M), SPTL (+27.2K shares, valued at $720.0K), IGEB (+11.0K shares, valued at $500.8K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR90.1K shares5.28%2025-12-312026-01-13

DYNF BLACKROCK ETF TRUST898.0K shares-4.01%2025-12-312026-01-13

IUSB ISHARES TR1.0M shares-7.68%2025-12-312026-01-13

IVE ISHARES TR205.0K shares43.47%2025-12-312026-01-13

IVW ISHARES TR352.6K shares7.67%2025-12-312026-01-13

QUAL ISHARES TR195.9K shares-25.60%2025-12-312026-01-13

OEF ISHARES TR94.9K shares6.32%2025-12-312026-01-13

EFV ISHARES TR417.5K shares-11.93%2025-12-312026-01-13

Sponsored

IEMG ISHARES INC440.6K shares22.58%2025-12-312026-01-13

TLT ISHARES TR234.8K shares30.08%2025-12-312026-01-13

THRO BLACKROCK ETF TRUST497.6K shares8.50%2025-12-312026-01-13

BAI BLACKROCK ETF TRUST570.5K shares6.90%2025-12-312026-01-13

MBB ISHARES TR196.6K shares5.31%2025-12-312026-01-13

BINC BLACKROCK ETF TRUST II339.4K shares4.95%2025-12-312026-01-13

SPY SPDR S&P 500 ETF TR24.1K shares-19.16%2025-12-312026-01-13

ESGU ISHARES TR107.6K shares-5.95%2025-12-312026-01-13

Sponsored

MTUM ISHARES TR62.5K shares59.66%2025-12-312026-01-13

TLH ISHARES TR146.6K shares-7.80%2025-12-312026-01-13

ISHARES GOLD TR ISHARES GOLD TR177.0K shares-0.28%2025-12-312026-01-13

IAGG ISHARES TR219.0K shares-7.03%2025-12-312026-01-13

TOTL SSGA ACTIVE ETF TR229.4K shares-18.85%2025-12-312026-01-13

SCHB SCHWAB STRATEGIC TR298.3K shares-5.07%2025-12-312026-01-13

SPYV SPDR SERIES TRUST122.2K shares52.88%2025-12-312026-01-13

EMB ISHARES TR70.8K shares10.09%2025-12-312026-01-13

Sponsored

QUS SPDR SERIES TRUST38.5K shares-22.80%2025-12-312026-01-13

XLSR SSGA ACTIVE TR97.2K shares-27.73%2025-12-312026-01-13

SHLD GLOBAL X FDS93.4K shares3.58%2025-12-312026-01-13

ITA ISHARES TR28.0K shares17.57%2025-12-312026-01-13

SPSM SPDR SERIES TRUST101.2K shares-16.36%2025-12-312026-01-13

LCTU BLACKROCK ETF TRUST63.2K shares0.95%2025-12-312026-01-13

VANGUARD INDEX FDS VANGUARD INDEX FDS7.2K shares-6.03%2025-12-312026-01-13

MGK VANGUARD WORLD FD10.7K shares-0.53%2025-12-312026-01-13

Sponsored

EFG ISHARES TR37.7K shares-10.54%2025-12-312026-01-13

SUSC ISHARES TR177.7K shares1.59%2025-12-312026-01-13

SCHX SCHWAB STRATEGIC TR142.5K shares-5.09%2025-12-312026-01-13

AVEM AMERICAN CENTY ETF TR49.8K shares79.83%2025-12-312026-01-13

HYBL SSGA ACTIVE TR130.3K shares-38.05%2025-12-312026-01-13

SPEM SPDR INDEX SHS FDS75.6K shares-14.91%2025-12-312026-01-13

IWF ISHARES TR7.4K shares-3.89%2025-12-312026-01-13

EAGG ISHARES TR70.2K shares-3.14%2025-12-312026-01-13

Sponsored

GOVT ISHARES TR143.0K shares19.24%2025-12-312026-01-13

DSI ISHARES TR24.8K shares0.87%2025-12-312026-01-13

MUB ISHARES TR28.6K shares25.23%2025-12-312026-01-13

TCAF T ROWE PRICE ETF INC73.3K shares-49.99%2025-12-312026-01-13

SYSB ISHARES TR31.1K sharesnew addition2025-12-312026-01-13

SPMD SPDR SERIES TRUST46.9K shares-22.06%2025-12-312026-01-13

SPDW SPDR INDEX SHS FDS60.7K shares215.23%2025-12-312026-01-13

IXUS ISHARES TR31.9K shares729.45%2025-12-312026-01-13

Sponsored

SPMO INVESCO EXCH TRADED FD TR II22.2K shares102.03%2025-12-312026-01-13

MSFT MICROSOFT CORP5.1K shares-20.00%2025-12-312026-01-13

ACWI ISHARES TR17.1K shares-19.84%2025-12-312026-01-13

GLD SPDR GOLD TR5.9K shares-30.56%2025-12-312026-01-13

IXN ISHARES TR22.2K shares-1.62%2025-12-312026-01-13

USXF ISHARES TR38.9K shares2.21%2025-12-312026-01-13

VTI VANGUARD INDEX FDS6.7K shares9.65%2025-12-312026-01-13

XLK SELECT SECTOR SPDR TR15.3K shares75.38%2025-12-312026-01-13

Sponsored

JIRE J P MORGAN EXCHANGE TRADED F29.1K shares-5.64%2025-12-312026-01-13

LECO LINCOLN ELEC HLDGS INC8.9K shares0.00%2025-12-312026-01-13

CERY SPDR SERIES TRUST67.6K shares-32.83%2025-12-312026-01-13

IWB ISHARES TR5.1K shares0.19%2025-12-312026-01-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.8K shares-0.37%2025-12-312026-01-13

