Sharkey, Howes & Javer - Portfolio overview

Sharkey, Howes & Javer has 171 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 9.39%
2. IUSB - ISHARES TR, 6.01%
3. DYNF - BLACKROCK ETF TRUST, 5.77%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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