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CIK: 0001642246
Total reported value
$828.7M
$828.7M
117 檔
35.7%
During the Q2 2024 filing period, Sharkey, Howes & Javer (CIK: 0001642246) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $828.7M across 117 reported positions.
During Q2 2024, Sharkey, Howes & Javer's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 18.64% | +5.42% | -27.72% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 10.82% | +0.56% | +0.26% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 7.59% | -2.86% | +28.19% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 6.19% | +0.27% | +271.28% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.51% | +0.49% | +5832.98% | |
| 6 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 3.49% | -0.06% | +47.67% | |
| 7 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 3.45% | +0.02% | -13.10% | |
| 8 | MBB | Ishares Mbs ETF | ETF-Other | 2.62% | -0.16% | +5.24% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.20% | +0.03% | -14.36% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.17% | -1.00% | +4.86% | |
| 11 | BBAG | Jpmorgan Betabuilders US Agg | ETF-Other | 1.97% | -0.05% | +9.92% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.79% | -1.88% | -48.22% | |
| 13 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.67% | +0.05% | +2.54% | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.55% | -0.63% | -10.95% | |
| 15 | PAVE | Global X US Infrastructure | ETF-Other | 1.42% | +0.01% | -2.83% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.40% | -0.94% | +13.07% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.38% | +0.02% | -5.85% | |
| 18 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.34% | +0.03% | -2.14% | |
| 19 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 1.31% | -0.02% | -24.58% | |
| 20 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.09% | -0.90% | +107.20% | |
| 21 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.04% | +0.03% | NEW | |
| 22 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.92% | +0.01% | -0.17% | |
| 23 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.82% | — | -6.07% | |
| 24 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.81% | +0.01% | — | |
| 25 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.71% | — | -4.73% | |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.66% | -0.01% | +60.89% | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.66% | -0.01% | -2.63% | |
| 28 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.59% | +0.01% | -1.83% | |
| 29 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.59% | +0.46% | +48.04% | |
| 30 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.56% | — | +1221.05% | |
| 31 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.54% | -0.01% | +13.07% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.54% | +0.01% | — | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.53% | -0.02% | -1.38% | |
| 34 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.51% | — | -2.12% | |
| 35 | AUSF | Global X Adaptive US Factor | ETF-Other | 0.50% | — | -1.58% | |
| 36 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.49% | -0.01% | -1.69% | |
| 37 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.49% | -0.17% | +10.62% | |
| 38 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 0.49% | — | +48.72% | |
| 39 | XLK | Ss Technology Select Sector | ETF-Tech | 0.48% | +0.07% | -2.16% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.48% | -0.02% | +0.01% | |
| 41 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.45% | +0.01% | +2.05% | |
| 42 | IFRA | Ishares US Infrastructure | ETF-Other | 0.44% | — | +0.64% | |
| 43 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.44% | -0.03% | +19.09% | |
| 44 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.41% | -0.17% | +150.90% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.36% | -0.81% | +0.07% | |
| 46 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.34% | +0.07% | -20.25% | |
| 47 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.34% | +0.01% | — | |
| 48 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.34% | +0.01% | -9.76% | |
| 49 | MUB | Ishares National Muni Bond E | ETF-Other | 0.31% | -0.01% | -39.27% | |
| 50 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.29% | — | — |
According to official SEC Form 13F filings, Sharkey, Howes & Javer reported a total U.S. public equity portfolio value of $828.7M across 117 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IUSB, QUAL) accounted for 35.7% of total reported equity market value during Q2 2024.
During Q2 2024, Sharkey, Howes & Javer's top holdings by market value included IVV (18.6%)、IUSB (10.8%)、QUAL (7.6%). The largest single position, IVV, represented 18.6% of total portfolio value.
In Q2 2024, Sharkey, Howes & Javer made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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