Fund HoldingsSPINNAKER TRUST

Total Portfolio Value
$1.56B
Total Bought
$110.44M
Total Sold
$100.82M
Net Transaction
+$9.62M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
SPDR Portfolio S&P 500 ETF
ST STR P500ETF
0463,424+463,424029,6591.90%+29,659
Apple Inc(AAPL)0220,152+220,152046,3682.97%+46,368
BlackRock US Equity Factor Rota
ISHARES US EQUIT
0170,682+170,68208,0120.51%+8,012
Technology Select Sector SPDR
ST STR TECHN ETF
425,356424,223-1,13388,58995,9726.15%+7,383
Broadcom Inc.(AVGO)04,048+4,04806,4990.42%+6,499
Uber Technologies, Inc.(UBER)075,121+75,12105,4600.35%+5,460
Fidelity MSCI Health Care Index063,130+63,13004,3310.28%+4,331
iShares Semiconductor ETF3,94120,756+16,8158905,1190.33%+4,229
Alphabet Inc CL C(GOOG)114,484115,577+1,09317,43121,1991.36%+3,768
Prologis Inc COM(PLD)050,508+50,50805,6730.36%+5,673
Microsoft Corp(MSFT)117,147117,932+78549,28652,7103.38%+3,424
FT CBOE Vest US Equity Buffer -
FT VEST U.S.
1,868,4701,878,925+10,45570,01972,3624.63%+2,342
JPMorgan BetaBuilders Japan ETF
BETABULDRS JAPAN
129,999168,927+38,9287,6119,5330.61%+1,921
Communication Services Select S
ST STR SVC ETF
120,544136,741+16,1979,84411,7130.75%+1,870
Goldman Sachs ActiveBeta Emergi1,093,9161,098,361+4,44534,28335,8832.30%+1,600
NVIDIA Corporation(NVDA)8,91076,420+67,5108,0519,4410.60%+1,390
Alphabet Inc CL A(GOOG)44,48844,48806,7158,1030.52%+1,389
SPDR S&P 500 ETF Trust(SPY)29,00030,401+1,40115,16916,5451.06%+1,376
Amazon Com Inc(AMZN)70,97372,804+1,83112,80214,0690.90%+1,267
iShares iBonds Dec 2027 Term Co
IBONDS 27 ETF
174,765224,361+49,5964,1595,3240.34%+1,165
iShares MSCI India
MSCI INDIA ETF
229,981232,710+2,72911,86512,9810.83%+1,116
iShares MSCI Taiwan ETF
MSCI TAIWAN ETF
199,135199,382+2479,69410,8050.69%+1,111
Texas Instruments Inc(TXN)53,91153,739-1729,39210,4540.67%+1,062
NextEra Energy Inc.(NEE)127,047128,492+1,4458,1209,0990.58%+979
CRA International, Inc.(CRAI)40,66140,66106,0827,0030.45%+921
Eli Lilly & Co(LLY)19,87718,077-1,80015,46416,3671.05%+903
iShares Gold Trust(IAU)398,135400,317+2,18216,72617,5861.13%+860
Qualcomm Inc(QCOM)03,885+3,88507740.05%+774
Costco Wholesale Corp(COST)8,1677,917-2505,9836,7290.43%+746
Wal Mart Stores Inc(WMT)92,35992,052-3075,5576,2330.40%+676
Blackrock Short Duration Bond E
SHOR DURA BD ETF
034,787+34,78701,7510.11%+1,751
iShares iBonds Dec 2028 Term Co
IBDS DEC28 ETF
123,053141,371+18,3183,0653,5020.22%+437
iShares iBonds Dec 2025 Term Co153,589170,792+17,2033,8114,2460.27%+435
Unitedhealth Group Inc(UNH)014,664+14,66407,4680.48%+7,468
iShares iBonds Dec 2026 Term Co
IBONDS DEC2026
199,597217,069+17,4724,7605,1710.33%+410
SPDR S&P 500 Fossil Fuel Reserv
ST STR SP500FF
268,426266,738-1,68811,48911,8970.76%+408
Welltower Inc.(WELL)033,042+33,04203,4450.22%+3,445
GE Vernova Inc(GEV)02,043+2,04303500.02%+350
iShares S&P 500 Index01,729+1,72909460.06%+946
iShares Core 1-5 Year USD Bond
CORE 1 5 YR USD
1,237,3801,246,485+9,10558,70159,0463.78%+345
iShares iBonds Dec 2029 Term Co20,05131,297+11,2464587100.05%+252
Sprott Inc(SII)06,000+6,00002480.02%+248
Amgen Inc(AMGN)08,184+8,18402,5570.16%+2,557
Kinder Morgan Inc(KMI)0143,582+143,58202,8530.18%+2,853
AT&T Inc(T)0124,078+124,07802,3710.15%+2,371
