Skyline Advisors

Skyline Advisors as of Dec. 31, 2025

Portfolio Holdings for Skyline Advisors

Skyline Advisors holds 104 positions in its portfolio as reported in the December 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 $35M 104k 335.27
Ishares Tr Core Msci Total (IXUS) 10.4 $31M 369k 84.64
Ishares Tr Core Univrsl Usd (IUSB) 7.8 $23M 500k 46.54
Microsoft Corporation (MSFT) 7.4 $22M 46k 483.62
Ishares Tr Msci Usa Qlt Fct (QUAL) 7.3 $22M 109k 198.62
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 6.2 $19M 573k 32.62
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.0 $18M 656k 27.43
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 4.9 $15M 527k 27.62
J P Morgan Exchange Traded F Hedged Equity La (HELO) 4.1 $12M 183k 66.43
Ishares Tr National Mun Etf (MUB) 4.0 $12M 112k 107.11
J P Morgan Exchange Traded F Municipal Etf (JMUB) 2.4 $7.1M 141k 50.50
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.9 $5.6M 111k 50.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $4.7M 9.4k 502.67
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 1.6 $4.7M 172k 27.38
Apple (AAPL) 1.2 $3.7M 14k 271.86
Schwab Strategic Tr Us Tips Etf (SCHP) 1.1 $3.4M 129k 26.49
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.0 $3.0M 116k 26.23
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.8 $2.5M 44k 55.80
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.8 $2.4M 48k 50.94
Blackrock Etf Trust Ii Ishares Intermed (INMU) 0.8 $2.3M 95k 24.04
Ishares Tr Esg Msci Usa Etf (USXF) 0.7 $2.0M 35k 57.58
Vanguard World Esg Us Stk Etf (ESGV) 0.7 $2.0M 17k 120.96
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $1.9M 19k 99.88
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.6 $1.8M 37k 48.32
Deere & Company (DE) 0.6 $1.7M 3.8k 465.62
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) 0.5 $1.6M 20k 84.24
Ishares Tr Esg Advanced Uni (EUSB) 0.5 $1.5M 34k 43.91
Wisdomtree Tr Em Ex St-owned (XSOE) 0.5 $1.4M 35k 39.02
Dimensional Etf Trust Global Sustaina (DFSB) 0.4 $1.2M 23k 51.80
Bank of America Corporation (BAC) 0.4 $1.2M 21k 55.00
Costco Wholesale Corporation (COST) 0.4 $1.2M 1.3k 862.13
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.4 $1.1M 22k 50.43
Vanguard World Esg Intl Stk Etf (VSGX) 0.4 $1.1M 16k 71.62
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.4 $1.1M 18k 60.81
NVIDIA Corporation (NVDA) 0.4 $1.1M 5.7k 186.49
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.0M 1.5k 684.84
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $987k 13k 73.56
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $920k 16k 57.24
Vanguard World Consum Dis Etf (VCR) 0.3 $914k 2.3k 393.98
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $891k 14k 62.47
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.3 $793k 8.1k 97.79
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.3 $779k 13k 58.12
Ishares Tr Esg Eafe Etf (DMXF) 0.3 $765k 10k 75.16
Philip Morris International (PM) 0.3 $752k 4.7k 160.40
Tidal Trust Iii Affordable Hous (OWNS) 0.2 $678k 39k 17.46
Starbucks Corporation (SBUX) 0.2 $675k 8.0k 84.21
Southern Company (SO) 0.2 $655k 7.5k 87.20
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $651k 3.1k 210.37
Ishares Tr S&p 100 Etf (OEF) 0.2 $619k 2.0k 311.24
Emerson Electric (EMR) 0.2 $605k 4.6k 132.72
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $567k 4.0k 141.04
Selective Insurance (SIGI) 0.2 $550k 6.6k 83.67
Boeing Company (BA) 0.2 $524k 2.4k 217.13
Altria (MO) 0.2 $522k 9.1k 57.66
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $521k 3.8k 136.94
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $513k 1.1k 473.26
Adobe Systems Incorporated (ADBE) 0.2 $477k 1.4k 349.99
Crowdstrike Hldgs Cl A (CRWD) 0.2 $470k 1.0k 468.76
J P Morgan Exchange Traded F Sustainable Muni (JMSI) 0.2 $453k 9.0k 50.38
Metropcs Communications (TMUS) 0.1 $431k 2.1k 203.05
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $421k 4.5k 94.16
Tidal Trust I Dana Unconstrain 0.1 $419k 17k 24.61
Johnson & Johnson (JNJ) 0.1 $407k 2.0k 206.92
International Business Machines (IBM) 0.1 $407k 1.4k 296.16
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $405k 1.9k 211.74
Procter & Gamble Company (PG) 0.1 $404k 2.8k 143.29
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.1 $403k 8.3k 48.68
Amazon (AMZN) 0.1 $395k 1.7k 230.82
Ea Series Trust Freedom 100 Em (FRDM) 0.1 $386k 7.5k 51.27
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.1 $370k 9.0k 41.08
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $369k 2.0k 181.17
Vanguard World Inf Tech Etf (VGT) 0.1 $365k 484.00 754.27
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.1 $359k 3.7k 95.95
Nextera Energy (NEE) 0.1 $344k 4.3k 80.29
Cisco Systems (CSCO) 0.1 $340k 4.4k 77.03
JPMorgan Chase & Co. (JPM) 0.1 $332k 1.0k 322.15
Ishares U S Etf Tr Short Maturity M (MEAR) 0.1 $331k 6.6k 50.32
Vanguard World Esg Us Corp Bd (VCEB) 0.1 $320k 5.0k 63.63
Blackrock Etf Trust Ishares Large Ca (BLCV) 0.1 $312k 8.4k 37.32
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $303k 444.00 682.53
Capital Group Core Balanced SHS (CGBL) 0.1 $269k 7.6k 35.33
Coca-cola Europacific Partne SHS (CCEP) 0.1 $266k 2.9k 90.70
NiSource (NI) 0.1 $266k 6.4k 41.76
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $261k 5.3k 49.46
Wells Fargo & Company (WFC) 0.1 $259k 2.8k 93.20
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.1 $257k 4.1k 63.17
First Tr Exchange-traded SHS (FVD) 0.1 $246k 5.3k 46.08
Lowe's Companies (LOW) 0.1 $244k 1.0k 241.26
Wal-Mart Stores (WMT) 0.1 $242k 2.2k 111.43
Pepsi (PEP) 0.1 $238k 1.7k 143.48
Merck & Co (MRK) 0.1 $236k 2.2k 105.28
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $236k 2.8k 83.62
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $236k 384.00 614.01
Netflix (NFLX) 0.1 $230k 2.5k 93.76
Home Depot (HD) 0.1 $226k 658.00 344.05
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $224k 11k 20.89
Mastercard Incorporated Cl A (MA) 0.1 $219k 384.00 570.90
PNC Financial Services (PNC) 0.1 $214k 1.0k 208.73
Alphabet Cap Stk Cl C (GOOG) 0.1 $210k 668.00 313.86
Simon Property (SPG) 0.1 $208k 1.1k 185.07
MercadoLibre (MELI) 0.1 $208k 103.00 2018.02
Blackrock Etf Trust Ishares Us Thema (THRO) 0.1 $204k 5.3k 38.56
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $200k 3.7k 53.75
Nokia Corp Sponsored Adr (NOK) 0.1 $154k 24k 6.47