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  Name: Spinnaker Investment Group LLC
  City: NEWPORT BEACH
  State: CA
  Zip: 92660
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $356,024,000
  Total Value Change : $26,590,000
  Securities Held Change : 3
   
All Securities Held : 87
  New Positions : 8
  Closed Positions : 5
  Increased Positions : 42
  Unchanged Positions : 21
  Decreased Positions : 16

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Holdings Found : 5     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (DFAR)1 Year Chart         DFAR Dfa Dimensional Us Real Est... 92 Closed $0.00 $0 0 0% -205,000 -8,998 0    N/A
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 91 Closed $342.87 $0 0 0% -474,000 -1,565 0    Closed - End Fund - E...
   (SGOV)1 Year Chart         SGOV Ishares 03 Month Treasury B... 90 Closed $0.00 $0 0 0% -2,256,000 -22,496 0    N/A
   (SHM)1 Year Chart         SHM Spdr Brcly Cap Shrt Trm Mu 89 Closed $47.21 $0 0 0% -474,000 -9,927 0    Closed - End Fund - E...
   (PWZ)1 Year Chart         PWZ Invesco California Amtfree ... 88 Closed $24.77 $0 0 0% -337,000 -13,472 0    N/A
      5 Records Found
  1    
Page 1 of 1
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