Sharkey, Howes & Javer

CIK 0001642246 • 6 13F filings • Apr 30, 2025 – Jul 9, 2026

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Filer information

Filed by: Sharkey, Howes & Javer, Compliance Officer
Address: 720 S. COLORADO BLVD. STE. 600 SOUTH, DENVER, CO, 80246
Phone: 303-639-5100
AUM: $786.8M

AUM over time

$828.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsEnergyOther

Holdings by filing

Portfolio value: $786.8M148 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$211K	0.0%Prev: 0.0%	1,685 SH	Decreased
ABRDN SILVER ETF TRUST	PHYSCL SILVR SHS	$843K	0.1%Prev: 0.1%	12,460 SH	Increased+3,587 SH
ADOBE INC	COM	$213K	0.0%Prev: 0.0%	609 SH	Decreased
ALPHABET INC	CAP STK CL A	$675K	0.1%Prev: 0.1%	2,157 SH	Increased
ALPHABET INC	CAP STK CL C	$449K	0.1%Prev: 0.0%	1,431 SH	Increased
AMAZON COM INC	COM	$253K	0.0%Prev: 0.0%	1,098 SH	Increased
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$3.8M	0.5%Prev: 0.3%	49,767 SH	Increased+22,092 SH
AMERICAN EXPRESS CO	COM	$488K	0.1%Prev: 0.1%	1,320 SH	Increased
AMPHENOL CORP NEW	CL A	$750K	0.1%Prev: 0.1%	5,550 SH	Increased
ANALOG DEVICES INC	COM	$1.3M	0.2%Prev: 0.2%	4,922 SH	Increased-309 SH
APPLE INC	COM	$1.5M	0.2%Prev: 0.2%	5,530 SH	Increased+1 SH
AUTOMATIC DATA PROCESSING IN	COM	$215K	0.0%Prev: 0.0%	834 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.9M	0.2%Prev: 0.2%	3,762 SH	Decreased-14 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$19.0M	2.4%Prev: 2.3%	570,464 SH	Increased+36,822 SH
BLACKROCK ETF TRUST	ISHARES US CARBO	$4.7M	0.6%	63,158 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$54.6M	6.9%Prev: 7.1%	897,983 SH	Decreased-37,524 SH
BLACKROCK ETF TRUST	ISHARES US THEMA	$19.2M	2.4%Prev: 2.2%	497,632 SH	Increased+39,000 SH
BLACKROCK ETF TRUST	ISHARES WORLD EX	$659K	0.1%	12,055 SH	New
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$17.9M	2.3%Prev: 2.2%	339,394 SH	Increased+16,013 SH
BLACKROCK ETF TRUST II	ISHARES HIGH YIE	$208K	0.0%	4,267 SH	New
BONDBLOXX ETF TRUST	BLOOMBERG TEN YR	$618K	0.1%Prev: 0.0%	13,362 SH	Increased+5,208 SH
BROADCOM INC	COM	$332K	0.0%Prev: 0.0%	960 SH	Increased
CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$384K	0.0%Prev: 0.1%	13,915 SH	Decreased-8,531 SH
CHEVRON CORP NEW	COM	$202K	0.0%Prev: 0.0%	1,329 SH	Decreased-11 SH
CISCO SYS INC	COM	$289K	0.0%Prev: 0.0%	3,747 SH	Increased+2 SH
CME GROUP INC	COM	$224K	0.0%Prev: 0.0%	819 SH	Increased
COSTCO WHSL CORP NEW	COM	$403K	0.1%Prev: 0.1%	468 SH	Decreased-4 SH
DELL TECHNOLOGIES INC	CL C	$346K	0.0%Prev: 0.1%	2,751 SH	Decreased
