Skyline Advisors

Skyline Advisors as of March 31, 2026

Portfolio Holdings for Skyline Advisors

Skyline Advisors holds 120 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Univrsl Usd (IUSB) 9.0 $26M 559k 46.19
Vanguard Index Fds Total Stk Mkt (VTI) 7.4 $21M 66k 320.81
Ishares Tr Core Msci Total (IXUS) 6.2 $18M 207k 86.64
Microsoft Corporation (MSFT) 5.9 $17M 46k 370.17
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 5.3 $15M 524k 29.13
Ishares Tr Msci Usa Qlt Fct (QUAL) 5.2 $15M 78k 191.81
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.1 $12M 381k 30.68
Ishares Tr National Mun Etf (MUB) 4.0 $12M 109k 106.15
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 3.3 $9.3M 343k 27.23
J P Morgan Exchange Traded F Municipal Etf (JMUB) 2.7 $7.8M 156k 49.99
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.5 $7.2M 12k 597.53
Blackrock Etf Trust Ishares Intl Ctr (CORO) 2.3 $6.7M 209k 32.15
Blackrock Etf Trust Ishares Large Ca 2.3 $6.6M 184k 36.12
Blackrock Etf Trust Ishares Us Equit (DYNF) 2.1 $6.0M 104k 58.18
J P Morgan Exchange Traded F Hedged Equity La (HELO) 2.1 $6.0M 94k 63.91
Blackrock Etf Trust Ishares Us Thema (THRO) 1.7 $4.7M 131k 36.22
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 1.6 $4.5M 164k 27.15
Ishares Core Msci Emkt (IEMG) 1.3 $3.6M 52k 69.75
Vanguard Scottsdale Fds Long Term Treas (VGLT) 1.2 $3.6M 64k 55.36
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.2 $3.4M 71k 48.05
Apple (AAPL) 1.2 $3.3M 13k 253.80
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $3.2M 6.8k 479.23
Blackrock Etf Trust Ishares A I Inno (BAI) 1.1 $3.2M 96k 32.95
Blackrock Etf Trust Ii Ishares Intermed (INMU) 1.0 $3.0M 124k 23.91
J P Morgan Exchange Traded F Us Momentum (JMOM) 1.0 $2.9M 43k 67.92
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.0 $2.8M 113k 25.10
Ishares Tr Eafe Value Etf (EFV) 0.9 $2.6M 35k 74.35
Global X Fds Defense Tech Etf (SHLD) 0.8 $2.4M 34k 70.84
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.7 $2.1M 42k 50.98
Ishares Tr Esg Msci Usa Etf (USXF) 0.7 $2.1M 38k 55.20
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.7 $2.1M 41k 50.61
Deere & Company (DE) 0.7 $2.0M 3.6k 563.36
Vanguard World Esg Us Stk Etf (ESGV) 0.6 $1.8M 16k 112.27
Schwab Strategic Tr Us Tips Etf (SCHP) 0.6 $1.8M 69k 26.61
Ishares Gold Tr Ishares New (IAU) 0.6 $1.6M 18k 88.16
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $1.6M 16k 99.27
Ishares Tr Esg Awre Usd Etf (SUSC) 0.5 $1.3M 58k 23.14
Costco Wholesale Corporation (COST) 0.4 $1.3M 1.3k 996.33
Blackrock Etf Trust Ishares Us Carbo (LCTU) 0.4 $1.3M 18k 70.14
Vanguard World Esg Intl Stk Etf (VSGX) 0.4 $1.1M 15k 71.73
Tidal Trust Iii Affordable Hous (OWNS) 0.4 $1.1M 62k 17.34
Bank of America Corporation (BAC) 0.4 $1.0M 21k 48.75
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $1.0M 13k 75.10
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $998k 16k 64.08
NVIDIA Corporation (NVDA) 0.3 $998k 5.7k 174.39
Ishares Tr Core S&p500 Etf (IVV) 0.3 $976k 1.5k 653.23
Ishares Tr Core Div Grwth (DGRO) 0.3 $953k 14k 70.18
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.3 $914k 18k 50.45
Dimensional Etf Trust Global Sustaina (DFSB) 0.3 $872k 17k 51.74
Vanguard World Consum Dis Etf (VCR) 0.3 $834k 2.3k 358.98
Ishares Tr Esg Advanced Uni (EUSB) 0.3 $792k 18k 43.50
Wisdomtree Tr Em Ex St-owned (XSOE) 0.3 $785k 20k 40.10
Schwab Strategic Tr Fundamental Intl (FNDF) 0.3 $785k 16k 48.93
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.3 $782k 34k 22.98
Philip Morris International (PM) 0.3 $771k 4.7k 165.33
Ishares Tr Esg Eafe Etf (DMXF) 0.3 $746k 9.9k 75.45
Southern Company (SO) 0.3 $725k 7.5k 96.52
Starbucks Corporation (SBUX) 0.3 $718k 8.0k 89.58
