0001642246-25-000004.txt : 20250710
0001642246-25-000004.hdr.sgml : 20250710
20250710102059
ACCESSION NUMBER: 0001642246-25-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20250630
FILED AS OF DATE: 20250710
DATE AS OF CHANGE: 20250710
EFFECTIVENESS DATE: 20250710
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Sharkey, Howes & Javer
CENTRAL INDEX KEY: 0001642246
ORGANIZATION NAME:
EIN: 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: 251115153
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
X0202
13F-HR
LIVE
false
false
false
0001642246
XXXXXXXX
06-30-2025
06-30-2025
Sharkey, Howes & Javer
720 S. COLORADO BLVD. STE. 600 SOUTH
DENVER
CO
80246
13F HOLDINGS REPORT
028-16906
N
Kerry Poorman
Compliance Officer
303-639-5100
Kerry Poorman
Denver
CO
07-10-2025
0
154
745871463
false
INFORMATION TABLE
2
SharkeyHowesJaverInc.xml
ABBOTT LABS
COM
002824100
229177
1685
SH
SOLE
0
0
0
1685
ADOBE INC
COM
00724F101
235610
609
SH
SOLE
0
0
0
609
ALPHABET INC
CAP STK CL A
02079K305
357042
2026
SH
SOLE
0
0
0
2026
ALPHABET INC
CAP STK CL C
02079K107
253845
1431
SH
SOLE
0
0
0
1431
AMAZON COM INC
COM
023135106
209517
955
SH
SOLE
0
0
0
955
AMERICAN EXPRESS CO
COM
025816109
421164
1320
SH
SOLE
0
0
0
1320
AMPHENOL CORP NEW
CL A
032095101
548063
5550
SH
SOLE
0
0
0
5550
ANALOG DEVICES INC
COM
032654105
1298637
5456
SH
SOLE
0
0
0
5456
APPLE INC
COM
037833100
992710
4838
SH
SOLE
0
0
0
4838
AUTOMATIC DATA PROCESSING IN
COM
053015103
256925
833
SH
SOLE
0
0
0
833
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1802207
3710
SH
SOLE
0
0
0
3710
BLACKROCK ETF TRUST
US CARBON TRANS
09290C509
4185648
62220
SH
SOLE
0
0
0
62220
BLACKROCK ETF TRUST
WORLD EX US CARB
09290C608
831098
16340
SH
SOLE
0
0
0
16340
BLACKROCK ETF TRUST
ISHARES A I INNO
09290C780
6494250
225104
SH
SOLE
0
0
0
225104
BLACKROCK ETF TRUST
ISHARES US THEMA
09290C806
15921483
447484
SH
SOLE
0
0
0
447484
BLACKROCK ETF TRUST
ISHARES US EQUIT
09290C103
45551138
836415
SH
SOLE
0
0
0
836415
BLACKROCK ETF TRUST II
ISHARES FLEXIBLE
092528603
15541134
294117
SH
SOLE
0
0
0
294117
BROADCOM INC
COM
11135F101
264624
960
SH
SOLE
0
0
0
960
CAPITAL GRP FIXED INCM ETF T
US MULTI-SECTOR
14020Y300
1677177
60723
SH
SOLE
0
0
0
60723
CDW CORP
COM
12514G108
224845
1259
SH
SOLE
0
0
0
1259
CISCO SYS INC
COM
17275R102
259728
3744
SH
SOLE
0
0
0
3744
CME GROUP INC
COM
12572Q105
225733
819
SH
SOLE
0
0
0
819
COSTCO WHSL CORP NEW
COM
22160K105
467291
472
SH
SOLE
0
0
0
472
DELL TECHNOLOGIES INC
CL C
24703L202
337273
2751
SH
SOLE
0
0
0
2751
DIMENSIONAL ETF TRUST
US EQUITY MARKET
25434V401
390253
5823
SH
SOLE
0
0
0
5823
EXXON MOBIL CORP
COM
30231G102
369862
3431
SH
SOLE
0
0
0
3431
FIDELITY COVINGTON TRUST
ENHANCED INTL
31609A404
1104099
33196
SH
SOLE
0
0
0
33196
GLOBAL X FDS
DEFENSE TECH ETF
37960A529
5577584
92574
SH
SOLE
0
0
0
92574
GLOBAL X FDS
US INFR DEV ETF
37954Y673
1016935
23335
SH
SOLE
0
0
0
23335
GLOBAL X FDS
S&P 500 QLT ETF
37954Y616
276199
8152
SH
SOLE
0
0
0
8152
GLOBAL X FDS
RBTCS ARTFL INTE
37954Y715
494811
15155
SH
SOLE
0
0
0
15155
HOME DEPOT INC
COM
437076102
605952
1653
SH
SOLE
0
0
0
1653
