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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 $711,814,414
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 155,161 $91,340,420 12.83%
2.
Ishares Tr
 1,558,165 $70,429,075 9.89%
3.
Ishares Tr
 300,912 $53,586,427 7.52%
4.
Blackrock Etf Trust
 738,255 $37,835,559 5.31%
5.
Ishares Trust
 IEF 267,686 $27,178,191 3.81%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)