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Home > Institutional Investor > Sharkey, Howes & Javer > Profile

Instuitional Investor - Sharkey, Howes & Javer

Fund Profile
Filing Period:
Fund Name: Sharkey, Howes & Javer
Portfolio Value $745,871,463
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 1,302,816 $60,229,164 8.08%
2.
Ishares Tr - MSCI USA QLT FCT
 302,641 $55,328,783 7.42%
3.
Ishares Trust
 IEF 80,202 $49,797,534 6.68%
4.
Blackrock Etf Trust
 836,415 $45,551,138 6.11%
5.
Ishares Trust
 IEF 321,976 $35,449,536 4.75%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)