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
46138G649
1438558
6334
SH
SOLE
0
0
0
6334
INVESCO EXCH TRADED FD TR II
S&P 500 MOMNTM
46138E339
497230
4421
SH
SOLE
0
0
0
4421
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
1631551
8977
SH
SOLE
0
0
0
8977
INVESCO QQQ TR
UNIT SER 1
46090E103
745048
1351
SH
SOLE
0
0
0
1351
ISHARES BITCOIN TRUST ETF
SHS BEN INT
46438F101
572252
9349
SH
SOLE
0
0
0
9349
ISHARES GOLD TR
ISHARES NEW
464285204
7389036
118490
SH
SOLE
0
0
0
118490
ISHARES INC
MSCI EMRG CHN
46434G764
1111201
17599
SH
SOLE
0
0
0
17599
ISHARES INC
MSCI EQUAL WEITE
464286681
988623
9974
SH
SOLE
0
0
0
9974
ISHARES INC
ESG AWR MSCI EM
46434G863
1230506
31415
SH
SOLE
0
0
0
31415
ISHARES INC
CORE MSCI EMKT
46434G103
19635721
327098
SH
SOLE
0
0
0
327098
ISHARES TR
ESG EAFE ETF
46436E759
1362922
18309
SH
SOLE
0
0
0
18309
ISHARES TR
RUS 1000 VAL ETF
464287598
1003359
5166
SH
SOLE
0
0
0
5166
ISHARES TR
CONV BD ETF
46435G102
454825
5048
SH
SOLE
0
0
0
5048
ISHARES TR
CORE S&P TTL STK
464287150
677091
5014
SH
SOLE
0
0
0
5014
ISHARES TR
CORE INTL AGGR
46435G672
10024573
196214
SH
SOLE
0
0
0
196214
ISHARES TR
US TREAS BD ETF
46429B267
2752246
119767
SH
SOLE
0
0
0
119767
ISHARES TR
CORE S&P SCP ETF
464287804
1059785
9697
SH
SOLE
0
0
0
9697
ISHARES TR
ESG ADV TTL USD
46436E619
1596697
36664
SH
SOLE
0
0
0
36664
ISHARES TR
S&P 100 ETF
464287101
15404089
50613
SH
SOLE
0
0
0
50613
ISHARES TR
CORE TOTAL USD
46434V613
60229164
1302816
SH
SOLE
0
0
0
1302816
ISHARES TR
JPMORGAN USD EMG
464288281
5192884
56067
SH
SOLE
0
0
0
56067
ISHARES TR
U.S. TECH ETF
464287721
10279863
59329
SH
SOLE
0
0
0
59329
ISHARES TR
ESG AWR US AGRGT
46435U549
3477603
73151
SH
SOLE
0
0
0
73151
ISHARES TR
10-20 YR TRS ETF
464288653
14195755
139722
SH
SOLE
0
0
0
139722
ISHARES TR
MSCI USA QLT FCT
46432F339
55328783
302641
SH
SOLE
0
0
0
302641
ISHARES TR
ESG AW MSCI EAFE
46435G516
513818
5759
SH
SOLE
0
0
0
5759
ISHARES TR
0-5 YR TIPS ETF
46429B747
2358594
22919
SH
SOLE
0
0
0
22919
ISHARES TR
HIGH YLD SYSTM B
46435G250
222658
4690
SH
SOLE
0
0
0
4690
ISHARES TR
HDG MSCI EAFE
46434V803
263366
6938
SH
SOLE
0
0
0
6938
ISHARES TR
NATIONAL MUN ETF
464288414
2290794
21926
SH
SOLE
0
0
0
21926
ISHARES TR
ESG MSCI USA ETF
46436E767
2631838
48801
SH
SOLE
0
0
0
48801
ISHARES TR
MSCI EAFE ETF
464287465
325737
3644
SH
SOLE
0
0
0
3644
ISHARES TR
ESG AWRE USD ETF
46435G193
3690260
158858
SH
SOLE
0
0
0
158858
ISHARES TR
S&P 500 VAL ETF
464287408
26297948
134571
SH
SOLE
0
0
0
134571
ISHARES TR
20 YR TR BD ETF
464287432
9474403
107359
SH
SOLE
0
0
0
107359
ISHARES TR
EAFE VALUE ETF
464288877
33727926
531316
SH
SOLE
0
0
0
531316
ISHARES TR
GLOBAL TECH ETF
464287291
2085006
22580
SH
SOLE
0
0
0
22580
ISHARES TR
CORE S&P500 ETF
464287200
49797534
80202
SH
SOLE
0
0
0
80202
ISHARES TR
US INFRASTRUC
46435U713
258248
5250
SH
SOLE
0
0
0
5250
ISHARES TR
EAFE GRWTH ETF
464288885
16458031
146947
SH
SOLE
0
0
0
146947
ISHARES TR
MSCI USA MMENTM
46432F396
9227947
38399
SH
SOLE
0
0
0
38399
ISHARES TR
RUS MD CP GR ETF
464287481
707684
5103
SH
SOLE
0
0
0
5103
ISHARES TR
MBS ETF
464288588
16815599
179099
SH
SOLE
