Skyline Advisors, Inc. — Q1 2025 13F Holdings

Name: Skyline Advisors, Inc. — 13F Holdings, Q1 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001843832

Total reported value

$286.6M

← Back to latest quarter

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	11.13%	-4.26%	+0.55%
2	IXUS	Ishares Core Intl Stock ETF	ETF-Other	9.71%	-4.16%	+2.10%
3	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-Other	8.21%	+1.24%	+2.59%
4	QUAL	Ishares Msci USA Quality Fac	ETF-Other	7.03%	-2.04%	+1.35%
5	MSFT	Microsoft CORP	Stock-Tech	6.98%	-1.53%	-0.98%
6	SCHD	Schwab US Dvd Equity ETF	ETF-Other	6.78%	-1.93%	+2.10%
7	SCHG	Schwab US Large-cap Growth	ETF-Other	5.52%	-0.91%	+0.76%
8	CGMS	Cap Group US Multi-sect Bond	ETF-Other	5.09%	-1.60%	+2.48%
9	MUB	Ishares National Muni Bond E	ETF-Other	4.86%	+0.02%	+0.71%
10	HELO	Jpmorgan Hedged Equity ETF	ETF-Other	4.40%	-1.99%	+0.75%
11	JMUB	Jpmorgan Municipal ETF	ETF-Other	2.61%	+0.35%	-0.39%
12	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	1.92%	-0.45%	-0.28%
13	JPST	Jpmorgan Ultra-short Income	ETF-Other	1.84%	-1.15%	+6.21%
14	AAPL	Apple INC	Stock-Tech	1.67%	-0.08%	-2.31%
15	CGMU	Cap Group Municipal Income	ETF-Other	1.52%	—	+4.69%
16	SCHP	Schwab U.s. Tips ETF	ETF-Other	1.25%	-0.50%	+4.02%
17	VGLT	Vanguard Long-term Treasury	ETF-Gov Bonds	0.88%	+0.41%	+2.51%
18	SCHB	Schwab US Broad Market ETF	ETF-Other	0.85%	—	+0.01%
19	JMST	JPM Ultra-short Muni Income	ETF-Other	0.78%	—	-2.85%
20	AGG	Ishares Core U.s. Aggregate	ETF-Other	0.77%	—	+1.13%
21	DE	Deere & Co	Stock-Industrials	0.74%	—	-9.08%
22	ESGV	Vanguard Esg US Stock ETF	ETF-Other	0.74%	—	-25.42%
23	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	0.65%	+0.60%	-2.20%
24	USXF	Ishares Esg Advance Msci USA	ETF-Other	0.64%	—	+11.04%
25	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.56%	—	-3.03%
26	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.51%	—	—
27	SMMU	Pimco Shrt Trm Muni Bnd ETF	ETF-Other	0.51%	—	+0.02%
28	CVLC	Calvert US L-c Cr Resp Index	ETF-Large Cap & Growth	0.49%	-0.40%	+15.03%
29	EUSB	Ishr Esg Advn Universal Bd-$	ETF-Other	0.46%	-0.21%	+15.64%
30	VSGX	Vanguard Esg Intl Stock ETF	ETF-Other	0.43%	—	-25.66%
31	XSOE	Wisdmtree Emerg Mkt Ex-st Ow	ETF-Other	0.38%	-0.19%	+4.53%
32	ADBE	Adobe INC	Stock-Tech	0.38%	—	—
33	DFSB	Dim Glb Sustain Fix INC ETF	ETF-Other	0.37%	—	+15.32%
34	BAC	Bank Of America CORP	Stock-Financials	0.35%	—	+1.50%
35	JEPI	Jpmorgan Equity Premium Inco	ETF-Other	0.32%	—	+26.76%
36	SBUX	Starbucks CORP	Stock-Consumer Disc	0.32%	—	-8.88%
37	PM	Philip Morris International	Stock-Consumer Staples	0.30%	—	+0.10%
38	VCR	Vanguard Consumer Discre ETF	ETF-Other	0.30%	—	+0.22%
39	DMXF	Ishares Esg Advanc Msci Eafe	ETF-Other	0.29%	—	-1.33%
40	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	0.28%	—	—
41	AMZN	Amazon.com INC	Stock-Consumer Disc	0.28%	—	-2.42%
42	SO	Southern Co/the	Stock-Utilities	0.27%	—	-0.13%
43	JEPQ	JPM Nasdaq Equity Premium	ETF-Tech	0.25%	-0.26%	EXIT
44	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.25%	—	+0.01%
45	NULG	Nuveen Esg Lrg-cap Grw ETF	ETF-Other	0.24%	-0.13%	+52.48%
46	SIGI	Selective Insurance Group	Stock-Financials	0.24%	—	—
47	IWD	Ishares Russell 1000 Value E	ETF-Other	0.23%	—	+0.39%
48	MO	Altria Group INC	Stock-Consumer Staples	0.22%	—	+2.21%
49	EMR	Emerson Electric Co	Stock-Industrials	0.22%	—	—
50	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.22%	—	-0.71%

1–50 of 88