Sharkey, Howes & Javer

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Denver, CO
CIK
0001642246
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 115 566,854 IVV, IUSB, QUAL, ESGU 13F-HR 1/19/2024 000164224624000002
Q3 2023 111 522,139 IVV, IUSB, QUAL, EFV 13F-HR 10/31/2023 000164224623000005
Q2 2023 95 528,322 IVV, IUSB, QUAL, GCOW 13F-HR 7/14/2023 000164224623000004
Q1 2023 93 466,298 IVV, IUSB, ESGU, GCOW 13F-HR 4/18/2023 000164224623000003
Q4 2022 94 435,642 IVV, ESGU, SCHD, IUSB 13F-HR 1/30/2023 000164224623000001
Q3 2022 106 458,806 ESGU, IVV, IUSB, GOVT 13F-HR 11/2/2022 000164224622000008
Q2 2022 87 412,866 ESGU, IVV, IUSB, SCHD 13F-HR 7/27/2022 000164224622000007
Q1 2022 80 436,858 ESGU, IVV, IUSB, GOVT 13F-HR 4/25/2022 000164224622000006
Q4 2021 81 442,749 ESGU, IVV, IUSB, EFG 13F-HR 2/3/2022 000164224622000005
Q3 2021 77 386,847 ESGU, IVV, IUSB, EFV 13F-HR 10/29/2021 000164224621000006
Q2 2021 77 376,881 ESGU, IVV, IUSB, GOVT 13F-HR 7/28/2021 000164224621000005
Q1 2021 77 319,847 ESGU, IVV, GOVT, IUSB 13F-HR 4/21/2021 000164224621000004
Q4 2020 73 299,498 ESGU, IVV, MGK, LQD 13F-HR 2/4/2021 000164224621000003
Q3 2020 66 263,055 ESGU, IVV, MGK, LQD 13F-HR 10/21/2020 000164224620000005
Q2 2020 65 226,478 ESGU, IVV, MGK, LQD 13F-HR 7/22/2020 000164224620000004
Q1 2020 58 191,802 USMV, IVV, GOVT, SCHX 13F-HR 4/24/2020 000164224620000003
Q4 2019 64 236,392 USMV, IVV, GOVT, XMLV 13F-HR 1/28/2020 000164224620000001
Q3 2019 58 231,946 USMV, SCHX, XMLV, EFAV 13F-HR 11/1/2019 000164224619000006
Q2 2019 218 220,431 RSP, SCHX, XMLV, EELV 13F-HR 7/24/2019 000164224619000005
Q1 2019 222 214,396 SCHX, RSP, EELV, USMV 13F-HR 4/18/2019 000164224619000004
Q4 2018 225 153,534 RSP, SCHM, SCHX, SCHA 13F-HR 1/25/2019 000164224619000001
Q3 2018 237 191,249 SCHM, RSP, SCHA, SCHF 13F-HR 10/19/2018 000164224618000005
Q2 2018 222 180,238 SCHM, RSP, SCHA, SCHF 13F-HR 7/26/2018 000164224618000004
Q1 2018 232 176,998 SCHM, RSP.MX, SCHA, SCHF 13F-HR 4/26/2018 000164224618000003
Q4 2017 222 171,300 SCHM, RSP.MX, SCHA, SCHF RESTATEMENT 2/15/2018 000164224618000002
Q3 2017 220 189,702 SCHM, RSP.MX, SCHF, SCHA 13F-HR 10/11/2017 000164224617000005
Q2 2017 206 177,225 SCHM, RSP.MX, SCHA, SCHF 13F-HR 7/19/2017 000164224617000004
Q1 2017 249 189,030 SCHM, RSP.MX, SCHA, SCHX 13F-HR 5/10/2017 000164224617000003
Q4 2016 232 165,072 IHDG, SCHG, RSP.MX, SCHA 13F-HR 1/24/2017 000164224617000001
Q3 2016 235 165,150 IHDG, SCHG, SCHH, SCHA 13F-HR 11/2/2016 000164224616000009
Q2 2016 243 160,176 IHDG, SCHG, SCHH, SCHA 13F-HR 8/5/2016 000164224616000008
Q1 2016 260 136,263 IHDG, AZO, SCHG, SCHH 13F-HR 4/22/2016 000164224616000006
Q4 2015 251 143,367 IHDG, SCHB, SCHD, SCHM RESTATEMENT 2/9/2016 000164224616000005
Q3 2015 227 129,782 IHDG, SCHD, RSP.MX, SCHA 13F-HR 11/5/2015 000164224615000003
Q2 2015 196 132,502 IHDG, SCHD, SCHA, SCHM 13F-HR 8/5/2015 000164224615000002
Q1 2015 224 155,843 IHDG, SCHD, RSP.MX, SCHM 13F-HR 5/15/2015 000164224615000001
Additional filings from Sharkey, Howes & Javer that have since been restated