Fund HoldingsSpinnaker Investment Group, LLC

Total Portfolio Value
$329.43M
Total Bought
$40.19M
Total Sold
$25.61M
Net Transaction
+$14.59M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
DIMENSIONAL ETF TRUST
US CORE EQT MKT
1,364,0681,713,138+349,07040,85456,96217.29%+16,108
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
1,105,5571,169,335+63,77828,86633,49010.17%+4,624
WISDOMTREE TR(WT)582,453572,356-10,09736,98040,22512.21%+3,245
SCHWAB STRATEGIC TR515,933510,057-5,87636,50738,83111.79%+2,323
ISHARES TR022,496+22,49602,2560.68%+2,256
DIMENSIONAL ETF TRUST
CORE FIXE IN ETF
378,719412,327+33,60815,28917,4835.31%+2,194
VANGUARD INDEX FDS15,28321,999+6,7163,2465,2191.58%+1,972
ISHARES TR3,08916,293+13,2043171,7660.54%+1,450
WALKER & DUNLOP INC(WD)2,87813,841+10,9632141,5360.47%+1,323
APPLE INC(AAPL)52,69253,137+4459,02110,2313.11%+1,209
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
143,235143,535+3007,5188,5582.60%+1,039
SCHWAB STRATEGIC TR222,569217,307-5,26211,09512,0973.67%+1,002
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
4,46322,144+17,6812391,2170.37%+978
SCHWAB STRATEGIC TR134,326133,115-1,2119,09110,0263.04%+935
MICROSOFT CORP(MSFT)12,00412,195+1913,7904,5861.39%+795
SSGA ACTIVE TR
ST STR TOTAL ETF
478,240489,520+11,28022,19522,9296.96%+734
VANGUARD MUN BD FDS012,910+12,91006590.20%+659
PIMCO ETF TR
ENHAN SHRT MA AC
05,975+5,97505960.18%+596
BROADCOM INC(AVGO)3,1632,864-2992,6273,1960.97%+569
DIMENSIONAL ETF TRUST
INFLATION PROTE
31,60543,951+12,3461,2571,8140.55%+557
VANGUARD SPECIALIZED FUNDS8,93910,369+1,4301,3891,7670.54%+378
INVESCO EXCH TRADED FD TR II013,472+13,47203370.10%+337
DIMENSIONAL ETF TRUST
WORLD EX US CORE
32,18242,489+10,3077251,0380.31%+313
SCHWAB STRATEGIC TR30,11439,619+9,5056939740.30%+282
SAMSARA INC(IOT)07,296+7,29602440.07%+244
DIMENSIONAL ETF TRUST
WORLD EQUITY ETF
04,416+4,41602420.07%+242
RBB FD INC
F/M US TREASURY
12,58417,304+4,7206308630.26%+233
VISA INC(V)0817+81702130.06%+213
INTUITIVE SURGICAL INC0625+62502110.06%+211
SERVICENOW INC(NOW)0287+28702030.06%+203
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,043+1,04302010.06%+201
NVIDIA CORPORATION(NVDA)1,0591,208+1494615980.18%+138
AMAZON COM INC(AMZN)4,3094,368+595486640.20%+116
SCHWAB STRATEGIC TR34,50432,590-1,9141,4291,5400.47%+110
HOME DEPOT INC(HD)2,0762,07606277190.22%+92
BERKSHIRE HATHAWAY INC DEL3,3183,500+1821,1621,2480.38%+86
ACCENTURE PLC IRELAND
SHS CLASS A
2,3482,298-507218060.24%+85
JPMORGAN CHASE & CO(JPM)7,1076,551-5561,0311,1140.34%+84
APPLIED MATLS INC2,0392,242+2032823630.11%+81
DIMENSIONAL ETF TRUST
SHOR DUR FIX ETF
10,75512,321+1,5664995790.18%+80
SPDR S&P 500 ETF TR(SPY)1,6381,628-107007740.23%+74
SNOWFLAKE INC(SNOW)1,4461,44602212880.09%+67
MCDONALDS CORP(MCD)1,9641,969+55175840.18%+66
RBB FD INC
