The Analysis of Sharkey, Howes & Javer's Holdings

Currently, Sharkey, Howes & Javer holds 159 types of securities in its portfolio with a total value $778.1M. In the most recent quarter, they have increased their positions in OEF (+38.6K shares, valued at $12.9M), BAI (+308.5K shares, valued at $10.5M), TLT (+73.2K shares, valued at $6.5M); decreased their positions in EFG (-104.8K shares, valued at $11.9M), IYW (-50.8K shares, valued at $9.9M), IUSB (-205.0K shares, valued at $9.6M); initiated new positions in ITA (+23.9K shares, valued at $5.0M), AVEM (+27.7K shares, valued at $2.1M), SPIB (+35.8K shares, valued at $1.2M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR85.5K shares6.66%2025-09-302025-10-10

DYNF BLACKROCK ETF TRUST935.5K shares11.85%2025-09-302025-10-10

IUSB ISHARES TR1.1M shares-15.73%2025-09-302025-10-10

QUAL ISHARES TR263.3K shares-13.01%2025-09-302025-10-10

IVW ISHARES TR327.5K shares1.71%2025-09-302025-10-10

EFV ISHARES TR474.1K shares-10.77%2025-09-302025-10-10

OEF ISHARES TR89.2K shares76.29%2025-09-302025-10-10

IVE ISHARES TR142.9K shares6.18%2025-09-302025-10-10

Sponsored

IEMG ISHARES INC359.4K shares9.88%2025-09-302025-10-10

SPY SPDR S&P 500 ETF TR29.8K shares9.77%2025-09-302025-10-10

BAI BLACKROCK ETF TRUST533.6K shares137.06%2025-09-302025-10-10

MBB ISHARES TR186.6K shares4.21%2025-09-302025-10-10

THRO BLACKROCK ETF TRUST458.6K shares2.49%2025-09-302025-10-10

BINC BLACKROCK ETF TRUST II323.4K shares9.95%2025-09-302025-10-10

ESGU ISHARES TR114.4K shares2.78%2025-09-302025-10-10

TLH ISHARES TR159.0K shares13.78%2025-09-302025-10-10

Sponsored

TLT ISHARES TR180.5K shares68.15%2025-09-302025-10-10

IAU ISHARES GOLD TR177.5K shares49.83%2025-09-302025-10-10

IAGG ISHARES TR235.6K shares20.07%2025-09-302025-10-10

TOTL SSGA ACTIVE ETF TR282.7K shares-9.50%2025-09-302025-10-10

MTUM ISHARES TR39.1K shares1.89%2025-09-302025-10-10

QUS SPDR SERIES TRUST49.9K shares-9.96%2025-09-302025-10-10

SCHB SCHWAB STRATEGIC TR314.2K shares-2.99%2025-09-302025-10-10

XLSR SSGA ACTIVE TR134.5K shares-19.05%2025-09-302025-10-10

Sponsored

SHLD GLOBAL X FDS90.1K shares-2.63%2025-09-302025-10-10

EMB ISHARES TR64.3K shares14.75%2025-09-302025-10-10

HYBL SSGA ACTIVE TR210.4K shares178.60%2025-09-302025-10-10

SPSM SPDR SERIES TRUST121.0K shares97.44%2025-09-302025-10-10

TCAF T ROWE PRICE ETF INC146.5K shares0.00%2025-09-302025-10-10

ITA ISHARES TR23.9K sharesnew addition2025-09-302025-10-10

EFG ISHARES TR42.2K shares-71.30%2025-09-302025-10-10

VOO VANGUARD INDEX FDS7.6K shares-32.95%2025-09-302025-10-10

Sponsored

LCTU BLACKROCK ETF TRUST62.6K shares0.55%2025-09-302025-10-10

