StockDriftsStockDriftsTop 50 Spinnaker Investment Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 21.13% | 2.30M | $103.8M | -5.22%(-126.59K) | $33.42(+49.53%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 10.72% | 1.72M | $52.6M | -8.03%(-149.77K) | $25.66(+23.51%) | 2026-03-31 | |
| DGRW | WISDOMTREE TR | 10.17% | 568.5K | $49.9M | -7.80%(-48.10K) | $66.64(+41.02%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 8.65% | 1.09M | $42.5M | -7.81%(-92.30K) | $29.13(+40.34%) | 2026-03-31 | |
| STOT | SSGA ACTIVE TR | 5.22% | 543.5K | $25.6M | -6.00%(-34.67K) | $47.62(-1.23%) | 2026-03-31 | |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 5.18% | 968.1K | $25.4M | -3.09%(-30.83K) | $26.18(+0.00%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 3.36% | 23 | $16.5M | -30.30%(-10) | $739681.00(-5.37%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.98% | 39.5K | $14.6M | -29.20%(-16.31K) | $412.99(-0.39%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 2.63% | 417.5K | $12.9M | -7.56%(-34.15K) | $25.97(+32.58%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 2.48% | 485.5K | $12.2M | -9.00%(-48.03K) | $18.40(+51.85%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.09% | +33.44% |
| Top 20 Holdings Unweighted | +13.49% | +46.18% |
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