Sharkey, Howes & Javer Reduced Holdings in Q4 2025

Sharkey, Howes & Javer

  • $693 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
-67.4K
- 25.6%
$191.01 - $199.18 $12.9M - $13.4M
196K $38.1M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-84.3K
- 7.68%
$46.57 - $47.16 $3.92M - $3.97M
1.01M $47.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
-5.71K
- 19.16%
$653.02 - $687.39 $3.73M - $3.93M
24.1K $16M
EFV
Msci Eafe Value ETF

ETFs
-56.6K
- 11.93%
$66.73 - $70.99 $3.78M - $4.02M
418K $29.3M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
-80.1K
- 38.05%
$28.25 - $28.58 $2.26M - $2.29M
130K $3.7M
VT
Vanguard Total World Stk Index

ETFs
-16.7K
- 66.07%
$135.16 - $141.78 $2.26M - $2.37M
8.58K $1.19M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-53.3K
- 18.85%
$40.28 - $40.85 $2.15M - $2.18M
229K $9.27M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-37.3K
- 27.73%
$58.76 - $62.27 $2.19M - $2.32M
97.2K $5.92M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-11.4K
- 22.8%
$168.39 - $174.07 $1.92M - $1.98M
38.5K $6.62M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-37.5K
- 4.01%
$57.9 - $61.26 $2.17M - $2.3M
898K $53.9M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-19.8K
- 16.36%
$44.53 - $47.25 $881K - $935K
101K $4.61M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-6.81K
- 5.95%
$142.82 - $150.36 $972K - $1.02M
108K $15.8M
GLD
Spdr Gold Trust

ETFs
-2.61K
- 30.56%
$354.79 - $403.15 $925K - $1.05M
5.93K $2.23M
SPMD
Spdr Portfolio

ETFs
-13.3K
- 22.06%
$55.44 - $58.05 $737K - $772K
46.9K $2.64M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-16.6K
- 7.03%
$51.27 - $51.8 $850K - $858K
219K $11.3M
MSFT
Microsoft Corp

Technology
-1.26K
- 20.0%
$496.82 - $542.07 $627K - $685K
5.05K $2.56M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-26.1K
- 46.88%
$25.75 - $26.12 $673K - $682K
29.6K $763K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-13.3K
- 14.91%
$45.45 - $48.31 $602K - $640K
75.6K $3.59M
ACWI
Ishares Msci Acwi ETF

ETFs
-4.23K
- 19.84%
$135.71 - $142.56 $574K - $603K
17.1K $2.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-8.96K
- 41.26%
$52.54 - $55.77 $471K - $500K
12.8K $699K
EFG
Msci Eafe Growth ETF

ETFs
-4.45K
- 10.54%
$112.91 - $117.61 $502K - $523K
37.7K $4.33M
EMHC
Spdr Bloomberg Emerging Market
-17.1K
- 19.16%
$25.12 - $25.8 $430K - $442K
72.3K $1.84M
SPYG
Spdr Portfolio

ETFs
-3.78K
- 35.06%
$102.4 - $109.39 $387K - $414K
7.01K $734K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-15.9K
- 5.07%
$25.2 - $26.46 $402K - $422K
298K $7.7M
IDU
Ishares Tr U S Utils ETF

ETFs
-3.31K
- 28.46%
$111.15 - $116.84 $368K - $387K
8.33K $930K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-15K
- 32.71%
$22.39 - $22.71 $336K - $341K
30.9K $692K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-8.4K
- 37.24%
$39.19 - $40.92 $329K - $344K
14.2K $569K
EDV
Vanguard Extended Duration Tre

ETFs
-4.07K
- 36.64%
$67.2 - $71.16 $273K - $289K
7.03K $475K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-459
- 6.03%
$600.51 - $631.95 $276K - $290K
7.15K $4.42M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.64K
- 16.92%
$114.27 - $121.15 $188K - $199K
8.06K $941K
EBND
Spdr Bloomberg Emerging Market

ETFs
-8.97K
- 16.91%
$21.1 - $21.41 $189K - $192K
44.1K $937K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.77K
- 17.23%
$99.87 - $101.27 $177K - $179K
8.49K $849K
BNDX
Vanguard Total International B

ETFs
-3.59K
- 40.05%
$49.3 - $49.91 $177K - $179K
5.37K $265K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-7.64K
- 5.09%
$25.85 - $27.19 $198K - $208K
142K $3.78M
ADI
Analog Devices Inc

Technology
-309
- 5.91%
$225.32 - $246.37 $69.6K - $76.1K
4.92K $1.13M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-6.94K
- 9.46%
$19.16 - $19.36 $133K - $134K
66.3K $1.27M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-299
- 3.89%
$459.47 - $491.71 $137K - $147K
7.38K $3.47M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-2.27K
- 3.14%
$47.89 - $48.53 $109K - $110K
70.2K $3.36M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-517
- 7.38%
$185.12 - $192.11 $95.7K - $99.3K
6.49K $1.21M
JPEM
Jp Morgan Diversified Return

ETFs
-2.09K
- 17.28%
$57.59 - $61.34 $120K - $128K
9.98K $607K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-3.46K
- 14.91%
$26.44 - $27.53 $91.5K - $95.2K
19.7K $537K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-1.14K
- 12.45%
$91.84 - $96.06 $104K - $109K
8K $757K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-1.74K
- 5.64%
$72.75 - $76.17 $127K - $133K
29.1K $2.19M
PAVE
Global X Fds Us Infrastructure

ETFs
-1.54K
- 7.71%
$46.42 - $48.56 $71.3K - $74.6K
18.4K $864K
EUSB
Ishares Tr Esg Advanced Total

Technology
-1.47K
- 7.9%
$43.82 - $44.38 $64.6K - $65.4K
17.2K $753K
IEFA
Ishares Tr

ETFs
-768
- 12.9%
$86.09 - $89.88 $66.1K - $69K
5.18K $460K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-597
- 4.1%
$63.25 - $66.24 $37.8K - $39.5K
14K $897K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-360
- 7.18%
$142.79 - $150.05 $51.4K - $54K
4.65K $681K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-852
- 1.91%
$28.9 - $30.17 $24.6K - $25.7K
43.8K $1.28M
Activity Summary
Buys All Purchases 58 New Holdings 8 Increased Positions 50 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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