0
0
0
179099
ISHARES TR
CORE US AGGBD ET
464287226
1056877
10654
SH
SOLE
0
0
0
10654
ISHARES TR
ESG AWR MSCI USA
46435G425
15058535
111297
SH
SOLE
0
0
0
111297
ISHARES TR
ESG MSCI KLD 400
464288570
2852366
24555
SH
SOLE
0
0
0
24555
ISHARES TR
U.S. UTILITS ETF
464287697
1273674
12180
SH
SOLE
0
0
0
12180
ISHARES TR
RUSSELL 2000 ETF
464287655
405720
1880
SH
SOLE
0
0
0
1880
ISHARES TR
S&P 500 GRWT ETF
464287309
35449536
321976
SH
SOLE
0
0
0
321976
ISHARES TR
MSCI ACWI ETF
464288257
2880805
22401
SH
SOLE
0
0
0
22401
ISHARES TR
RUS 1000 ETF
464287622
1741809
5129
SH
SOLE
0
0
0
5129
ISHARES TR
CORE S&P MCP ETF
464287507
921672
14861
SH
SOLE
0
0
0
14861
ISHARES TR
RUS 1000 GRW ETF
464287614
3258208
7674
SH
SOLE
0
0
0
7674
ISHARES TR
CORE MSCI EAFE
46432F842
448204
5369
SH
SOLE
0
0
0
5369
ISHARES U S ETF TR
SHORT MATURITY M
46431W838
669646
13321
SH
SOLE
0
0
0
13321
J P MORGAN EXCHANGE TRADED F
INTRNL RES EQT
46641Q134
1379449
19492
SH
SOLE
0
0
0
19492
J P MORGAN EXCHANGE TRADED F
BETABUILDERS US
46641Q241
8755049
189626
SH
SOLE
0
0
0
189626
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
46641Q761
312380
5202
SH
SOLE
0
0
0
5202
J P MORGAN EXCHANGE TRADED F
DIV RTN EM EQT
46641Q308
2296663
40712
SH
SOLE
0
0
0
40712
J P MORGAN EXCHANGE TRADED F
USD EMRNG MKT
46641Q746
684637
17571
SH
SOLE
0
0
0
17571
JOHNSON & JOHNSON
COM
478160104
214156
1402
SH
SOLE
0
0
0
1402
JPMORGAN CHASE & CO.
COM
46625H100
507524
1751
SH
SOLE
0
0
0
1751
LINCOLN ELEC HLDGS INC
COM
533900106
1848050
8914
SH
SOLE
0
0
0
8914
MICROSOFT CORP
COM
594918104
3160527
6354
SH
SOLE
0
0
0
6354
MOODYS CORP
COM
615369105
267347
533
SH
SOLE
0
0
0
533
PACER FDS TR
GLOBL CASH ETF
69374H709
740498
19502
SH
SOLE
0
0
0
19502
PROCTER AND GAMBLE CO
COM
742718109
247105
1551
SH
SOLE
0
0
0
1551
QUANTA SVCS INC
COM
74762E102
1077906
2851
SH
SOLE
0
0
0
2851
READY CAPITAL CORP
COM
75574U101
70873
16218
SH
SOLE
0
0
0
16218
RTX CORPORATION
COM
75513E101
512196
3508
SH
SOLE
0
0
0
3508
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
7718506
323899
SH
SOLE
0
0
0
323899
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
461292
15792
SH
SOLE
0
0
0
15792
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
3725886
152450
SH
SOLE
0
0
0
152450
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
669648
25270
SH
SOLE
0
0
0
25270
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
1320650
47082
SH
SOLE
0
0
0
47082
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
354248
1630
SH
SOLE
0
0
0
1630
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
3053059
12056
SH
SOLE
0
0
0
12056
SELECT SECTOR SPDR TR
INDL
81369Y704
361424
2450
SH
SOLE
0
0
0
2450
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
334818
2484
SH
SOLE
0
0
0
2484
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
473530
9042
SH
SOLE
0
0
0
9042
SELECT SECTOR SPDR TR
ENERGY
81369Y506
216990
2559
SH
SOLE
0
0
0
2559
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
237323
2931
SH
SOLE
0
0
0
2931
SPDR GOLD TR
GOLD SHS
78463V107
4297493
14098
SH
SOLE
0
0
0
14098
SPDR INDEX SHS FDS
MSCI ACWI EXUS
78463X848
327449
