HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
291,673 | -993 | $153,341 |
| IVV | 291,673 | -993 | $153,341 |
| ISHARES TR (IUSB) |
1,476,274 | +389,891 | $67,303 |
| IUSB | 1,476,274 | +389,891 | $67,303 |
| ISHARES TR (QUAL) |
214,495 | -77,599 | $35,252 |
| QUAL | 214,495 | -77,599 | $35,252 |
| ISHARES TR (ESGU) |
205,742 | -18,778 | $23,652 |
| ESGU | 205,742 | -18,778 | $23,652 |
| ISHARES TR (EFV) |
403,821 | -16,421 | $21,968 |
| EFV | 403,821 | -16,421 | $21,968 |
| ISHARES TR (MBB) |
167,834 | +10,594 | $15,511 |
| MBB | 167,834 | +10,594 | $15,511 |
| VANGUARD INDEX FDS (VOO) |
31,786 | -6,237 | $15,279 |
| VOO | 31,786 | -6,237 | $15,279 |
| ISHARES TR (EFG) |
143,130 | +7,520 | $14,855 |
| EFG | 143,130 | +7,520 | $14,855 |
| ISHARES TR (IVE) |
70,521 | +70,521 | $13,174 |
| IVE | 70,521 | +70,521 | $13,174 |
| PACER FDS TR |
242,286 | +60,791 | $11,911 |
| CALF | 242,286 | +60,791 | $11,911 |
| J P MORGAN EXCHANGE TRADED F (BBAG) |
244,383 | +92,656 | $11,210 |
| BBAG | 244,383 | +92,656 | $11,210 |
| ISHARES TR (TLT) |
117,519 | -1,834 | $11,120 |
| TLT | 117,519 | -1,834 | $11,120 |
| PACER FDS TR |
318,231 | -354,022 | $11,043 |
| GCOW | 318,231 | -354,022 | $11,043 |
| BLACKROCK ETF TRUST (DYNF) |
219,935 | +219,935 | $9,765 |
| DYNF | 219,935 | +219,935 | $9,765 |
| GLOBAL X FDS |
243,968 | -18,884 | $9,712 |
| PAVE | 243,968 | -18,884 | $9,712 |
| ISHARES TR (IYW) |
66,849 | -4,077 | $9,029 |
| IYW | 66,849 | -4,077 | $9,029 |
| SCHWAB STRATEGIC TR |
144,336 | +8,688 | $8,812 |
| SCHB | 144,336 | +8,688 | $8,812 |
| ISHARES TR (TFLO) |
162,146 | -75,727 | $8,219 |
| TFLO | 162,146 | -75,727 | $8,219 |
| INVESCO EXCH TRADED FD TR II (QQQM) |
42,883 | +705 | $7,834 |
| QQQM | 42,883 | +705 | $7,834 |
| ISHARES INC (IEMG) |
143,497 | -15,936 | $7,404 |
| IEMG | 143,497 | -15,936 | $7,404 |
| SPDR INDEX SHS FDS (CWI) |
191,976 | -9,823 | $5,452 |
| CWI | 191,976 | -9,823 | $5,452 |
| VANGUARD WORLD FD (MGK) |
18,151 | -96 | $5,202 |
| MGK | 18,151 | -96 | $5,202 |
| T ROWE PRICE ETF INC (TCAF) |
159,094 | -172 | $4,809 |
| TCAF | 159,094 | -172 | $4,809 |
| ISHARES TR (ACWI) |
41,134 | +37,922 | $4,530 |
| ACWI | 41,134 | +37,922 | $4,530 |
| BLACKROCK ETF TRUST (LCTU) |
77,121 | -3,637 | $4,427 |
| LCTU | 77,121 | -3,637 | $4,427 |
| SCHWAB STRATEGIC TR |
64,898 | -9,048 | $4,028 |
| SCHX | 64,898 | -9,048 | $4,028 |
| J P MORGAN EXCHANGE TRADED F (JQUA) |
70,091 | +9,656 | $3,706 |
| JQUA | 70,091 | +9,656 | $3,706 |
| ISHARES TR (LQD) |
30,278 | -48,129 | $3,298 |
| LQD | 30,278 | -48,129 | $3,298 |
| VANGUARD INTL EQUITY INDEX F (VT) |
29,619 | +29,619 | $3,273 |
| VT | 29,619 | +29,619 | $3,273 |
| BLACKROCK ETF TRUST II (BINC) |
62,354 | +62,354 | $3,271 |
| BINC | 62,354 | +62,354 | $3,271 |
| GLOBAL X FDS |
79,693 | +79,693 | $3,257 |
| AUSF | 79,693 | +79,693 | $3,257 |
| SPDR SER TR (SPYV) |
63,914 | +31,245 | $3,202 |
| SPYV | 63,914 | +31,245 | $3,202 |
| ISHARES TR (MUB) |
29,216 | -798 | $3,144 |
| MUB | 29,216 | -798 | $3,144 |
| ISHARES TR (DSI) |
30,897 | -1,146 | $3,115 |
| DSI | 30,897 | -1,146 | $3,115 |
| ISHARES TR (IWF) |
9,109 | -884 | $3,070 |
| IWF | 9,109 | -884 | $3,070 |
| ISHARES TR (IXC) |
69,162 | +11,290 | $2,971 |
| IXC | 69,162 | +11,290 | $2,971 |
| SPDR SER TR (SPMB) |
136,498 | +32,621 | $2,965 |
| SPMB | 136,498 | +32,621 | $2,965 |
| SELECT SECTOR SPDR TR (XLK) |
13,445 | +1,385 | $2,800 |
| XLK | 13,445 | +1,385 | $2,800 |
| ISHARES TR (SUSC) |
121,661 | +3,010 | $2,797 |
| SUSC | 121,661 | +3,010 | $2,797 |
| MICROSOFT CORP |
6,646 | +49 | $2,796 |
| MSFT | 6,646 | +49 | $2,796 |
| ISHARES TR (IFRA) |
64,422 | +4,744 | $2,793 |
| IFRA | 64,422 | +4,744 | $2,793 |
| ISHARES TR (EAGG) |
56,444 | +2,402 | $2,656 |
| EAGG | 56,444 | +2,402 | $2,656 |
| ISHARES TR (USXF) |
58,250 | -5,399 | $2,630 |
| USXF | 58,250 | -5,399 | $2,630 |
| ISHARES INC (EMXC) |
44,115 | +4,882 | $2,540 |
| EMXC | 44,115 | +4,882 | $2,540 |
| ISHARES TR (GOVT) |
108,542 | -75,743 | $2,472 |
| GOVT | 108,542 | -75,743 | $2,472 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
14,101 | +1 | $2,388 |
| RSP | 14,101 | +1 | $2,388 |
| SPDR SER TR (SPYG) |
31,738 | +22,109 | $2,322 |
| SPYG | 31,738 | +22,109 | $2,322 |
| ISHARES TR (EMB) |
25,609 | +2,501 | $2,296 |
| EMB | 25,609 | +2,501 | $2,296 |
| SPDR S&P 500 ETF TR (SPY) |
4,132 | +39 | $2,161 |
| SPY | 4,132 | +39 | $2,161 |
| WISDOMTREE TR |
54,858 | +10,791 | $2,088 |
| IQDG | 54,858 | +10,791 | $2,088 |
See Full List: All Stocks Held By Sharkey Howes & Javer
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Sharkey Howes & Javer
|
Size ($ in 1000's)
At 03/31/2024: $610,798 At 12/31/2023: $566,856 Sharkey Howes & Javer holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sharkey Howes & Javer 13F filings. Link to 13F filings: SEC filings |