SPYV SPDR SERIES TRUST79.9K shares-5.60%2025-09-302025-10-10

MGK VANGUARD WORLD FD10.7K shares0.02%2025-09-302025-10-10

SPEM SPDR INDEX SHS FDS88.9K shares-29.99%2025-09-302025-10-10

SUSC ISHARES TR174.9K shares10.09%2025-09-302025-10-10

SCHX SCHWAB STRATEGIC TR150.1K shares-1.52%2025-09-302025-10-10

IWF ISHARES TR7.7K shares0.04%2025-09-302025-10-10

VT VANGUARD INTL EQUITY INDEX F25.3K shares-8.19%2025-09-302025-10-10

Sponsored

EAGG ISHARES TR72.5K shares-0.87%2025-09-302025-10-10

SPMD SPDR SERIES TRUST60.2K shares-15.53%2025-09-302025-10-10

BBAG J P MORGAN EXCHANGE TRADED F70.7K shares-62.71%2025-09-302025-10-10

MSFT MICROSOFT CORP6.3K shares-0.60%2025-09-302025-10-10

DSI ISHARES TR24.6K shares0.19%2025-09-302025-10-10

GLD SPDR GOLD TR8.5K shares-39.48%2025-09-302025-10-10

ACWI ISHARES TR21.3K shares-4.78%2025-09-302025-10-10

SPLB SPDR SERIES TRUST127.0K shares-5.99%2025-09-302025-10-10

Sponsored

STIP ISHARES TR27.9K shares21.76%2025-09-302025-10-10

CERY SPDR SERIES TRUST100.7K shares51.82%2025-09-302025-10-10

GOVT ISHARES TR119.9K shares0.14%2025-09-302025-10-10

XLK SELECT SECTOR SPDR TR8.7K shares-27.82%2025-09-302025-10-10

MUB ISHARES TR22.8K shares4.12%2025-09-302025-10-10

IXN ISHARES TR22.6K shares0.00%2025-09-302025-10-10

JIRE J P MORGAN EXCHANGE TRADED F30.9K shares58.39%2025-09-302025-10-10

EMHC SPDR SERIES TRUST89.4K shares-7.11%2025-09-302025-10-10

Sponsored

USXF ISHARES TR38.1K shares-21.97%2025-09-302025-10-10

LECO LINCOLN ELEC HLDGS INC8.9K shares0.00%2025-09-302025-10-10

AVEM AMERICAN CENTY ETF TR27.7K sharesnew addition2025-09-302025-10-10

VTI VANGUARD INDEX FDS6.1K shares0.00%2025-09-302025-10-10

BRK.B BERKSHIRE HATHAWAY INC DEL3.8K shares1.78%2025-09-302025-10-10

IWB ISHARES TR5.1K shares0.19%2025-09-302025-10-10

IYW ISHARES TR8.6K shares-85.56%2025-09-302025-10-10

QQQM INVESCO EXCH TRADED FD TR II6.0K shares-5.08%2025-09-302025-10-10

Sponsored

ESGE ISHARES INC33.6K shares7.03%2025-09-302025-10-10

SPAB SPDR SERIES TRUST55.7K shares-59.14%2025-09-302025-10-10

TIPX SPDR SERIES TRUST73.3K shares-5.49%2025-09-302025-10-10

AAPL APPLE INC5.5K shares14.28%2025-09-302025-10-10

IBIT ISHARES BITCOIN TRUST ETF20.7K shares121.07%2025-09-302025-10-10

FENI FIDELITY COVINGTON TRUST37.9K shares14.11%2025-09-302025-10-10

SPMO INVESCO EXCH TRADED FD TR II11.0K shares148.99%2025-09-302025-10-10

RSP INVESCO EXCHANGE TRADED FD T7.0K shares-22.00%2025-09-302025-10-10

Sponsored

SCHM SCHWAB STRATEGIC TR44.6K shares-5.21%2025-09-302025-10-10

IDU ISHARES TR11.6K shares-4.40%2025-09-302025-10-10

ADI ANALOG DEVICES INC5.2K shares-4.12%2025-09-302025-10-10

