13F Filings for Skyline Advisors, Inc. (CIK: 1843832)
View the most recent portfolio holdings disclosed by Skyline Advisors, Inc. in their 13F filing.
Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
---|---|---|---|---|---|
VTI - VANGUARD INDEX FDS(Class: TOTAL STK MKT) | 101.94K | $30.98M | 11.44% | Decreased | 868 (0.0%, $2.73M) |
IXUS - ISHARES TR(Class: CORE MSCI TOTAL) | 358.60K | $27.72M | 10.24% | Increased | 5.25K (1.0%, $3.06M) |
MSFT - MICROSOFT CORP(Class: COM) | 46.89K | $23.32M | 8.62% | Decreased | 302 (0.0%, $5.61M) |
IUSB - ISHARES TR(Class: CORE TOTAL USD) | 458.30K | $21.19M | 7.83% | Increased | 5.99K (1.0%, $344.79K) |
N/A - ISHARES TR(Class: MSCI USA QLT FCT) | 102.11K | $18.67M | 6.90% | Decreased | 2.39K (2.0%, $809.35K) |
SCHG - SCHWAB STRATEGIC TR(Class: US LCAP GR ETF) | 566.49K | $16.55M | 6.11% | Increased | 6.28K (1.0%, $2.52M) |
SCHD - SCHWAB STRATEGIC TR(Class: US DIVIDEND EQ) | 618.90K | $16.40M | 6.06% | Increased | 2.79K (0.0%, $825.52K) |
CGMS - CAPITAL GRP FIXED INCM ETF T(Class: US MULTI-SECTOR) | 481.42K | $13.30M | 4.91% | Increased | 8.38K (1.0%, $382.85K) |
HELO - J P MORGAN EXCHANGE TRADED F(Class: HEDGED EQUITY LA) | 165.02K | $10.33M | 3.81% | Decreased | 22.04K (11.0%, $836.97K) |
MUB - ISHARES TR(Class: NATIONAL MUN ETF) | 64.97K | $6.79M | 2.51% | Decreased | 52.13K (44.0%, $5.56M) |
JPST - J P MORGAN EXCHANGE TRADED F(Class: ULTRA SHRT ETF) | 101.70K | $5.15M | 1.90% | Increased | 9.23K (9.0%, $472.46K) |
N/A - J P MORGAN EXCHANGE TRADED F(Class: MUNICIPAL ETF) | 95.34K | $4.73M | 1.75% | Decreased | 37.17K (28.0%, $1.89M) |
BRK.B - BERKSHIRE HATHAWAY INC DEL(Class: CL B NEW) | 9.24K | $4.49M | 1.66% | Increased | 70 (0.0%, $395.11K) |
AAPL - APPLE INC(Class: COM) | 18.19K | $3.73M | 1.38% | Decreased | 898 (4.0%, $507.91K) |
SCHP - SCHWAB STRATEGIC TR(Class: US TIPS ETF) | 123.27K | $3.29M | 1.21% | Increased | 5.40K (4.0%, $119.43K) |
N/A - ISHARES U S ETF TR(Class: SHORT MATURITY M) | 65.04K | $3.27M | 1.21% | New | 65.04K ($3.27M) |
CGMU - CAPITAL GRP FIXED INCM ETF T(Class: MUNICIPAL INCOME) | 120.56K | $3.22M | 1.19% | Decreased | 23.35K (16.0%, $642.02K) |
SCHB - SCHWAB STRATEGIC TR(Class: US BRD MKT ETF) | 116.01K | $2.76M | 1.02% | Increased | 15.52K (15.0%, $600.86K) |
VGLT - VANGUARD SCOTTSDALE FDS(Class: LONG TERM TREAS) | 39.68K | $2.23M | 0.82% | Increased | 895 (2.0%, $7.58K) |
N/A - J P MORGAN EXCHANGE TRADED F(Class: ULTRA SHT MUNCPL) | 43.42K | $2.21M | 0.82% | Increased | 4.48K (11.0%, $230.79K) |
DE - DEERE CO(Class: COM) | 3.90K | $1.98M | 0.73% | Decreased | 125 (3.0%, $94.05K) |
N/A - VANGUARD WORLD FD(Class: ESG US STK ETF) | 17.88K | $1.96M | 0.72% | Decreased | 1.31K (6.0%, $80.18K) |
USXF - ISHARES TR(Class: ESG MSCI USA ETF) | 35.32K | $1.91M | 0.70% | Increased | 695 (2.0%, $288.87K) |
AGG - ISHARES TR(Class: CORE US AGGBD ET) | 18.84K | $1.87M | 0.69% | Decreased | 1K (5.0%, $93.77K) |
SUB - ISHARES TR(Class: SHRT NAT MUN ETF) | 17.50K | $1.86M | 0.69% | New | 17.50K ($1.86M) |