Chief Compliance Officer

0001085146-24-001603.txt : 20240315 0001085146-24-001603.hdr.sgml : 20240315 20240315135932 ACCESSION NUMBER: 0001085146-24-001603 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240315 DATE AS OF CHANGE: 20240315 EFFECTIVENESS DATE: 20240315 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Skyline Advisors, Inc. CENTRAL INDEX KEY: 0001843832 ORGANIZATION NAME: IRS NUMBER: 473427227 STATE OF INCORPORATION: WA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24024 FILM NUMBER: 24753848 BUSINESS ADDRESS: STREET 1: 405 32ND STEET STREET 2: SUITE 201 CITY: BELLINGHAM STATE: WA ZIP: 98225 BUSINESS PHONE: 360-671-1621 MAIL ADDRESS: STREET 1: 405 32ND STEET STREET 2: SUITE 201 CITY: BELLINGHAM STATE: WA ZIP: 98225 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001843832 XXXXXXXX 12-31-2023 12-31-2023 false Skyline Advisors, Inc.

405 32ND STEET SUITE 201 BELLINGHAM WA 98225

13F HOLDINGS REPORT 028-24024 000188511 801-94175 N Mark Logan Chief Compliance Officer 360-671-1621 /s/Mark Logan Bellingham WA 03-14-2024 0 80 209513860 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 229895 1483 SH SOLE 0 0 1483 ADOBE INC COM 00724F101 BBG001S5NCQ5 1493289 2503 SH SOLE 0 0 2503 ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 368469 9134 SH SOLE 0 0 9134 AMAZON COM INC COM 023135106 BBG001S5PQL7 811056 5338 SH SOLE 0 0 5338 APPLE INC COM 037833100 BBG001S5N8V8 5009700 26020 SH SOLE 0 0 26020 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 720914 21411 SH SOLE 0 0 21411 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 3553167 9962 SH SOLE 0 0 9962 BLACKROCK INNOVATION AND GRW SHS BEN INT 09260Q108 BBG00ZSNML46 98080 13381 SH SOLE 0 0 13381 BLACKROCK SCIENCE & TECHNOLO SHS BEN INT 09260K101 BBG00P5272Q4 1422919 85154 SH SOLE 0 0 85154 BOEING CO COM 097023105 BBG001S5P0V3 561459 2154 SH SOLE 0 0 2154 CISCO SYS INC COM 17275R102 BBG001S6HC62 241065 4772 SH SOLE 0 0 4772 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 1029313 1559 SH SOLE 0 0 1559 CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 337789 1323 SH SOLE 0 0 1323 DEERE & CO COM 244199105 BBG001S5QFF7 1791081 4479 SH SOLE 0 0 4479 EA SERIES TRUST FREEDOM 100 EM 02072L607 BBG00P7KKMR2 292453 8889 SH SOLE 0 0 8889 EMERSON ELEC CO COM 291011104 BBG001S5QVT7 486650 5000 SH SOLE 0 0 5000 FIRST TR VALUE LINE DIVID IN SHS 33734H106 BBG001SLWD88 435633 10740 SH SOLE 0 0 10740 HOME DEPOT INC COM 437076102 BBG001S5RTW7 263366 760 SH SOLE 0 0 760 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 221669 1355 SH SOLE 0 0 1355 ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 1990426 20130 SH SOLE 0 0 20130 ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 16987923 261634 SH SOLE 0 0 261634 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 15652837 157711 SH SOLE 0 0 157711 ISHARES TR ESG EAFE ETF 46436E759 BBG00VHK1HS9 733340 11480 SH SOLE 0 0 11480 ISHARES TR ESG MSCI USA ETF 46436E767 BBG00VHK2B74 1179990 29633 SH SOLE 0 0 29633 ISHARES TR MSCI USA MIN VOL 46429B697 BBG0025X2G81 359036 4601 SH SOLE 0 0 4601 ISHARES TR MSCI USA QLT FCT 46432F339 BBG004TRTWW3 14597849 99211 SH SOLE 0 0 99211 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 10137588 93512 SH SOLE 0 0 93512 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 294971 973 SH SOLE 0 0 973 ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 495899 3001 SH SOLE 0 0 3001 ISHARES TR RUS 2000 VAL ETF 464287630 BBG001S56277 293570 1890 SH SOLE 0 0 1890 ISHARES TR RUS MD CP GR ETF 464287481 BBG001S561Z8 416248 3985 SH SOLE 0 0 3985 ISHARES TR RUS MDCP VAL ETF 464287473 BBG001S561V2 442563 3806 SH SOLE 0 0 3806 ISHARES TR US TREAS BD ETF 46429B267 BBG002NCKPP8 7729026 335461 SH SOLE 0 0 335461 J P MORGAN EXCHANGE TRADED F HIGH YIELD MUNI 46654Q799 BBG01H50H5M1 217159 4378 SH SOLE 0 0 4378 