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CIK: 0001843832
Total reported value
$318.7M
$318.7M
80 檔
30.4%
At the close of Q1 2024, Skyline Advisors, Inc. disclosed equity holdings valued at approximately $318.7M, spread across 80 reported holdings.
During Q1 2024, Skyline Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VTI, MSFT, IXUS) accounted for 30.4% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 11.85% | -1.76% | +0.52% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 9.30% | -0.59% | -0.34% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 8.04% | -2.30% | +1.14% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 7.25% | -2.50% | -0.59% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.97% | -0.32% | +0.86% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.84% | -1.47% | +1.84% | |
| 7 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 5.10% | — | -0.62% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-Other | 4.73% | -0.93% | +5.14% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.53% | +0.16% | -1.20% | |
| 10 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 4.22% | -0.21% | +10.22% | |
| 11 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.45% | — | +0.80% | |
| 12 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 3.33% | -0.03% | +0.86% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.93% | +0.01% | -3.37% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.84% | -0.21% | -1.80% | |
| 15 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.24% | -0.38% | +2.63% | |
| 16 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.13% | +0.11% | +0.41% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.11% | -0.50% | -1.13% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.91% | +0.04% | +0.01% | |
| 19 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.86% | — | +0.55% | |
| 20 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.85% | -0.03% | +10.97% | |
| 21 | DE | Deere & Co | Stock-Industrials | 0.82% | -0.01% | — | |
| 22 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.82% | -0.28% | -3.87% | |
| 23 | BSTZ | Blackrock Sci & Tech Trm Tr | Stock-Other | 0.75% | — | +1.23% | |
| 24 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.59% | +0.07% | -1.83% | |
| 25 | ADBE | Adobe Inc | Stock-Tech | 0.57% | -0.08% | EXIT | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.07% | +0.13% | |
| 27 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.44% | +0.01% | -0.99% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.42% | +0.01% | -3.39% | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 0.36% | +0.02% | — | |
| 30 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.36% | -0.03% | +2.74% | |
| 31 | EMNT | Pimco Enhcd St M-active Esg | ETF-Other | 0.33% | — | +1.06% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.33% | -0.01% | -3.22% | |
| 33 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.33% | -0.02% | +0.22% | |
| 34 | SIGI | Selective Insurance Group | Stock-Financials | 0.32% | +0.03% | -13.20% | |
| 35 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.30% | -0.03% | -0.42% | |
| 36 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.30% | — | — | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.28% | +0.04% | +0.46% | |
| 38 | EMR | Emerson Electric Co | Stock-Industrials | 0.25% | -0.02% | — | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.24% | -0.01% | -1.47% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.24% | +0.01% | +0.40% | |
| 41 | SO | Southern Co/the | Stock-Utilities | 0.24% | -0.02% | — | |
| 42 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.22% | +0.01% | +3.05% | |
| 43 | FVD | First Trust Value Line Dvd | ETF-Other | 0.20% | -0.01% | +0.86% | |
| 44 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.20% | — | +0.05% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.20% | +0.01% | +0.83% | |
| 46 | PM | Philip Morris International | Stock-Consumer Staples | 0.20% | -0.01% | +0.12% | |
| 47 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.19% | +0.08% | -1.89% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.18% | -0.02% | +0.05% | |
| 49 | MO | Altria Group Inc | Stock-Consumer Staples | 0.18% | -0.01% | +0.02% | |
| 50 | BA | Boeing Co/the | Stock-Industrials | 0.18% | -0.04% | -4.69% |
According to official SEC Form 13F filings, Skyline Advisors, Inc. reported a total U.S. public equity portfolio value of $318.7M across 80 disclosed positions in Q1 2024.
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During Q1 2024, Skyline Advisors, Inc.'s top holdings by market value included VTI (11.8%)、MSFT (9.3%)、IXUS (8.0%). The largest single position, VTI, represented 11.8% of total portfolio value.
In Q1 2024, Skyline Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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