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Skyline Advisors

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

Top 5 stock holdings are VTI, MSFT, IXUS, QUAL, AGG, and represent 43.42% of Skyline Advisors's stock portfolio.
Added to shares of these 10 stocks: JMUB, MUB, NFLX, SCHD, CGMU, CCEP, IXUS, SMMU, VTI, AGG.
Started 3 new stock positions in CCEP, NFLX, CGMU.
Reduced shares in these 10 stocks: VTIP, JMHI, AAPL, SCHG, SIGI, BIGZ, QUAL, VUG, BRK.B, JMST.
Sold out of its positions in BIGZ, JMHI, VTIP.
Skyline Advisors was a net buyer of stock by $2.0M.
Skyline Advisors has $223M in assets under management (AUM), dropping by 6.64%.
Central Index Key (CIK): 0001843832

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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 March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	11.9	$27M		102k	259.90	View chart
Microsoft Corporation (MSFT)	9.3	$21M		49k	420.72	View chart
Ishares Tr Core Msci Total (IXUS)	8.0	$18M		265k	67.86	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	7.3	$16M		99k	164.35	View chart
Ishares Tr Core Us Aggbd Et (AGG)	7.0	$16M		159k	97.94	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	6.8	$15M		190k	80.63	View chart
Vanguard World Esg Us Stk Etf (ESGV)	5.1	$11M		122k	93.19	View chart
Ishares Tr National Mun Etf (MUB)	4.7	$11M	+5%	98k	107.60	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	4.5	$10M		109k	92.72	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	4.2	$9.4M	+10%	186k	50.74	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	3.4	$7.7M		338k	22.77	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	3.3	$7.4M		129k	57.47	View chart
Apple (AAPL)	1.9	$4.3M	-3%	25k	171.48	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.8	$4.1M		9.8k	420.53	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.2	$2.8M	+2%	53k	52.16	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.1	$2.5M		51k	49.19	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	1.1	$2.5M		49k	50.45	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.9	$2.0M		34k	61.05	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.9	$1.9M		20k	94.62	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.9	$1.9M	+10%	38k	49.90	View chart
Deere & Company (DE)	0.8	$1.8M		4.5k	410.75	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.8	$1.8M	-3%	36k	50.74	View chart
Blackrock Science & Technolo Shs Ben Int (BSTZ)	0.7	$1.7M		86k	19.40	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.6	$1.3M		29k	45.15	View chart
Adobe Systems Incorporated (ADBE)	0.6	$1.3M		2.5k	504.60	View chart
Costco Wholesale Corporation (COST)	0.5	$1.1M		1.6k	732.51	View chart
Starbucks Corporation (SBUX)	0.4	$984k		11k	91.39	View chart
Amazon (AMZN)	0.4	$930k	-3%	5.2k	180.38	View chart
Bank of America Corporation (BAC)	0.4	$812k		21k	37.92	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.4	$804k	+2%	12k	68.13	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.3	$740k		7.5k	98.61	View chart
NVIDIA Corporation (NVDA)	0.3	$733k	-3%	812.00	903.08	View chart
Vanguard World Consum Dis Etf (VCR)	0.3	$727k		2.3k	317.69	View chart
Selective Insurance (SIGI)	0.3	$718k	-13%	6.6k	109.17	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.3	$680k		23k	29.46	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$669k		11k	58.65	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$623k		12k	50.17	View chart
Emerson Electric (EMR)	0.3	$567k		5.0k	113.42	View chart
Procter & Gamble Company (PG)	0.2	$542k		3.3k	162.27	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$540k		3.0k	179.10	View chart
Southern Company (SO)	0.2	$539k		7.5k	71.74	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$492k	+3%	3.9k	125.32	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$457k		11k	42.23	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$455k		4.0k	114.14	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$445k		849.00	524.57	View chart
Philip Morris International (PM)	0.2	$444k		4.8k	91.62	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$416k		1.3k	320.59	View chart
JPMorgan Chase & Co. (JPM)	0.2	$412k		2.1k	200.25	View chart
Altria (MO)	0.2	$399k		9.1k	43.62	View chart
Boeing Company (BA)	0.2	$396k	-4%	2.1k	192.99	View chart
Johnson & Johnson (JNJ)	0.2	$392k	+3%	2.5k	158.20	View chart
Visa Com Cl A (V)	0.2	$379k	+22%	1.4k	279.04	View chart
Merck & Co (MRK)	0.2	$378k	+7%	2.9k	131.93	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$377k	-2%	7.7k	49.24	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$368k		704.00	522.94	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$364k	+10%	1.1k	336.93	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$361k	+8%	1.9k	191.83	View chart
Meta Platforms Cl A (META)	0.2	$361k	-2%	743.00	485.58	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$359k	-6%	4.3k	83.57	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.2	$353k		3.7k	94.85	View chart
Lowe's Companies (LOW)	0.1	$332k	+34%	1.3k	254.75	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$314k	+4%	2.0k	158.77	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$298k		8.8k	33.73	View chart
Pepsi (PEP)	0.1	$289k		1.7k	175.05	View chart
Home Depot (HD)	0.1	$288k		750.00	383.60	View chart
Netflix (NFLX)	0.1	$287k	NEW	472.00	607.48	View chart
Nextera Energy (NEE)	0.1	$286k		4.5k	63.91	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$284k	-22%	824.00	344.04	View chart
Abbvie (ABBV)	0.1	$271k		1.5k	182.14	View chart
UnitedHealth (UNH)	0.1	$271k	-16%	547.00	494.98	View chart
International Business Machines (IBM)	0.1	$261k		1.4k	190.97	View chart
World Fuel Services Corporation (WKC)	0.1	$249k		9.4k	26.45	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$243k	NEW	9.0k	27.01	View chart
Wells Fargo & Company (WFC)	0.1	$240k	-4%	4.1k	57.97	View chart
Cisco Systems (CSCO)	0.1	$234k		4.7k	49.91	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$231k		3.4k	67.34	View chart
Metropcs Communications (TMUS)	0.1	$222k	+2%	1.4k	163.23	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$218k		11k	20.30	View chart
Coca-cola Europacific Partne SHS (CCEP)	0.1	$205k	NEW	2.9k	69.95	View chart
Nokia Corp Sponsored Adr (NOK)	0.0	$84k		24k	3.54	View chart

Past Filings by Skyline Advisors

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

Skyline Advisors 2024 Q1 filed April 18, 2024
Skyline Advisors 2023 Q4 filed March 15, 2024

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