Spinnaker Investment Group, LLC: 13F holdings
CIK 19110672026Q2
| Positions | 179 |
|---|---|
| Reported value | $624.1m |
| Filed | 2026-07-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| PAVE DIMENSIONAL ETF TRUST | 2,645,051 | $136.7m | 21.9% |
| DGRW WISDOMTREE TR | 642,340 | $61.4m | 9.8% |
| SCHD SCHWAB STRATEGIC TR | 1,933,604 | $61.3m | 9.8% |
| DFAI DIMENSIONAL ETF TRUST | 1,261,262 | $52.0m | 8.3% |
| CAPITAL GRP FIXED INCM ETF T | 1,160,847 | $30.4m | 4.9% |
| SCHM SCHWAB STRATEGIC TR | 472,438 | $17.4m | 2.8% |
| BRK.A BERKSHIRE HATHAWAY INC DEL | 23 | $17.2m | 2.8% |
| DIMENSIONAL ETF TRUST | 192,134 | $15.8m | 2.5% |
| SCHB SCHWAB STRATEGIC TR | 516,662 | $15.0m | 2.4% |
| J P MORGAN EXCHANGE TRADED F | 269,007 | $14.0m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1911067")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.