Manulife Finl Corp(MFC)127,902128,186+2843,1963,4120.22%+216
Corning Inc(GLW)05,479+5,47902130.01%+213
Dell Technologies Inc(DELL)01,520+1,52002100.01%+210
Microchip Technology Inc(MCHP)02,224+2,22402030.01%+203
Global Partners LP(GLP)04,450+4,45002030.01%+203
Oracle Corp(ORCL)12,91012,91001,6221,8230.12%+201
Fidelity MSCI Information Techn012,329+12,32902,1150.14%+2,115
iShares MSCI All Country Asia e051,152+51,15203,6820.24%+3,682
Philip Morris International Inc(PM)014,776+14,77601,4970.10%+1,497
Vanguard FTSE All-World ex-US S120,541121,056+51514,08414,2230.91%+139
Novo Nordisk A/S - Spons ADR(NVO)9,5159,51501,2221,3580.09%+136
Procter & Gamble Co(PG)43,81643,931+1157,1097,2450.46%+136
iShares Global Clean Energy0141,622+141,62201,8860.12%+1,886
Provident Bancorp, Inc.010,783+10,78301100.01%+110
Fidelity Total Bond ETF108,243111,403+3,1604,9045,0050.32%+101
iShares U.S. Technology ETF05,303+5,30307980.05%+798
Raytheon Technologies Corp(RTX)101,37699,299-2,0779,8879,9690.64%+81
Coca Cola Co(KO)018,864+18,86401,2010.08%+1,201
Pfizer Inc(PFE)105,608107,428+1,8202,9313,0060.19%+75
Honeywell International Inc(HON)011,272+11,27202,4070.15%+2,407
iShares Russell 1000 Growth Ind02,721+2,72109920.06%+992
Vanguard Communication Services
COMM SRVC ETF
010,182+10,18201,4070.09%+1,407
Vanguard 500 Index Fund2,9983,023+251,4411,5120.10%+71
Trane Technologies plc(TT)02,400+2,40007890.05%+789
Booking Holdings Inc(BKNG)0197+19707800.05%+780
HP Inc.(HPQ)013,628+13,62804770.03%+477
Vertex Pharmaceuticals Inc(VRTX)01,210+1,21005670.04%+567
iShares Core MSCI Emerging Mark
CORE MSCI EMKT
031,212+31,21201,6710.11%+1,671
Air Prods & Chems Inc03,704+3,70409560.06%+956
Colgate Palmolive Co(CL)07,487+7,48707270.05%+727
iShares iBonds Dec 2025 Term Mu22,36524,285+1,9205926430.04%+51
Moody's Corp(MCO)01,840+1,84007750.05%+775
TJX Companies Inc (The)(TJX)05,630+5,63006200.04%+620
Hewlett Packard Enterprise Comp(HPE)014,135+14,13502990.02%+299
iShares iBonds Dec 2024 Term Co123,016124,538+1,5223,0823,1300.20%+48
Vanguard FTSE All-World Ex-US I112,371113,203+8326,5916,6380.43%+48
Tyler Technologies, Inc.(TYL)0583+58302930.02%+293
Wells Fargo & Co(WFC)09,277+9,27705510.04%+551
Vanguard Total Stock Market ETF05,545+5,54501,4830.09%+1,483
Marathon Petroleum Corporation(MPC)02,114+2,11403670.02%+367
Goldman Sachs Group Inc(GS)01,161+1,16105250.03%+525
Kimberly Clark Corp(KMB)05,898+5,89808150.05%+815
Tesla, Inc(TSLA)02,752+2,75205450.03%+545
DuPont de Nemours Inc(DD)09,609+9,60907730.05%+773
SPDR Gold Trust Gold Shs (MFC)03,889+3,88908360.05%+836
L3Harris Technologies Inc(LHX)03,050+3,05006850.04%+685
Unilever PLC Sponsored ADR(UL)08,735+8,73504800.03%+480
Meta Platforms, Inc.(META)1,6691,66908108420.05%+31
S&P Global Inc.(SPGI)01,503+1,50306700.04%+670
iShares TR Russell 1000 ETF03,165+3,16509420.06%+942
American Express Co(AXP)7,6547,65401,7431,7720.11%+30
iShares ESG Aware MSCI EM ETF
ESG AWR MSCI EM
09,342+9,34203130.02%+313
Bank Of America Corporation015,022+15,02205970.04%+597
iShares iBonds Dec 2027 Term Mu
IBONDS DEC 27
26,99728,200+1,2036807050.05%+26
Vanguard Growth ETF1,1461,120-263944190.03%+24
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