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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 $442,225,358
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 2,218,139 $85,265,275 19.28%
2.
Schwab Strategic Trust
 FNDF 1,737,381 $48,577,167 10.98%
3.
Wisdomtree Tr
 600,202 $47,932,111 10.84%
4.
Dimensional Etf Trust
 1,145,984 $35,789,071 8.09%
5.
Berkshire Hathaway Inc
 BRK.A 36 $28,743,898 6.5%
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)