Sharkey, Howes & Javer Buys iShares Intermediate Credit Bond ETF, iShares Edge MSCI USA Momentum Factor, iShares Core MSCI EAFE, Sells Invesco S&P 500 Equal Weight, SPDR DJ Wilshire Global Real Estate, Bristol-Myers Squibb Company

Investment company Sharkey, Howes & Javer buys iShares Intermediate Credit Bond ETF, iShares Edge MSCI USA Momentum Factor, iShares Core MSCI EAFE, iShares Core MSCI Emerging Markets, iShares J.P. Morgan USD Emerging Markets Bond ETF, iShares Core S&P Small-Cap, SPDR S&P 500, Old Dominion Freight Lines Inc, Okta Inc, Hammer Fiber Optics Holdings Corp, sells Invesco S&P 500 Equal Weight, SPDR DJ Wilshire Global Real Estate, Bristol-Myers Squibb Company, SPDR Select Sector Fund - Consumer Discretionary, Enbridge Inc during the 3-months ended 2018-06-30, according to the most recent filings of the investment company, Sharkey, Howes & Javer. As of 2018-06-30, Sharkey, Howes & Javer owns 195 stocks with a total value of $144 million. These are the details of the buys and sells.

For the details of Sharkey, Howes & Javer's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Sharkey%2C+Howes+%26+Javer

These are the top 5 holdings of Sharkey, Howes & Javer
  1. Schwab U.S. Mid Cap (SCHM) - 633,477 shares, 24.17% of the total portfolio. Shares reduced by 1.9%
  2. Schwab U.S. Small-Cap (SCHA) - 296,419 shares, 15.16% of the total portfolio. Shares reduced by 8.12%
  3. Schwab International Equity (SCHF) - 515,322 shares, 11.84% of the total portfolio. Shares reduced by 2.61%
  4. Schwab U.S. Large-Cap (SCHX) - 240,001 shares, 10.84% of the total portfolio. Shares added by 12.50%
  5. Schwab US Dividend Equity (SCHD) - 229,259 shares, 7.86% of the total portfolio. Shares reduced by 1.65%
New Purchase: SPDR S&P 500 (SPY)

Sharkey, Howes & Javer initiated holding in SPDR S&P 500. The purchase prices were between $257.47 and $278.92, with an estimated average price of $270.08. The stock is now traded at around $283.34. The impact to a portfolio due to this purchase was 0.05%. The holding were 274 shares as of 2018-06-30.

New Purchase: Okta Inc (OKTA)

Sharkey, Howes & Javer initiated holding in Okta Inc. The purchase prices were between $38.64 and $57.36, with an estimated average price of $47.45. The stock is now traded at around $57.79. The impact to a portfolio due to this purchase was 0.01%. The holding were 406 shares as of 2018-06-30.

New Purchase: Old Dominion Freight Lines Inc (ODFL)

Sharkey, Howes & Javer initiated holding in Old Dominion Freight Lines Inc. The purchase prices were between $131.75 and $163.21, with an estimated average price of $148.77. The stock is now traded at around $144.17. The impact to a portfolio due to this purchase was 0.01%. The holding were 130 shares as of 2018-06-30.

New Purchase: Hammer Fiber Optics Holdings Corp (HMMR)

Sharkey, Howes & Javer initiated holding in Hammer Fiber Optics Holdings Corp. The purchase prices were between $0.99 and $3.65, with an estimated average price of $2.06. The stock is now traded at around $0.72. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 4,587 shares as of 2018-06-30.

Added: iShares Intermediate Credit Bond ETF (CIU)

Sharkey, Howes & Javer added to a holding in iShares Intermediate Credit Bond ETF by 64400.00%. The purchase prices were between $105.74 and $107.04, with an estimated average price of $106.33. The stock is now traded at around $106.54. The impact to a portfolio due to this purchase was 0.67%. The holding were 9,030 shares as of 2018-06-30.

Added: iShares Edge MSCI USA Momentum Factor (MTUM)

Sharkey, Howes & Javer added to a holding in iShares Edge MSCI USA Momentum Factor by 113466.67%. The purchase prices were between $102.58 and $114.35, with an estimated average price of $109.49. The stock is now traded at around $114.94. The impact to a portfolio due to this purchase was 0.52%. The holding were 6,814 shares as of 2018-06-30.

Added: iShares Core MSCI EAFE (IEFA)

Sharkey, Howes & Javer added to a holding in iShares Core MSCI EAFE by 275025.00%. The purchase prices were between $62.74 and $67.79, with an estimated average price of $66.19. The stock is now traded at around $64.82. The impact to a portfolio due to this purchase was 0.48%. The holding were 11,005 shares as of 2018-06-30.