EMHC SPDR SERIES TRUST72.3K shares-19.16%2025-12-312026-01-13

ESGE ISHARES INC40.6K shares20.90%2025-12-312026-01-13

BBAG J P MORGAN EXCHANGE TRADED F38.5K shares-45.53%2025-12-312026-01-13

Sponsored

IYW ISHARES TR8.7K shares1.17%2025-12-312026-01-13

IBIT ISHARES BITCOIN TRUST ETF32.1K shares55.36%2025-12-312026-01-13

SLV ISHARES SILVER TR24.3K shares53.50%2025-12-312026-01-13

AAPL APPLE INC5.5K shares0.02%2025-12-312026-01-13

QQQM INVESCO EXCH TRADED FD TR II5.8K shares-4.01%2025-12-312026-01-13

FENI FIDELITY COVINGTON TRUST37.9K shares0.00%2025-12-312026-01-13

EVUS ISHARES TR42.9K shares78.07%2025-12-312026-01-13

ADI ANALOG DEVICES INC4.9K shares-5.91%2025-12-312026-01-13

Sponsored

SCHM SCHWAB STRATEGIC TR43.8K shares-1.91%2025-12-312026-01-13

TIPX SPDR SERIES TRUST66.3K shares-9.46%2025-12-312026-01-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6.5K shares-7.38%2025-12-312026-01-13

