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| Name: |
Sharkey Howes & Javer |
| City: |
DENVER |
| State: |
X1 |
| Zip: |
80246 |
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data |
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| Holdings
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IVE |
iShares S&P 500/BARRA Value |
9 |
New |
$185.37 |
$13,174,000 |
70,521 |
2.16% |
13,174,000 |
70,521 |
0.05 |
Closed - End Fund - E... |
|
|
DYNF |
Blackrock Us Equity Factor ... |
14 |
New |
$45.21 |
$9,765,000 |
219,935 |
1.6% |
9,765,000 |
219,935 |
2.444 |
N/A |
|
|
VT |
Vanguard Total World Stock ... |
29 |
New |
$111.97 |
$3,273,000 |
29,619 |
0.54% |
3,273,000 |
29,619 |
0.017 |
Closed - End Fund - E... |
|
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BINC |
Blackrock Flexible Income Etf |
30 |
New |
$0.00 |
$3,271,000 |
62,354 |
0.54% |
3,271,000 |
62,354 |
0.069 |
N/A |
|
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AUSF |
Global X Adaptive Us Factor... |
31 |
New |
$0.00 |
$3,257,000 |
79,693 |
0.53% |
3,257,000 |
79,693 |
0.089 |
N/A |
|
|
CGMS |
Capital Group Us Multi-sect... |
64 |
New |
$0.00 |
$1,209,000 |
44,695 |
0.2% |
1,209,000 |
44,695 |
0.05 |
N/A |
|
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SHLD |
Global X Defense Tech ETF |
|
New |
$0.00 |
$1,015,000 |
30,575 |
0.17% |
1,015,000 |
30,575 |
0.34 |
N/A |
|
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DBEF |
Xtrackers MSCI EAFE Hedged ... |
68 |
New |
$41.81 |
$908,000 |
22,196 |
0.15% |
908,000 |
22,196 |
0.02 |
N/A |
|
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KEMX |
Kraneshares Msci Emerging M... |
71 |
New |
$0.00 |
$884,000 |
30,121 |
0.14% |
884,000 |
30,121 |
0.335 |
N/A |
|
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HEFA |
Ishares Currency Hedged Msc... |
109 |
New |
$0.00 |
$256,000 |
7,339 |
0.04% |
256,000 |
7,339 |
0.001 |
N/A |
|
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IEFA |
Ishares Core Msci Eafe |
120 |
New |
$0.00 |
$200,000 |
2,699 |
0.03% |
200,000 |
2,699 |
0 |
N/A |
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