13F HOLDINGS REPORT
Skyline Advisors, Inc.
Quarter ended Q2 2025 · Filed July 11, 2025 · Accession 0001085146-25-003754
Total Value
$270.7M
Positions
96
Other Managers
0
Confidential Omitted
No
Holdings (96)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 101,939 | $31.0M | 11.44% |
| 2 | ISHARES TR | 46432F834 | 358,603 | $27.7M | 10.24% |
| 3 | MICROSOFT CORP | MSFT | 46,890 | $23.3M | 8.62% |
| 4 | ISHARES TR | 46434V613 | 458,295 | $21.2M | 7.83% |
| 5 | ISHARES TR | 46432F339 | 102,108 | $18.7M | 6.90% |
| 6 | SCHWAB STRATEGIC TR | 808524300 | 566,492 | $16.5M | 6.11% |
| 7 | SCHWAB STRATEGIC TR | 808524797 | 618,903 | $16.4M | 6.06% |
| 8 | CAPITAL GRP FIXED INCM ETF T | 14020Y300 | 481,421 | $13.3M | 4.91% |
| 9 | J P MORGAN EXCHANGE TRADED F | 46654Q724 | 165,017 | $10.3M | 3.81% |
| 10 | ISHARES TR | 464288414 | 64,974 | $6.8M | 2.51% |
| 11 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 101,703 | $5.2M | 1.90% |
| 12 | J P MORGAN EXCHANGE TRADED F | 46641Q647 | 95,340 | $4.7M | 1.75% |
| 13 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 9,238 | $4.5M | 1.66% |
| 14 | APPLE INC | AAPL | 18,194 | $3.7M | 1.38% |
| 15 | SCHWAB STRATEGIC TR | 808524870 | 123,265 | $3.3M | 1.21% |
| 16 | ISHARES U S ETF TR | 46431W838 | 65,036 | $3.3M | 1.21% |
| 17 | CAPITAL GRP FIXED INCM ETF T | 14020Y201 | 120,565 | $3.2M | 1.19% |
| 18 | SCHWAB STRATEGIC TR | 808524102 | 116,006 | $2.8M | 1.02% |
| 19 | VANGUARD SCOTTSDALE FDS | 92206C847 | 39,683 | $2.2M | 0.82% |
| 20 | J P MORGAN EXCHANGE TRADED F | 46641Q654 | 43,418 | $2.2M | 0.82% |
| 21 | DEERE & CO | DE | 3,899 | $2.0M | 0.73% |
| 22 | VANGUARD WORLD FD | 921910733 | 17,876 | $2.0M | 0.72% |
| 23 | ISHARES TR | 46436E767 | 35,324 | $1.9M | 0.70% |
| 24 | ISHARES TR | 464287226 | 18,844 | $1.9M | 0.69% |
| 25 | ISHARES TR | 464288158 | 17,496 | $1.9M | 0.69% |
| 26 | VANGUARD CHARLOTTE FDS | 92203J407 | 33,218 | $1.6M | 0.61% |
| 27 | MORGAN STANLEY ETF TRUST | MS-PQ | 19,219 | $1.5M | 0.54% |
| 28 | COSTCO WHSL CORP NEW | 22160K105 | 1,339 | $1.3M | 0.49% |
| 29 | PIMCO ETF TR | 72201R874 | 25,376 | $1.3M | 0.47% |
| 30 | ISHARES TR | 46436E619 | 28,793 | $1.3M | 0.46% |
| 31 | ISHARES TR | 464287200 | 1,931 | $1.2M | 0.44% |
| 32 | VANGUARD WORLD FD | 921910725 | 17,875 | $1.2M | 0.43% |
| 33 | WISDOMTREE TR | WT | 33,333 | $1.1M | 0.42% |
| 34 | DIMENSIONAL ETF TRUST | 25434V674 | 19,858 | $1.0M | 0.38% |
| 35 | BANK AMERICA CORP | 060505104 | 21,337 | $1.0M | 0.37% |
| 36 | ADOBE INC | ADBE | 2,522 | $975,711 | 0.36% |
| 37 | SIMPLIFY EXCHANGE TRADED FUN | 82889N764 | 30,861 | $927,383 | 0.34% |
| 38 | VANGUARD INTL EQUITY INDEX F | 922042775 | 13,140 | $883,240 | 0.33% |
| 39 | PHILIP MORRIS INTL INC | 718172109 | 4,654 | $847,665 | 0.31% |
| 40 | VANGUARD WORLD FD | 92204A108 | 2,311 | $837,492 | 0.31% |
| 41 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 14,596 | $829,777 | 0.31% |
| 42 | ISHARES TR | 46436E759 | 11,067 | $823,809 | 0.30% |
| 43 | AMAZON COM INC | AMZN | 3,710 | $813,937 | 0.30% |
| 44 | STARBUCKS CORP | SBUX | 8,370 | $766,906 | 0.28% |
| 45 | NUSHARES ETF TR | NU | 8,060 | $757,222 | 0.28% |