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$434K	0.1%Prev: 0.1%	5,850 SH	Increased+13 SH
EXXON MOBIL CORP	COM	$460K	0.1%Prev: 0.0%	3,821 SH	Increased+390 SH
FIDELITY COVINGTON TRUST	ENHANCED INTL	$1.4M	0.2%Prev: 0.2%	37,879 SH	Increased
FRANKLIN TEMPLETON HOLDINGS	RESPBLY SRCD GLD	$647K	0.1%Prev: 0.1%	11,240 SH	Increased+12 SH
GLOBAL X FDS	DEFENSE TECH ETF	$6.0M	0.8%Prev: 0.8%	93,360 SH	Decreased+3,223 SH
GLOBAL X FDS	RBTCS ARTFL INTE	$273K	0.0%	7,546 SH	New
GLOBAL X FDS	S&P 500 QLT ETF	$255K	0.0%Prev: 0.0%	7,355 SH	Decreased-797 SH
GLOBAL X FDS	US INFR DEV ETF	$879K	0.1%Prev: 0.1%	18,387 SH	Decreased-1,536 SH
HOME DEPOT INC	COM	$602K	0.1%Prev: 0.1%	1,748 SH	Decreased+6 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$1.5M	0.2%Prev: 0.2%	5,771 SH	Decreased-241 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$2.7M	0.3%Prev: 0.2%	22,240 SH	Increased+11,232 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$678K	0.1%Prev: 0.0%	11,431 SH	Increased+4,727 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.2M	0.2%Prev: 0.2%	6,485 SH	Decreased-517 SH
INVESCO QQQ TR	UNIT SER 1	$778K	0.1%Prev: 0.1%	1,267 SH	Increased
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$1.6M	0.2%Prev: 0.2%	32,110 SH	Increased+11,442 SH
ISHARES GOLD TR	ISHARES NEW	$14.4M	1.8%Prev: 1.7%	177,045 SH	Increased-490 SH
ISHARES INC	CORE MSCI EMKT	$29.6M	3.8%Prev: 3.0%	440,559 SH	Increased+81,158 SH
ISHARES INC	ESG AWR MSCI EM	$1.8M	0.2%Prev: 0.2%	40,650 SH	Increased+7,027 SH
ISHARES INC	MSCI EMRG CHN	$225K	0.0%Prev: 0.0%	3,095 SH	Decreased-359 SH
ISHARES INC	MSCI EQUAL WEITE	$1.0M	0.1%Prev: 0.1%	9,974 SH	Increased
ISHARES SILVER TR	ISHARES	$1.6M	0.2%Prev: 0.1%	24,266 SH	Increased+8,458 SH
ISHARES TR	10-20 YR TRS ETF	$14.9M	1.9%Prev: 2.1%	146,581 SH	Decreased-12,396 SH
ISHARES TR	20 YR TR BD ETF	$20.5M	2.6%Prev: 2.1%	234,820 SH	Increased+54,297 SH
ISHARES TR	CONV BD ETF	$823K	0.1%Prev: 0.1%	8,354 SH	Increased+1,716 SH
ISHARES TR	CORE INTL AGGR	$11.0M	1.4%Prev: 1.6%	219,022 SH	Decreased-16,570 SH
ISHARES TR	CORE MSCI EAFE	$464K	0.1%Prev: 0.1%	5,184 SH	Decreased-768 SH
ISHARES TR	CORE MSCI TOTAL	$2.7M	0.3%Prev: 0.0%	31,859 SH	Increased+28,018 SH
ISHARES TR	CORE S&P MCP ETF	$922K	0.1%Prev: 0.1%	13,973 SH	Decreased-597 SH
ISHARES TR	CORE S&P SCP ETF	$968K	0.1%Prev: 0.1%	8,056 SH	Decreased-1,641 SH
ISHARES TR	CORE S&P TTL STK	$692K	0.1%Prev: 0.1%	4,654 SH	Decreased-360 SH
ISHARES TR	CORE S&P500 ETF	$61.7M	7.8%Prev: 7.4%	90,055 SH	Increased+4,514 SH
