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CIK: 0001642246
Total reported value
$828.7M
$828.7M
143 檔
35.0%
At the close of Q3 2024, Sharkey, Howes & Javer disclosed equity holdings valued at approximately $828.7M, spread across 143 reported holdings.
In Q3 2024, Sharkey, Howes & Javer displayed an active expansion posture, initiating 20 new positions and adding to 14 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.11% | +5.42% | -24.32% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 11.41% | +0.56% | +14.87% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 7.64% | -2.86% | +8.80% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 5.25% | +0.27% | -8.73% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.87% | +0.49% | -6.07% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.39% | -1.88% | +97.96% | |
| 7 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 3.13% | +0.02% | -2.45% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 3.03% | -0.06% | -6.64% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.71% | -0.81% | +702.42% | |
| 10 | MBB | Ishares Mbs ETF | ETF-Other | 2.57% | -0.16% | +6.77% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.10% | -1.00% | +1.32% | |
| 12 | BBAG | Jpmorgan Betabuilders US Agg | ETF-Other | 2.10% | -0.05% | +15.89% | |
| 13 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.97% | -0.43% | — | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.86% | +0.03% | -8.88% | |
| 15 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.57% | -0.90% | +59.32% | |
| 16 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.41% | +0.03% | NEW | |
| 17 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.35% | +0.05% | -8.74% | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.26% | -0.63% | -14.03% | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.22% | +0.02% | -5.40% | |
| 20 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.19% | -0.01% | — | |
| 21 | XLSR | Ss US Sector Rotation | ETF-Other | 1.05% | -0.30% | — | |
| 22 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.99% | -0.19% | — | |
| 23 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.88% | -0.32% | — | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.83% | -0.94% | -37.79% | |
| 25 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.81% | +0.01% | -2.89% | |
| 26 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.75% | +0.01% | — | |
| 27 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.65% | -0.16% | — | |
| 28 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.58% | — | -11.52% | |
| 29 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.57% | -0.01% | -4.77% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.56% | -0.01% | -7.51% | |
| 31 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.56% | +0.46% | +5.06% | |
| 32 | XLK | Ss Technology Select Sector | ETF-Tech | 0.53% | +0.07% | +24.21% | |
| 33 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.52% | -0.01% | +303.29% | |
| 34 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.51% | -0.01% | +3.78% | |
| 35 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.49% | -0.02% | -1.21% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.49% | +0.01% | — | |
| 37 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.47% | -0.17% | +14.96% | |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.46% | -0.01% | -2.48% | |
| 39 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.44% | -0.17% | -2.45% | |
| 40 | IFRA | Ishares US Infrastructure | ETF-Other | 0.44% | — | +1.07% | |
| 41 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.44% | -0.13% | — | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.44% | -0.02% | — | |
| 43 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.44% | +0.03% | -63.77% | |
| 44 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.43% | — | +88.05% | |
| 45 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.42% | -0.03% | +4.32% | |
| 46 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.42% | +0.01% | +0.08% | |
| 47 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 0.41% | — | -9.75% | |
| 48 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.41% | — | -13.23% | |
| 49 | MSFT | Microsoft CORP | Stock-Tech | 0.40% | -0.02% | -2.15% | |
| 50 | PAVE | Global X US Infrastructure | ETF-Other | 0.40% | +0.01% | -71.33% |
According to official SEC Form 13F filings, Sharkey, Howes & Javer reported a total U.S. public equity portfolio value of $828.7M across 143 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IUSB, QUAL) accounted for 35.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
TOTL
市值: $13.9M
Top Position Liquidated / Trimmed
AUSF
前期市值: $3.1M
During Q3 2024, Sharkey, Howes & Javer's top holdings by market value included IVV (13.1%)、IUSB (11.4%)、QUAL (7.6%). The largest single position, IVV, represented 13.1% of total portfolio value.
In Q3 2024, Sharkey, Howes & Javer made 50 total portfolio adjustments, initiating 20 new buys, adding to 14 positions, trimming 12 holdings, and fully liquidating 4 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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