Sightline Wealth Advisors, LLC
91 holdingsFiling period: 2026-03-31Current AUM: $257.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 371.2K | $27.3M | $26.8M | 10.40% | +12.7K | 2026-03-31 |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | 107.5K | $20.6M | $23.1M | 8.97% | -4,034 | 2026-03-31 |
| 3 | VTV | VANGUARD INDEX FDS | 98.8K | $19.4M | $21.7M | 8.43% | -4,568 | 2026-03-31 |
| 4 | SCHF | SCHWAB STRATEGIC TR | 560.3K | $13.9M | $15.4M | 5.96% | -1,822 | 2026-03-31 |
| 5 | SCHA | SCHWAB STRATEGIC TR | 392.7K | $11.4M | $13.2M | 5.11% | +14.6K | 2026-03-31 |
| 6 | VUG | VANGUARD INDEX FDS | 24.1K | $10.5M | $12.3M | 4.78% | +2.2K | 2026-03-31 |
| 7 | SCHM | SCHWAB STRATEGIC TR | 332.2K | $10.3M | $11.5M | 4.47% | -8,668 | 2026-03-31 |
| 8 | SCHJ | SCHWAB STRATEGIC TR | 373.5K | $9.2M | $9.2M | 3.55% | +123.4K | 2026-03-31 |
| 9 | SCHV | SCHWAB STRATEGIC TR | 295.8K | $9.0M | $10.1M | 3.91% | +154.3K | 2026-03-31 |
| 10 | VEU | VANGUARD INTL EQUITY INDEX F | 87.8K | $6.6M | $7.3M | 2.82% | +25.1K | 2026-03-31 |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | 8.6K | $5.6M | $6.4M | 2.48% | +15 | 2026-03-31 |
| 12 | SPYG | SPDR SERIES TRUST | 55.8K | $5.5M | $6.5M | 2.53% | +11.4K | 2026-03-31 |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | 84.4K | $5.4M | $6.0M | 2.31% | +5.6K | 2026-03-31 |
| 14 | QQQ | INVESCO QQQ TR | 8.9K | $5.2M | $6.1M | 2.38% | -1,297 | 2026-03-31 |
| 15 | VCSH | VANGUARD SCOTTSDALE FDS | 59.4K | $4.7M | $4.7M | 1.81% | +5.0K | 2026-03-31 |
| 16 | BKAG | BNY MELLON ETF TRUST | 99.1K | $4.2M | $4.1M | 1.59% | +50.9K | 2026-03-31 |
| 17 | SCHE | SCHWAB STRATEGIC TR | 122.9K | $4.1M | $4.4M | 1.72% | -18,491 | 2026-03-31 |
| 18 | VCLT | VANGUARD SCOTTSDALE FDS | 48.1K | $3.6M | $3.5M | 1.34% | +1.0K | 2026-03-31 |
| 19 | SCHG | SCHWAB STRATEGIC TR | 122.3K | $3.6M | $4.2M | 1.62% | +11.7K | 2026-03-31 |
| 20 | IBDS | ISHARES TR | 140.6K | $3.4M | $3.4M | 1.32% | -51,958 | 2026-03-31 |
| 21 | SKT | TANGER INC | 96.1K | $3.3M | $3.9M | 1.52% | +5.1K | 2026-03-31 |
| 22 | IBDT | ISHARES TR | 103.3K | $2.6M | $2.6M | 1.01% | -37,141 | 2026-03-31 |
| 23 | IBDR | ISHARES TR | 103.2K | $2.5M | $2.5M | 0.97% | -59,795 | 2026-03-31 |
| 24 | NAD | NUVEEN QUALITY MUNCP INCOME | 201.5K | $2.3M | $2.4M | 0.92% | +160.0K | 2026-03-31 |
| 25 | IWB | ISHARES TR | 6.3K | $2.3M | $2.6M | 1.01% | -45 | 2026-03-31 |
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