Fund HoldingsSPINNAKER TRUST

Total Portfolio Value
$1.59B
Total Bought
$184.54M
Total Sold
$189.49M
Net Transaction
-$4.95M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
SPDR Portfolio S&P 500 ETF
ST STR P500ETF
797,5561,806,414+1,008,85853,843124,5347.85%+70,691
Goldman Sachs Access Ultra Shor0345,399+345,399017,3421.09%+17,342
BlackRock, Inc(BLK)09,454+9,45409,6910.61%+9,691
iShares Core 1-5 Year USD Bond
CORE 1 5 YR USD
1,294,4061,504,770+210,36463,01271,8834.53%+8,871
Apple Inc(AAPL)218,563222,468+3,90550,92555,7103.51%+4,785
SPDR S&P 500 ETF Trust(SPY)31,67438,657+6,98318,17322,6561.43%+4,483
Adobe Inc(ADBE)010,467+10,46704,6540.29%+4,654
Broadcom Inc.(AVGO)55,54858,388+2,8409,58213,5370.85%+3,955
iShares iBonds Dec 2028 Term Co
IBDS DEC28 ETF
170,234298,655+128,4214,3467,4370.47%+3,090
iShares iBonds Dec 2027 Term Co
IBONDS 27 ETF
244,290373,877+129,5875,9538,9580.56%+3,005
Consumer Discretionary Select S
ST STR DISCR ETF
123,465123,162-30324,73927,6311.74%+2,893
Alphabet Inc CL C(GOOG)0113,435+113,435021,6031.36%+21,603
Amazon Com Inc(AMZN)071,378+71,378015,6600.99%+15,660
BlackRock US Equity Factor Rota
ISHARES US EQUIT
179,083216,513+37,4308,85911,0960.70%+2,237
SPDR Portfolio S&P 600 Small Ca
ST STR SP600 SML
779,407834,656+55,24935,47137,4932.36%+2,022
JPMorgan Chase & Co(JPM)068,603+68,603016,4451.04%+16,445
iShares iBonds Dec 2029 Term Co53,268133,891+80,6231,2523,0530.19%+1,800
iShares iBonds Dec 2026 Term Co
IBONDS DEC2026
257,919335,036+77,1176,2678,0640.51%+1,797
Invesco QQQ Trust45,24046,666+1,42622,08023,8571.50%+1,777
Enterprise Bancorp INC042,728+42,72801,6890.11%+1,689
Visa Inc - Class A Shares(V)29,52130,895+1,3748,1179,7640.62%+1,647
Salesforce.com, Inc.(CRM)024,722+24,72208,2650.52%+8,265
Alphabet Inc CL A(GOOG)045,966+45,96608,7010.55%+8,701
Technology Select Sector SPDR
ST STR TECHN ETF
0414,737+414,737096,4356.08%+96,435
Communication Services Select S
ST STR SVC ETF
136,564139,182+2,61812,34513,4740.85%+1,129
iShares iBonds Dec 2025 Term Co189,890232,947+43,0574,7665,8350.37%+1,069
NVIDIA Corporation(NVDA)075,180+75,180010,0960.64%+10,096
Financial Select Sector SPDR
ST STR FINL ETF
313,402308,838-4,56414,20314,9260.94%+723
Wal Mart Stores Inc(WMT)90,90088,636-2,2647,3408,0080.51%+668
Kinder Morgan Inc(KMI)141,988136,571-5,4173,1373,7420.24%+606
iShares iBonds Dec 2028 Term Mu
IBONDS DEC 28
043,245+43,24501,0890.07%+1,089
Progressive Corp Ohio(PGR)02,130+2,13005100.03%+510
Tesla, Inc(TSLA)3,9753,732-2431,0401,5070.10%+467
Norfolk Southern Corp(NSC)01,740+1,74004080.03%+408
iShares iBonds Dec 2027 Term Mu
IBONDS DEC 27
046,490+46,49001,1690.07%+1,169
Emerson Elec Co(EMR)024,178+24,17802,9960.19%+2,996
Cisco Systems Inc(CSCO)80,38978,199-2,1904,2784,6290.29%+351
iShares Semiconductor ETF024,148+24,14805,2040.33%+5,204
iShares Gold Trust(IAU)410,064417,654+7,59020,38020,6781.30%+298
Enterprise Products Partners(EPD)08,920+8,92002800.02%+280
Costco Wholesale Corp(COST)07,532+7,53206,9010.44%+6,901
Vistra Corporation(VST)01,673+1,67302310.01%+231
Blackrock Short Duration Bond E
SHOR DURA BD ETF
40,15845,302+5,1442,0582,2880.14%+230
