Top 50 Skyline Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IUSB | ISHARES TR | 9% | 558.5K | $25.8M | +11.76%(+58.76K) | $46.20(-0.46%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 7.37% | 65.8K | $21.1M | -36.61%(-38.01K) | $227.71(+60.17%) | 2026-03-31 | |
| IXUS | ISHARES TR | 6.25% | 206.7K | $17.9M | -43.92%(-161.88K) | $64.79(+47.56%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.88% | 45.5K | $16.9M | -0.79%(-362) | $345.90(+17.15%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 5.33% | 524.1K | $15.3M | -8.54%(-48.92K) | $21.48(+59.78%) | 2026-03-31 | |
| QUAL | ISHARES TR | 5.21% | 77.8K | $14.9M | -28.86%(-31.57K) | $145.17(+45.33%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 4.08% | 381.3K | $11.7M | -41.87%(-274.64K) | $24.87(+27.68%) | 2026-03-31 | |
| MUB | ISHARES TR | 4.05% | 109.2K | $11.6M | -2.78%(-3.12K) | $105.78(+0.82%) | 2026-03-31 | |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 3.26% | 343.3K | $9.3M | -34.84%(-183.58K) | $27.56(-0.27%) | 2026-03-31 | |
| JMUB | J P MORGAN EXCHANGE TRADED F | 2.72% | 155.8K | $7.8M | +10.58%(+14.91K) | $49.93(+0.57%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.61% | +24.62% |
| Top 20 Holdings Unweighted | +5.96% | +18.96% |
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