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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 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TLH ISHARES TR 100,084.0 $10.0M 1.21% -41K -29.1% $100.35 -2.7%
22 BINC BLACKROCK ETF TRUST II 172,847.0 $9.0M 1.09% -112K -39.3% $52.34 -0.6%
23 SCHB SCHWAB STRATEGIC TR 294,736.0 $8.5M 1.03% -4K -1.4% $28.96 +2.7%
24 IAU ISHARES GOLD TR Financial Services 103,871.0 $7.8M 0.95% +14K +15.8% $75.51 +12.4%
25 SPYV SPDR SERIES TRUST 122,220.0 $7.4M 0.90% +3K +2.9% $60.79 +5.1%
26 TLT ISHARES TR 83,089.0 $7.2M 0.87% -45K -35.2% $86.42 -3.9%
27 SHLD GLOBAL X FDS 113,048.0 $6.8M 0.81% +10K +9.7% $59.71 +15.9%
28 ACWX ISHARES TR 74,443.0 $5.7M 0.68% +29K +62.7% $76.11 +1.5%
29 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%
30 VOO VANGUARD INDEX FDS 7,088.0 $4.9M 0.59% +73.0 +1.0% $686.77 +2.9%
31 EAGG ISHARES TR 100,768.0 $4.8M 0.58% +22K +27.1% $47.41 -1.2%
32 BLACKROCK ETF TRUST 55,810.0 $4.5M 0.54% -1K -2.0% $80.16
33 MGK VANGUARD WORLD FD 47,449.0 $4.2M 0.50% +38K +378.2% $87.91 +1.7%
34 SCHX SCHWAB STRATEGIC TR 132,159.0 $3.9M 0.47% -6K -4.1% $29.43 +3.1%
35 SPMO INVESCO EXCH TRADED FD TR II 21,946.0 $3.5M 0.43% -3K -13.2% $161.54 -8.2%
36 MUB ISHARES TR 32,328.0 $3.5M 0.42% +2K +7.5% $107.62 -1.8%
37 IWF ISHARES TR 26,963.0 $3.3M 0.40% +20K +300.2% $124.17 -1.2%
38 SUSC ISHARES TR 141,884.0 $3.3M 0.40% -39K -21.8% $23.15 -1.7%
39 TOTL SSGA ACTIVE ETF TR 81,325.0 $3.2M 0.39% -73K -47.2% $39.47 -1.4%
40 IXUS ISHARES TR 33,040.0 $3.2M 0.38% +591.0 +1.8% $95.44 +1.8%
Page 2 of 9  ·  163 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%