10026
SH
SOLE
0
0
0
10026
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
5426277
126960
SH
SOLE
0
0
0
126960
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
5310753
131162
SH
SOLE
0
0
0
131162
SPDR INDEX SHS FDS
PORTFLO EURP ETF
78463X103
1847658
38127
SH
SOLE
0
0
0
38127
SPDR S&P 500 ETF TR
TR UNIT
78462F103
16774009
27149
SH
SOLE
0
0
0
27149
SPDR SERIES TRUST
BLOOMBERG EMERGI
78464A391
1244603
58159
SH
SOLE
0
0
0
58159
SPDR SERIES TRUST
PORTFLI INTRMDIT
78464A672
2521247
87635
SH
SOLE
0
0
0
87635
SPDR SERIES TRUST
BLOOMBERG 1 10 Y
78468R861
1484101
77539
SH
SOLE
0
0
0
77539
SPDR SERIES TRUST
BLOOMBERG 1-3 MO
78468R663
1320012
14390
SH
SOLE
0
0
0
14390
SPDR SERIES TRUST
PRTFLO S&P500 VL
78464A508
4431277
84663
SH
SOLE
0
0
0
84663
SPDR SERIES TRUST
PORT MTG BK ETF
78464A383
2487608
112561
SH
SOLE
0
0
0
112561
SPDR SERIES TRUST
BLOOMBERG EMG MK
78468R515
2367912
96217
SH
SOLE
0
0
0
96217
SPDR SERIES TRUST
BLOOMBERG ENHNCD
78468R440
1805376
66301
SH
SOLE
0
0
0
66301
SPDR SERIES TRUST
PRTFLO S&P500 GW
78464A409
3474036
36446
SH
SOLE
0
0
0
36446
SPDR SERIES TRUST
PORTFOLIO AGRGTE
78464A649
3491635
136392
SH
SOLE
0
0
0
136392
SPDR SERIES TRUST
PORTFOLIO LN TSR
78464A664
1676626
63078
SH
SOLE
0
0
0
63078
SPDR SERIES TRUST
PORTFOLIO S&P600
78468R853
2610119
61270
SH
SOLE
0
0
0
61270
SPDR SERIES TRUST
MSCI USA STRTGIC
78468R812
9036595
55409
SH
SOLE
0
0
0
55409
SPDR SERIES TRUST
PORTFOLIO S&P400
78464A847
3878104
71315
SH
SOLE
0
0
0
71315
SPDR SERIES TRUST
S&P1500MOMTILT
78468R705
933792
3503
SH
SOLE
0
0
0
3503
SPDR SERIES TRUST
PORTFOLIO LN COR
78464A367
3049732
135123
SH
SOLE
0
0
0
135123
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
12528661
312358
SH
SOLE
0
0
0
312358
SSGA ACTIVE TR
SPDR SSGA US SCT
78470P408
9121395
166085
SH
SOLE
0
0
0
166085
SSGA ACTIVE TR
SPDR BLACKSTONE
78470P846
2159120
75520
SH
SOLE
0
0
0
75520
STRYKER CORPORATION
COM
863667101
239356
605
SH
SOLE
0
0
0
605
T ROWE PRICE ETF INC
CAP APPRECIATION
87283Q867
5168449
146498
SH
SOLE
0
0
0
146498
THERMO FISHER SCIENTIFIC INC
COM
883556102
228274
563
SH
SOLE
0
0
0
563
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
1359594
27461
SH
SOLE
0
0
0
27461
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
6445979
11348
SH
SOLE
0
0
0
11348
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1852149
6094
SH
SOLE
0
0
0
6094
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
3603751
72862
SH
SOLE
0
0
0
72862
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
3538798
27535
SH
SOLE
0
0
0
27535
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
253713
5047
SH
SOLE
0
0
0
5047
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
92206C706
201620
3371
SH
SOLE
0
0
0
3371
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
221137
3879
SH
SOLE
0
0
0
3879
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
3925895
10722
SH
SOLE
0
0
0
10722
VANGUARD WORLD FD
EXTENDED DUR
921910709
2128901
31633
SH
SOLE
0
0
0
31633
VERISK ANALYTICS INC
COM
92345Y106
286580
920
SH
SOLE
0
0
0
920
WISDOMTREE TR
INTL QULTY DIV
97717X131
1944121
49044
SH
SOLE
0
0
0
49044