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Portfolio (Quarterly) Guide ↗

Sharkey, Howes & Javer

· CIK 0001642246
13F Portfolio $742M AUM 153 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 28 Added 92 Reduced 16 Exited
Page 4 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EMB ISHARES TR 6,400.0 $601K 0.08% -64K -91.0% $93.92 +1.1%
62 ITOT ISHARES TR 4,148.0 $591K 0.08% -506.0 -10.9% $142.43 +13.5%
63 AGG ISHARES TR 5,829.0 $579K 0.08% -3K -31.4% $99.27 -1.1%
64 GOOGL ALPHABET INC Communication Services 1,973.0 $567K 0.08% -184.0 -8.5% $287.56 +34.8%
65 SPYG SPDR SERIES TRUST 5,661.0 $554K 0.07% -1K -19.2% $97.91 +20.6%
66 RTX RTX CORPORATION Industrials 2,857.0 $551K 0.07% -715.0 -20.0% $192.88 -9.5%
67 ICVT ISHARES TR 5,197.0 $529K 0.07% -3K -37.8% $101.79 +13.5%
68 SPMB SPDR SERIES TRUST 22,524.0 $504K 0.07% -8K -27.0% $22.39 -1.2%
69 IQDG WISDOMTREE TR 11,981.0 $481K 0.07% -2K -15.4% $40.14 +5.7%
70 VWO VANGUARD INTL EQUITY INDEX F 8,760.0 $473K 0.06% -4K -31.3% $54.05 +8.6%
71 EFA ISHARES TR 4,677.0 $454K 0.06% -208.0 -4.3% $97.13 +6.7%
72 SPAB SPDR SERIES TRUST 17,669.0 $453K 0.06% -12K -40.3% $25.62 -1.2%
73 JPEM J P MORGAN EXCHANGE TRADED F 7,271.0 $452K 0.06% -3K -27.2% $62.12 +3.8%
74 HD HOME DEPOT INC Consumer Cyclical 1,213.0 $399K 0.05% -535.0 -30.6% $328.84 -8.0%
75 IWM ISHARES TR 1,588.0 $394K 0.05% -147.0 -8.5% $247.92 +12.9%
76 JPM JPMORGAN CHASE & CO Financial Services 1,249.0 $367K 0.05% -536.0 -30.0% $294.16 +0.5%
77 GOOG ALPHABET INC Communication Services 1,245.0 $357K 0.05% -186.0 -13.0% $286.86 +34.2%
78 XLV SELECT SECTOR SPDR TR 2,278.0 $334K 0.04% -206.0 -8.3% $146.61 +0.4%
79 XLY SELECT SECTOR SPDR TR 3,004.0 $327K 0.04% -256.0 -7.8% $108.98 +8.2%
80 AXP AMERICAN EXPRESS CO Financial Services 1,047.0 $317K 0.04% -273.0 -20.7% $302.58 +2.4%
Page 4 of 5  ·  92 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 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%