Universe · entity
Sharkey, Howes & Javer
Institutional manager (13F) · CIK 1642246
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $658M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $71M | 108,652 |
| 2 | ISHARES TR | $45M | 983,682 |
| 3 | BLACKROCK ETF TRUST | $44M | 749,767 |
| 4 | ISHARES TR | $42M | 370,845 |
| 5 | ISHARES TR | $40M | 187,653 |
| 6 | ISHARES TR | $36M | 190,271 |
| 7 | ISHARES INC | $25M | 364,172 |
| 8 | ISHARES TR | $25M | 338,521 |
| 9 | ISHARES TR | $23M | 1,019,615 |
| 10 | BLACKROCK ETF TRUST | $20M | 593,338 |
| 11 | ISHARES TR | $19M | 204,183 |
| 12 | BLACKROCK ETF TRUST | $19M | 517,628 |
| 13 | ISHARES TR | $16M | 65,955 |
| 14 | ISHARES TR | $15M | 134,829 |
| 15 | BLACKROCK ETF TRUST II | $15M | 284,641 |
| 16 | ISHARES TR | $15M | 291,951 |
| 17 | ISHARES TR | $14M | 101,743 |
| 18 | ISHARES TR | $14M | 141,128 |
| 19 | BLACKROCK ETF TRUST | $12M | 284,414 |
| 20 | ISHARES TR | $11M | 128,247 |
| 21 | STATE STR SPDR S&P 500 ETF T | $11M | 16,675 |
| 22 | BLACKROCK ETF TRUST | $10M | 311,318 |
| 23 | BLACKROCK ETF TRUST | $8M | 260,697 |
| 24 | ISHARES GOLD TR | $8M | 89,704 |
| 25 | SCHWAB STRATEGIC TR | $7M | 298,804 |
| 26 | GLOBAL X FDS | $7M | 103,102 |
| 27 | SPDR SERIES TRUST | $7M | 118,768 |
| 28 | SSGA ACTIVE ETF TR | $6M | 153,949 |
| 29 | SPDR SERIES TRUST | $5M | 29,424 |
| 30 | SSGA ACTIVE TR | $4M | 73,749 |
| 31 | ISHARES TR | $4M | 181,359 |
| 32 | VANGUARD INDEX FDS | $4M | 7,015 |
| 33 | BLACKROCK ETF TRUST | $4M | 56,947 |
| 34 | ISHARES TR | $4M | 79,259 |
| 35 | VANGUARD WORLD FD | $4M | 9,923 |
| 36 | SCHWAB STRATEGIC TR | $4M | 137,747 |
| 37 | ISHARES TR | $3M | 10,537 |
| 38 | ISHARES TR | $3M | 30,079 |
| 39 | ISHARES TR | $3M | 45,767 |
| 40 | ISHARES TR | $3M | 6,738 |
| 41 | INVESCO EXCH TRADED FD TR II | $3M | 25,294 |
| 42 | ISHARES TR | $3M | 32,449 |
| 43 | ISHARES TR | $3M | 22,291 |
| 44 | SPDR INDEX SHS FDS | $3M | 56,784 |
| 45 | AMERICAN CENTY ETF TR | $3M | 32,924 |
| 46 | SPDR SERIES TRUST | $3M | 74,792 |
| 47 | T ROWE PRICE ETF INC | $3M | 73,263 |
| 48 | SSGA ACTIVE TR | $3M | 92,402 |
| 49 | ISHARES TR | $3M | 28,302 |
| 50 | SPDR INDEX SHS FDS | $3M | 55,145 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.