Sharkey, Howes & Javer
CIK: 0001642246SEC EDGAR →
Portfolio Value
$787K
Holdings
160
As of
Q4 2025
New Positions
15
Closed Positions
10
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BLACKROCK ETF TRUST | 897,983 | $54.6M | 6940.61% |
| 2 | ISHARES TR | 1,013,565 | $47.2M | 5995.59% |
| 3 | ISHARES TR | 204,994 | $43.5M | 5525.57% |
| 4 | ISHARES TR | 352,604 | $43.5M | 5524.04% |
| 5 | ISHARES TR | 195,868 | $38.9M | 4944.70% |
| 6 | ISHARES TR | 94,863 | $32.5M | 4135.31% |
| 7 | ISHARES TR | 417,539 | $29.8M | 3789.72% |
| 8 | ISHARES INC | 440,559 | $29.6M | 3764.04% |
| 9 | ISHARES TR | 234,820 | $20.5M | 2601.30% |
| 10 | BLACKROCK ETF TRUST | 497,632 | $19.2M | 2438.86% |
Quarterly Changes
Top Buys
New Positions (8)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 120 | $652.2M | 93.1% |
| Unknown | 11 | $30.5M | 4.3% |
| Technology | 12 | $10.2M | 1.5% |
| Industrials | 5 | $4.4M | 0.6% |
| Communication Services | 2 | $1.1M | 0.2% |
| Consumer Cyclical | 2 | $854K | 0.1% |
| Energy | 2 | $661K | 0.1% |
| Healthcare | 3 | $453K | 0.1% |
| Consumer Defensive | 2 | $222K | 0.0% |
| Real Estate | 1 | $35K | 0.0% |