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Skyline Advisors, Inc.

Portfolio Manager
Skyline Advisors, Inc.
Performance
-3.33% (2026 Q1)
AUM (13F)
$286.64M
# of Holdings
120
Performance Rank
Allocation (Top 20)
70.25%

Skyline Advisors, Inc. Holdings Map

Top 50 Skyline Advisors, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IUSB
ISHARES TR
9%558.5K$25.8M
+11.76%(+58.76K)
2025-Q1: 452.3K shares2025-Q2: 458.3K shares2025-Q3: 474.6K shares2025-Q4: 499.7K shares2026-Q1: 558.5K shares
$46.20(-0.46%)
2026-03-31
VTI
VANGUARD INDEX FDS
7.37%65.8K$21.1M
-36.61%(-38.01K)
2025-Q1: 102.8K shares2025-Q2: 101.9K shares2025-Q3: 102.6K shares2025-Q4: 103.8K shares2026-Q1: 65.8K shares
$227.71(+60.17%)
2026-03-31
IXUS
ISHARES TR
6.25%206.7K$17.9M
-43.92%(-161.88K)
2025-Q1: 353.4K shares2025-Q2: 358.6K shares2025-Q3: 362.6K shares2025-Q4: 368.5K shares2026-Q1: 206.7K shares
$64.79(+47.56%)
2026-03-31
MSFT
MICROSOFT CORP
5.88%45.5K$16.9M
-0.79%(-362)
2025-Q1: 47.2K shares2025-Q2: 46.9K shares2025-Q3: 46.8K shares2025-Q4: 45.9K shares2026-Q1: 45.5K shares
$345.90(+17.15%)
2026-03-31
SCHG
SCHWAB STRATEGIC TR
5.33%524.1K$15.3M
-8.54%(-48.92K)
2025-Q1: 560.2K shares2025-Q2: 566.5K shares2025-Q3: 579.8K shares2025-Q4: 573.1K shares2026-Q1: 524.1K shares
$21.48(+59.78%)
2026-03-31
QUAL
ISHARES TR
5.21%77.8K$14.9M
-28.86%(-31.57K)
2025-Q1: 104.5K shares2025-Q2: 102.1K shares2025-Q3: 107.8K shares2025-Q4: 109.4K shares2026-Q1: 77.8K shares
$145.17(+45.33%)
2026-03-31
SCHD
SCHWAB STRATEGIC TR
4.08%381.3K$11.7M
-41.87%(-274.64K)
2025-Q1: 616.1K shares2025-Q2: 618.9K shares2025-Q3: 651.6K shares2025-Q4: 655.9K shares2026-Q1: 381.3K shares
$24.87(+27.68%)
2026-03-31
MUB
ISHARES TR
4.05%109.2K$11.6M
-2.78%(-3.12K)
2025-Q1: 117.1K shares2025-Q2: 65.0K shares2025-Q3: 109.3K shares2025-Q4: 112.3K shares2026-Q1: 109.2K shares
$105.78(+0.82%)
2026-03-31
CGMS
CAPITAL GRP FIXED INCM ETF T
3.26%343.3K$9.3M
-34.84%(-183.58K)
2025-Q1: 473.0K shares2025-Q2: 481.4K shares2025-Q3: 499.9K shares2025-Q4: 526.9K shares2026-Q1: 343.3K shares
$27.56(-0.27%)
2026-03-31
JMUB
J P MORGAN EXCHANGE TRADED F
2.72%155.8K$7.8M
+10.58%(+14.91K)
2025-Q1: 132.5K shares2025-Q2: 95.3K shares2025-Q3: 132.1K shares2025-Q4: 140.9K shares2026-Q1: 155.8K shares
$49.93(+0.57%)
2026-03-31

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