Fund HoldingsSPINNAKER TRUST

Total Portfolio Value
$1.55B
Total Bought
$109.58M
Total Sold
$96.71M
Net Transaction
+$12.87M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
Communication Services Select S
ST STR SVC ETF
0120,544+120,54409,8440.64%+9,844
Invesco QQQ Trust48,22762,182+13,95519,75027,6091.78%+7,859
Microsoft Corp(MSFT)114,754117,147+2,39343,15249,2863.18%+6,134
iShares MSCI USA ESG Select ETF817,436808,686-8,75082,16088,2845.70%+6,124
Public Storage Inc(PSA)19,00340,102+21,0995,79611,6320.75%+5,836
iShares ESG MSCI EAFE ETF
ESG AW MSCI EAFE
1,173,8391,181,809+7,97088,67294,4386.10%+5,767
Thermo Fisher Scientific Inc(TMO)010,624+10,62406,1750.40%+6,175
Berkshire Hathaway Inc - CL B88,55187,677-87431,58336,8702.38%+5,287
Technology Select Sector SPDR
ST STR TECHN ETF
437,725425,356-12,36984,25388,5895.72%+4,336
SPDR Portfolio S&P 600 Small Ca
ST STR SP600 SML
613,158700,422+87,26425,86330,1461.95%+4,283
CRA International, Inc.(CRAI)19,76140,661+20,9001,9536,0820.39%+4,129
Amazon Com Inc(AMZN)61,38670,973+9,5879,32712,8020.83%+3,475
FT CBOE Vest US Equity Buffer -
FT VEST U.S.
1,861,8861,868,470+6,58466,57670,0194.52%+3,443
Schlumberger Ltd(SLB)072,230+72,23003,9590.26%+3,959
WEX Inc(WEX)65,63365,633012,76915,5901.01%+2,821
Pacer US Cash Cows 100 ETF
US CASH COWS 100
88,527125,007+36,4804,6037,2640.47%+2,662
NVIDIA Corporation(NVDA)10,9188,910-2,0085,4078,0510.52%+2,644
Healthcare Select Sector SPDR
ST STR CARE ETF
268,610264,009-4,60136,63339,0022.52%+2,369
JPMorgan Chase & Co(JPM)74,07674,484+40812,60014,9190.96%+2,319
Raytheon Technologies Corp(RTX)91,115101,376+10,2617,6669,8870.64%+2,221
Invesco S&P 500 GARP ETF
S&P 500 GARP ETF
61,46177,368+15,9076,0268,2390.53%+2,213
Alphabet Inc CL C(GOOG)110,841114,484+3,64315,62117,4311.13%+1,811
Caterpillar Inc Del(CAT)23,21023,21006,8638,5050.55%+1,642
Home Depot Inc(HD)45,87345,534-33915,89717,4671.13%+1,570
GE Healthcare Technologies Inc(GEHC)62,91870,240+7,3224,8656,3860.41%+1,521
Invesco Russell 1000 Dynamic Mu
RUSL 1000 DYNM
28,53753,863+25,3261,4672,9750.19%+1,508
SPDR S&P 500 ETF Trust(SPY)28,99229,000+813,78015,1690.98%+1,389
iShares iBonds Dec 2026 Term Co
IBONDS DEC2026
141,726199,597+57,8713,3874,7600.31%+1,373
Steel Dynamics, Inc.(STLD)55,91153,148-2,7636,6037,8780.51%+1,275
Chevron Corporation(CVX)057,882+57,88209,1300.59%+9,130
Exxon Mobil Corp076,404+76,40408,8810.57%+8,881
iShares iBonds Dec 2027 Term Co
IBONDS 27 ETF
123,132174,765+51,6332,9474,1590.27%+1,213
Berkshire Hathaway Inc013+1308,2480.53%+8,248
iShares Core 1-5 Year USD Bond
CORE 1 5 YR USD
1,210,3861,237,380+26,99457,56658,7013.79%+1,135
iShares ESG Aware MSCI USA ETF
ESG AWR MSCI USA
121,976120,925-1,05112,79813,9020.90%+1,104
SPDR S&P 500 Fossil Fuel Reserv
ST STR SP500FF
269,387268,426-96110,45511,4890.74%+1,034
Financial Select Sector SPDR
ST STR FINL ETF
327,695314,611-13,08412,32113,2510.86%+930
JPMorgan BetaBuilders Japan ETF
BETABULDRS JAPAN
127,234129,999+2,7656,6827,6110.49%+929
Global X Uranium ETF
GLOBAL X URANIUM
426,568438,721+12,15311,81212,6480.82%+837
Wal Mart Stores Inc(WMT)092,359+92,35905,5570.36%+5,557
Merck & Co Inc New Com(MRK)41,58740,604-9834,5345,3580.35%+824
iShares MSCI India
MSCI INDIA ETF
226,632229,981+3,34911,06211,8650.77%+803
Texas Instruments Inc(TXN)50,49653,911+3,4158,6089,3920.61%+784
Goldman Sachs ActiveBeta Emergi1,091,5501,093,916+2,36633,50034,2832.21%+784
iShares iBonds Dec 2028 Term Co
IBDS DEC28 ETF
