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CIK: 0001642246
Total reported value
$828.7M
$828.7M
149 檔
32.0%
The Q1 2025 SEC filing reveals that Sharkey, Howes & Javer held a total portfolio value of $828.7M, covering 149 public equity positions.
In Q1 2025, Sharkey, Howes & Javer displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IUSB, QUAL) accounted for 32.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $74.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.60% | +5.42% | -15.02% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 9.63% | +0.56% | -6.27% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 7.42% | -2.86% | +0.92% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 5.94% | +0.27% | +15.28% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.33% | +0.49% | +21.93% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.38% | -1.00% | +61.71% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.83% | -1.88% | -24.34% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.41% | -0.81% | -15.40% | |
| 9 | MBB | Ishares Mbs ETF | ETF-Other | 2.31% | -0.16% | -11.92% | |
| 10 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 2.17% | +0.02% | -26.10% | |
| 11 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.09% | -0.06% | -35.30% | |
| 12 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.05% | -0.90% | +15.37% | |
| 13 | BBAG | Jpmorgan Betabuilders US Agg | ETF-Other | 1.71% | -0.05% | -1.83% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.63% | +0.03% | -14.05% | |
| 15 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.46% | -0.70% | — | |
| 16 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.39% | -0.43% | -13.81% | |
| 17 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.35% | -0.30% | — | |
| 18 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.34% | +0.05% | +7.69% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.22% | -0.94% | +69.06% | |
| 20 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.18% | +0.03% | NEW | |
| 21 | XLSR | Ss US Sector Rotation | ETF-Other | 1.17% | -0.30% | +1.71% | |
| 22 | IAU | Ishares Gold Trust | ETF-Commodities | 1.17% | -0.12% | +123.03% | |
| 23 | HYBL | Ss Blackstone High Inc ETF | ETF-Other | 1.15% | -0.20% | +207.19% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.12% | +0.02% | -1.25% | |
| 25 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.08% | -0.12% | +18.70% | |
| 26 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 1.05% | -0.32% | +4.87% | |
| 27 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.02% | -0.19% | -1.45% | |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.75% | -0.16% | +18.08% | |
| 29 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.74% | -0.63% | -32.54% | |
| 30 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.71% | +0.01% | — | |
| 31 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.67% | -0.01% | -6.08% | |
| 32 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.64% | -0.03% | +53.21% | |
| 33 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.60% | -0.20% | +334.72% | |
| 34 | GLD | Spdr Gold Shares | ETF-Commodities | 0.60% | -0.13% | +22.79% | |
| 35 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.59% | -0.17% | -2.23% | |
| 36 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.57% | -0.01% | +16.05% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.56% | -0.01% | -63.46% | |
| 38 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.53% | -0.01% | -2.33% | |
| 39 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.53% | — | -4.47% | |
| 40 | CERY | Ss Spdr Bbg En Ry Cm St N-ui | ETF-Other | 0.52% | -0.22% | — | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.51% | -0.01% | -5.99% | |
| 42 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.50% | +0.01% | -34.91% | |
| 43 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.48% | — | +768.13% | |
| 44 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.47% | -0.01% | -20.00% | |
| 45 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.46% | -0.02% | -0.75% | |
| 46 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.46% | -0.13% | +1.63% | |
| 47 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.46% | +0.01% | +1.25% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.45% | -0.02% | — | |
| 49 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.45% | +0.07% | +36.85% | |
| 50 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.45% | — | +94.74% |
According to official SEC Form 13F filings, Sharkey, Howes & Javer reported a total U.S. public equity portfolio value of $828.7M across 149 disclosed positions in Q1 2025.
During Q1 2025, Sharkey, Howes & Javer's top holdings by market value included IVV (10.6%)、IUSB (9.6%)、QUAL (7.4%). The largest single position, IVV, represented 10.6% of total portfolio value.
In Q1 2025, Sharkey, Howes & Javer made 50 total portfolio adjustments, initiating 50 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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