Portfolio (Quarterly)
Guide ↗
Sharkey, Howes & Javer
· CIK 0001642246| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ITA | ISHARES TR | — | 28,049 | $6.0M | 0.77% | SOLD |
| 2 | SIVR | ABRDN SILVER ETF TRUST | Financial Services | 12,460 | $843K | 0.11% | SOLD |
| 3 | XLG | INVESCO EXCHANGE TRADED FD T | — | 11,431 | $678K | 0.09% | SOLD |
| 4 | IGEB | ISHARES TR | — | 10,968 | $501K | 0.06% | SOLD |
| 5 | NVDA | NVIDIA CORPORATION | Technology | 1,605 | $299K | 0.04% | SOLD |
| 6 | MMTM | SPDR SERIES TRUST | — | 975 | $285K | 0.04% | SOLD |
| 7 | BOTZ | GLOBAL X FDS | — | 7,546 | $273K | 0.04% | SOLD |
| 8 | GLDM | WORLD GOLD TR | Financial Services | 3,140 | $268K | 0.03% | SOLD |
| 9 | BNDX | VANGUARD CHARLOTTE FDS | — | 5,370 | $259K | 0.03% | SOLD |
| 10 | IWR | ISHARES TR | — | 2,447 | $236K | 0.03% | SOLD |
| 11 | EMXC | ISHARES INC | — | 3,095 | $225K | 0.03% | SOLD |
| 12 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 834 | $215K | 0.03% | SOLD |
| 13 | ADBE | ADOBE INC | Technology | 609 | $213K | 0.03% | SOLD |
| 14 | ABT | ABBOTT LABS | Healthcare | 1,685 | $211K | 0.03% | SOLD |
| 15 | — | BLACKROCK ETF TRUST II | — | 4,267 | $208K | 0.03% | SOLD |
| 16 | VRSK | VERISK ANALYTICS INC | Industrials | 920 | $206K | 0.03% | SOLD |
Sector Allocation
Financial Services
64.2%
Technology
15.4%
Industrials
10.1%
Energy
2.8%
Communication Services
2.3%
Healthcare
1.9%
Consumer Defensive
1.7%
Consumer Cyclical
1.6%
Real Estate
0.1%