92,286123,053+30,7672,3153,0650.20%+749
Procter & Gamble Co(PG)043,816+43,81607,1090.46%+7,109
Deere & Co(DE)12,85314,303+1,4505,1405,8750.38%+735
NextEra Energy Inc.(NEE)121,694127,047+5,3537,3928,1200.52%+728
Visa Inc - Class A Shares(V)29,12529,655+5307,5838,2760.53%+693
Vanguard Mid-Cap ETF18,93320,372+1,4394,4055,0900.33%+686
iShares iBonds Dec 2025 Term Co126,752153,589+26,8373,1383,8110.25%+672
Fidelity Total Bond ETF93,579108,243+14,6644,3084,9040.32%+596
Eli Lilly & Co(LLY)25,52419,877-5,64714,87815,4641.00%+585
Vanguard FTSE All-World Ex-US I107,427112,371+4,9446,0316,5910.43%+560
iShares Gold Trust(IAU)414,871398,135-16,73616,19216,7261.08%+533
iShares MSCI Taiwan ETF
MSCI TAIWAN ETF
199,334199,135-1999,1759,6940.63%+519
iShares iBonds Dec 2026 Term Mu
IBONDS DEC 26
11,94632,192+20,2463058160.05%+511
Automatic Data Processing Inc023,362+23,36205,8340.38%+5,834
International Business Machines(IBM)17,83117,746-852,9163,3890.22%+473
Church & Dwight Inc(CHD)047,855+47,85504,9920.32%+4,992
iShares iBonds Dec 2029 Term Co020,051+20,05104580.03%+458
Pfizer Inc(PFE)86,160105,608+19,4482,4812,9310.19%+450
iShares iBonds Dec 2027 Term Mu
IBONDS DEC 27
9,22326,997+17,7742346800.04%+445
Alphabet Inc CL A(GOOG)44,90844,488-4206,2736,7150.43%+441
GE Aerospace(GE)08,242+8,24201,4470.09%+1,447
iShares iBonds Dec 2028 Term Mu
IBONDS DEC 28
017,255+17,25504360.03%+436
AbbVie Inc(ABBV)015,991+15,99102,9120.19%+2,912
Vanguard Small-Cap Value ETF36,71236,567-1456,6077,0160.45%+409
SPDR S&P Midcap 400 ETF Tr Ser(MDY)4,7645,075+3112,4172,8230.18%+407
Vanguard ESG International Stoc240,960238,545-2,41513,32013,7090.89%+389
Emerson Elec Co(EMR)023,603+23,60302,6770.17%+2,677
Manulife Finl Corp(MFC)127,835127,902+672,8253,1960.21%+371
iShares Semiconductor ETF03,941+3,94108900.06%+890
iShares Core MSCI EAFE
CORE MSCI EAFE
66,57067,847+1,2774,6835,0360.33%+352
Industrial Select Sector SPDR
ST STR INDL ETF
63,80960,330-3,4797,2747,5990.49%+326
Mastercard Inc CL A(MA)7,1616,994-1673,0543,3680.22%+314
American Express Co(AXP)7,6327,654+221,4301,7430.11%+313
Consumer Staples Select Sector
ST STR STAPL ETF
108,276106,140-2,1367,7998,1050.52%+306
Pepsico Inc(PEP)032,011+32,01105,6020.36%+5,602
Vanguard FTSE All-World ex-US S120,059120,541+48213,81014,0840.91%+274
Verizon Communications Inc(VZ)026,903+26,90301,1290.07%+1,129
iShares Core S&P Mid-Cap ETF12,49260,979+48,4873,4623,7040.24%+242
BlackRock, Inc(BLK)10,05210,068+168,1608,3940.54%+233
Novo Nordisk A/S - Spons ADR(NVO)09,515+9,51501,2220.08%+1,222
Vanguard 500 Index Fund02,998+2,99801,4410.09%+1,441
Ingersoll Rand Inc.(IR)02,410+2,41002290.01%+229
Meta Platforms, Inc.(META)01,669+1,66908100.05%+810
iShares iBonds Dec 2024 Term Co115,083123,016+7,9332,8673,0820.20%+215
General Dynamics Corp(GD)0750+75002120.01%+212
Allstate Corp(ALL)01,210+1,21002090.01%+209
Dow Inc.(DOW)53,74654,470+7242,9473,1550.20%+208
JP Morgan Mkt Expansion Enhance
SMALL & MID CAP
03,554+3,55402080.01%+208
iShares Short-Term Corporate Bo03,983+3,98302040.01%+204
iShares S&P SmallCap 600 Index36,08437,170+1,0863,9064,1080.27%+202
iShares iBonds Dec 2025 Term Mu022,365+22,36505920.04%+592
Costco Wholesale Corp(COST)8,7668,167-5995,7865,9830.39%+197
Vanguard Growth ETF01,146+1,14603940.03%+394
Vanguard Value ETF02,538+2,53804130.03%+413
Oracle Corp(ORCL)012,910+12,91001,6220.10%+1,622
iShares Tr MSCI EAFE Index Fund06,614+6,61405280.03%+528
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