| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 19.8% |
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 12.3% |
| WISDOMTREE TR | 11 | Q2 2024 | 12.4% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 10.3% |
| SSGA ACTIVE ETF TR | 11 | Q2 2024 | 11.7% |
| SSGA ACTIVE TR | 11 | Q2 2024 | 7.5% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 6.7% |
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 7.3% |
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 3.2% |
| APPLE INC | 11 | Q2 2024 | 3.5% |
View Spinnaker Investment Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-24 |
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-05-10 |
View Spinnaker Investment Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.