Sharkey, Howes & Javer Buys Invesco S&P Emerging Markets Low Volatility, Invesco S&P MidCap Low Volatility, iShares Edge MSCI Min Vol USA, Sells Schwab U.S. Mid Cap, Schwab U.S. Small-Cap, Invesco S&P 500 Equal Weight

Investment company Sharkey, Howes & Javer buys Invesco S&P Emerging Markets Low Volatility, Invesco S&P MidCap Low Volatility, iShares Edge MSCI Min Vol USA, Schwab U.S. Large-Cap, Schwab U.S. Broad Market, iShares Core MSCI EAFE, iShares iBoxx $ Investment Grade Corporate Bond, iShares Global Tech, iShares Intermediate-Term Corporate Bond ETF, iShares J.P. Morgan USD Emerging Markets Bond ETF, iShares Core MSCI Emerging Markets, SPDR DJ Wilshire Global Real Estate, iShares Edge MSCI USA Momentum Factor, Pimco Investment Grade Corporate Bond Index Exchan, SPDR S&P 500, SPDR MSCI ACWI ex-US, Ready Capital Corp, Vanguard High Dividend Yield, Amazon.com Inc, Vanguard Total Stock Market, UnitedHealth Group Inc, Thermo Fisher Scientific Inc, Starbucks Corp, American Water Works Co Inc, Facebook Inc, Nike Inc, 3M Co, The Walt Disney Co, The Travelers Inc, NBT Bancorp Inc, Westinghouse Air Brake Technologies Corp, Perspecta Inc, sells Schwab U.S. Mid Cap, Schwab U.S. Small-Cap, Invesco S&P 500 Equal Weight, Schwab US Dividend Equity, Schwab International Equity, Schwab Emerging Markets Equity, Wells Fargo, iShares MSCI ACWI Index Fund, Vanguard Real Estate, Owens Realty Mortgage Inc, Vanguard Mid-Cap, iShares Core S&P Small-Cap, Schwab U.S. REIT, Northwest Natural Holding Co, Vanguard Small-Cap, Vanguard FTSE Emerging Markets, Honeywell International Inc, iShares Russell Mid-Cap, SPDR MidCap Trust Series I, Linde PLC, AT&T Inc, Nuveen AMT-Free Municipal Credit Income Fund, Prudential Financial Inc, Cresco Labs Inc, EMX Royalty Corp, Brighthouse Financial Inc, Resideo Technologies Inc, iShares MSCI Emerging Index Fund, Schwab Fundamental U.S. Large Company Index, iShares S&P Mid-Cap 400 Value during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Sharkey, Howes & Javer. As of 2019Q1, Sharkey, Howes & Javer owns 197 stocks with a total value of $190 million. These are the details of the buys and sells.

For the details of Sharkey, Howes & Javer's stock buys and sells, go to https://www.gurufocus.com/guru/sharkey%2C+howes+%26+javer/current-portfolio/portfolio

These are the top 5 holdings of Sharkey, Howes & Javer
  1. Schwab U.S. Large-Cap (SCHX) - 481,208 shares, 17.10% of the total portfolio. Shares added by 27.54%
  2. Invesco S&P 500 Equal Weight (RSP) - 285,737 shares, 15.68% of the total portfolio. Shares reduced by 20.86%
  3. Invesco S&P Emerging Markets Low Volatility (EELV) - 539,091 shares, 6.81% of the total portfolio. New Position
  4. iShares Edge MSCI Min Vol USA (USMV) - 196,084 shares, 6.06% of the total portfolio. Shares added by 337.57%
  5. Invesco S&P MidCap Low Volatility (XMLV) - 217,445 shares, 5.68% of the total portfolio. New Position
New Purchase: Invesco S&P Emerging Markets Low Volatility (EELV)

Sharkey, Howes & Javer initiated holding in Invesco S&P Emerging Markets Low Volatility. The purchase prices were between $22.55 and $24.64, with an estimated average price of $23.93. The stock is now traded at around $24.29. The impact to a portfolio due to this purchase was 6.81%. The holding were 539,091 shares as of .

New Purchase: Invesco S&P MidCap Low Volatility (XMLV)

Sharkey, Howes & Javer initiated holding in Invesco S&P MidCap Low Volatility. The purchase prices were between $43.53 and $49.75, with an estimated average price of $47.95. The stock is now traded at around $50.18. The impact to a portfolio due to this purchase was 5.68%. The holding were 217,445 shares as of .

New Purchase: iShares iBoxx $ Investment Grade Corporate Bond (LQD)

Sharkey, Howes & Javer initiated holding in iShares iBoxx $ Investment Grade Corporate Bond. The purchase prices were between $112.82 and $119.15, with an estimated average price of $115.77. The stock is now traded at around $118.58. The impact to a portfolio due to this purchase was 2.52%. The holding were 40,211 shares as of .

