Sharkey-Howes--Javer

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  "ABT",
  "ADBE",
  "GOOGL",
  "AXP",
  "LOW",
  null,
  null,
  "DBEF",
  null,
  "RC",
  null,
  null,
  null,
  "HD",
  null,
  null,
  null,
  "EMXC",
  "MUB",
  null,
  "HEFA",
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "PWR",
  "MSFT",
  null,
  "IJR",
  "EFG",
  "IWD",
  "VGIT",
  "EEM",
  "IWF",
  null,
  null,
  "IEMG",
  "IVV",
  "AAPL",
  "SPY",
  "PG",
  null,
  null,
  "IEFA",
  null,
  "SCHX",
  null,
  null,
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  "SPYG",
  null,
  null,
  null,
  null,
  null,
  "SYK",
  "TMO",
  "VWO",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VRSK",
  "LECO",
  null,
  "APH",
  "IWP",
  null,
  "SCHB",
  null,
  null,
  "IVE",
  null,
  null,
  "VEA",
  null,
  "MGK",
  "VGLT",
  "VT",
  "VOO",
  null,
  "SCHD",
  "SCHG",
  null,
  "SCHA",
  null,
  null,
  "MTUM",
  null,
  "DGRO",
  "SPYV",
  null,
  "ESGU",
  "ADP",
  "BRK-B",
  null,
  null,
  null,
  "CDW",
  "CVX",
  "CSCO",
  "CME",
  "COST",
  "DELL",
  null,
  "RSP",
  "EFA",
  "ADI",
  "MCO",
  "IWB",
  "QQQ",
  null,
  "IWM",
  "GOOG",
  "XOM",
  "JNJ",
  null,
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 149
Total Value: 699043651
Accession Number: 0001642246-25-000003
Form Type: 13F-HR
CIK: sharkey-howes--javer
Manager Name: Sharkey-Howes--Javer

Data Enrichment

51% identified

76 identified73 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

149 positions • $699.0M total value

149 positions • $699.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 4 of 8

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09290C806

Shares:67.8K

Value:$2.1M

% of Portfolio:0.3% ($2.1M/$699.0M)

464288414

Shares:19.8K

Value:$2.1M

% of Portfolio:0.3% ($2.1M/$699.0M)

464287291

Shares:27.2K

Value:$2.1M

% of Portfolio:0.3% ($2.1M/$699.0M)

97717X131

Shares:56.0K

Value:$2.0M

% of Portfolio:0.3% ($2.0M/$699.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.7K

Value:$2.0M

% of Portfolio:0.3% ($2.0M/$699.0M)

LINCOLN ELECTRIC HOLDINGS INC

Shares:8.9K

Value:$1.7M

% of Portfolio:0.2% ($1.7M/$699.0M)

922908769

Shares:6.1K

Value:$1.7M

% of Portfolio:0.2% ($1.7M/$699.0M)

78468R861

Shares:85.6K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$699.0M)

46137V357

Shares:9.5K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$699.0M)

921910709

Shares:22.7K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$699.0M)

464287622

Shares:5.1K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$699.0M)

464287697

Shares:15.5K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$699.0M)

464287804

Shares:14.4K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$699.0M)

46641Q308

Shares:27.0K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$699.0M)

78464A375

Shares:40.8K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$699.0M)

808524508

Shares:50.6K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$699.0M)

78464A391

Shares:63.8K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$699.0M)

500767769

Shares:45.4K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$699.0M)

37954Y673

Shares:32.1K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$699.0M)

