Skyline Advisors

Skyline Advisors as of Sept. 30, 2025

Portfolio Holdings for Skyline Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 11.6 $34M 103k 328.17
Ishares Tr Core Msci Total (IXUS) 10.3 $30M 363k 82.58
Microsoft Corporation (MSFT) 8.4 $24M 47k 517.95
Ishares Tr Core Total Usd (IUSB) 7.6 $22M 475k 46.71
Ishares Tr Msci Usa Qlt Fct (QUAL) 7.2 $21M 108k 194.50
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 6.4 $19M 580k 31.91
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.1 $18M 652k 27.30
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 4.8 $14M 500k 27.75
J P Morgan Exchange Traded F Hedged Equity La (HELO) 4.2 $12M 188k 65.00
Ishares Tr National Mun Etf (MUB) 4.0 $12M 109k 106.49
J P Morgan Exchange Traded F Municipal Etf (JMUB) 2.3 $6.7M 132k 50.47
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.8 $5.3M 105k 50.73
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $4.7M 9.4k 502.76
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 1.6 $4.5M 166k 27.29
Apple (AAPL) 1.4 $4.0M 16k 254.63
Schwab Strategic Tr Us Tips Etf (SCHP) 1.2 $3.4M 125k 26.95
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.0 $3.0M 116k 25.71
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.8 $2.4M 47k 51.04
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.8 $2.3M 41k 56.86
Ishares Tr Esg Msci Usa Etf (USXF) 0.7 $2.0M 36k 57.31
Vanguard World Esg Us Stk Etf (ESGV) 0.7 $2.0M 17k 118.44
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $1.9M 19k 100.25
Deere & Company (DE) 0.6 $1.8M 3.9k 457.31
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.6 $1.8M 36k 49.46
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) 0.6 $1.6M 20k 81.87
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.5 $1.4M 31k 43.92
Wisdomtree Tr Em Ex St-owned (XSOE) 0.5 $1.4M 36k 37.94
Costco Wholesale Corporation (COST) 0.4 $1.2M 1.3k 925.81
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.4 $1.2M 23k 50.57
Vanguard World Esg Intl Stk Etf (VSGX) 0.4 $1.2M 17k 69.37
Bank of America Corporation (BAC) 0.4 $1.1M 22k 51.59
Dimensional Etf Trust Global Sustaina (DFSB) 0.4 $1.1M 20k 53.27
Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.0M 1.6k 669.20
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $957k 13k 71.37
Vanguard World Consum Dis Etf (VCR) 0.3 $917k 2.3k 396.19
Ishares Tr Esg Eafe Etf (DMXF) 0.3 $853k 11k 75.74
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.3 $849k 8.5k 99.45
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $840k 15k 57.10
NVIDIA Corporation (NVDA) 0.3 $838k 4.5k 186.59
Philip Morris International (PM) 0.3 $755k 4.7k 162.19
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $744k 12k 59.92
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $721k 13k 57.52
Southern Company (SO) 0.2 $711k 7.5k 94.77
Starbucks Corporation (SBUX) 0.2 $684k 8.1k 84.60
Emerson Electric (EMR) 0.2 $656k 5.0k 131.18
Adobe Systems Incorporated (ADBE) 0.2 $632k 1.8k 352.75
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $627k 3.1k 203.56
Altria (MO) 0.2 $625k 9.5k 66.06
Tidal Trust Iii Affordable Hous (OWNS) 0.2 $606k 35k 17.39
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $586k 12k 50.63
Boeing Company (BA) 0.2 $564k 2.6k 215.84
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $559k 4.0k 139.66
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $543k 3.8k 142.40
Selective Insurance (SIGI) 0.2 $533k 6.6k 81.07
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $507k 1.1k 468.33
Crowdstrike Hldgs Cl A (CRWD) 0.2 $499k 1.0k 490.38
Metropcs Communications (TMUS) 0.2 $499k 2.1k 239.40
J P Morgan Exchange Traded F Sustainable Muni (JMSI) 0.2 $448k 8.9k 50.22
Procter & Gamble Company (PG) 0.2 $446k 2.9k 153.66
Ishares Tr S&p 100 Etf (OEF) 0.2 $440k 1.3k 332.84
Netflix (NFLX) 0.1 $434k 362.00 1198.92
Amazon (AMZN) 0.1 $432k 2.0k 219.57
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $420k 4.4k 95.15
Ishares Tr Intl Trea Bd Etf (IGOV) 0.1 $415k 9.8k 42.60
International Business Machines (IBM) 0.1 $398k 1.4k 282.24
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $393k 1.9k 208.66
Johnson & Johnson (JNJ) 0.1 $382k 2.1k 185.41
Ea Series Trust Freedom 100 Em (FRDM) 0.1 $373k 8.4k 44.31
Vanguard World Inf Tech Etf (VGT) 0.1 $371k 497.00 747.29
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $358k 2.0k 176.80
JPMorgan Chase & Co. (JPM) 0.1 $343k 1.1k 315.50
Ishares U S Etf Tr Short Maturity M (MEAR) 0.1 $331k 6.6k 50.51
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.1 $331k 9.0k 36.81
Nextera Energy (NEE) 0.1 $322k 4.3k 75.49
Cisco Systems (CSCO) 0.1 $303k 4.4k 68.42
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.1 $301k 3.1k 96.16
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $279k 419.00 665.67
NiSource (NI) 0.1 $276k 6.4k 43.30
Home Depot (HD) 0.1 $271k 668.00 405.12
Coca-cola Europacific Partne SHS (CCEP) 0.1 $265k 2.9k 90.41
Capital Group Core Balanced SHS (CGBL) 0.1 $260k 7.5k 34.72
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.1 $256k 4.1k 62.90
Lowe's Companies (LOW) 0.1 $254k 1.0k 251.33
First Tr Exchange-traded SHS (FVD) 0.1 $248k 5.4k 46.24
MercadoLibre (MELI) 0.1 $241k 103.00 2341.30
Pepsi (PEP) 0.1 $233k 1.7k 140.40
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $232k 11k 21.57
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $230k 383.00 600.21
Wells Fargo & Company (WFC) 0.1 $230k 2.7k 83.82
Vanguard World Esg Us Corp Bd (VCEB) 0.1 $227k 3.5k 64.19
Wal-Mart Stores (WMT) 0.1 $224k 2.2k 103.08
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $223k 2.8k 79.81
Mastercard Incorporated Cl A (MA) 0.1 $221k 388.00 568.46
Simon Property (SPG) 0.1 $209k 1.1k 187.59
PNC Financial Services (PNC) 0.1 $209k 1.0k 200.93
Nokia Corp Sponsored Adr (NOK) 0.0 $115k 24k 4.81