Sharkey, Howes & Javer

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 17, 2024
Value $
$619M
Signature - Title
Joel Javer - Compliance Officer
Location
720 S. Colorado Blvd. Ste. 600 South, Denver, CO
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 117 $619M +$97.8M -$99.1M -$1.32M IVV, IUSB, QUAL, DYNF, IVW 13F-HR 7/17/2024, 12:44 PM
Q1 2024 122 $611M +$77.8M -$69.4M +$8.37M IVV, IUSB, QUAL, ESGU, EFV 13F-HR 4/18/2024, 02:58 PM
Q4 2023 115 $567M +$63.5M -$67.4M -$3.9M IVV, IUSB, QUAL, ESGU, GCOW 13F-HR 1/19/2024, 11:04 AM
Q3 2023 111 $522M +$96.5M -$84.2M +$12.4M IVV, IUSB, QUAL, EFV, ESGU 13F-HR 10/31/2023, 10:54 AM
Q2 2023 95 $528M +$77.1M -$34M +$43M IVV, IUSB, QUAL, GCOW, ESGU 13F-HR 7/14/2023, 09:30 AM
Q1 2023 93 $466M +$102M -$92.3M +$9.27M IVV, IUSB, ESGU, GCOW, QUAL 13F-HR 4/18/2023, 02:57 PM
Q4 2022 94 $436M +$85.2M -$138M -$52.3M IVV, ESGU, SCHD, IUSB, EFV 13F-HR 1/30/2023, 09:35 AM
Q3 2022 106 $459M +$117M -$44.9M +$72.6M ESGU, IVV, IUSB, GOVT, SCHD 13F-HR 11/2/2022, 09:26 AM
Q2 2022 87 $413M +$82.2M -$46.4M +$35.8M ESGU, IVV, IUSB, SCHD, EFV 13F-HR 7/27/2022, 11:52 AM
Q1 2022 80 $437M +$66M -$42.2M +$23.8M ESGU, IVV, IUSB, GOVT, EFV 13F-HR 4/25/2022, 05:06 PM
Q4 2021 81 $443M +$63.7M -$26.3M +$37.4M ESGU, IVV, IUSB, EFG, EFV 13F-HR 2/3/2022, 04:05 PM
Q3 2021 77 $387M +$46.2M -$26.8M +$19.4M ESGU, IVV, IUSB, EFV, GOVT 13F-HR 10/29/2021, 10:54 AM
Q2 2021 77 $377M +$61.1M -$23.4M +$37.7M ESGU, IVV, IUSB, GOVT, EFV 13F-HR 7/28/2021, 01:01 PM
Q1 2021 77 $320M +$77.9M -$67.8M +$10.2M ESGU, IVV, GOVT, IUSB, EFV 13F-HR 4/21/2021, 03:14 PM
Q4 2020 73 $299M +$42.7M -$30.7M +$12M ESGU, IVV, MGK, LQD, IXN 13F-HR 2/4/2021, 10:09 AM
Q3 2020 66 $263M +$32.5M -$9.77M +$22.7M ESGU, IVV, MGK, LQD, GOVT 13F-HR 10/21/2020, 12:03 PM
Q2 2020 65 $226M +$98.8M -$88.5M +$10.3M ESGU, IVV, MGK, LQD, USMV 13F-HR 7/22/2020, 03:15 PM
Q1 2020 58 $192M +$36.9M -$40.4M -$3.52M USMV, IVV, GOVT, SCHX, AGG 13F-HR 4/24/2020, 10:34 AM
Q4 2019 64 $236M +$43.6M -$49.3M -$5.65M USMV, IVV, GOVT, XMLV, SCHX 13F-HR 1/28/2020, 04:49 PM
Q3 2019 58 $232M +$54.5M -$43M +$11.5M USMV, SCHX, XMLV, EFAV, GOVT 13F-HR 11/1/2019, 03:45 PM
Q2 2019 193 $220M +$15.2M -$15.4M -$151K RSP, SCHX, XMLV, EELV, USMV 13F-HR 7/24/2019, 10:14 AM
Q1 2019 201 $214M +$93.2M -$52.8M +$40.4M SCHX, RSP, EELV, USMV, XMLV 13F-HR 4/18/2019, 04:24 PM
Q4 2018 201 $153M +$20.5M -$30.8M -$10.3M RSP, SCHM, SCHX, SCHA, SCHD 13F-HR 1/25/2019, 03:58 PM
Q3 2018 214 $190M +$9.31M -$5.68M +$3.63M SCHM, RSP, SCHA, SCHF, SCHX 13F-HR 10/19/2018, 02:56 PM
Q2 2018 201 $180M +$32.6M -$37.1M -$4.58M SCHM, RSP, SCHA, SCHF, SCHX 13F-HR 7/26/2018, 05:18 PM
Q1 2018 231 $176M +$11.9M -$3.71M +$8.17M SCHM, RSP, SCHA, SCHF, SCHX 13F-HR 4/26/2018, 01:12 PM
Q4 2017 221 $171M +$7.25M -$33.3M -$26.1M SCHM, RSP, SCHA, SCHF, SCHX Restatement 2/15/2018, 11:24 AM
Q3 2017 218 $189M +$12.7M -$9.09M +$3.61M SCHM, RSP, SCHF, SCHA, SCHX 13F-HR 10/11/2017, 05:11 PM
Q2 2017 205 $177M +$7.37M -$23M -$15.6M SCHM, RSP, SCHA, SCHF, SCHX 13F-HR 7/19/2017, 01:14 PM
Q1 2017 248 $188M +$78.7M -$63.2M +$15.4M SCHM, RSP, SCHA, SCHX, SCHD 13F-HR 5/10/2017, 12:03 PM
Q4 2016 231 $164M +$17.4M -$19.9M -$2.5M IHDG, SCHG, RSP, SCHA, SCHM 13F-HR 1/24/2017, 01:11 PM
Q3 2016 234 $165M +$1.07M -$1.17M -$103K IHDG, SCHG, SCHH, SCHA, SCHM 13F-HR 11/2/2016, 11:19 AM
Q2 2016 242 $160M +$40.9M -$2.07M +$38.8M IHDG, SCHG, SCHH, SCHA, SCHM 13F-HR 8/5/2016, 11:01 AM
Q1 2016 259 $118M +$23.4M -$47.5M -$24M IHDG, SCHG, SCHH, SCHA, SCHM 13F-HR 4/22/2016, 01:02 PM
Q4 2015 250 $142M +$40.9M -$29.7M +$11.2M IHDG, SCHB, SCHD, SCHM, RSP Restatement 2/9/2016, 04:47 PM
Q3 2015 225 $129M +$30.9M -$28.1M +$2.83M IHDG, SCHD, RSP, SCHA, SCHM 13F-HR 11/5/2015, 05:10 PM
Q2 2015 196 $132M +$23.4M -$44.4M -$21M IHDG, SCHD, SCHA, SCHM, DBEF 13F-HR 8/5/2015, 03:28 PM
Q1 2015 219 $156M $0 $0 IHDG, SCHD, RSP, SCHM, SCHA 13F-HR 5/15/2015, 12:51 PM