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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 3 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SYSB ISHARES TR 35,252.0 $3.1M 0.38% +7K +24.6% $88.72 -1.3%
42 QUS SPDR SERIES TRUST 16,176.0 $3.0M 0.36% -13K -45.0% $186.86 +4.5%
43 TCAF T ROWE PRICE EXCHANGE-TRADED 73,263.0 $3.0M 0.36% $41.10 +3.5%
44 DSI ISHARES TR 20,930.0 $3.0M 0.36% -1K -6.1% $142.39 +2.9%
45 XLK SELECT SECTOR SPDR TR 14,696.0 $2.8M 0.34% -135.0 -0.9% $190.52 -3.6%
46 JIRE J P MORGAN EXCHANGE TRADED F 33,345.0 $2.8M 0.33% +2K +6.2% $82.49 +2.9%
47 SPYM SPDR SERIES TRUST 30,077.0 $2.6M 0.32% +16K +118.2% $87.88 +3.0%
48 USXF ISHARES TR 35,645.0 $2.5M 0.30% -3K -7.9% $69.45 -1.9%
49 IXN ISHARES TR 16,914.0 $2.4M 0.29% -4K -18.7% $144.48 -3.8%
50 IBIT ISHARES BITCOIN TRUST ETF Financial Services 72,376.0 $2.4M 0.29% +18K +33.3% $33.29 +16.5%
51 LECO LINCOLN ELEC HLDGS INC Industrials 8,914.0 $2.4M 0.29% $265.51 +5.3%
52 VTI VANGUARD INDEX FDS 6,193.0 $2.3M 0.28% +101.0 +1.7% $370.04 +2.7%
53 XLSR SSGA ACTIVE TR 34,790.0 $2.3M 0.27% -39K -52.8% $64.86 +2.3%
54 JAAA JANUS DETROIT STR TR 43,395.0 $2.2M 0.26% NEW $50.49 +0.3%
55 AVEM AMERICAN CENTY ETF TR 21,129.0 $2.0M 0.25% -12K -35.8% $96.49 -3.6%
56 IYW ISHARES TR 7,941.0 $2.0M 0.24% $252.24 -1.8%
57 ACWI ISHARES TR 12,407.0 $1.9M 0.23% -744.0 -5.7% $156.97 +2.4%
58 IWB ISHARES TR 4,517.0 $1.8M 0.22% -210.0 -4.4% $409.47 +2.9%
59 ADI ANALOG DEVICES INC Technology 4,634.0 $1.8M 0.22% -288.0 -5.8% $397.17 -6.0%
60 SUSB ISHARES TR 68,172.0 $1.7M 0.21% NEW $24.99 -0.4%
Page 3 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%