Top 50 Sharkey, Howes & Javer Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 9.56% | 108.7K | $71.0M | +20.65%(+18.60K) | $470.65(+54.46%) | 2026-03-31 | |
| IUSB | ISHARES TR | 6.12% | 983.7K | $45.4M | -2.95%(-29.88K) | $48.11(-4.32%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 5.88% | 749.8K | $43.6M | -16.51%(-148.22K) | $46.60(+38.48%) | 2026-03-31 | |
| IVW | ISHARES TR | 5.65% | 370.8K | $41.9M | +5.17%(+18.24K) | $93.75(+40.21%) | 2026-03-31 | |
| IVE | ISHARES TR | 5.34% | 187.7K | $39.6M | -8.46%(-17.34K) | $193.19(+15.85%) | 2026-03-31 | |
| QUAL | ISHARES TR | 4.92% | 190.3K | $36.5M | -2.86%(-5.60K) | $137.02(+51.44%) | 2026-03-31 | |
| IEMG | ISHARES INC | 3.42% | 364.2K | $25.4M | -17.34%(-76.39K) | $54.34(+47.51%) | 2026-03-31 | |
| EFV | ISHARES TR | 3.39% | 338.5K | $25.2M | -18.92%(-79.02K) | $55.63(+38.47%) | 2026-03-31 | |
| GOVT | ISHARES TR | 3.15% | 1.02M | $23.4M | +612.95%(+876.60K) | $23.05(-1.39%) | 2026-03-31 | |
| BAI | BLACKROCK ETF TRUST | 2.63% | 593.3K | $19.6M | +4.01%(+22.87K) | $29.43(+52.16%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.90% | +36.41% |
| Top 20 Holdings Unweighted | +10.09% | +33.42% |
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