Spinnaker Investment Group, LLC has disclosed 104 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2025-03-31. The current portfolio value is calculated to be $442.00 Mil. The turnover rate is 16%.
In Spinnaker Investment Group, LLC's current portfolio as of 2025-03-31, the top 5 holdings are
Dimensional US Core Equity Market ETF (DFAU), Schwab US Dividend Equity ETF (SCHD), WisdomTree U.S. Dividend Growth Fund (DGRW), Dimensional International Core Equity Market ETF (DFAI), Berkshire Hathaway Inc (BRK.A), not including call and put options.
Spinnaker Investment Group, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Spinnaker Investment Group, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Spinnaker Investment Group, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Spinnaker Investment Group, LLC.