New Purchase: SPDR MSCI ACWI ex-US (CWI)

Sharkey, Howes & Javer initiated holding in SPDR MSCI ACWI ex-US. The purchase prices were between $32.37 and $36.64, with an estimated average price of $35.13. The stock is now traded at around $37.32. The impact to a portfolio due to this purchase was 0.21%. The holding were 11,146 shares as of .

New Purchase: Ready Capital Corp (RC)

Sharkey, Howes & Javer initiated holding in Ready Capital Corp. The purchase prices were between $13.77 and $16.23, with an estimated average price of $15.26. The stock is now traded at around $14.63. The impact to a portfolio due to this purchase was 0.12%. The holding were 15,460 shares as of .

New Purchase: Amazon.com Inc (AMZN)

Sharkey, Howes & Javer initiated holding in Amazon.com Inc. The purchase prices were between $1500.28 and $1819.26, with an estimated average price of $1661.42. The stock is now traded at around $1861.69. The impact to a portfolio due to this purchase was 0.06%. The holding were 65 shares as of .

Added: iShares Edge MSCI Min Vol USA (USMV)

Sharkey, Howes & Javer added to a holding in iShares Edge MSCI Min Vol USA by 337.57%. The purchase prices were between $51.18 and $58.8, with an estimated average price of $55.95. The stock is now traded at around $58.90. The impact to a portfolio due to this purchase was 4.68%. The holding were 196,084 shares as of .

Added: Schwab U.S. Large-Cap (SCHX)

Sharkey, Howes & Javer added to a holding in Schwab U.S. Large-Cap by 27.54%. The purchase prices were between $58.26 and $68.11, with an estimated average price of $64.92. The stock is now traded at around $69.38. The impact to a portfolio due to this purchase was 3.69%. The holding were 481,208 shares as of .

Added: Schwab U.S. Broad Market (SCHB)

Sharkey, Howes & Javer added to a holding in Schwab U.S. Broad Market by 513.80%. The purchase prices were between $58.58 and $68.55, with an estimated average price of $65.43. The stock is now traded at around $69.73. The impact to a portfolio due to this purchase was 3.31%. The holding were 110,471 shares as of .

Added: iShares Core MSCI EAFE (IEFA)

Sharkey, Howes & Javer added to a holding in iShares Core MSCI EAFE by 612.97%. The purchase prices were between $54.44 and $61.46, with an estimated average price of $58.96. The stock is now traded at around $62.46. The impact to a portfolio due to this purchase was 2.85%. The holding were 103,687 shares as of .

Added: iShares Global Tech (IXN)

Sharkey, Howes & Javer added to a holding in iShares Global Tech by 217.45%. The purchase prices were between $137.15 and $173.39, with an estimated average price of $158.61. The stock is now traded at around $179.57. The impact to a portfolio due to this purchase was 2.27%. The holding were 36,789 shares as of .

Added: iShares Intermediate-Term Corporate Bond ETF (IGIB)

Sharkey, Howes & Javer added to a holding in iShares Intermediate-Term Corporate Bond ETF by 404.51%. The purchase prices were between $52.42 and $55.17, with an estimated average price of $53.72. The stock is now traded at around $54.92. The impact to a portfolio due to this purchase was 1.6%. The holding were 68,553 shares as of .

Sold Out: iShares MSCI ACWI Index Fund (ACWI)

Sharkey, Howes & Javer sold out a holding in iShares MSCI ACWI Index Fund. The sale prices were between $63.05 and $72.85, with an estimated average price of $69.43.

Sold Out: Owens Realty Mortgage Inc (ORM)

Sharkey, Howes & Javer sold out a holding in Owens Realty Mortgage Inc. The sale prices were between $18.79 and $22.91, with an estimated average price of $21.36.

Sold Out: Northwest Natural Holding Co (NWN)

Sharkey, Howes & Javer sold out a holding in Northwest Natural Holding Co. The sale prices were between $57.46 and $66.36, with an estimated average price of $62.63.

Sold Out: Vanguard FTSE Emerging Markets (VWO)

Sharkey, Howes & Javer sold out a holding in Vanguard FTSE Emerging Markets. The sale prices were between $37.67 and $43.15, with an estimated average price of $41.12.

Sold Out: Honeywell International Inc (HON)

Sharkey, Howes & Javer sold out a holding in Honeywell International Inc. The sale prices were between $130.07 and $158.92, with an estimated average price of $147.99.

Sold Out: SPDR MidCap Trust Series I (MDY)

Sharkey, Howes & Javer sold out a holding in SPDR MidCap Trust Series I. The sale prices were between $296.63 and $352.26, with an estimated average price of $335.96.



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