ISHARES TR	CORE UNIVRSL USD	$47.2M	6.0%	1,013,565 SH	New
ISHARES TR	CORE US AGGBD ET	$848K	0.1%Prev: 0.1%	8,494 SH	Decreased-1,768 SH
ISHARES TR	EAFE GRWTH ETF	$4.3M	0.5%Prev: 0.6%	37,723 SH	Decreased-4,445 SH
ISHARES TR	EAFE VALUE ETF	$29.8M	3.8%Prev: 4.1%	417,539 SH	Decreased-56,574 SH
ISHARES TR	ESG ADVANCED UNI	$755K	0.1%	17,190 SH	New
ISHARES TR	ESG AW MSCI EAFE	$760K	0.1%Prev: 0.1%	7,996 SH	Decreased-1,137 SH
ISHARES TR	ESG AWR MSCI USA	$17.4M	2.2%Prev: 2.2%	150,533 SH	Decreased+12,022 SH
ISHARES TR	ESG AWR US AGRGT	$3.4M	0.4%Prev: 0.4%	70,239 SH	Decreased-2,274 SH
ISHARES TR	ESG AWRE USD ETF	$4.2M	0.5%Prev: 0.5%	177,662 SH	Increased+2,773 SH
ISHARES TR	ESG MSCI KLD 400	$3.2M	0.4%Prev: 0.4%	24,816 SH	Increased+214 SH
ISHARES TR	ESG MSCI USA ETF	$2.2M	0.3%Prev: 0.3%	38,924 SH	Increased+843 SH
ISHARES TR	GLOBAL TECH ETF	$2.3M	0.3%Prev: 0.3%	22,215 SH	Increased-365 SH
ISHARES TR	HDG MSCI EAFE	$224K	0.0%Prev: 0.0%	5,420 SH	Decreased-302 SH
ISHARES TR	INVESTMENT GRADE	$501K	0.1%	10,968 SH	New
ISHARES TR	JPMORGAN USD EMG	$6.8M	0.9%Prev: 0.8%	70,833 SH	Increased+6,494 SH
ISHARES TR	MBS ETF	$18.7M	2.4%Prev: 2.3%	196,557 SH	Increased+9,919 SH
ISHARES TR	MSCI ACWI ETF	$2.4M	0.3%Prev: 0.4%	17,098 SH	Decreased-4,232 SH
ISHARES TR	MSCI EAFE ETF	$469K	0.1%Prev: 0.1%	4,885 SH	Increased
ISHARES TR	MSCI USA MMENTM	$15.6M	2.0%Prev: 1.3%	62,466 SH	Increased+23,341 SH
ISHARES TR	MSCI USA QLT FCT	$38.9M	4.9%Prev: 6.6%	195,868 SH	Decreased-67,403 SH
ISHARES TR	NATIONAL MUN ETF	$3.1M	0.4%Prev: 0.3%	28,588 SH	Increased+5,759 SH
ISHARES TR	RUS 1000 ETF	$1.9M	0.2%Prev: 0.2%	5,149 SH	Increased+10 SH
ISHARES TR	RUS 1000 GRW ETF	$3.5M	0.4%Prev: 0.5%	7,378 SH	Decreased-299 SH
ISHARES TR	RUS 1000 VAL ETF	$1.1M	0.1%Prev: 0.1%	5,183 SH	Increased+9 SH
ISHARES TR	RUS MD CP GR ETF	$699K	0.1%Prev: 0.1%	5,103 SH	Decreased
ISHARES TR	RUS MID CAP ETF	$236K	0.0%	2,447 SH	New
ISHARES TR	RUSSELL 2000 ETF	$427K	0.1%Prev: 0.1%	1,735 SH	Decreased-48 SH
ISHARES TR	S&P 100 ETF	$32.5M	4.1%Prev: 3.8%	94,863 SH	Increased+5,638 SH
ISHARES TR	S&P 500 GRWT ETF	$43.5M	5.5%Prev: 5.1%	352,604 SH	Increased+25,127 SH
ISHARES TR	S&P 500 VAL ETF	$43.5M	5.5%Prev: 3.8%	204,994 SH	Increased+62,111 SH
ISHARES TR	SYSTEMATIC BD ET	$2.8M	0.4%	31,074 SH	New
ISHARES TR	U.S. TECH ETF	$1.7M	0.2%Prev: 0.2%	8,670 SH	Increased+100 SH
ISHARES TR	U.S. UTILITS ETF	$903K	0.1%Prev: 0.2%	8,330 SH	Decreased-3,314 SH
ISHARES TR	US AER DEF ETF	$6.0M	0.8%Prev: 0.6%	28,049 SH	Increased+4,191 SH
ISHARES TR	US INFRASTRUC	$276K	0.0%Prev: 0.0%	5,250 SH	Decreased
