Skyline Advisors, Inc.
120 holdingsFiling period: 2026-03-31Current AUM: $312.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IUSB | ISHARES TR | 558.5K | $25.8M | $25.4M | 8.11% | +58.8K | 2026-03-31 |
| 2 | VTI | VANGUARD INDEX FDS | 65.8K | $21.1M | $24.2M | 7.75% | -38,008 | 2026-03-31 |
| 3 | IXUS | ISHARES TR | 206.7K | $17.9M | $19.5M | 6.25% | -161,882 | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP | 45.5K | $16.9M | $21.2M | 6.76% | -362 | 2026-03-31 |
| 5 | SCHG | SCHWAB STRATEGIC TR | 524.1K | $15.3M | $17.9M | 5.72% | -48,922 | 2026-03-31 |
| 6 | QUAL | ISHARES TR | 77.8K | $14.9M | $17.1M | 5.45% | -31,568 | 2026-03-31 |
| 7 | SCHD | SCHWAB STRATEGIC TR | 381.3K | $11.7M | $12.8M | 4.08% | -274,642 | 2026-03-31 |
| 8 | MUB | ISHARES TR | 109.2K | $11.6M | $11.5M | 3.69% | -3,120 | 2026-03-31 |
| 9 | CGMS | CAPITAL GRP FIXED INCM ETF T | 343.3K | $9.3M | $9.3M | 2.96% | -183,579 | 2026-03-31 |
| 10 | JMUB | J P MORGAN EXCHANGE TRADED F | 155.8K | $7.8M | $7.7M | 2.48% | +14.9K | 2026-03-31 |
| 11 | VOO | VANGUARD INDEX FDS | 12.0K | $7.2M | $8.2M | 2.63% | -- | 2026-03-31 |
| 12 | CORO | BLACKROCK ETF TRUST | 209.0K | $6.7M | $7.5M | 2.38% | -- | 2026-03-31 |
| 13 | BLCV | BLACKROCK ETF TRUST | 183.7K | $6.6M | $7.9M | 2.52% | -- | 2026-03-31 |
| 14 | DYNF | BLACKROCK ETF TRUST | 103.9K | $6.0M | $7.0M | 2.24% | +85.7K | 2026-03-31 |
| 15 | HELO | J P MORGAN EXCHANGE TRADED F | 93.5K | $6.0M | $6.4M | 2.05% | -89,915 | 2026-03-31 |
| 16 | THRO | BLACKROCK ETF TRUST | 130.9K | $4.7M | $5.6M | 1.78% | +125.6K | 2026-03-31 |
| 17 | CGMU | CAPITAL GRP FIXED INCM ETF T | 164.3K | $4.5M | $4.4M | 1.42% | -7,615 | 2026-03-31 |
| 18 | IEMG | ISHARES INC | 52.1K | $3.6M | $4.0M | 1.29% | -- | 2026-03-31 |
| 19 | VGLT | VANGUARD SCOTTSDALE FDS | 64.3K | $3.6M | $3.4M | 1.08% | +20.0K | 2026-03-31 |
| 20 | BNDX | VANGUARD CHARLOTTE FDS | 70.9K | $3.4M | $3.4M | 1.08% | +34.4K | 2026-03-31 |
| 21 | AAPL | APPLE INC | 13.1K | $3.3M | $4.0M | 1.29% | -552 | 2026-03-31 |
| 22 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.8K | $3.2M | $3.2M | 1.04% | -2,623 | 2026-03-31 |
| 23 | BAI | BLACKROCK ETF TRUST | 95.7K | $3.2M | $4.0M | 1.26% | -- | 2026-03-31 |
| 24 | INMU | BLACKROCK ETF TRUST II | 123.9K | $3.0M | $2.9M | 0.94% | +29.3K | 2026-03-31 |
| 25 | JMOM | J P MORGAN EXCHANGE TRADED F | 43.4K | $2.9M | $3.5M | 1.12% | -- | 2026-03-31 |
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