| 46 | VANGUARD TAX-MANAGED FDS | 921943858 | 12,418 | $707,964 | 0.26% |
| 47 | SOUTHERN CO | SOMN | 7,507 | $689,378 | 0.25% |
| 48 | NVIDIA CORPORATION | NVDA | 4,327 | $683,629 | 0.25% |
| 49 | J P MORGAN EXCHANGE TRADED F | 46654Q203 | 12,532 | $681,743 | 0.25% |
| 50 | EMERSON ELEC CO | EMR | 5,000 | $666,650 | 0.25% |
| 51 | J P MORGAN EXCHANGE TRADED F | 46641Q761 | 10,953 | $657,729 | 0.24% |
| 52 | ISHARES TR | 464287598 | 3,069 | $596,066 | 0.22% |
| 53 | VANGUARD MALVERN FDS | 922020805 | 11,564 | $581,339 | 0.21% |
| 54 | TIDAL TRUST III | 74741A106 | 33,267 | $569,843 | 0.21% |
| 55 | SELECTIVE INS GROUP INC | 816300107 | 6,575 | $569,724 | 0.21% |
| 56 | BOEING CO | BA-PA | 2,641 | $553,397 | 0.20% |
| 57 | ALTRIA GROUP INC | MO | 9,255 | $542,622 | 0.20% |
| 58 | ISHARES TR | 464287481 | 3,810 | $528,309 | 0.20% |
| 59 | ISHARES TR | 464287473 | 3,985 | $526,584 | 0.19% |
| 60 | CROWDSTRIKE HLDGS INC | CRWD | 1,002 | $510,329 | 0.19% |
| 61 | PROCTER AND GAMBLE CO | 742718109 | 3,172 | $505,387 | 0.19% |
| 62 | ISHARES TR | 464287614 | 1,083 | $459,744 | 0.17% |
| 63 | J P MORGAN EXCHANGE TRADED F | 46654Q815 | 8,830 | $436,379 | 0.16% |
| 64 | NETFLIX INC | NFLX | 314 | $420,487 | 0.16% |
| 65 | ISHARES TR | 46429B697 | 4,409 | $413,913 | 0.15% |
| 66 | INTERNATIONAL BUSINESS MACHS | INTR | 1,403 | $413,461 | 0.15% |
| 67 | ISHARES TR | 464287101 | 1,323 | $402,655 | 0.15% |
| 68 | VANGUARD INDEX FDS | 922908611 | 1,883 | $367,118 | 0.14% |
| 69 | EA SERIES TRUST | 02072L607 | 8,717 | $352,183 | 0.13% |
| 70 | VANGUARD SPECIALIZED FUNDS | 921908844 | 1,623 | $332,210 | 0.12% |
| 71 | VANGUARD WORLD FD | 92204A702 | 497 | $329,675 | 0.12% |
| 72 | JOHNSON & JOHNSON | JNJ | 2,130 | $325,403 | 0.12% |
| 73 | ISHARES TR | 464287630 | 2,017 | $318,150 | 0.12% |
| 74 | JPMORGAN CHASE & CO. | VYLD | 1,086 | $314,766 | 0.12% |
| 75 | NEXTERA ENERGY INC | NEE-PW | 4,491 | $311,777 | 0.12% |
| 76 | PIMCO ETF TR | 72201R718 | 3,201 | $306,714 | 0.11% |
| 77 | CISCO SYS INC | CSCO | 4,403 | $305,492 | 0.11% |
| 78 | ETFS GOLD TR | 00326A104 | 9,000 | $283,860 | 0.10% |
| 79 | VISA INC | V | 792 | $281,201 | 0.10% |
| 80 | FIRST TR EXCHANGE-TRADED FD | 33734H106 | 6,285 | $280,961 | 0.10% |
| 81 | COCA-COLA EUROPACIFIC PARTNE | CCEP | 2,935 | $272,133 | 0.10% |
| 82 | MERCADOLIBRE INC | MELI | 103 | $269,706 | 0.10% |
| 83 | SPDR S&P 500 ETF TR | SPY | 418 | $258,415 | 0.10% |
| 84 | NISOURCE INC | NI | 6,373 | $257,102 | 0.09% |
| 85 | HOME DEPOT INC | HD | 670 | $245,600 | 0.09% |
| 86 | SCHWAB STRATEGIC TR | 808524847 | 10,736 | $227,174 | 0.08% |
| 87 | LOWES COS INC | 548661107 | 1,007 | $223,386 | 0.08% |
| 88 | MASTERCARD INCORPORATED | MA | 397 | $222,820 | 0.08% |
| 89 | WELLS FARGO CO NEW | 949746101 | 2,742 | $219,688 | 0.08% |
| 90 | PEPSICO INC | PEP | 1,655 | $218,535 | 0.08% |
| 91 | INVESCO QQQ TR | IVZ | 394 | $217,072 | 0.08% |
| 92 | VANGUARD INTL EQUITY INDEX F | 922042874 | 2,788 | $216,076 | 0.08% |
| 93 | WALMART INC | WMT | 2,192 | $214,368 | 0.08% |
| 94 | ABBVIE INC | ABBV | 1,125 | $208,789 | 0.08% |
| 95 | UNUM GROUP | UNMA | 2,500 | $201,900 | 0.07% |
| 96 | NOKIA CORP | NOKBF | 23,839 | $123,486 | 0.05% |