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Home > Institutional Investor > Spinnaker Investment Group, Llc > Profile

Instuitional Investor - Spinnaker Investment Group, Llc

Fund Profile
Filing Period:
Fund Name: Spinnaker Investment Group, Llc
Portfolio Value $425,670,387
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 2,111,792 $89,455,514 21.02%
2.
Wisdomtree Tr
 549,082 $45,980,167 10.8%
3.
Schwab Strategic Trust
 FNDF 1,615,970 $42,823,201 10.06%
4.
Dimensional Etf Trust
 1,034,761 $35,771,680 8.4%
5.
Microsoft Corp
 MSFT 64,067 $31,867,478 7.49%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)