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $664k 3.1k 213.70
Ishares Tr Systematic Bd Et (SYSB) 0.2 $631k 7.1k 89.00
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $619k 11k 56.68
Altria (MO) 0.2 $598k 9.1k 65.99
Emerson Electric (EMR) 0.2 $598k 4.6k 131.02
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $587k 4.0k 145.74
Ishares Tr S&p 100 Etf (OEF) 0.2 $568k 1.8k 318.07
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) 0.2 $548k 11k 51.83
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.2 $531k 10k 51.93
Blackrock Etf Trust Ishares Us Larg (BALI) 0.2 $518k 17k 30.81
Ea Series Trust Freedom 100 Em (FRDM) 0.2 $502k 9.2k 54.65
Selective Insurance (SIGI) 0.2 $496k 6.6k 75.39
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $488k 3.8k 128.11
Johnson & Johnson (JNJ) 0.2 $481k 2.0k 244.45
Boeing Company (BA) 0.2 $480k 2.4k 199.04
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $462k 1.1k 426.36
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.2 $459k 9.6k 47.98
J P Morgan Exchange Traded F Sustainable Muni (JMSI) 0.2 $452k 9.1k 49.75
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $432k 4.7k 92.74
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) 0.1 $420k 5.2k 80.07
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $415k 1.9k 217.20
Ishares Tr Core High Dv Etf (HDV) 0.1 $412k 3.0k 135.73
Procter & Gamble Company (PG) 0.1 $407k 2.8k 144.43
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.1 $402k 9.0k 44.62
Nextera Energy (NEE) 0.1 $397k 4.3k 92.88
Metropcs Communications (TMUS) 0.1 $394k 1.9k 210.05
Crowdstrike Hldgs Cl A (CRWD) 0.1 $391k 1.0k 390.41
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $387k 2.0k 189.62
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $369k 4.1k 90.95
Amazon (AMZN) 0.1 $363k 1.7k 208.27
Cisco Systems (CSCO) 0.1 $344k 4.4k 77.60
International Business Machines (IBM) 0.1 $333k 1.4k 242.42
Ishares U S Etf Tr Short Maturity M (MEAR) 0.1 $331k 6.6k 50.34
Ishares Tr Esg Awr Msci Usa (EVUS) 0.1 $316k 9.9k 31.83
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $315k 3.1k 103.41
JPMorgan Chase & Co. (JPM) 0.1 $303k 1.0k 294.25
Vanguard World Inf Tech Etf (VGT) 0.1 $302k 432.00 698.50
NiSource (NI) 0.1 $297k 6.4k 46.66
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.1 $297k 6.2k 47.59
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $290k 445.00 650.70
Wal-Mart Stores (WMT) 0.1 $271k 2.2k 124.27
Merck & Co (MRK) 0.1 $269k 2.2k 120.31
Coca-cola Europacific Partne SHS (CCEP) 0.1 $266k 2.9k 90.67
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.1 $264k 11k 25.11
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $263k 5.3k 49.95
Pepsi (PEP) 0.1 $257k 1.7k 155.24
First Tr Exchange-traded SHS (FVD) 0.1 $252k 5.4k 47.03
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.1 $250k 4.1k 61.31
Lowe's Companies (LOW) 0.1 $240k 1.0k 236.34
Netflix (NFLX) 0.1 $236k 2.5k 96.15
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $234k 2.8k 82.43
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $231k 11k 21.49
Adobe Systems Incorporated (ADBE) 0.1 $226k 931.00 243.08
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $222k 384.00 577.58
Wells Fargo & Company (WFC) 0.1 $218k 2.7k 79.61
PNC Financial Services (PNC) 0.1 $214k 1.0k 208.09
Simon Property (SPG) 0.1 $213k 1.1k 186.56
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.1 $211k 2.2k 95.83
Franklin Templeton Holdings Respbly Srcd Gld (FGDL) 0.1 $210k 3.4k 62.17
Kla Corp Com New (KLAC) 0.1 $204k 138.00 1477.22
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $201k 3.7k 54.04
Nokia Corp Sponsored Adr (NOK) 0.1 $192k 24k 8.04