Sharkey, Howes & Javer has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $676 Million distributed in 145 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $91.3M, Ishares Core Total Usd Bond Ma with a value of $70.4M, Ishares Msci Usa Quality Facto with a value of $53.6M, Blackrock ETF Tr U S Equity Fa with a value of $37.8M, and Ishares S&P 500 Growth ETF with a value of $27.2M.
Examining the 13F form we can see an increase of $11.4M in the current position value, from $665M to 676M.
Below you can find more details about Sharkey, Howes & Javer portfolio as well as his latest detailed transactions.
