SA

Skyline Advisors, Inc.

13F
Skyline Advisors, Inc.
Last update 2025-04-15 88 Stocks (3 new)
Value $254.00 Mil Turnover 2 %
Countries:
Top Holdings: VTI(11.13%)IXUS(9.71%)IUSB(8.21%)QUAL(7.03%)MSFT(6.98%)
Summary Stock Picks Current Portfolio
Skyline Advisors, Inc. Top Holdings of 2025-03-31 View Full List
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
102,807
28,255.5
+0.55%
11.130
+0.06%
0.010
+17.05%
+6.98%
450,247.8
 
IXUS
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
353,354
24,667.6
+2.10%
9.710
+0.20%
0.060
+14.87%
+19.44%
46,394.1
 
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
452,304
20,842.2
+2.59%
8.210
+0.21%
0.060
+0.39%
+3.69%
32,811.1
 
QUAL
iShares MSCI USA Quality Factor ETF
104,500
17,858.1
+1.35%
7.030
+0.09%
0.040
+12.61%
+4.33%
53,585.8
 
MSFT
Microsoft Corp
47,192
17,715.4
-0.98%
6.980
-0.08%
0.000
+33.94%
+18.80%
3,707,650.2
Software
SCHD
Schwab US Dividend Equity ETF
616,111
17,226.5
+2.10%
6.780
+0.14%
0.020
+3.32%
+2.01%
71,250.9
 
SCHG
Schwab U.S. Large-Cap Growth ETF
560,214
14,027.8
+0.76%
5.520
+0.04%
0.040
+22.50%
+5.77%
44,575.7
 
CGMS
Capital Group U.S. Multi-Sector Income
Capital Group U.S. Multi-Sector Income
473,040
12,914.0
+2.48%
5.090
+0.12%
0.640
+2.90%
+4.00%
0
 
MUB
iShares National Muni Bond ETF
117,102
12,347.2
+0.71%
4.860
+0.03%
0.030
-0.65%
-0.57%
38,518.5
 
HELO
JPMorgan Hedged Equity Laddered Overlay ETF
JPMorgan Hedged Equity Laddered Overlay ETF
187,060
11,163.8
+0.75%
4.400
+0.03%
0.390
+7.45%
+1.78%
3,308.0
 

Skyline Advisors, Inc.'s Historical Top Holdings Breakdowns

Skyline Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ESGV
Vanguard ESG U.S. Stock ETF
2025-03-31
Reduce
Reduce
-0.27%
●
96.93 ($104.56) 109.51
$111.01
6.17%
Reduce -25.42%
19,191
-6,541
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
2025-03-31
Add
Add
+0.21%
●
44.72 ($45.57) 46.25
$45.90
0.72%
Add 2.59%
452,304
11,415
IXUS
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
2025-03-31
Add
Add
+0.20%
●
65.06 ($69.34) 72.31
$77.79
12.19%
Add 2.1%
353,354
7,280
SCHD
Schwab US Dividend Equity ETF
2025-03-31
Add
Add
+0.14%
●
27.01 ($27.88) 28.54
$27.35
-1.90%
Add 2.1%
616,111
12,668
VSGX
Vanguard ESG International Stock ETF
Vanguard ESG International Stock ETF
2025-03-31
Reduce
Reduce
-0.14%
●
55.47 ($59.12) 61.45
$65.88
11.43%
Reduce -25.66%
18,653
-6,439
CGMS
Capital Group U.S. Multi-Sector Income
Capital Group U.S. Multi-Sector Income
2025-03-31
Add
Add
+0.12%
●
27.1 ($27.45) 27.71
$27.61
0.58%
Add 2.48%
473,040
11,445
JPST
JPMorgan Ultra-Short Income ETF
2025-03-31
Add
Add
+0.11%
●
50.39 ($50.51) 50.66
$50.50
-0.02%
Add 6.21%
92,471
5,407
GOVT
iShares U.S. Treasury Bond ETF
2025-03-31
Sold Out
Sold Out
-0.11%
●
22.25 ($22.67) 23
$22.78
0.49%
Sold Out
0
-11,963
TFLO
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
2025-03-31
Sold Out
Sold Out
-0.10%
●
50.48 ($50.58) 50.68
$50.49
-0.18%
Sold Out
0
-4,854
EMNT
PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
2025-03-31
Sold Out
Sold Out
-0.10%
●
98.43 ($98.66) 98.88
$98.41
-0.26%
Sold Out
0
-2,488

Skyline Advisors, Inc. Total Holding History ($B)

To

Skyline Advisors, Inc.'s Asset Allocation

To

Skyline Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Skyline Advisors, Inc.'s Hypothetical Growth since 2025-03-31

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

  • 1

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