0001642246-21-000004.txt : 20210421 0001642246-21-000004.hdr.sgml : 20210421 20210421151437 ACCESSION NUMBER: 0001642246-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210421 DATE AS OF CHANGE: 20210421 EFFECTIVENESS DATE: 20210421 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sharkey, Howes & Javer CENTRAL INDEX KEY: 0001642246 IRS NUMBER: 841156231 STATE OF INCORPORATION: CO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16906 FILM NUMBER: 21841260 BUSINESS ADDRESS: STREET 1: 720 S. COLORADO BLVD. STE. 600 SOUTH CITY: DENVER STATE: CO ZIP: 80246 BUSINESS PHONE: 303-639-5100 MAIL ADDRESS: STREET 1: 720 S. COLORADO BLVD. STE. 600 SOUTH CITY: DENVER STATE: CO ZIP: 80246 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001642246 XXXXXXXX 03-31-2021 03-31-2021 Sharkey, Howes & Javer

720 S. COLORADO BLVD. STE. 600 SOUTH DENVER CO 80246

13F HOLDINGS REPORT 028-16906 N Harold Kirschner 303-639-5100 Harold Kirschner Denver CO 04-21-2021 0 77 319847 false INFORMATION TABLE 2 SharkeyHowesJaverInc.xml INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1100 7762 SH SOLE 0 0 0 7762 ISHARES TR ESG MSCI USA ETF 46436E767 662 19969 SH SOLE 0 0 0 19969 DEERE & CO COM 244199105 211 565 SH SOLE 0 0 0 565 SPDR S&P 500 ETF TR TR UNIT 78462F103 1957 4937 SH SOLE 0 0 0 4937 ABBOTT LABS COM 002824100 286 2385 SH SOLE 0 0 0 2385 READY CAPITAL CORP COM 75574U101 218 16218 SH SOLE 0 0 0 16218 ISHARES TR COHEN STEER REIT 464287564 261 4510 SH SOLE 0 0 0 4510 AMAZON COM INC COM 023135106 269 87 SH SOLE 0 0 0 87 XCEL ENERGY INC COM 98389B100 205 3079 SH SOLE 0 0 0 3079 APPLE INC COM 037833100 1003 8210 SH SOLE 0 0 0 8210 ISHARES TR MSCI USA MIN VOL 46429B697 1946 28129 SH SOLE 0 0 0 28129 ISHARES TR MSCI USA QLT FCT 46432F339 807 6629 SH SOLE 0 0 0 6629 ISHARES TR U.S. MED DVC ETF 464288810 4139 12528 SH SOLE 0 0 0 12528 ISHARES TR ESG AW MSCI EAFE 46435G516 515 6784 SH SOLE 0 0 0 6784 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 4509 45240 SH SOLE 0 0 0 45240 ISHARES TR U.S. ENERGY ETF 464287796 3601 137270 SH SOLE 0 0 0 137270 ISHARES TR MSCI USA VALUE 46432F388 10746 104881 SH SOLE 0 0 0 104881 ISHARES TR ESG AWRE 1 5 YR 46435G243 399 15346 SH SOLE 0 0 0 15346 ISHARES TR MSCI KLD400 SOC 464288570 541 7089 SH SOLE 0 0 0 7089 ISHARES TR CORE TOTAL USD 46434V613 17054 323308 SH SOLE 0 0 0 323308 ISHARES INC ESG AWR MSCI EM 46434G863 11567 267083 SH SOLE 0 0 0 267083 ISHARES TR RUS 2000 GRW ETF 464287648 247 822 SH SOLE 0 0 0 822 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 1362 14082 SH SOLE 0 0 0 14082 ISHARES TR US TREAS BD ETF 46429B267 18923 722546 SH SOLE 0 0 0 722546 CISCO SYS INC COM 17275R102 218 4221 SH SOLE 0 0 0 4221 ISHARES TR CORE S&P SCP ETF 464287804 7008 64569 SH SOLE 0 0 0 64569 ISHARES TR ESG ADV TTL USD 46436E619 1392 28390 SH SOLE 0 0 0 28390 EXXON MOBIL CORP COM 30231G102 269 4825 SH SOLE 0 0 0 4825 ANALOG DEVICES INC COM 032654105 1010 6513 SH SOLE 0 0 0 6513 QUANTA SVCS INC COM 74762E102 373 4241 SH SOLE 0 0 0 4241 CHEVRON CORP NEW COM 166764100 201 1914 SH SOLE 0 0 0 1914 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1072 4195 SH SOLE 0 