Spinnaker Investment Group, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SELECT SECTOR SPDR TR | $2.67M | 0.5% |
| Warren E. Buffett | $2.77M | 0.5% |
| SPDR S&P 500 ETF TR | $3.62M | 0.7% |
| VANGUARD INDEX FDS | $4.28M | 0.8% |
| NVIDIA Corp | $4.84M | 0.9% |
| RBB FD INC | $4.88M | 0.9% |
| RBB FD INC | $5.15M | 0.9% |
| Broadcom Inc. | $6.04M | 1.1% |
| Apple Inc. | $12.21M | 2.2% |
| DIMENSIONAL ETF TRUST | $12.77M | 2.3% |
| SCHWAB STRATEGIC TR | $13.58M | 2.5% |
| SCHWAB STRATEGIC TR | $14.00M | 2.5% |
| BERKSHIRE HATHAWAY INC DEL | $24.91M | 4.5% |
| CAPITAL GRP FIXED INCM ETF T | $26.49M | 4.8% |
| MICROSOFT CORP | $27.01M | 4.9% |
| SSGA ACTIVE TR | $27.34M | 5.0% |
| DIMENSIONAL ETF TRUST | $45.05M | 8.2% |
| SCHWAB STRATEGIC TR | $51.16M | 9.3% |
| WISDOMTREE TR | $55.14M | 10.0% |
| DIMENSIONAL ETF TRUST | $113.54M | 20.6% |