ISHARES TR	US TREAS BD ETF	$3.3M	0.4%Prev: 0.4%	143,014 SH	Increased+23,074 SH
ISHARES U S ETF TR	SHORT MATURITY M	$678K	0.1%Prev: 0.1%	13,476 SH	Increased+89 SH
J P MORGAN EXCHANGE TRADED F	BETABUILDERS US	$1.8M	0.2%Prev: 0.4%	38,519 SH	Decreased-32,202 SH
J P MORGAN EXCHANGE TRADED F	DIV RTN EM EQT	$606K	0.1%Prev: 0.1%	9,984 SH	Decreased-2,086 SH
J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$2.2M	0.3%Prev: 0.3%	29,133 SH	Decreased-1,741 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$327K	0.0%Prev: 0.0%	5,170 SH	Decreased-32 SH
JOHNSON & JOHNSON	COM	$243K	0.0%Prev: 0.0%	1,172 SH	Increased
JPMORGAN CHASE & CO.	COM	$575K	0.1%Prev: 0.1%	1,785 SH	Increased
LINCOLN ELEC HLDGS INC	COM	$2.1M	0.3%Prev: 0.3%	8,914 SH	Increased
MICROSOFT CORP	COM	$2.4M	0.3%Prev: 0.4%	5,053 SH	Decreased-1,263 SH
MOODYS CORP	COM	$272K	0.0%Prev: 0.0%	533 SH	Increased
NVIDIA CORPORATION	COM	$299K	0.0%Prev: 0.0%	1,605 SH	Decreased
PACER FDS TR	GLOBL CASH ETF	$767K	0.1%Prev: 0.1%	18,604 SH	Increased-648 SH
PROCTER AND GAMBLE CO	COM	$222K	0.0%Prev: 0.0%	1,551 SH	Decreased
QUANTA SVCS INC	COM	$1.1M	0.1%Prev: 0.1%	2,707 SH	Increased
READY CAPITAL CORP	COM	$35K	0.0%Prev: 0.0%	16,218 SH	Decreased
RTX CORPORATION	COM	$655K	0.1%Prev: 0.1%	3,572 SH	Increased+62 SH
SCHWAB STRATEGIC TR	INTERNL DIVID	$201K	0.0%	6,725 SH	New
SCHWAB STRATEGIC TR	US AGGREGATE B	$767K	0.1%Prev: 0.1%	32,839 SH	Increased+12,154 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$7.8M	1.0%Prev: 1.0%	298,274 SH	Decreased-15,938 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$542K	0.1%Prev: 0.1%	19,746 SH	Decreased-3,459 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$515K	0.1%Prev: 0.1%	15,792 SH	Increased
SCHWAB STRATEGIC TR	US LRG CAP ETF	$3.8M	0.5%Prev: 0.5%	142,482 SH	Decreased-7,644 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.3M	0.2%Prev: 0.2%	43,776 SH	Decreased-852 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$617K	0.1%	6,191 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$495K	0.1%	9,042 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$385K	0.0%	2,484 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$380K	0.0%	2,450 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$2.2M	0.3%	15,262 SH	New
SPDR GOLD TR	GOLD SHS	$2.3M	0.3%Prev: 0.4%	5,925 SH	Decreased-2,607 SH
SPDR INDEX SHS FDS	MSCI ACWI EXUS	$340K	0.0%Prev: 0.0%	9,463 SH	Increased
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$2.7M	0.3%Prev: 0.1%	60,748 SH	Increased+41,477 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$3.5M	0.5%Prev: 0.5%	75,640 SH	Decreased-13,251 SH