SPIB SPDR SERIES TRUST35.8K sharesnew addition2025-09-302025-10-10

VWO VANGUARD INTL EQUITY INDEX F21.7K shares-70.21%2025-09-302025-10-10

IJR ISHARES TR9.7K shares0.00%2025-09-302025-10-10

EBND SPDR SERIES TRUST53.0K shares-8.79%2025-09-302025-10-10

SPYG SPDR SERIES TRUST10.8K shares-70.40%2025-09-302025-10-10

Sponsored

PWR QUANTA SVCS INC2.7K shares-5.05%2025-09-302025-10-10

IWD ISHARES TR5.2K shares0.15%2025-09-302025-10-10

SPMB SPDR SERIES TRUST45.9K shares-59.24%2025-09-302025-10-10

AGG ISHARES TR10.3K shares-3.68%2025-09-302025-10-10

EUSA ISHARES INC10.0K shares0.00%2025-09-302025-10-10

IJH ISHARES TR14.6K shares-1.96%2025-09-302025-10-10

PAVE GLOBAL X FDS19.9K shares-14.62%2025-09-302025-10-10

IQDG WISDOMTREE TR22.6K shares-53.99%2025-09-302025-10-10

Sponsored

LCTD BLACKROCK ETF TRUST16.1K shares-1.21%2025-09-302025-10-10

ESGD ISHARES TR9.1K shares58.59%2025-09-302025-10-10

SPDW SPDR INDEX SHS FDS19.3K shares-85.31%2025-09-302025-10-10

EUSB ISHARES TR18.7K shares-49.09%2025-09-302025-10-10

GCOW PACER FDS TR19.3K shares-1.28%2025-09-302025-10-10

QQQ INVESCO QQQ TR1.3K shares-6.22%2025-09-302025-10-10

EDV VANGUARD WORLD FD11.1K shares-64.92%2025-09-302025-10-10

EVUS ISHARES TR24.1K sharesnew addition2025-09-302025-10-10

Sponsored

ITOT ISHARES TR5.0K shares0.00%2025-09-302025-10-10

IWP ISHARES TR5.1K shares0.00%2025-09-302025-10-10

JPEM J P MORGAN EXCHANGE TRADED F12.1K shares-70.35%2025-09-302025-10-10

HD HOME DEPOT INC1.7K shares5.38%2025-09-302025-10-10

APH AMPHENOL CORP NEW5.5K shares0.00%2025-09-302025-10-10

MEAR ISHARES U S ETF TR13.4K shares0.50%2025-09-302025-10-10

SLV ISHARES SILVER TR15.8K sharesnew addition2025-09-302025-10-10

ICVT ISHARES TR6.6K shares31.50%2025-09-302025-10-10

Sponsored

SCHD SCHWAB STRATEGIC TR23.2K shares-8.17%2025-09-302025-10-10

CGMS CAPITAL GRP FIXED INCM ETF T22.4K shares-63.04%2025-09-302025-10-10

RTX RTX CORPORATION3.5K shares0.06%2025-09-302025-10-10

FGDL FRANKLIN TEMPLETON HOLDINGS11.2K sharesnew addition2025-09-302025-10-10

JPM JPMORGAN CHASE & CO.1.8K shares1.94%2025-09-302025-10-10

GOOGL ALPHABET INC2.2K shares6.47%2025-09-302025-10-10

IEFA ISHARES TR6.0K shares10.86%2025-09-302025-10-10

SCHG SCHWAB STRATEGIC TR15.8K shares0.00%2025-09-302025-10-10

Sponsored

XLF SELECT SECTOR SPDR TR9.0K shares0.00%2025-09-302025-10-10

SCHZ SCHWAB STRATEGIC TR20.7K sharesnew addition2025-09-302025-10-10

SPYM SPDR SERIES TRUST6.0K sharesnew addition2025-09-302025-10-10

EFA ISHARES TR4.9K shares34.06%2025-09-302025-10-10

BNDX VANGUARD CHARLOTTE FDS9.0K shares-67.38%2025-09-302025-10-10

AXP AMERICAN EXPRESS CO1.3K shares0.00%2025-09-302025-10-10

