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Skyline Advisors, Inc.13F | |
| Skyline Advisors, Inc. | |
| Last update 2025-07-12 | 96 Stocks (10 new) |
| Value $271.00 Mil | Turnover 4 % |
Skyline Advisors, Inc. Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 101,939 | 30,982.3 | -0.84% | 11.440 | -0.09% | 0.010 | +23.31% | +7.86% | 478,874.2 | ||
IXUS |
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
| 358,603 | 27,723.6 | +1.49% | 10.240 | +0.15% | 0.060 | +15.38% | +19.76% | 46,606.3 | ||
MSFT | Microsoft Corp | 46,890 | 23,323.8 | -0.64% | 8.620 | -0.04% | 0.000 | +42.61% | +21.75% | 3,799,442.1 | Software | |
IUSB |
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
| 458,295 | 21,187.0 | +1.32% | 7.830 | +0.10% | 0.060 | +2.54% | +3.83% | 32,855.7 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 102,108 | 18,667.4 | -2.29% | 6.900 | -0.16% | 0.040 | +17.44% | +4.34% | 53,386.3 | ||
SCHG | Schwab U.S. Large-Cap Growth ETF | 566,492 | 16,547.2 | +1.12% | 6.110 | +0.07% | 0.040 | +30.26% | +7.70% | 45,634.4 | ||
SCHD | Schwab US Dividend Equity ETF | 618,903 | 16,400.9 | +0.45% | 6.060 | +0.03% | 0.020 | +9.29% | +1.04% | 70,652.1 | ||
CGMS |
Capital Group U.S. Multi-Sector Income
Capital Group U.S. Multi-Sector Income
| 481,421 | 13,296.9 | +1.77% | 4.910 | +0.09% | - | +5.12% | +4.14% | 0 | ||
HELO |
JPMorgan Hedged Equity Laddered Overlay ETF
JPMorgan Hedged Equity Laddered Overlay ETF
| 165,017 | 10,326.8 | -11.78% | 3.810 | -0.52% | 0.310 | +10.01% | +2.43% | 3,313.2 | ||
MUB | iShares National Muni Bond ETF | 64,974 | 6,788.5 | -44.52% | 2.510 | -2.16% | 0.020 | +1.50% | -1.14% | 38,462.9 |
Skyline Advisors, Inc.'s Historical Top Holdings Breakdowns
Skyline Advisors, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MUB | iShares National Muni Bond ETF | 2025-06-30 | Reduce Reduce | -2.16% | 102.31 ($103.99) 105.8 | $103.68 | -0.30% | Reduce -44.52% | 64,974 | -52,128 | |
MEAR |
iShares Short Maturity Municipal Bond Active ETF
iShares Short Maturity Municipal Bond Active ETF
| 2025-06-30 | New Buy New Buy | +1.21% | 49.74 ($50.07) 50.27 | $50.30 | 0.46% | New holding | 65,036 | 65,036 | |
JMUB | JPMorgan Municipal ETF | 2025-06-30 | Reduce Reduce | -0.73% | 48.46 ($49.41) 50.2 | $49.23 | -0.37% | Reduce -28.05% | 95,340 | -37,169 | |
SUB |
iShares Short-Term National Muni Bond ETF
iShares Short-Term National Muni Bond ETF
| 2025-06-30 | New Buy New Buy | +0.69% | 104.77 ($105.63) 106.34 | $106.52 | 0.84% | New holding | 17,496 | 17,496 | |
HELO |
JPMorgan Hedged Equity Laddered Overlay ETF
JPMorgan Hedged Equity Laddered Overlay ETF
| 2025-06-30 | Reduce Reduce | -0.52% | 56.68 ($60.34) 62.58 | $63.35 | 4.99% | Reduce -11.78% | 165,017 | -22,043 | |
HEQT | Simplify Hedged Equity ETF | 2025-06-30 | New Buy New Buy | +0.34% | 27.22 ($29.01) 30.05 | $30.34 | 4.58% | New holding | 30,861 | 30,861 | |
CGMU | Capital Group Municipal Income ETF | 2025-06-30 | Reduce Reduce | -0.25% | 26.2 ($26.57) 26.97 | $26.66 | 0.32% | Reduce -16.23% | 120,565 | -23,353 | |
JQUA | JPMorgan U.S. Quality Factor ETF | 2025-06-30 | New Buy New Buy | +0.24% | 50.39 ($57.13) 60.05 | $60.44 | 5.79% | New holding | 10,953 | 10,953 | |
VTIP |
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
| 2025-06-30 | New Buy New Buy | +0.21% | 49.57 ($49.94) 50.27 | $50.12 | 0.35% | New holding | 11,564 | 11,564 | |
JPST | JPMorgan Ultra-Short Income ETF | 2025-06-30 | Add Add | +0.17% | 50.36 ($50.51) 50.68 | $50.59 | 0.17% | Add 9.98% | 101,703 | 9,232 |
Skyline Advisors, Inc. Total Holding History ($B)
Skyline Advisors, Inc.'s Asset Allocation
Skyline Advisors, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Skyline Advisors, Inc.'s Hypothetical Growth since 2025-06-30
Skyline Advisors, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Skyline Advisors, Inc.'s Holdings Heat Map
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Skyline Advisors, Inc.'s Holdings Bubble Chart
Skyline Advisors, Inc. News
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