Skyline Advisors

Skyline Advisors as of June 30, 2026

Portfolio Holdings for Skyline Advisors

Skyline Advisors holds 123 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Univrsl Usd (IUSB) 9.4 $30M 651k 46.15
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.0 $19M 28k 686.80
Vanguard Index Fds Total Stk Mkt (VTI) 5.6 $18M 48k 370.04
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 5.5 $18M 517k 33.84
Microsoft Corporation (MSFT) 5.3 $17M 45k 373.02
Blackrock Etf Trust Ishares Us Equit (DYNF) 5.0 $16M 235k 68.01
Ishares Tr Core Msci Total (IXUS) 4.0 $13M 132k 95.44
Blackrock Etf Trust Isha In Ctry Etf (CORO) 3.7 $12M 325k 36.60
Ishares Tr National Mun Etf (MUB) 3.1 $9.9M 92k 107.62
Blackrock Etf Trust Isha La Valu Etf (BLCV) 2.8 $8.8M 214k 41.31
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.7 $8.6M 39k 219.43
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 2.7 $8.6M 313k 27.33
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.6 $8.3M 262k 31.71
J P Morgan Exchange Traded F Municipal Etf (JMUB) 2.5 $8.0M 158k 50.66
Blackrock Etf Trust Isha I In Te Etf (BAI) 2.0 $6.5M 123k 52.72
Blackrock Etf Trust Ii Ishar Inter Etf (INMU) 1.8 $5.6M 233k 24.25
Vanguard Scottsdale Fds Long Term Treas (VGLT) 1.4 $4.6M 84k 55.18
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 1.4 $4.4M 189k 23.52
Blackrock Etf Trust Isha Us Them Etf (THRO) 1.3 $4.3M 99k 43.11
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.3 $4.1M 86k 48.43
Blackrock Etf Trust Isha Syst Al Etf (IALT) 1.3 $4.0M 143k 28.05
J P Morgan Exchange Traded F Us Momentum (JMOM) 1.2 $4.0M 47k 85.46
Ishares Core Msci Emkt (IEMG) 1.2 $3.8M 46k 82.84
Global X Fds Defense Tech Etf (SHLD) 1.2 $3.8M 63k 59.71
Apple (AAPL) 1.2 $3.7M 13k 289.37
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU) 1.1 $3.6M 133k 27.47
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.0 $3.3M 113k 28.96
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $2.9M 5.9k 500.39
Blackrock Etf Trust Isha La Core Etf (BLCR) 0.9 $2.8M 55k 50.37
Ishares Gold Tr Ishares New (IAU) 0.8 $2.7M 36k 75.51
Ishares Tr Esg Msci Usa Etf (USXF) 0.8 $2.5M 36k 69.45
Deere & Company (DE) 0.7 $2.2M 3.5k 634.33
Vanguard World Esg Us Stk Etf (ESGV) 0.6 $2.0M 15k 132.24
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO) 0.6 $1.9M 28k 67.58
Blackrock Etf Trust Isha Us Awar Etf (LCTU) 0.5 $1.7M 21k 80.16
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.5 $1.5M 30k 51.00
Quaker Invt Tr Affordable Hous (OWNS) 0.5 $1.5M 86k 17.28
Ishares Tr Esg Awre Usd Etf (SUSC) 0.5 $1.5M 63k 23.15
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.2M 18k 71.25
Bank of America Corporation (BAC) 0.4 $1.2M 21k 56.98
Costco Wholesale Corporation (COST) 0.4 $1.2M 1.3k 935.64
Ishares Tr Core Div Grwth (DGRO) 0.4 $1.2M 15k 75.79
Ishares Tr S&p 100 Etf (OEF) 0.4 $1.1M 15k 73.48
Vanguard World Esg Intl Stk Etf (VSGX) 0.4 $1.1M 14k 82.34
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $1.1M 13k 83.75
NVIDIA Corporation (NVDA) 0.3 $1.1M 5.4k 200.10
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.0M 1.4k 749.06
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.3 $911k 18k 50.50
Blackrock Etf Trust Ishares Us Larg (BALI) 0.3 $898k 27k 33.83
Vanguard World Consum Dis Etf (VCR) 0.3 $872k 2.2k 396.69
Dimensional Etf Trust Global Sustaina (DFSB) 0.3 $857k 16k 52.11
Ishares Tr Systematic Bd Et (SYSB) 0.3 $850k 9.6k 88.71
Philip Morris International (PM) 0.3 $843k 4.7k 180.90
Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $836k 32k 26.50
Starbucks Corporation (SBUX) 0.3 $819k 8.0k 102.19
Schwab Strategic Tr Fundamental Intl (FNDF) 0.3 $817k 16k 52.76
Wisdomtree Tr Em Ex St-owned (XSOE) 0.2 $766k 16k 49.18
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $755k 3.1k 242.44