US TREASY 2 YR
9,13110,278+1,1474384970.15%+59
ISHARES TR1,5871,565-224224740.14%+52
PHILLIPS 66(PSX)3,6363,642+64374850.15%+48
AMGEN INC(AMGN)2,8592,813-467688100.25%+42
BRUNSWICK CORP(BC)3,0902,925-1652442830.09%+39
SELECT SECTOR SPDR TR
ST STR STAPL ETF
5,2415,545+3043613990.12%+39
VANGUARD TAX-MANAGED FDS13,30712,809-4985826140.19%+32
SCHWAB STRATEGIC TR40,55438,073-2,4811,3771,4070.43%+30
ALPHABET INC(GOOG)2,2122,258+462923180.10%+27
DUKE ENERGY CORP NEW(DUK)2,8372,848+112502760.08%+26
MONDELEZ INTL INC(MDLZ)5,2915,29103673830.12%+16
RBB FD INC
US TRSRY 6 MNTH
8,5428,871+3294284430.13%+15
ABBVIE INC(ABBV)4,0724,004-686076200.19%+14
TOMI ENVIRONMENTAL SOLUTIONS010,738+10,7380110.00%+11
PEPSICO INC(PEP)3,0453,095+505165260.16%+10
YUM BRANDS INC(YUM)1,6081,60802012100.06%+9
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
2,7152,71502042100.06%+6
COCA COLA CO(KO)10,67710,185-4925986000.18%+3
MERCK & CO INC(MRK)2,8802,714-1662962960.09%-1
ASTRAZENECA PLC(AZN)5,5805,58003783760.11%-2
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
5,0774,895-1822922860.09%-7
PROCTER AND GAMBLE CO(PG)8,5778,479-981,2511,2430.38%-8
WALMART INC(WMT)3,9253,900-256286150.19%-13
CONSTELLATION BRANDS INC(STZ)2,0232,02305084890.15%-19
CISCO SYS INC(CSCO)6,9727,012+403753540.11%-21
CHEVRON CORP NEW(CVX)1,9602,067+1073303080.09%-22
OCCIDENTAL PETE CORP(OXY)4,6204,62003002760.08%-24
SPDR SER TR
ST STR SP DIV
9,3098,239-1,0701,0711,0300.31%-41
EXXON MOBIL CORP2,3252,186-1392732190.07%-55
RBB FD INC
US TREASRY 12 MT
12,34211,117-1,2256165550.17%-61
BLACKSTONE INC(BX)5,6384,134-1,5046045410.16%-63
ALPHABET INC(GOOG)4,3253,387-9385664730.14%-93
DISNEY WALT CO(DIS)5,3123,463-1,8494313130.09%-118
PFIZER INC(PFE)6,1050-6,1052030-203
CVS HEALTH CORP(CVS)3,2060-3,2062240-224
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
4,6410-4,6412340-234
BRISTOL-MYERS SQUIBB CO(BMY)4,9660-4,9662880-288
JOHNSON & JOHNSON(JNJ)11,5829,610-1,9721,8041,5060.46%-298
SPDR SER TR
ST STR BACKE ETF
14,7840-14,7843080-308
VANGUARD INDEX FDS7,7385,714-2,0242,1071,7760.54%-331
TEXAS INSTRS INC(TXN)2,3000-2,3003660-366
VANGUARD INDEX FDS6,6750-6,6755050-505
TAIWAN SEMICONDUCTOR MFG LTD(TSM)5,8830-5,8835110-511
VANGUARD WORLD FDS
CONSUM STP ETF
6,4452,952-3,4931,1775640.17%-614
SPDR SER TR
ST NUVE TERM ETF
28,2569,927-18,3291,3064740.14%-832
AMPLIFY ETF TR28,0000-28,0009720-972
ISHARES TR72,78752,016-20,7713,9923,0140.91%-978
DIMENSIONAL ETF TRUST
NATL MUN BD ETF
41,51110,183-31,3281,9294940.15%-1,435
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
55,7500-55,7501,4610-1,461
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
492,901402,837-90,06419,05116,2144.92%-2,836
DIMENSIONAL ETF TRUST
US REAL ESTA ETF
221,2648,998-212,2664,3192050.06%-4,114
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