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Portfolio (Quarterly) Guide ↗

Sharkey, Howes & Javer

· CIK 0001642246
13F Portfolio $829M AUM 163 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 32 Added 74 Reduced 3 Exited
Page 1 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVE ISHARES TR 158,405.0 $36.0M 4.34% -29K -15.6% $227.06 +5.0%
2 BAI BLACKROCK ETF TRUST 473,398.0 $25.0M 3.01% -120K -20.2% $52.72 -16.1%
3 IEMG ISHARES INC 248,455.0 $20.6M 2.48% -116K -31.8% $82.84 -2.7%
4 QUAL ISHARES TR 77,801.0 $17.1M 2.06% -112K -59.1% $219.43 +2.2%
5 MTUM ISHARES TR 48,608.0 $16.7M 2.01% -17K -26.3% $342.83 -10.8%
6 ESGU ISHARES TR 99,194.0 $16.2M 1.96% -3K -2.5% $163.67 +2.9%
7 EFG ISHARES TR 130,370.0 $16.2M 1.96% -4K -3.3% $124.42 +0.8%
8 THRO BLACKROCK ETF TRUST 372,847.0 $16.1M 1.94% -145K -28.0% $43.11 +1.9%
9 EFV ISHARES TR 163,437.0 $12.5M 1.51% -175K -51.7% $76.55 +6.5%
10 TLH ISHARES TR 100,084.0 $10.0M 1.21% -41K -29.1% $100.35 -2.7%
11 BINC BLACKROCK ETF TRUST II 172,847.0 $9.0M 1.09% -112K -39.3% $52.34 -0.6%
12 SCHB SCHWAB STRATEGIC TR 294,736.0 $8.5M 1.03% -4K -1.4% $28.96 +2.7%
13 TLT ISHARES TR 83,089.0 $7.2M 0.87% -45K -35.2% $86.42 -3.9%
14 SPY STATE STR SPDR S&P 500 ETF T Financial Services 7,259.0 $5.4M 0.65% -9K -56.5% $746.73 +3.0%
15 BLACKROCK ETF TRUST 55,810.0 $4.5M 0.54% -1K -2.0% $80.16
16 SCHX SCHWAB STRATEGIC TR 132,159.0 $3.9M 0.47% -6K -4.1% $29.43 +3.1%
17 SPMO INVESCO EXCH TRADED FD TR II 21,946.0 $3.5M 0.43% -3K -13.2% $161.54 -8.2%
18 SUSC ISHARES TR 141,884.0 $3.3M 0.40% -39K -21.8% $23.15 -1.7%
19 TOTL SSGA ACTIVE ETF TR 81,325.0 $3.2M 0.39% -73K -47.2% $39.47 -1.4%
20 QUS SPDR SERIES TRUST 16,176.0 $3.0M 0.36% -13K -45.0% $186.86 +4.5%
Page 1 of 4  ·  74 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 50.9%
Technology 22.1%
Industrials 13.5%
Communication Services 3.2%
Healthcare 2.8%
Consumer Cyclical 2.7%
Energy 2.3%
Consumer Defensive 1.9%
Utilities 0.6%
Real Estate 0.1%