Skyline Advisors

Skyline Advisors as of June 30, 2025

Portfolio Holdings for Skyline Advisors

Skyline Advisors holds 96 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 11.4 $31M 102k 303.93
Ishares Tr Core Msci Total (IXUS) 10.2 $28M 359k 77.31
Microsoft Corporation (MSFT) 8.6 $23M 47k 497.41
Ishares Tr Core Total Usd (IUSB) 7.8 $21M 458k 46.23
Ishares Tr Msci Usa Qlt Fct (QUAL) 6.9 $19M 102k 182.82
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 6.1 $17M 567k 29.21
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.1 $16M 619k 26.50
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 4.9 $13M 481k 27.62
J P Morgan Exchange Traded F Hedged Equity La (HELO) 3.8 $10M 165k 62.58
Ishares Tr National Mun Etf (MUB) 2.5 $6.8M 65k 104.48
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.9 $5.2M 102k 50.68
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.7 $4.7M 95k 49.64
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $4.5M 9.2k 485.79
Apple (AAPL) 1.4 $3.7M 18k 205.17
Schwab Strategic Tr Us Tips Etf (SCHP) 1.2 $3.3M 123k 26.68
Ishares U S Etf Tr Short Maturity M (MEAR) 1.2 $3.3M 65k 50.27
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 1.2 $3.2M 121k 26.69
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.0 $2.8M 116k 23.83
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.8 $2.2M 40k 56.12
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.8 $2.2M 43k 50.92
Deere & Company (DE) 0.7 $2.0M 3.9k 508.54
Vanguard World Esg Us Stk Etf (ESGV) 0.7 $2.0M 18k 109.64
Ishares Tr Esg Msci Usa Etf (USXF) 0.7 $1.9M 35k 53.93
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $1.9M 19k 99.20
Ishares Tr Shrt Nat Mun Etf (SUB) 0.7 $1.9M 18k 106.34
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.6 $1.6M 33k 49.51
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) 0.5 $1.5M 19k 76.54
Costco Wholesale Corporation (COST) 0.5 $1.3M 1.3k 989.88
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.5 $1.3M 25k 50.17
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.5 $1.3M 29k 43.55
Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.2M 1.9k 620.82
Vanguard World Esg Intl Stk Etf (VSGX) 0.4 $1.2M 18k 65.50
Wisdomtree Tr Em Ex St-owned (XSOE) 0.4 $1.1M 33k 34.48
Dimensional Etf Trust Global Sustaina (DFSB) 0.4 $1.0M 20k 52.43
Bank of America Corporation (BAC) 0.4 $1.0M 21k 47.32
Adobe Systems Incorporated (ADBE) 0.4 $976k 2.5k 386.88
Simplify Exchange Traded Fun Hedged Equity (HEQT) 0.3 $927k 31k 30.05
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $883k 13k 67.22
Philip Morris International (PM) 0.3 $848k 4.7k 182.14
Vanguard World Consum Dis Etf (VCR) 0.3 $838k 2.3k 362.39
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $830k 15k 56.85
Ishares Tr Esg Eafe Etf (DMXF) 0.3 $824k 11k 74.44
Amazon (AMZN) 0.3 $814k 3.7k 219.39
Starbucks Corporation (SBUX) 0.3 $767k 8.4k 91.63
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.3 $757k 8.1k 93.95
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $708k 12k 57.01
Southern Company (SO) 0.3 $689k 7.5k 91.83
NVIDIA Corporation (NVDA) 0.3 $684k 4.3k 157.99
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.3 $682k 13k 54.40
Emerson Electric (EMR) 0.2 $667k 5.0k 133.33
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.2 $658k 11k 60.05
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $596k 3.1k 194.22
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $581k 12k 50.27
Tidal Trust Iii Affordable Hous (OWNS) 0.2 $570k 33k 17.13
Selective Insurance (SIGI) 0.2 $570k 6.6k 86.65
Boeing Company (BA) 0.2 $553k 2.6k 209.54
Altria (MO) 0.2 $543k 9.3k 58.63
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $528k 3.8k 138.66
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $527k 4.0k 132.14
Crowdstrike Hldgs Cl A (CRWD) 0.2 $510k 1.0k 509.31
Procter & Gamble Company (PG) 0.2 $505k 3.2k 159.33
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $460k 1.1k 424.51
J P Morgan Exchange Traded F Sustainable Muni (JMSI) 0.2 $436k 8.8k 49.42
Netflix (NFLX) 0.2 $421k 314.00 1339.13
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $414k 4.4k 93.88
International Business Machines (IBM) 0.2 $414k 1.4k 294.70
Ishares Tr S&p 100 Etf (OEF) 0.1 $403k 1.3k 304.35
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $367k 1.9k 194.96
Ea Series Trust Freedom 100 Em (FRDM) 0.1 $352k 8.7k 40.40
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $332k 1.6k 204.69
Vanguard World Inf Tech Etf (VGT) 0.1 $330k 497.00 663.33
Johnson & Johnson (JNJ) 0.1 $325k 2.1k 152.77
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $318k 2.0k 157.73
JPMorgan Chase & Co. (JPM) 0.1 $315k 1.1k 289.84
Nextera Energy (NEE) 0.1 $312k 4.5k 69.42
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.1 $307k 3.2k 95.82
Cisco Systems (CSCO) 0.1 $306k 4.4k 69.38
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.1 $284k 9.0k 31.54
Visa Com Cl A (V) 0.1 $281k 792.00 355.05
First Tr Exchange-traded SHS (FVD) 0.1 $281k 6.3k 44.70
Coca-cola Europacific Partne SHS (CCEP) 0.1 $272k 2.9k 92.72
MercadoLibre (MELI) 0.1 $270k 103.00 2618.50
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $258k 418.00 618.22
NiSource (NI) 0.1 $257k 6.4k 40.34
Home Depot (HD) 0.1 $246k 670.00 366.57
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $227k 11k 21.16
Lowe's Companies (LOW) 0.1 $223k 1.0k 221.83
Mastercard Incorporated Cl A (MA) 0.1 $223k 397.00 561.26
Wells Fargo & Company (WFC) 0.1 $220k 2.7k 80.12
Pepsi (PEP) 0.1 $219k 1.7k 132.05
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $217k 394.00 550.94
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $216k 2.8k 77.50
Wal-Mart Stores (WMT) 0.1 $214k 2.2k 97.80
Abbvie (ABBV) 0.1 $209k 1.1k 185.59
Unum (UNM) 0.1 $202k 2.5k 80.76
Nokia Corp Sponsored Adr (NOK) 0.0 $124k 24k 5.18