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CIK: 0001642246
Total reported value
$828.7M
$828.7M
145 檔
33.8%
In Q4 2024, Sharkey, Howes & Javer's U.S. equity holdings reached a combined market value of $828.7M, distributed across 145 disclosed stock positions.
Sharkey, Howes & Javer executed strategic sector rebalancing during Q4 2024, establishing 8 new positions while fully exiting 7 holdings and trimming 16 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.83% | +5.42% | -2.75% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 9.89% | +0.56% | -8.35% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 7.53% | -2.86% | +0.58% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 5.32% | +0.27% | -0.95% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.82% | +0.49% | -5.60% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.27% | -1.88% | +7.09% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 3.07% | -0.06% | +14.42% | |
| 8 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 3.05% | +0.02% | -3.32% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.93% | -0.81% | +7.17% | |
| 10 | MBB | Ishares Mbs ETF | ETF-Other | 2.52% | -0.16% | +3.63% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.06% | -1.00% | +2.42% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.95% | +0.03% | +3.91% | |
| 13 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.73% | -0.90% | +15.26% | |
| 14 | BBAG | Jpmorgan Betabuilders US Agg | ETF-Other | 1.67% | -0.05% | -15.40% | |
| 15 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.55% | -0.43% | -16.54% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.49% | -0.01% | +4870.54% | |
| 17 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.39% | +0.05% | -0.82% | |
| 18 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.31% | +0.03% | NEW | |
| 19 | XLSR | Ss US Sector Rotation | ETF-Other | 1.19% | -0.30% | +10.88% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.18% | +0.02% | +187.64% | |
| 21 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.03% | -0.63% | -6.84% | |
| 22 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.99% | -0.19% | +9.59% | |
| 23 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.97% | -0.32% | +14.16% | |
| 24 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.91% | -0.12% | — | |
| 25 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.83% | +0.01% | -2.10% | |
| 26 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.82% | -0.01% | -27.02% | |
| 27 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.76% | -0.01% | +26.92% | |
| 28 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.72% | +0.01% | -2.99% | |
| 29 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.69% | -0.16% | +9.43% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.68% | -0.94% | -7.67% | |
| 31 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.57% | — | -1.80% | |
| 32 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.56% | -0.01% | +15.71% | |
| 33 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.56% | -0.01% | +191.79% | |
| 34 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.54% | -0.01% | +7.41% | |
| 35 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.53% | +0.46% | -2.32% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.51% | +0.01% | — | |
| 37 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.48% | -0.01% | +9.15% | |
| 38 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.48% | -0.17% | +2.80% | |
| 39 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.47% | -0.13% | +9.95% | |
| 40 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.47% | +0.01% | +13.28% | |
| 41 | XLK | Ss Technology Select Sector | ETF-Tech | 0.47% | +0.07% | -12.33% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.46% | -0.02% | +17.48% | |
| 43 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.46% | -0.02% | -3.27% | |
| 44 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 0.43% | — | +22.62% | |
| 45 | IAU | Ishares Gold Trust | ETF-Commodities | 0.43% | -0.12% | — | |
| 46 | IFRA | Ishares US Infrastructure | ETF-Other | 0.43% | — | +0.22% | |
| 47 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.42% | +0.03% | -7.33% | |
| 48 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.42% | -0.17% | -0.67% | |
| 49 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.40% | -0.03% | +1.19% | |
| 50 | MSFT | Microsoft CORP | Stock-Tech | 0.40% | -0.02% | +4.04% |
According to official SEC Form 13F filings, Sharkey, Howes & Javer reported a total U.S. public equity portfolio value of $828.7M across 145 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IUSB, QUAL) accounted for 33.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
MTUM
市值: $6.5M
Top Position Liquidated / Trimmed
IGEB
前期市值: $2.2M
During Q4 2024, Sharkey, Howes & Javer's top holdings by market value included IVV (12.8%)、IUSB (9.9%)、QUAL (7.5%). The largest single position, IVV, represented 12.8% of total portfolio value.
In Q4 2024, Sharkey, Howes & Javer made 50 total portfolio adjustments, initiating 8 new buys, adding to 19 positions, trimming 16 holdings, and fully liquidating 7 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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