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Kerry Poorman

Sharkey, Howes & Javer

Assets Managed
$828.741M
Holdings
162
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
11.64%(2Q avg: 3%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Sharkey, Howes & Javer's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 162 positions.

Assets under management

The assets under management (AUM) of Sharkey, Howes & Javer over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 828.741M in assets, with a quarterly growth rate of 11.64% and a 2-quarter average growth rate of 3%. The portfolio is managed by Kerry Poorman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 52.58%
14.99%
$124.151M
165,780 shares@ $748.89 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 21.95%
6.69%
$55.36M
1.2M shares@ $46.16 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -0.05%
6.15%
$50.963M
749,348 shares@ $68.01 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Decreased -0.26%
6.14%
$50.865M
369,845 shares@ $137.54 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Decreased -15.58%
4.35%
$35.968M
158,405 shares@ $227.07 avg price
GOVT
Ishares Us Treasury Bond Etf
Recent Activity
Increased 28.8%
3.61%
$29.916M
1.313M shares@ $22.79 avg price
BAI
Ishrs Ai In And Tech Act Etf
Recent Activity
Decreased -20.21%
3.02%
$24.958M
473,398 shares@ $52.73 avg price
IALT
Ishrs Sys Alt Act Etf
Recent Activity
New Position
2.93%
$24.271M
865,284 shares@ $28.05 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -31.77%
2.49%
$20.582M
248,455 shares@ $82.84 avg price
MBB
Ishares Mbs Etf
Recent Activity
Increased 5.41%
2.46%
$20.342M
215,214 shares@ $94.53 avg price

1-10 of 162