J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 46641Q647 BBG00M8D48L9 8583915 168444 SH SOLE 0 0 168444 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 BBG00GP26NW0 2506767 49906 SH SOLE 0 0 49906 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 BBG00M8D2458 1899597 37438 SH SOLE 0 0 37438 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 375315 2395 SH SOLE 0 0 2395 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 349520 2055 SH SOLE 0 0 2055 LOWES COS INC COM 548661107 BBG001S5SVL3 216248 972 SH SOLE 0 0 972 MERCK & CO INC COM 58933Y105 BBG001S5TC52 289986 2660 SH SOLE 0 0 2660 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 270780 765 SH SOLE 0 0 765 MICROSOFT CORP COM 594918104 BBG001S5TD05 18637484 49563 SH SOLE 0 0 49563 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 271619 4472 SH SOLE 0 0 4472 NOKIA CORP SPONSORED ADR 654902204 BBG001SCPCG9 81529 23839 SH SOLE 0 0 23839 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 415265 839 SH SOLE 0 0 839 PEPSICO INC COM 713448108 BBG001S695T1 280745 1653 SH SOLE 0 0 1653 PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 455091 4837 SH SOLE 0 0 4837 PIMCO ETF TR ENHANCD SHORT 72201R643 BBG00QQFDTV8 727275 7427 SH SOLE 0 0 7427 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 BBG005VLSHH1 350331 3697 SH SOLE 0 0 3697 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 BBG001T6Q6C7 1724818 34478 SH SOLE 0 0 34478 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 496908 3391 SH SOLE 0 0 3391 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 BBG001T5XQT9 1863839 33480 SH SOLE 0 0 33480 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 14171729 186152 SH SOLE 0 0 186152 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 9175859 110606 SH SOLE 0 0 110606 SCHWAB STRATEGIC TR US REIT ETF 808524847 BBG001V039G2 222343 10736 SH SOLE 0 0 10736 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 372816 7892 SH SOLE 0 0 7892 SCHWAB STRATEGIC TR US TIPS ETF 808524870 BBG001T9F777 2708099 51879 SH SOLE 0 0 51879 SELECTIVE INS GROUP INC COM 816300107 BBG001S5W2R6 753561 7575 SH SOLE 0 0 7575 SOUTHERN CO COM 842587107 BBG001S5W777 526399 7507 SH SOLE 0 0 7507 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 337101 709 SH SOLE 0 0 709 STARBUCKS CORP COM 855244109 BBG001S72KH6 1043874 10873 SH SOLE 0 0 10873 T-MOBILE US INC COM 872590104 BBG001SKR9Y6 212611 1326 SH SOLE 0 0 1326 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 345849 657 SH SOLE 0 0 657 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 BBG004N1LGK2 2520451 51057 SH SOLE 0 0 51057 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 331423 1066 SH SOLE 0 0 1066 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 311808 1733 SH SOLE 0 0 1733 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 24050923 101387 SH SOLE 0 0 101387 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 640320 11406 SH SOLE 0 0 11406 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 BBG001SHTV18 220090 3413 SH SOLE 0 0 3413 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 231705 4879 SH SOLE 0 0 4879 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 591860 12356 SH SOLE 0 0 12356 VANGUARD WORLD FD ESG INTL STK ETF 921910725 BBG00M0P2VR5 7091808 128289 SH SOLE 0 0 128289 VANGUARD WORLD FD ESG US STK ETF 921910733 BBG00M0P2SP4 10470588 123096 SH SOLE 0 0 123096 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 BBG001SHVTQ3 695724 2284 SH SOLE 0 0 2284 VANGUARD WORLD FDS INF TECH ETF 92204A702 BBG001SHTTR5 407681 842 SH SOLE 0 0 842 VISA INC COM CL A 92826C839 BBG001SRCFY3 288743 1109 SH SOLE 0 0 1109 WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 213181 4331 SH SOLE 0 0 4331 WISDOMTREE TR EM EX ST-OWNED 97717X578 BBG007PB9N20 669578 23185 SH SOLE 0 0 23185 WORLD KINECT CORPORATION COM 981475106 BBG001S5S9J5 214312 9408 SH SOLE 0 0 9408