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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 2 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DSI ISHARES TR 20,930.0 $3.0M 0.36% -1K -6.1% $142.39 +2.9%
22 XLK SELECT SECTOR SPDR TR 14,696.0 $2.8M 0.34% -135.0 -0.9% $190.52 -3.6%
23 USXF ISHARES TR 35,645.0 $2.5M 0.30% -3K -7.9% $69.45 -1.9%
24 IXN ISHARES TR 16,914.0 $2.4M 0.29% -4K -18.7% $144.48 -3.8%
25 XLSR SSGA ACTIVE TR 34,790.0 $2.3M 0.27% -39K -52.8% $64.86 +2.3%
26 AVEM AMERICAN CENTY ETF TR 21,129.0 $2.0M 0.25% -12K -35.8% $96.49 -3.6%
27 ACWI ISHARES TR 12,407.0 $1.9M 0.23% -744.0 -5.7% $156.97 +2.4%
28 IWB ISHARES TR 4,517.0 $1.8M 0.22% -210.0 -4.4% $409.47 +2.9%
29 ADI ANALOG DEVICES INC Technology 4,634.0 $1.8M 0.22% -288.0 -5.8% $397.17 -6.0%
30 ESGE ISHARES INC 29,321.0 $1.6M 0.19% -8K -21.4% $54.69 -2.8%
31 IAGG ISHARES TR 30,856.0 $1.6M 0.19% -261K -89.4% $50.60 -1.5%
32 PWR QUANTA SVCS INC Industrials 2,127.0 $1.5M 0.18% -160.0 -7.0% $720.04 -5.9%
33 FENI FIDELITY COVINGTON TRUST 35,276.0 $1.4M 0.17% -5K -12.2% $40.13 +3.5%
34 SPEM SPDR INDEX SHS FDS 27,175.0 $1.4M 0.17% -30K -52.1% $51.78 +0.5%
35 BERKSHIRE HATHAWAY INC DEL 2,778.0 $1.4M 0.17% -300.0 -9.8% $500.39
36 AAPL APPLE INC Technology 4,706.0 $1.4M 0.16% -127.0 -2.6% $289.36 +9.5%
37 EVUS ISHARES TR 37,712.0 $1.3M 0.16% -873.0 -2.3% $35.11 +5.7%
38 SPMD SPDR SERIES TRUST 18,780.0 $1.3M 0.15% -16K -46.4% $67.56 -0.1%
39 OEF ISHARES TR 3,318.0 $1.2M 0.15% -7K -68.5% $365.89 +3.9%
40 HYBL SSGA ACTIVE TR 43,174.0 $1.2M 0.15% -49K -53.3% $27.95 +0.2%
Page 2 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%