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Disclosed positions
Skyline Advisors, Inc.: source evidence dated 2026-07-21T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IUSB
- Class
- CORE UNIVRSL USD
- Reported value
- $30,027,648
- Reported amount
- 650,653
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001843832-26-000004Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
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| ISHARES TR | IUSB | CORE UNIVRSL USD | $30,027,648 | 650,653 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $19,101,349 | 27,812 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $17,855,562 | 48,253 | SH | None |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $17,488,363 | 516,796 | SH | None |
| MICROSOFT CORP | MSFT | COM | $16,869,642 | 45,224 | SH | None |
| BLACKROCK ETF TRUST | DYNF | ISHARES US EQUIT | $15,951,895 | 234,552 | SH | None |
| ISHARES TR | IXUS | CORE MSCI TOTAL | $12,588,562 | 131,900 | SH | None |
| BLACKROCK ETF TRUST | CORO | ISHA IN CTRY ETF | $11,882,739 | 324,665 | SH | None |
| ISHARES TR | MUB | NATIONAL MUN ETF | $9,910,888 | 92,092 | SH | None |
| BLACKROCK ETF TRUST | BLCV | ISHA LA VALU ETF | $8,849,836 | 214,230 | SH | None |
| ISHARES TR | QUAL | MSCI USA QLT FCT | $8,623,842 | 39,301 | SH | None |
| CAPITAL GRP FIXED INCM ETF T | CGMS | US MULTI-SECTOR | $8,564,130 | 313,360 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $8,321,010 | 262,410 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JMUB | MUNICIPAL ETF | $8,007,257 | 158,074 | SH | None |
| BLACKROCK ETF TRUST | BAI | ISHA I IN TE ETF | $6,493,057 | 123,161 | SH | None |
| BLACKROCK ETF TRUST II | INMU | ISHAR INTER ETF | $5,648,310 | 232,920 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGLT | LONG TERM TREAS | $4,614,001 | 83,617 | SH | None |
| INVESCO EXCH TRADED FD TR II | PZA | NATL AMT MUNI | $4,433,664 | 188,506 | SH | None |
| BLACKROCK ETF TRUST | THRO | ISHA US THEM ETF | $4,261,931 | 98,862 | SH | None |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $4,141,014 | 85,505 | SH | None |
| BLACKROCK ETF TRUST | IALT | ISHA SYST AL ETF | $4,016,590 | 143,194 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JMOM | US MOMENTUM | $3,975,298 | 46,516 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $3,828,821 | 46,219 | SH | None |
| GLOBAL X FDS | SHLD | DEFENSE TECH ETF | $3,765,378 | 63,061 | SH | None |
| APPLE INC | AAPL | COM | $3,728,796 | 12,886 | SH | None |
| CAPITAL GRP FIXED INCM ETF T | CGMU | MUN INM ETF | $3,649,392 | 132,850 | SH | None |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $3,269,164 | 112,885 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $2,933,286 | 5,862 | SH | None |
| BLACKROCK ETF TRUST | BLCR | ISHA LA CORE ETF | $2,782,428 | 55,240 | SH | None |
| ISHARES GOLD TR | IAU | ISHARES NEW | $2,686,193 | 35,574 | SH | None |
| ISHARES TR | USXF | ESG MSCI USA ETF | $2,512,250 | 36,174 | SH | None |
| DEERE & CO | DE | COM | $2,197,953 | 3,465 | SH | None |
| VANGUARD WORLD FD | ESGV | ESG US STK ETF | $2,028,767 | 15,342 | SH | None |
| J P MORGAN EXCHANGE TRADED F | HELO | HEDG EQU LAD ETF | $1,864,935 | 27,596 | SH | None |
| BLACKROCK ETF TRUST | LCTU | ISHA US AWAR ETF | $1,694,699 | 21,141 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JMST | ULTRA SHT MUNCPL | $1,504,017 | 29,491 | SH | None |
| QUAKER INVT TR | OWNS | AFFORDABLE HOUS | $1,490,477 | 86,279 | SH | None |
| ISHARES TR | SUSC | ESG AWRE USD ETF | $1,454,877 | 62,842 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $1,249,959 | 17,543 | SH | None |
| BANK OF AMER CORP | BAC | COM | $1,196,201 | 20,993 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $1,186,394 | 1,268 | SH | None |
| ISHARES TR | DGRO | CORE DIV GRWTH | $1,162,479 | 15,338 | SH | None |
| ISHARES TR | OEF | S&P 100 ETF | $1,131,214 | 15,394 | SH | None |
| VANGUARD WORLD FD | VSGX | ESG INTL STK ETF | $1,129,925 | 13,723 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $1,123,436 | 13,414 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $1,073,762 | 5,366 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $1,017,218 | 1,358 | SH | None |
| PIMCO ETF TR | SMMU | SHTRM MUN BD ACT | $910,518 | 18,030 | SH | None |
| BLACKROCK ETF TRUST | BALI | ISHARES US LARG | $897,986 | 26,544 | SH | None |
| VANGUARD WORLD FD | VCR | CONSUM DIS ETF | $872,322 | 2,199 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.