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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 $414,571,899
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 2,036,531 $82,459,146 19.89%
2.
Wisdomtree Tr
 571,519 $46,253,015 11.15%
3.
Schwab Strategic Trust
 FNDF 1,633,231 $44,619,867 10.76%
4.
Dimensional Etf Trust
 1,344,255 $39,252,237 9.46%
5.
Microsoft Corp
 MSFT 72,185 $30,426,127 7.33%
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)