Sharkey, Howes & Javer Reduced Holdings in Q1 2025

Sharkey, Howes & Javer

  • $654 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-23.3K
- 15.02%
$554.06 - $615.85 $12.9M - $14.3M
132K $74.1M
EFG
Msci Eafe Growth ETF

ETFs
-79.7K
- 35.3%
$96.1 - $106.37 $7.66M - $8.48M
146K $14.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-69.3K
- 63.46%
$95.85 - $99.25 $6.64M - $6.87M
39.9K $3.95M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-44K
- 26.1%
$120.24 - $134.3 $5.29M - $5.91M
125K $15.2M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-208K
- 89.24%
$24.73 - $25.62 $5.15M - $5.33M
25.1K $640K
SPY
Spdr S&P 500 ETF Trust

ETFs
-5.48K
- 15.4%
$551.42 - $612.93 $3.02M - $3.36M
30.1K $16.8M
EFV
Msci Eafe Value ETF

ETFs
-108K
- 24.34%
$51.88 - $60.73 $5.6M - $6.55M
335K $19.8M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-97.8K
- 6.27%
$44.72 - $46.25 $4.37M - $4.52M
1.46M $67.3M
IFRA
Ishares Tr

ETFs
-55.7K
- 84.77%
$44.8 - $49.25 $2.49M - $2.74M
10K $450K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3.62K
- 14.05%
$507.05 - $563.67 $1.84M - $2.04M
22.2K $11.4M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-27.3K
- 32.54%
$85.29 - $92.57 $2.33M - $2.53M
56.5K $5.15M
MBB
Ishares Tr

ETFs
-23.3K
- 11.92%
$90.37 - $94.08 $2.11M - $2.19M
172K $16.1M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-38.6K
- 13.81%
$38.99 - $40.37 $1.5M - $1.56M
241K $9.7M
VGLT
Vanguard Long Term Treasury Et

ETFs
-21.8K
- 84.91%
$53.99 - $58.43 $1.18M - $1.27M
3.88K $223K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-49.1K
- 29.75%
$22.25 - $23.0 $1.09M - $1.13M
116K $2.66M
PAVE
Global X Fds Us Infrastructure

ETFs
-25.2K
- 43.93%
$37.31 - $43.82 $938K - $1.1M
32.1K $1.21M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-34.3K
- 37.95%
$34.14 - $37.91 $1.17M - $1.3M
56K $2M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-18K
- 10.71%
$54.25 - $57.64 $976K - $1.04M
150K $8.26M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.21K
- 13.32%
$360.07 - $417.26 $437K - $506K
7.9K $2.85M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-12.7K
- 41.5%
$63.91 - $70.19 $813K - $893K
17.9K $1.21M
EBND
Spdr Bloomberg Emerging Market

ETFs
-41.2K
- 39.24%
$19.47 - $20.36 $803K - $839K
63.8K $1.28M
SPYG
Spdr Portfolio

ETFs
-3.75K
- 6.08%
$80.05 - $92.39 $300K - $347K
58K $4.66M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-37.1K
- 20.0%
$21.23 - $22.14 $787K - $821K
148K $3.27M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-16.3K
- 21.73%
$42.5 - $46.71 $694K - $763K
58.8K $2.66M
MEAR
Blackrock Short Maturity Munic

ETFs
-11.4K
- 44.7%
$49.97 - $50.36 $568K - $572K
14.1K $705K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-4.62K
- 1.25%
$21.23 - $23.75 $98.1K - $110K
365K $7.86M
XLK
Technology Sector Spdr

ETFs
-748
- 5.22%
$206.38 - $242.18 $154K - $181K
13.6K $2.8M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-1.32K
- 9.37%
$192.82 - $222.1 $255K - $293K
12.8K $2.46M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-723
- 32.63%
$468.34 - $539.52 $339K - $390K
1.49K $700K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-10.2K
- 5.99%
$21.75 - $24.28 $222K - $248K
160K $3.54M
MSFT
Microsoft Corp

Technology
-263
- 3.89%
$375.39 - $447.2 $98.7K - $118K
6.5K $2.44M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-2.85K
- 4.47%
$59.79 - $67.15 $170K - $191K
61K $3.7M
MUB
Ishares National Muni Bond ETF

ETFs
-3K
- 13.15%
$104.71 - $107.69 $314K - $323K
19.8K $2.09M
AXP
American Express CO

Financial Services
-946
- 39.65%
$255.39 - $325.87 $242K - $308K
1.44K $387K
AAPL
Apple Inc.

Technology
-630
- 11.52%
$209.68 - $247.1 $132K - $156K
4.84K $1.07M
IXN
Ishares Global Information Tec

ETFs
-205
- 0.75%
$75.73 - $88.4 $15.5K - $18.1K
27.2K $2.06M
IWM
Ishares Russell 2000 ETF

ETFs
-619
- 12.11%
$198.1 - $229.79 $123K - $142K
4.49K $896K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-316
- 1.25%
$101.98 - $115.66 $32.2K - $36.5K
25K $2.56M
KEMX
Kraneshares Tr

ETFs
-7.84K
- 14.74%
$27.49 - $29.02 $216K - $228K
45.4K $1.26M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-4.11K
- 30.54%
$23.16 - $27.04 $95.3K - $111K
9.36K $219K
ACWI
Ishares Msci Acwi ETF

ETFs
-768
- 2.33%
$115.16 - $124.13 $88.4K - $95.3K
32.1K $3.74M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.21K
- 9.68%
$57.21 - $65.8 $69K - $79.4K
11.2K $656K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-5.24K
- 23.77%
$27.47 - $30.62 $144K - $160K
16.8K $497K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-9.37K
- 9.87%
$18.46 - $19.19 $173K - $180K
85.6K $1.64M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-939
- 7.87%
$91.45 - $100.11 $85.9K - $94K
11K $1.03M
GOOG
Alphabet Inc.

Communication Services
-307
- 17.66%
$156.06 - $207.71 $47.9K - $63.8K
1.43K $223K
CVX
Chevron Corp

Energy
-946
- 38.11%
$146.71 - $167.97 $139K - $159K
1.54K $256K
GOOGL
Alphabet Inc.

Communication Services
-149
- 6.85%
$154.33 - $206.19 $23K - $30.7K
2.03K $313K
JNJ
Johnson & Johnson

Healthcare
-863
- 36.34%
$142.06 - $167.7 $123K - $145K
1.51K $250K
Activity Summary
Buys All Purchases 53 New Holdings 13 Increased Positions 40 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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