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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 $830,373,976
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 167,259 $128,095,379 15.43%
2.
Ishares Trust
 IEF 374,115 $53,221,536 6.41%
3.
Ishares Tr
 1,200,991 $52,951,681 6.38%
4.
Blackrock Etf Trust
 DYNF 730,541 $50,597,263 6.09%
5.
Ishares Trust
 IEF 158,667 $36,220,448 4.36%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.