Skyline Advisors

Latest statistics and disclosures from Skyline Advisors's latest quarterly 13F-HR filing:

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Positions held by Skyline Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Skyline Advisors

Skyline Advisors holds 80 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 11.5 $24M 101k 237.22
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Microsoft Corporation (MSFT) 8.9 $19M 50k 376.04
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Ishares Tr Core Msci Total (IXUS) 8.1 $17M 262k 64.93
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Ishares Tr Core Us Aggbd Et (AGG) 7.5 $16M 158k 99.25
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Ishares Tr Msci Usa Qlt Fct (QUAL) 7.0 $15M 99k 147.14
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Schwab Strategic Tr Us Dividend Eq (SCHD) 6.8 $14M 186k 76.13
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Vanguard World Esg Us Stk Etf (ESGV) 5.0 $11M 123k 85.06
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Ishares Tr National Mun Etf (MUB) 4.8 $10M 94k 108.41
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 4.4 $9.2M 111k 82.96
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 4.1 $8.6M 168k 50.96
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Ishares Tr Us Treas Bd Etf (GOVT) 3.7 $7.7M 336k 23.04
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Vanguard World Esg Intl Stk Etf (VSGX) 3.4 $7.1M 128k 55.28
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Apple (AAPL) 2.4 $5.0M 26k 192.53
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $3.6M 10k 356.67
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Schwab Strategic Tr Us Tips Etf (SCHP) 1.3 $2.7M 52k 52.20
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.2 $2.5M 51k 49.37
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 1.2 $2.5M 50k 50.23
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.0 $2.0M 20k 98.88
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.9 $1.9M 37k 50.74
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.9 $1.9M 34k 55.67
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Deere & Company (DE) 0.9 $1.8M 4.5k 399.88
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Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.8 $1.7M 35k 50.03
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Adobe Systems Incorporated (ADBE) 0.7 $1.5M 2.5k 596.60
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Blackrock Science & Technolo Shs Ben Int (BSTZ) 0.7 $1.4M 85k 16.71
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Ishares Tr Esg Msci Usa Etf (USXF) 0.6 $1.2M 30k 39.82
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Starbucks Corporation (SBUX) 0.5 $1.0M 11k 96.01
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Costco Wholesale Corporation (COST) 0.5 $1.0M 1.6k 660.24
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Amazon (AMZN) 0.4 $811k 5.3k 151.94
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Selective Insurance (SIGI) 0.4 $754k 7.6k 99.48
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Ishares Tr Esg Eafe Etf (DMXF) 0.4 $733k 12k 63.88
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Pimco Etf Tr Enhancd Short (EMNT) 0.3 $727k 7.4k 97.92
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Bank of America Corporation (BAC) 0.3 $721k 21k 33.67
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Vanguard World Fds Consum Dis Etf (VCR) 0.3 $696k 2.3k 304.61
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Wisdomtree Tr Em Ex St-owned (XSOE) 0.3 $670k 23k 28.88
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $640k 11k 56.14
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $592k 12k 47.90
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Boeing Company (BA) 0.3 $562k 2.2k 260.66
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Southern Company (SO) 0.3 $526k 7.5k 70.12
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Procter & Gamble Company (PG) 0.2 $497k 3.4k 146.54
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $496k 3.0k 165.24
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Emerson Electric (EMR) 0.2 $487k 5.0k 97.33
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Philip Morris International (PM) 0.2 $455k 4.8k 94.09
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $443k 3.8k 116.28
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First Tr Value Line Divid In SHS (FVD) 0.2 $436k 11k 40.56
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $416k 4.0k 104.45
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NVIDIA Corporation (NVDA) 0.2 $415k 839.00 494.95
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Vanguard World Fds Inf Tech Etf (VGT) 0.2 $408k 842.00 484.18
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Johnson & Johnson (JNJ) 0.2 $375k 2.4k 156.71
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $373k 7.9k 47.24
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Altria (MO) 0.2 $369k 9.1k 40.34
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Ishares Tr Msci Usa Min Vol (USMV) 0.2 $359k 4.6k 78.03
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Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.2 $350k 3.7k 94.76
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JPMorgan Chase & Co. (JPM) 0.2 $350k 2.1k 170.08
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UnitedHealth (UNH) 0.2 $346k 657.00 526.41
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Crowdstrike Hldgs Cl A (CRWD) 0.2 $338k 1.3k 255.32
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $337k 709.00 475.46
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Vanguard Index Fds Growth Etf (VUG) 0.2 $331k 1.1k 310.90
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $312k 1.7k 179.92
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $295k 973.00 303.16
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Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $294k 1.9k 155.33
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Ea Series Trust Freedom 100 Em (FRDM) 0.1 $293k 8.9k 32.90
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Merck & Co (MRK) 0.1 $290k 2.7k 109.02
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Visa Com Cl A (V) 0.1 $289k 1.1k 260.36
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Pepsi (PEP) 0.1 $281k 1.7k 169.84
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Nextera Energy (NEE) 0.1 $272k 4.5k 60.74
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Meta Platforms Cl A (META) 0.1 $271k 765.00 353.96
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Home Depot (HD) 0.1 $263k 760.00 346.53
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Cisco Systems (CSCO) 0.1 $241k 4.8k 50.52
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $232k 4.9k 47.49
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Abbvie (ABBV) 0.1 $230k 1.5k 155.02
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $222k 11k 20.71
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International Business Machines (IBM) 0.1 $222k 1.4k 163.59
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $220k 3.4k 64.49
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J P Morgan Exchange Traded F High Yield Muni (JMHI) 0.1 $217k 4.4k 49.60
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Lowe's Companies (LOW) 0.1 $216k 972.00 222.48
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World Fuel Services Corporation (WKC) 0.1 $214k 9.4k 22.78
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Wells Fargo & Company (WFC) 0.1 $213k 4.3k 49.22
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Metropcs Communications (TMUS) 0.1 $213k 1.3k 160.34
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Blackrock Innovation And Grw Shs Ben Int (BIGZ) 0.0 $98k 13k 7.33
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Nokia Corp Sponsored Adr (NOK) 0.0 $82k 24k 3.42
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Past Filings by Skyline Advisors

SEC 13F filings are viewable for Skyline Advisors going back to 2023