Sightline Wealth Advisors, LLC
93 holdingsFiling period: 2026-06-30Current AUM: $269.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 395.8K | $29.1M | $28.2M | 10.44% | +24.6K | 2026-06-30 |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | 105.8K | $22.5M | $22.6M | 8.39% | -1,720 | 2026-06-30 |
| 3 | VTV | VANGUARD INDEX FDS | 102.9K | $22.4M | $22.9M | 8.50% | +4.1K | 2026-06-30 |
| 4 | SCHF | SCHWAB STRATEGIC TR | 554.8K | $15.4M | $15.4M | 5.70% | -5,550 | 2026-06-30 |
| 5 | SCHA | SCHWAB STRATEGIC TR | 411.0K | $14.8M | $13.6M | 5.05% | +18.2K | 2026-06-30 |
| 6 | VUG | VANGUARD INDEX FDS | 146.3K | $12.6M | $12.7M | 4.72% | +122.2K | 2026-06-30 |
| 7 | SCHM | SCHWAB STRATEGIC TR | 322.8K | $11.9M | $11.2M | 4.15% | -9,372 | 2026-06-30 |
| 8 | SCHV | SCHWAB STRATEGIC TR | 329.2K | $11.5M | $11.2M | 4.16% | +33.4K | 2026-06-30 |
| 9 | SCHJ | SCHWAB STRATEGIC TR | 416.8K | $10.3M | $10.1M | 3.74% | +43.2K | 2026-06-30 |
| 10 | VEU | VANGUARD INTL EQUITY INDEX F | 94.0K | $7.9M | $7.9M | 2.92% | +6.2K | 2026-06-30 |
| 11 | SPYG | SPDR SERIES TRUST | 59.2K | $7.0M | $7.1M | 2.61% | +3.4K | 2026-06-30 |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | 93.7K | $6.7M | $6.7M | 2.48% | +9.3K | 2026-06-30 |
| 13 | QQQ | INVESCO QQQ TR | 8.7K | $6.4M | $6.1M | 2.27% | -216 | 2026-06-30 |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | 8.6K | $6.4M | $6.5M | 2.41% | +19 | 2026-06-30 |
| 15 | VCSH | VANGUARD SCOTTSDALE FDS | 63.7K | $5.0M | $4.9M | 1.83% | +4.2K | 2026-06-30 |
| 16 | SCHG | SCHWAB STRATEGIC TR | 147.1K | $5.0M | $5.2M | 1.91% | +24.8K | 2026-06-30 |
| 17 | BKAG | BNY MELLON ETF TRUST | 112.5K | $4.7M | $4.6M | 1.69% | +13.4K | 2026-06-30 |
| 18 | SCHE | SCHWAB STRATEGIC TR | 123.1K | $4.5M | $4.5M | 1.66% | +110 | 2026-06-30 |
| 19 | IBDS | ISHARES TR | 181.4K | $4.4M | $4.4M | 1.62% | +40.8K | 2026-06-30 |
| 20 | IBDT | ISHARES TR | 147.6K | $3.7M | $3.7M | 1.37% | +44.3K | 2026-06-30 |
| 21 | VCLT | VANGUARD SCOTTSDALE FDS | 48.3K | $3.6M | $3.4M | 1.27% | +198 | 2026-06-30 |
| 22 | SKT | TANGER INC | 81.4K | $3.2M | $2.9M | 1.09% | -14,698 | 2026-06-30 |
| 23 | QQQM | INVESCO EXCH TRADED FD TR II | 9.7K | $2.9M | $2.8M | 1.05% | +860 | 2026-06-30 |
| 24 | NAD | NUVEEN QUALITY MUNCP INCOME | 213.9K | $2.6M | $2.3M | 0.85% | +12.4K | 2026-06-30 |
| 25 | IWB | ISHARES TR | 6.2K | $2.5M | $2.6M | 0.95% | -141 | 2026-06-30 |
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