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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 $624,080,938
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 DFAC 2,645,051 $136,722,778 21.91%
2.
Wisdomtree Tr
 642,340 $61,420,624 9.84%
3.
Schwab Strategic Trust
 SCHD 1,933,604 $61,314,637 9.82%
4.
Dimensional Etf Trust
 DFAC 1,261,262 $52,027,267 8.34%
5.
Capital Grp Fixed Incm Etf T - CORE BOND ETF
 1,160,847 $30,390,978 4.87%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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