Skyline Advisors

Skyline Advisors as of Dec. 31, 2024

Portfolio Holdings for Skyline Advisors

Skyline Advisors holds 94 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 11.5 $30M 102k 289.81
Ishares Tr Core Msci Total (IXUS) 8.9 $23M 346k 66.14
Microsoft Corporation (MSFT) 7.8 $20M 48k 421.50
Ishares Tr Core Total Usd (IUSB) 7.7 $20M 441k 45.20
Ishares Tr Msci Usa Qlt Fct (QUAL) 7.1 $18M 103k 178.08
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.4 $17M 603k 27.32
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 6.0 $16M 556k 27.87
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 4.9 $13M 462k 27.28
Ishares Tr National Mun Etf (MUB) 4.8 $12M 116k 106.55
J P Morgan Exchange Traded F Hedged Equity La (HELO) 4.5 $12M 186k 62.04
J P Morgan Exchange Traded F Municipal Etf (JMUB) 2.6 $6.7M 133k 50.15
Apple (AAPL) 1.9 $4.9M 20k 250.41
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.7 $4.4M 87k 50.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $4.2M 9.2k 453.30
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 1.4 $3.7M 138k 26.92
Schwab Strategic Tr Us Tips Etf (SCHP) 1.1 $2.9M 113k 25.83
Vanguard World Esg Us Stk Etf (ESGV) 1.0 $2.7M 26k 104.89
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.9 $2.3M 101k 22.70
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.8 $2.1M 38k 55.35
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.8 $2.0M 40k 50.71
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $1.9M 20k 96.90
Deere & Company (DE) 0.7 $1.9M 4.4k 423.72
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.7 $1.7M 34k 49.05
Ishares Tr Esg Msci Usa Etf (USXF) 0.6 $1.6M 31k 49.72
Vanguard World Esg Intl Stk Etf (VSGX) 0.6 $1.4M 25k 56.70
Costco Wholesale Corporation (COST) 0.6 $1.4M 1.6k 916.52
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.4M 2.3k 588.60
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.5 $1.3M 26k 49.84
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) 0.4 $1.1M 16k 73.34
Adobe Systems Incorporated (ADBE) 0.4 $1.1M 2.5k 444.68
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.4 $993k 23k 42.48
Bank of America Corporation (BAC) 0.4 $924k 21k 43.95
Wisdomtree Tr Em Ex St-owned (XSOE) 0.4 $916k 30k 30.48
Vanguard World Consum Dis Etf (VCR) 0.3 $864k 2.3k 375.43
Starbucks Corporation (SBUX) 0.3 $838k 9.2k 91.25
Amazon (AMZN) 0.3 $833k 3.8k 219.39
Dimensional Etf Trust Global Sustaina (DFSB) 0.3 $816k 16k 50.94
Ishares Tr Esg Eafe Etf (DMXF) 0.3 $723k 11k 64.62
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $672k 12k 57.41
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $653k 11k 57.53
Emerson Electric (EMR) 0.2 $620k 5.0k 123.93
Southern Company (SO) 0.2 $619k 7.5k 82.32
Selective Insurance (SIGI) 0.2 $615k 6.6k 93.52
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $594k 12k 47.82
Philip Morris International (PM) 0.2 $585k 4.9k 120.34
Vanguard World Inf Tech Etf (VGT) 0.2 $584k 940.00 621.60
NVIDIA Corporation (NVDA) 0.2 $580k 4.3k 134.29
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $564k 3.0k 185.16
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $549k 9.7k 56.38
Procter & Gamble Company (PG) 0.2 $542k 3.2k 167.66
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $512k 4.0k 129.33
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $483k 3.8k 126.74
Boeing Company (BA) 0.2 $480k 2.7k 177.01
Altria (MO) 0.2 $474k 9.1k 52.29
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $445k 5.2k 85.84
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $435k 1.1k 401.43
J P Morgan Exchange Traded F Sustainable Muni (JMSI) 0.2 $429k 8.6k 50.07
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $413k 4.6k 88.79
Tidal Trust Iii Affordable Hous (OWNS) 0.2 $407k 24k 16.89
Ishares Tr S&p 100 Etf (OEF) 0.1 $382k 1.3k 288.85
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $373k 1.9k 198.13
Crowdstrike Hldgs Cl A (CRWD) 0.1 $342k 999.00 342.16
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.1 $340k 3.6k 94.98
JPMorgan Chase & Co. (JPM) 0.1 $339k 1.4k 239.64
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $337k 13k 25.86
First Tr Value Line Divid In SHS (FVD) 0.1 $334k 7.7k 43.64
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $329k 2.0k 164.18
Lowe's Companies (LOW) 0.1 $325k 1.3k 246.73
Nextera Energy (NEE) 0.1 $308k 4.3k 71.68
International Business Machines (IBM) 0.1 $307k 1.4k 219.78
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $304k 519.00 586.48
Netflix (NFLX) 0.1 $302k 339.00 891.63
Johnson & Johnson (JNJ) 0.1 $298k 2.1k 144.62
Ea Series Trust Freedom 100 Em (FRDM) 0.1 $282k 8.6k 32.68
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $275k 12k 22.98
Cisco Systems (CSCO) 0.1 $275k 4.6k 59.20
Home Depot (HD) 0.1 $270k 695.00 389.03
Visa Com Cl A (V) 0.1 $264k 834.00 316.03
Pepsi (PEP) 0.1 $252k 1.7k 152.10
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.1 $246k 2.2k 110.28
Ishares Tr TRS FLT RT BD (TFLO) 0.1 $245k 4.9k 50.47
Pimco Etf Tr Enhancd Short (EMNT) 0.1 $245k 2.5k 98.41
Merck & Co (MRK) 0.1 $235k 2.4k 99.47
NiSource (NI) 0.1 $234k 6.4k 36.76
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $229k 447.00 511.26
Coca-cola Europacific Partne SHS (CCEP) 0.1 $226k 2.9k 76.81
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $226k 11k 21.06
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.1 $226k 9.0k 25.05
J P Morgan Exchange Traded F High Yield Muni (JMHI) 0.1 $221k 4.4k 50.22
Mastercard Incorporated Cl A (MA) 0.1 $215k 409.00 526.57
Metropcs Communications (TMUS) 0.1 $205k 927.00 220.77
PNC Financial Services (PNC) 0.1 $204k 1.1k 192.85
Wal-Mart Stores (WMT) 0.1 $203k 2.2k 90.36
Nokia Corp Sponsored Adr (NOK) 0.0 $106k 24k 4.43