VT VANGUARD INTL EQUITY INDEX F8.6K shares-66.07%2025-12-312026-01-13

PWR QUANTA SVCS INC2.7K shares0.00%2025-12-312026-01-13

IWD ISHARES TR5.2K shares0.17%2025-12-312026-01-13

EUSA ISHARES INC10.0K shares0.00%2025-12-312026-01-13

IJR ISHARES TR8.1K shares-16.92%2025-12-312026-01-13

Sponsored

EBND SPDR SERIES TRUST44.1K shares-16.91%2025-12-312026-01-13

IJH ISHARES TR14.0K shares-4.10%2025-12-312026-01-13

IDU ISHARES TR8.3K shares-28.46%2025-12-312026-01-13

PAVE GLOBAL X FDS18.4K shares-7.71%2025-12-312026-01-13

AGG ISHARES TR8.5K shares-17.23%2025-12-312026-01-13

SIVR ABRDN SILVER ETF TRUST12.5K shares40.43%2025-12-312026-01-13

ICVT ISHARES TR8.4K shares25.85%2025-12-312026-01-13

SPYM SPDR SERIES TRUST10.1K shares68.15%2025-12-312026-01-13

Sponsored

INVESCO QQQ TR INVESCO QQQ TR1.3K shares0.00%2025-12-312026-01-13

SCHZ SCHWAB STRATEGIC TR32.8K shares58.76%2025-12-312026-01-13

GCOW PACER FDS TR18.6K shares-3.37%2025-12-312026-01-13

SPAB SPDR SERIES TRUST29.6K shares-46.88%2025-12-312026-01-13

ESGD ISHARES TR8.0K shares-12.45%2025-12-312026-01-13

EUSB ISHARES TR17.2K shares-7.90%2025-12-312026-01-13

APH AMPHENOL CORP NEW5.5K shares0.00%2025-12-312026-01-13

SPYG SPDR SERIES TRUST7.0K shares-35.06%2025-12-312026-01-13

Sponsored

SPTL SPDR SERIES TRUST27.2K sharesnew addition2025-12-312026-01-13

IWP ISHARES TR5.1K shares0.00%2025-12-312026-01-13

ITOT ISHARES TR4.7K shares-7.18%2025-12-312026-01-13

SPMB SPDR SERIES TRUST30.9K shares-32.71%2025-12-312026-01-13

VWO VANGUARD INTL EQUITY INDEX F12.8K shares-41.26%2025-12-312026-01-13

MEAR ISHARES U S ETF TR13.5K shares0.66%2025-12-312026-01-13

XLG INVESCO EXCHANGE TRADED FD T11.4K shares70.51%2025-12-312026-01-13

ALPHABET INC ALPHABET INC2.2K shares0.00%2025-12-312026-01-13

Sponsored

LCTD BLACKROCK ETF TRUST12.1K shares-25.32%2025-12-312026-01-13

RTX RTX CORPORATION3.6K shares1.77%2025-12-312026-01-13

FGDL FRANKLIN TEMPLETON HOLDINGS11.2K shares0.11%2025-12-312026-01-13

XTEN BONDBLOXX ETF TRUST13.4K shares63.87%2025-12-312026-01-13

JPEM J P MORGAN EXCHANGE TRADED F10.0K shares-17.28%2025-12-312026-01-13

HD HOME DEPOT INC1.7K shares0.34%2025-12-312026-01-13

IQDG WISDOMTREE TR14.2K shares-37.24%2025-12-312026-01-13

JPM JPMORGAN CHASE & CO.1.8K shares0.00%2025-12-312026-01-13

Sponsored

SCHD SCHWAB STRATEGIC TR19.7K shares-14.91%2025-12-312026-01-13

SCHG SCHWAB STRATEGIC TR15.8K shares0.00%2025-12-312026-01-13

IGEB ISHARES TR11.0K sharesnew addition2025-12-312026-01-13

XLF SELECT SECTOR SPDR TR9.0K shares0.00%2025-12-312026-01-13

AXP AMERICAN EXPRESS CO1.3K shares0.00%2025-12-312026-01-13

EFA ISHARES TR4.9K shares0.00%2025-12-312026-01-13

IEFA ISHARES TR5.2K shares-12.90%2025-12-312026-01-13

XOM EXXON MOBIL CORP3.8K shares11.37%2025-12-312026-01-13

Sponsored

EDV VANGUARD WORLD FD7.0K shares-36.64%2025-12-312026-01-13

ALPHABET INC ALPHABET INC1.4K shares0.00%2025-12-312026-01-13

DFUS DIMENSIONAL ETF TRUST5.8K shares0.22%2025-12-312026-01-13

IWM ISHARES TR1.7K shares-2.69%2025-12-312026-01-13

COST COSTCO WHSL CORP NEW468 shares-0.85%2025-12-312026-01-13

XLY SELECT SECTOR SPDR TR3.3K shares100.00%2025-12-312026-01-13

XLV SELECT SECTOR SPDR TR2.5K shares0.00%2025-12-312026-01-13

CGMS CAPITAL GRP FIXED INCM ETF T13.9K shares-38.01%2025-12-312026-01-13

Sponsored

XLI SELECT SECTOR SPDR TR2.5K shares0.00%2025-12-312026-01-13

DELL DELL TECHNOLOGIES INC2.8K shares0.00%2025-12-312026-01-13

CWI SPDR INDEX SHS FDS9.5K shares0.00%2025-12-312026-01-13

BROADCOM INC BROADCOM INC960 shares0.00%2025-12-312026-01-13

JQUA J P MORGAN EXCHANGE TRADED F5.2K shares-0.62%2025-12-312026-01-13

TMO THERMO FISHER SCIENTIFIC INC563 shares0.00%2025-12-312026-01-13

NVDA NVIDIA CORPORATION1.6K shares0.00%2025-12-312026-01-13

CSCO CISCO SYS INC3.7K shares0.05%2025-12-312026-01-13

Sponsored

MMTM SPDR SERIES TRUST975 shares2.42%2025-12-312026-01-13

IFRA ISHARES TR5.3K shares0.00%2025-12-312026-01-13

BOTZ GLOBAL X FDS7.5K sharesnew addition2025-12-312026-01-13

MCO MOODYS CORP533 shares0.00%2025-12-312026-01-13

GLDM WORLD GOLD TR3.1K sharesnew addition2025-12-312026-01-13

BNDX VANGUARD CHARLOTTE FDS5.4K shares-40.05%2025-12-312026-01-13

QDIV GLOBAL X FDS7.4K shares-9.78%2025-12-312026-01-13

AMZN AMAZON COM INC1.1K shares0.00%2025-12-312026-01-13

Sponsored

JNJ JOHNSON & JOHNSON1.2K shares0.00%2025-12-312026-01-13

IWR ISHARES TR2.4K sharesnew addition2025-12-312026-01-13

VEA VANGUARD TAX-MANAGED FDS3.7K shares-5.90%2025-12-312026-01-13

XLP SELECT SECTOR SPDR TR2.9K shares0.00%2025-12-312026-01-13

EMXC ISHARES INC3.1K shares-10.39%2025-12-312026-01-13

HEFA ISHARES TR5.4K shares-5.28%2025-12-312026-01-13

CME CME GROUP INC819 shares0.00%2025-12-312026-01-13

PG PROCTER AND GAMBLE CO1.6K shares0.00%2025-12-312026-01-13

Sponsored

ADP AUTOMATIC DATA PROCESSING IN834 shares0.00%2025-12-312026-01-13

ADBE ADOBE INC609 shares0.00%2025-12-312026-01-13

ABT ABBOTT LABS1.7K shares0.00%2025-12-312026-01-13

HIMU BLACKROCK ETF TRUST II4.3K sharesnew addition2025-12-312026-01-13

VRSK VERISK ANALYTICS INC920 shares0.00%2025-12-312026-01-13

CVX CHEVRON CORP NEW1.3K shares-0.82%2025-12-312026-01-13

SCHY SCHWAB STRATEGIC TR6.7K sharesnew addition2025-12-312026-01-13

RC READY CAPITAL CORP16.2K shares0.00%2025-12-312026-01-13

Sponsored

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available