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $733k 7.4k 98.98
Ishares Tr Esg Eafe Etf (DMXF) 0.2 $730k 8.6k 84.60
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $728k 5.9k 124.41
Southern Company (SO) 0.2 $719k 7.5k 95.71
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.2 $718k 29k 24.99
Crowdstrike Hldgs Cl A (CRWD) 0.2 $717k 939.00 763.14
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $712k 14k 50.57
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $683k 14k 50.23
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $665k 4.0k 164.61
Altria (MO) 0.2 $652k 9.1k 71.95
Selective Insurance (SIGI) 0.2 $638k 6.6k 97.01
Emerson Electric (EMR) 0.2 $602k 4.2k 143.15
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $556k 3.8k 146.41
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $538k 4.3k 124.18
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $532k 9.4k 56.48
Ea Series Trust Freedom 100 Em (FRDM) 0.2 $523k 7.2k 72.90
Cisco Systems (CSCO) 0.2 $523k 4.4k 117.46
Johnson & Johnson (JNJ) 0.2 $500k 2.0k 254.00
Ishares Tr Msci Usa Min Etf (USMV) 0.2 $488k 5.1k 96.46
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $464k 1.9k 242.93
Blackrock Etf Trust Ii Isha Flex In Etf (BINC) 0.1 $462k 8.8k 52.34
Amazon (AMZN) 0.1 $439k 1.8k 238.34
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $435k 2.0k 221.17
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $428k 4.2k 102.16
Boeing Company (BA) 0.1 $428k 2.0k 216.48
Ishares Tr Esg Advan Etf (EUSB) 0.1 $421k 9.7k 43.45
Procter & Gamble Company (PG) 0.1 $415k 2.8k 146.62
Vanguard World Inf Tech Etf (VGT) 0.1 $393k 3.3k 119.51
International Business Machines (IBM) 0.1 $386k 1.4k 281.12
Kla Corp Com New (KLAC) 0.1 $376k 1.2k 301.61
Nextera Energy (NEE) 0.1 $375k 4.3k 87.78
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) 0.1 $370k 7.1k 51.91
Ishares Tr Core High Dv Etf (HDV) 0.1 $353k 13k 27.41
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.1 $344k 9.0k 38.23
Schwab Strategic Tr Govt Mone Ma Etf (SGVT) 0.1 $327k 3.2k 100.74
Nokia Corp Sponsored Adr (NOK) 0.1 $317k 24k 13.28
Metropcs Communications (TMUS) 0.1 $314k 1.9k 167.73
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $311k 2.7k 117.07
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $308k 412.00 746.75
NiSource (NI) 0.1 $303k 6.4k 47.55
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.1 $294k 4.1k 72.27
Coca-cola Europacific Partne SHS (CCEP) 0.1 $294k 2.9k 100.07
JPMorgan Chase & Co. (JPM) 0.1 $291k 888.00 327.35
Merck & Co (MRK) 0.1 $287k 2.2k 128.52
Blackrock Etf Trust Ii Isha Secu In Etf (SECU) 0.1 $286k 5.7k 49.86
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $283k 384.00 736.90
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.1 $281k 6.0k 46.94
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.1 $267k 11k 25.56
First Tr Exchange-traded SHS (FVD) 0.1 $259k 5.4k 48.18
Simon Property (SPG) 0.1 $257k 1.2k 223.57
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $254k 2.9k 88.53
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $254k 11k 23.68
PNC Financial Services (PNC) 0.1 $253k 1.0k 246.22
Wal-Mart Stores (WMT) 0.1 $248k 2.2k 113.28
Alphabet Cap Stk Cl C (GOOG) 0.1 $236k 668.00 353.37
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $236k 6.5k 36.13
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) 0.1 $233k 2.5k 94.45
Wells Fargo & Company (WFC) 0.1 $227k 2.7k 82.64
Pepsi (PEP) 0.1 $224k 1.7k 135.40
Applied Materials (AMAT) 0.1 $224k 310.00 723.00
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $223k 3.7k 59.69
Franklin Templeton Holdings Respbly Srcd Gld (FGDL) 0.1 $217k 4.1k 53.37
Lowe's Companies (LOW) 0.1 $214k 970.00 220.42
Home Depot (HD) 0.1 $204k 579.00 352.65
Select Sector Spdr Tr St Str Indl Etf (XLI) 0.1 $203k 1.1k 185.23