COST COSTCO WHSL CORP NEW472 shares0.00%2025-09-302025-10-10

IWM ISHARES TR1.8K shares-5.16%2025-09-302025-10-10

Sponsored

DFUS DIMENSIONAL ETF TRUST5.8K shares0.24%2025-09-302025-10-10

SIVR ABRDN SILVER ETF TRUST8.9K sharesnew addition2025-09-302025-10-10

XLY SELECT SECTOR SPDR TR1.6K shares0.00%2025-09-302025-10-10

DELL DELL TECHNOLOGIES INC2.8K shares0.00%2025-09-302025-10-10

XOM EXXON MOBIL CORP3.4K shares0.00%2025-09-302025-10-10

XLG INVESCO EXCHANGE TRADED FD T6.7K sharesnew addition2025-09-302025-10-10

XTEN BONDBLOXX ETF TRUST8.2K sharesnew addition2025-09-302025-10-10

XLI SELECT SECTOR SPDR TR2.5K shares0.00%2025-09-302025-10-10

Sponsored

GOOG ALPHABET INC1.4K shares0.00%2025-09-302025-10-10

XLV SELECT SECTOR SPDR TR2.5K shares0.00%2025-09-302025-10-10

CWI SPDR INDEX SHS FDS9.5K shares-5.62%2025-09-302025-10-10

JQUA J P MORGAN EXCHANGE TRADED F5.2K shares0.00%2025-09-302025-10-10

IXUS ISHARES TR3.8K sharesnew addition2025-09-302025-10-10

AVGO BROADCOM INC960 shares0.00%2025-09-302025-10-10

NVDA NVIDIA CORPORATION1.6K sharesnew addition2025-09-302025-10-10

QDIV GLOBAL X FDS8.2K shares0.00%2025-09-302025-10-10

Sponsored

IFRA ISHARES TR5.3K shares0.00%2025-09-302025-10-10

TMO THERMO FISHER SCIENTIFIC INC563 shares0.00%2025-09-302025-10-10

MMTM SPDR SERIES TRUST952 shares-72.82%2025-09-302025-10-10

JPMB J P MORGAN EXCHANGE TRADED F6.4K shares-63.67%2025-09-302025-10-10

CSCO CISCO SYS INC3.7K shares0.03%2025-09-302025-10-10

MCO MOODYS CORP533 shares0.00%2025-09-302025-10-10

ADP AUTOMATIC DATA PROCESSING IN834 shares0.12%2025-09-302025-10-10

AMZN AMAZON COM INC1.1K shares14.97%2025-09-302025-10-10

Sponsored

PG PROCTER AND GAMBLE CO1.6K shares0.00%2025-09-302025-10-10

EMXC ISHARES INC3.5K shares-80.37%2025-09-302025-10-10

VEA VANGUARD TAX-MANAGED FDS3.9K shares0.05%2025-09-302025-10-10

VRSK VERISK ANALYTICS INC920 shares0.00%2025-09-302025-10-10

XLP SELECT SECTOR SPDR TR2.9K shares0.00%2025-09-302025-10-10

HEFA ISHARES TR5.7K shares-17.53%2025-09-302025-10-10

ABT ABBOTT LABS1.7K shares0.00%2025-09-302025-10-10

SYK STRYKER CORPORATION605 shares0.00%2025-09-302025-10-10

Sponsored

CME CME GROUP INC819 shares0.00%2025-09-302025-10-10

JNJ JOHNSON & JOHNSON1.2K shares-16.41%2025-09-302025-10-10

ADBE ADOBE INC609 shares0.00%2025-09-302025-10-10

CVX CHEVRON CORP NEW1.3K sharesnew addition2025-09-302025-10-10

XEL XCEL ENERGY INC2.5K sharesnew addition2025-09-302025-10-10

CDW CDW CORP1.3K shares0.00%2025-09-302025-10-10

RC READY CAPITAL CORP16.2K shares0.00%2025-09-302025-10-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available