Honeywell International Inc(HON)011,322+11,32202,5580.16%+2,558
Mastercard Inc CL A(MA)6,8536,85303,3843,6090.23%+225
Netflix, Inc.(NFLX)0250+25002230.01%+223
Automatic Data Processing Inc23,20922,701-5086,4236,6450.42%+223
iShares S&P 500 Index02,062+2,06201,2140.08%+1,214
ServiceNow, Inc.(NOW)0200+20002120.01%+212
Vanguard 500 Index Fund3,3353,656+3211,7601,9700.12%+210
Fiserv Inc(FISV)7,3717,296-751,3241,4990.09%+175
Deere & Co(DE)13,93514,089+1545,8155,9700.38%+154
GE Vernova Inc(GEV)02,019+2,01906640.04%+664
Booking Holdings Inc(BKNG)0197+19709790.06%+979
Bristol Myers Squibb Co(BMY)016,033+16,03309070.06%+907
Entergy Corporation(ETR)6,33212,714+6,3828339640.06%+131
Fidelity MSCI Information Techn012,329+12,32902,2790.14%+2,279
iShares Dow Jones US Consumer S013,928+13,92801,3390.08%+1,339
Wells Fargo & Co(WFC)07,407+7,40705200.03%+520
Ameriprise Finl Inc(AMP)01,685+1,68508970.06%+897
Vanguard Communication Services
COMM SRVC ETF
010,212+10,21201,5820.10%+1,582
iShares MSCI USA ESG Select ETF0623,589+623,589075,8224.78%+75,822
American Express Co(AXP)05,289+5,28901,5700.10%+1,570
Vanguard Growth ETF1,6131,736+1236197130.04%+93
Goldman Sachs Group Inc(GS)01,156+1,15606620.04%+662
iShares Russell 1000 Growth Ind02,648+2,64801,0630.07%+1,063
iShares iBonds Dec 2026 Term Mu
IBONDS DEC 26
034,025+34,02508660.05%+866
Bank Of America Corporation015,061+15,06106620.04%+662
FactSet Research Systems Inc.(FDS)02,922+2,92201,4030.09%+1,403
Unum Group(UNM)3,5593,655+962122670.02%+55
Taiwan Semiconductor Manufactur(TSM)2,2712,27103944490.03%+54
Vanguard Mid-Cap ETF20,46120,637+1765,3985,4510.34%+53
Vanguard Value ETF02,897+2,89704900.03%+490
Yum Brands Inc(YUM)03,988+3,98805350.03%+535
SPDR S&P 500 Fossil Fuel Reserv
ST STR SP500FF
302,364297,636-4,72814,28714,3310.90%+44
VeriSign Inc02,384+2,38404930.03%+493
SPDR S&P Midcap 400 ETF Tr Ser(MDY)05,067+5,06702,8860.18%+2,886
PNC Financial Services Group(PNC)04,111+4,11107930.05%+793
Vanguard Total Stock Market ETF03,805+3,80501,1030.07%+1,103
Waste Management Inc(WM)03,614+3,61407290.05%+729
Copart, Inc.(CPRT)05,397+5,39703100.02%+310
Paychex Inc(PAYX)04,456+4,45606250.04%+625
iShares TR Russell 1000 ETF03,165+3,16501,0200.06%+1,020
Boeing Co(BA)01,528+1,52802700.02%+270
Meta Platforms, Inc.(META)1,7981,79801,0291,0530.07%+24
The Walt Disney Company(DIS)03,169+3,16903530.02%+353
Vanguard Small-Cap Growth ETF9871,015+282642840.02%+20
Whirlpool Corp(WHR)02,595+2,59502970.02%+297
TJX Companies Inc (The)(TJX)05,572+5,57206730.04%+673
iShares Trust S & P 100 Index F01,321+1,32103820.02%+382
First Trust Nasdaq ABA CBIF
UT COM SHS ETF
05,745+5,74503190.02%+319
US Bancorp(USB)05,165+5,16502470.02%+247
Manulife Finl Corp(MFC)122,329118,151-4,1783,6153,6280.23%+14
Corning Inc(GLW)05,479+5,47902600.02%+260
Travelers Companies Inc (The)(TRV)01,905+1,90504590.03%+459
Vanguard Extended Market Index02,010+2,01003820.02%+382
Bank of New York Mellon Corp03,880+3,88002980.02%+298
Altus Power Inc010,134+10,1340410.00%+41
AutoZone, Inc.(AZO)0151+15104800.03%+480
Intuit Inc.(INTU)01,211+1,21107610.05%+761
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