Skyline Advisors

Skyline Advisors as of March 31, 2025

Portfolio Holdings for Skyline Advisors

Skyline Advisors holds 88 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 11.1 $28M 103k 274.84
Ishares Tr Core Msci Total (IXUS) 9.7 $25M 353k 69.81
Ishares Tr Core Total Usd (IUSB) 8.2 $21M 452k 46.08
Ishares Tr Msci Usa Qlt Fct (QUAL) 7.0 $18M 105k 170.89
Microsoft Corporation (MSFT) 7.0 $18M 47k 375.39
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.8 $17M 616k 27.96
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 5.5 $14M 560k 25.04
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 5.1 $13M 473k 27.30
Ishares Tr National Mun Etf (MUB) 4.9 $12M 117k 105.44
J P Morgan Exchange Traded F Hedged Equity La (HELO) 4.4 $11M 187k 59.68
J P Morgan Exchange Traded F Municipal Etf (JMUB) 2.6 $6.6M 133k 50.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.9 $4.9M 9.2k 532.60
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.8 $4.7M 93k 50.63
Apple (AAPL) 1.7 $4.2M 19k 222.12
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 1.5 $3.9M 144k 26.82
Schwab Strategic Tr Us Tips Etf (SCHP) 1.2 $3.2M 118k 26.89
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.9 $2.2M 39k 57.61
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.9 $2.2M 101k 21.53
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.8 $2.0M 39k 50.85
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $2.0M 20k 98.92
Deere & Company (DE) 0.7 $1.9M 4.0k 469.37
Vanguard World Esg Us Stk Etf (ESGV) 0.7 $1.9M 19k 97.95
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.6 $1.6M 34k 48.82
Ishares Tr Esg Msci Usa Etf (USXF) 0.6 $1.6M 35k 46.67
Costco Wholesale Corporation (COST) 0.6 $1.4M 1.5k 945.49
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.3M 2.3k 561.83
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.5 $1.3M 26k 50.02
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) 0.5 $1.2M 18k 68.94
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.5 $1.2M 27k 43.32
Vanguard World Esg Intl Stk Etf (VSGX) 0.4 $1.1M 19k 58.98
Wisdomtree Tr Em Ex St-owned (XSOE) 0.4 $970k 31k 30.87
Adobe Systems Incorporated (ADBE) 0.4 $967k 2.5k 383.53
Dimensional Etf Trust Global Sustaina (DFSB) 0.4 $951k 19k 51.50
Bank of America Corporation (BAC) 0.4 $890k 21k 41.73
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $823k 14k 57.14
Starbucks Corporation (SBUX) 0.3 $821k 8.4k 98.09
Philip Morris International (PM) 0.3 $772k 4.9k 158.72
Vanguard World Consum Dis Etf (VCR) 0.3 $751k 2.3k 325.55
Ishares Tr Esg Eafe Etf (DMXF) 0.3 $743k 11k 67.34
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $710k 12k 60.66
Amazon (AMZN) 0.3 $705k 3.7k 190.26
Southern Company (SO) 0.3 $690k 7.5k 91.95
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.3 $640k 12k 51.78
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $631k 12k 50.83
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $618k 7.9k 78.28
Selective Insurance (SIGI) 0.2 $602k 6.6k 91.54
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $576k 3.1k 188.18
Altria (MO) 0.2 $556k 9.3k 60.02
Emerson Electric (EMR) 0.2 $548k 5.0k 109.64
Procter & Gamble Company (PG) 0.2 $547k 3.2k 170.41
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $501k 4.0k 125.98
Tidal Trust Iii Affordable Hous (OWNS) 0.2 $486k 28k 17.15
Vanguard World Inf Tech Etf (VGT) 0.2 $474k 873.00 542.56
NVIDIA Corporation (NVDA) 0.2 $470k 4.3k 108.38
Boeing Company (BA) 0.2 $448k 2.6k 170.56
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $448k 3.8k 117.48
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $436k 4.7k 93.66
J P Morgan Exchange Traded F Sustainable Muni (JMSI) 0.2 $433k 8.7k 49.80
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $391k 1.1k 361.01
Ishares Tr S&p 100 Etf (OEF) 0.1 $358k 1.3k 270.83
Crowdstrike Hldgs Cl A (CRWD) 0.1 $353k 1.0k 352.58
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $351k 1.9k 186.25
International Business Machines (IBM) 0.1 $347k 1.4k 248.70
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.1 $343k 3.6k 95.99
Johnson & Johnson (JNJ) 0.1 $336k 2.0k 165.81
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $324k 14k 23.43
Lowe's Companies (LOW) 0.1 $308k 1.3k 233.14
Nextera Energy (NEE) 0.1 $305k 4.3k 70.89
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $304k 2.0k 150.96
Ea Series Trust Freedom 100 Em (FRDM) 0.1 $304k 8.7k 35.05
First Tr Value Line Divid In SHS (FVD) 0.1 $301k 6.8k 44.59
Netflix (NFLX) 0.1 $293k 314.00 932.87
Cisco Systems (CSCO) 0.1 $284k 4.6k 61.71
Visa Com Cl A (V) 0.1 $283k 808.00 350.35
JPMorgan Chase & Co. (JPM) 0.1 $273k 1.1k 245.32
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.1 $268k 9.0k 29.82
NiSource (NI) 0.1 $256k 6.4k 40.09
Coca-cola Europacific Partne SHS (CCEP) 0.1 $255k 2.9k 87.03
Home Depot (HD) 0.1 $249k 680.00 366.55
Pepsi (PEP) 0.1 $248k 1.7k 149.97
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $234k 418.00 559.08
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $231k 11k 21.51
Mastercard Incorporated Cl A (MA) 0.1 $222k 405.00 548.47
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $213k 3.0k 70.21
Merck & Co (MRK) 0.1 $209k 2.3k 89.75
Unum (UNM) 0.1 $204k 2.5k 81.46
MercadoLibre (MELI) 0.1 $201k 103.00 1954.50
Nokia Corp Sponsored Adr (NOK) 0.0 $126k 24k 5.27