0 0 4195 ISHARES TR IBOXX INV CP ETF 464287242 7759 59660 SH SOLE 0 0 0 59660 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 643 17103 SH SOLE 0 0 0 17103 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 813 6267 SH SOLE 0 0 0 6267 ISHARES TR RUS 1000 VAL ETF 464287598 1315 8677 SH SOLE 0 0 0 8677 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 238 2804 SH SOLE 0 0 0 2804 ISHARES TR ESG EAFE ETF 46436E759 458 7060 SH SOLE 0 0 0 7060 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1150 8659 SH SOLE 0 0 0 8659 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 3092 42398 SH SOLE 0 0 0 42398 HOME DEPOT INC COM 437076102 597 1956 SH SOLE 0 0 0 1956 VANGUARD INDEX FDS TOTAL STK MKT 922908769 641 3100 SH SOLE 0 0 0 3100 ISHARES TR CORE US AGGBD ET 464287226 8609 75629 SH SOLE 0 0 0 75629 ISHARES TR ESG AWR MSCI USA 46435G425 56622 623113 SH SOLE 0 0 0 623113 INVESCO QQQ TR UNIT SER 1 46090E103 513 1607 SH SOLE 0 0 0 1607 WELLS FARGO CO NEW COM 949746101 543 13902 SH SOLE 0 0 0 13902 WISDOMTREE TR INTL QULTY DIV 97717X131 3416 92135 SH SOLE 0 0 0 92135 UNITEDHEALTH GROUP INC COM 91324P102 221 595 SH SOLE 0 0 0 595 VANGUARD WORLD FD MEGA GRWTH IND 921910816 13480 65101 SH SOLE 0 0 0 65101 ISHARES TR ESG AWARE MSCI 46435U663 411 10676 SH SOLE 0 0 0 10676 ISHARES TR RUS 1000 ETF 464287622 1620 7238 SH SOLE 0 0 0 7238 MICROSOFT CORP COM 594918104 2014 8542 SH SOLE 0 0 0 8542 ISHARES TR CORE S&P MCP ETF 464287507 772 2966 SH SOLE 0 0 0 2966 ISHARES TR RUS 1000 GRW ETF 464287614 3001 12347 SH SOLE 0 0 0 12347 ISHARES TR RUSSELL 2000 ETF 464287655 1150 5204 SH SOLE 0 0 0 5204 ISHARES TR CORE MSCI EAFE 46432F842 216 3002 SH SOLE 0 0 0 3002 ADOBE SYSTEMS INCORPORATED COM 00724F101 380 800 SH SOLE 0 0 0 800 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 8972 93434 SH SOLE 0 0 0 93434 ISHARES TR FALN ANGLS USD 46435G474 3341 114275 SH SOLE 0 0 0 114275 ISHARES TR ESG AWRE USD ETF 46435G193 759 28170 SH SOLE 0 0 0 28170 GLOBAL X FDS THMATC GWT ETF 37954Y418 12961 270442 SH SOLE 0 0 0 270442 ISHARES TR MBS ETF 464288588 1609 14843 SH SOLE 0 0 0 14843 ISHARES TR MSCI GLOBAL IMP 46435G532 898 9473 SH SOLE 0 0 0 9473 ISHARES TR RUS MD CP GR ETF 464287481 790 7736 SH SOLE 0 0 0 7736 ISHARES TR EAFE VALUE ETF 464288877 14313 280803 SH SOLE 0 0 0 280803 ISHARES TR ISHS 1-5YR INVS 464288646 13516 247181 SH SOLE 0 0 0 247181 INVESCO EXCH TRADED FD TR II S&P MIDCP LOW 46138E198 327 6239 SH SOLE 0 0 0 6239 ISHARES TR CORE S&P500 ETF 464287200 29479 74102 SH SOLE 0 0 0 74102 ISHARES TR GLOBAL TECH ETF 464287291 8056 26178 SH SOLE 0 0 0 26178 SPDR SER TR PRTFLO S&P500 VL 78464A508 268 7080 SH SOLE 0 0 0 7080 ISHARES TR EAFE GRWTH ETF 464288885 10082 100358 SH SOLE 0 0 0 100358 ISHARES TR MSCI USA MMENTM 46432F396 3412 21208 SH SOLE 0 0 0 21208 JOHNSON & JOHNSON COM 478160104 651 3959 SH SOLE 0 0 0 3959 THERMO FISHER SCIENTIFIC INC COM 883556102 450 987 SH SOLE 0 0 0 987 DELL TECHNOLOGIES INC CL C 24703L202 364 4129 SH SOLE 0 0 0 4129 ISHARES TR GENOMICS IMMUN 46435U192 2962 64798 SH SOLE 0 0 0 64798 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 2892 38858 SH SOLE 0 0 0 38858