46436E759

Shares:17.9K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$699.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip09290C806)✕	67.8K	QoQ NEW(+67.8K) YoY NEW(+67.8K)	All Managers (Combined)	$2.1M	0.3% ($2.1M/$699.0M)	QoQ NEW(+$2.1M) YoY NEW(+$2.1M)
(MUBcusip464288414)	19.8K	QoQ -13.15% (-3.0K) YoY -32.16% (-9.4K)	All Managers (Combined)	$2.1M	0.3% ($2.1M/$699.0M)	QoQ -14.05% (-$341.8K) YoY -33.52% (-$1.1M)
(cusip464287291)✕	27.2K	QoQ -0.74% (-205) YoY +7.60% (+1.9K)	All Managers (Combined)	$2.1M	0.3% ($2.1M/$699.0M)	QoQ -11.30% (-$262.3K) YoY +8.94% (+$169.0K)
(cusip97717X131)✕	56.0K	QoQ -37.95% (-34.3K) YoY +2.12% (-1.2K)	All Managers (Combined)	$2.0M	0.3% ($2.0M/$699.0M)	QoQ -35.28% (-$1.1M) YoY -4.26% (-$89.0K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.7K	QoQ -0.21% (-8) YoY 0.00% (+0)	All Managers (Combined)	$2.0M	0.3% ($2.0M/$699.0M)	QoQ +17.23% (-$288.2K) YoY +26.64% (+$412.4K)
LINCOLN ELECTRIC HOLDINGS INC(LECOcusip533900106)	8.9K	QoQ 0.00% (+0) YoY NEW(+8.9K)	All Managers (Combined)	$1.7M	0.2% ($1.7M/$699.0M)	QoQ +0.90% (+$15.1K) YoY NEW(+$1.7M)
(VTIcusip922908769)	6.1K	QoQ +2.74% (-163) YoY +18.53% (+953)	All Managers (Combined)	$1.7M	0.2% ($1.7M/$699.0M)	QoQ -2.55% (-$44.0K) YoY +25.35% (+$338.7K)
(cusip78468R861)✕	85.6K	QoQ -9.86% (-9.4K) YoY NEW(+85.6K)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$699.0M)	QoQ -6.45% (-$113.3K) YoY NEW(+$1.6M)
(RSPcusip46137V357)	9.5K	QoQ +0.28% (-27) YoY -32.84% (-4.6K)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$699.0M)	QoQ -0.85% (-$14.1K) YoY -31.31% (-$747.9K)
(cusip921910709)✕	22.7K	QoQ NEW(+22.7K) YoY NEW(+22.7K)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$699.0M)	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
(IWBcusip464287622)	5.1K	QoQ +0.17% (-9) YoY -11.44% (-662)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$699.0M)	QoQ -4.61% (-$75.9K) YoY -5.68% (-$94.7K)
(cusip464287697)✕	15.5K	QoQ +1.02% (+157) YoY NEW(+15.5K)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$699.0M)	QoQ +6.49% (+$95.8K) YoY NEW(+$1.6M)
(IJRcusip464287804)	14.4K	QoQ 0.00% (-0) YoY NEW(+14.4K)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$699.0M)	QoQ -9.24% (-$153.4K) YoY NEW(+$1.5M)
(cusip46641Q308)✕	27.0K	QoQ +53.89% (+9.4K) YoY +113.58% (+14.3K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$699.0M)	QoQ +56.38% (+$512.7K) YoY +110.69% (+$747.0K)
(cusip78464A375)✕	40.8K	QoQ NEW(+40.8K) YoY NEW(+40.8K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$699.0M)	QoQ NEW(+$1.4M) YoY NEW(+$1.4M)
(cusip808524508)✕	50.6K	QoQ -0.36% (-183) YoY +151.78% (-30.5K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$699.0M)	QoQ -5.78% (-$81.5K) YoY -18.98% (-$310.9K)
(cusip78464A391)✕	63.8K	QoQ -39.24% (-41.2K) YoY NEW(+63.8K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$699.0M)	QoQ -37.56% (-$770.7K) YoY NEW(+$1.3M)
(cusip500767769)✕	45.4K	QoQ -14.74% (-7.8K) YoY +50.58% (+15.2K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$699.0M)	QoQ -14.23% (-$209.9K) YoY +43.10% (+$380.9K)
(cusip37954Y673)✕	32.1K	QoQ -43.93% (-25.1K) YoY -86.84% (-211.9K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$699.0M)	QoQ -47.65% (-$1.1M) YoY -87.53% (-$8.5M)
(cusip46436E759)✕	17.9K	QoQ -41.49% (-12.7K) YoY -15.27% (-3.2K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$699.0M)	QoQ -39.03% (-$773.1K) YoY -16.26% (-$234.4K)