Added: iShares Core MSCI Emerging Markets (IEMG)

Sharkey, Howes & Javer added to a holding in iShares Core MSCI Emerging Markets by 44295.45%. The purchase prices were between $51.25 and $58.27, with an estimated average price of $56.08. The stock is now traded at around $53.84. The impact to a portfolio due to this purchase was 0.36%. The holding were 9,767 shares as of 2018-06-30.

Added: iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)

Sharkey, Howes & Javer added to a holding in iShares J.P. Morgan USD Emerging Markets Bond ETF by 53375.00%. The purchase prices were between $106.18 and $112.57, with an estimated average price of $109.13. The stock is now traded at around $109.38. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,139 shares as of 2018-06-30.

Added: iShares Core S&P Small-Cap (IJR)

Sharkey, Howes & Javer added to a holding in iShares Core S&P Small-Cap by 43525.00%. The purchase prices were between $75.25 and $86.64, with an estimated average price of $81.5. The stock is now traded at around $87.04. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,745 shares as of 2018-06-30.

Sold Out: Invesco S&P 500 Equal Weight (RSP)

Sharkey, Howes & Javer sold out a holding in Invesco S&P 500 Equal Weight. The sale prices were between $97.3 and $104.54, with an estimated average price of $101.37.

Sold Out: SPDR Select Sector Fund - Consumer Discretionary (XLY)

Sharkey, Howes & Javer sold out a holding in SPDR Select Sector Fund - Consumer Discretionary. The sale prices were between $98.43 and $112.31, with an estimated average price of $105.69.

Sold Out: Invesco S&P 500 Equal Weight Health Care (RYH)

Sharkey, Howes & Javer sold out a holding in Invesco S&P 500 Equal Weight Health Care. The sale prices were between $174.25 and $188.65, with an estimated average price of $181.37.

Sold Out: Union Pacific Corp (UNP)

Sharkey, Howes & Javer sold out a holding in Union Pacific Corp. The sale prices were between $130.02 and $147.02, with an estimated average price of $139.34.

Sold Out: Alerian MLP (AMLP)

Sharkey, Howes & Javer sold out a holding in Alerian MLP. The sale prices were between $9.3 and $10.66, with an estimated average price of $10.14.

Sold Out: Southern Co (SO)

Sharkey, Howes & Javer sold out a holding in Southern Co. The sale prices were between $42.73 and $46.6, with an estimated average price of $44.75.

Reduced: SPDR DJ Wilshire Global Real Estate (RWO)

Sharkey, Howes & Javer reduced to a holding in SPDR DJ Wilshire Global Real Estate by 51.82%. The sale prices were between $45.7 and $48.38, with an estimated average price of $47.15. The stock is now traded at around $48.14. The impact to a portfolio due to this sale was -1.3%. Sharkey, Howes & Javer still held 44,672 shares as of 2018-06-30.

Reduced: Bristol-Myers Squibb Company (BMY)

Sharkey, Howes & Javer reduced to a holding in Bristol-Myers Squibb Company by 30.95%. The sale prices were between $50.53 and $62.98, with an estimated average price of $54.03. The stock is now traded at around $57.92. The impact to a portfolio due to this sale was -0.05%. Sharkey, Howes & Javer still held 2,900 shares as of 2018-06-30.

Reduced: Enbridge Inc (ENB)

Sharkey, Howes & Javer reduced to a holding in Enbridge Inc by 58.65%. The sale prices were between $29.27 and $35.69, with an estimated average price of $31.68. The stock is now traded at around $35.15. The impact to a portfolio due to this sale was -0.01%. Sharkey, Howes & Javer still held 153 shares as of 2018-06-30.

Reduced: Duke Energy Corp (DUK)

Sharkey, Howes & Javer reduced to a holding in Duke Energy Corp by 59.53%. The sale prices were between $72.12 and $80.5, with an estimated average price of $76.91. The stock is now traded at around $81.14. The impact to a portfolio due to this sale was -0.01%. Sharkey, Howes & Javer still held 104 shares as of 2018-06-30.

Reduced: General Electric Co (GE)

Sharkey, Howes & Javer reduced to a holding in General Electric Co by 42.68%. The sale prices were between $12.75 and $15.29, with an estimated average price of $13.92. The stock is now traded at around $13.15. The impact to a portfolio due to this sale was less than 0.01%. Sharkey, Howes & Javer still held 850 shares as of 2018-06-30.

Reduced: Tesla Inc (TSLA)

Sharkey, Howes & Javer reduced to a holding in Tesla Inc by 50%. The sale prices were between $252.48 and $370.83, with an estimated average price of $305.16. The stock is now traded at around $306.65. The impact to a portfolio due to this sale was less than 0.01%. Sharkey, Howes & Javer still held 10 shares as of 2018-06-30.



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