SPDR S&P 500 ETF TR	TR UNIT	$16.4M	2.1%Prev: 2.6%	24,091 SH	Decreased-5,711 SH
SPDR SERIES TRUST	BLOOMBERG EMERGI	$942K	0.1%Prev: 0.1%	44,075 SH	Decreased-8,969 SH
SPDR SERIES TRUST	BLOOMBERG ENHNCD	$1.9M	0.2%Prev: 0.4%	67,614 SH	Decreased-33,041 SH
SPDR SERIES TRUST	STATE STREET SPD	$27.0M	3.4%	486,833 SH	New
SPDR SERIES TRUST	STATE STRET SPDR	$1.3M	0.2%	66,349 SH	New
SSGA ACTIVE ETF TR	STATE STREET DOU	$9.2M	1.2%	229,396 SH	New
SSGA ACTIVE TR	STATE STREET BLA	$3.7M	0.5%	130,338 SH	New
SSGA ACTIVE TR	STATE STREET US	$6.1M	0.8%	97,171 SH	New
T ROWE PRICE ETF INC	CAP APPRECIATION	$2.8M	0.4%Prev: 0.7%	73,263 SH	Decreased-73,235 SH
THERMO FISHER SCIENTIFIC INC	COM	$326K	0.0%Prev: 0.0%	563 SH	Increased
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$259K	0.0%Prev: 0.1%	5,370 SH	Decreased-3,588 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.5M	0.6%Prev: 0.6%	7,150 SH	Decreased-459 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.2M	0.3%Prev: 0.3%	6,682 SH	Increased+588 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$686K	0.1%Prev: 0.2%	12,751 SH	Decreased-8,957 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.2M	0.2%Prev: 0.4%	8,577 SH	Decreased-16,702 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$228K	0.0%Prev: 0.0%	3,652 SH	Decreased-229 SH
VANGUARD WORLD FD	EXTENDED DUR	$457K	0.1%Prev: 0.1%	7,031 SH	Decreased-4,066 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$4.4M	0.6%Prev: 0.6%	10,667 SH	Increased-57 SH
VERISK ANALYTICS INC	COM	$206K	0.0%Prev: 0.0%	920 SH	Decreased
WISDOMTREE TR	INTL QULTY DIV	$588K	0.1%Prev: 0.1%	14,164 SH	Decreased-8,403 SH
WORLD GOLD TR	SPDR GLD MINIS	$268K	0.0%	3,140 SH	New

Sold (vs prior filing)

BLACKROCK ETF TRUST — $4.5M
BLACKROCK ETF TRUST — $860K
CDW CORP — $201K
ISHARES TR — $2.9M
ISHARES TR — $51.3M
ISHARES TR — $820K
J P MORGAN EXCHANGE TRADED F — $258K
SELECT SECTOR SPDR TR — $487K
SELECT SECTOR SPDR TR — $378K
SELECT SECTOR SPDR TR — $391K
SELECT SECTOR SPDR TR — $230K
SELECT SECTOR SPDR TR — $346K
SELECT SECTOR SPDR TR — $2.5M
SPDR SERIES TRUST — $1.4M
SPDR SERIES TRUST — $2.3M
SPDR SERIES TRUST — $8.5M
SPDR SERIES TRUST — $1.0M
SPDR SERIES TRUST — $1.4M
SPDR SERIES TRUST — $1.2M
SPDR SERIES TRUST — $2.9M
… and 11 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 13, 2026	Q4 2025	13F-HR	0001642246-26-000001	$786.8M	View
Oct 10, 2025	Q3 2025	13F-HR	0001642246-25-000007	$778.1M	View
Jul 9, 2026	Q2 2026