Spinnaker Investment Group, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Newport Beach, CA
CIK
0001911067
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 84 329,433 DFAU, DGRW, SCHD, DFAI 13F-HR 1/22/2024 000191106724000001
Q3 2023 83 297,510 DFAU, DGRW, SCHD, DFAI 13F-HR 10/31/2023 000184201523000007
Q2 2023 83 303,664 DFAU, DGRW, SCHD, DFAI 13F-HR 7/20/2023 000191106723000003
Q1 2023 82 284,384 DFAU, SCHD, DGRW, DFAI 13F-HR 4/13/2023 000191106723000002
Q4 2022 86 281,179 SCHD, DGRW, DFAU, DFAI 13F-HR 1/17/2023 000191106723000001
Q3 2022 81 255,405 SCHD, DGRW, DFAU, DFAI 13F-HR 10/21/2022 000191106722000003
Q2 2022 74 245,473 SCHD, DGRW, TOTL, DFAU 13F-HR 7/18/2022 000108514622002461
Q1 2022 88 307,338 TOTL, SCHD, DGRW, DFAI 13F-HR 5/9/2022 000108514622001906
Q4 2021 90 284,997 TOTL, SCHD, DFAI, SCHB 13F-HR 2/14/2022 000108514622001120