0001911067-23-000001.txt : 20230117 0001911067-23-000001.hdr.sgml : 20230117 20230117124835 ACCESSION NUMBER: 0001911067-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230117 DATE AS OF CHANGE: 20230117 EFFECTIVENESS DATE: 20230117 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Spinnaker Investment Group, LLC CENTRAL INDEX KEY: 0001911067 IRS NUMBER: 812550846 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22188 FILM NUMBER: 23530978 BUSINESS ADDRESS: STREET 1: 4100 MACARTHUR BLVD. SUITE 120 CITY: NEWPORT BEACH STATE: CA ZIP: 92660 BUSINESS PHONE: 9493966703 MAIL ADDRESS: STREET 1: 4100 MACARTHUR BLVD. SUITE 120 CITY: NEWPORT BEACH STATE: CA ZIP: 92660 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001911067 XXXXXXXX 12-31-2022 12-31-2022 false Spinnaker Investment Group, LLC

4100 Macarthur Blvd. Suite 120 Newport Beach CA 92660

13F HOLDINGS REPORT 028-22188 000283414 801-107671 N Morgan Christen 949-396-6703 /s/ Morgan Christen Newport Beach CA 01-17-2023 0 86 281179735 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 615125 3806 SH SOLE 3806 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 630543 2363 SH SOLE 2363 0 0 ALPHABET INC CAP STK CL C 02079K107 303013 3415 SH SOLE 3415 0 0 ALPHABET INC CAP STK CL A 02079K305 438503 4970 SH SOLE 4970 0 0 AMAZON COM INC COM 023135106 612444 7291 SH SOLE 7291 0 0 AMGEN INC COM 031162100 690218 2628 SH SOLE 2628 0 0 APPLE INC COM 037833100 6945649 53457 SH SOLE 53457 0 0 ASTRAZENECA PLC SPONSORED ADR 046353108 393240 5800 SH SOLE 5800 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 859360 2782 SH SOLE 2782 0 0 BLACKROCK CR ALLOCATION INCO COM 092508100 380164 37640 SH SOLE 37640 0 0 BLACKSTONE INC COM 09260D107 373866 5039 SH SOLE 5039 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 325718 4527 SH SOLE 4527 0 0 BROADCOM INC COM 11135F101 1762749 3153 SH SOLE 3153 0 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JOHNSON & JOHNSON COM 478160104 1975073 11181 SH SOLE 11181 0 0 JPMORGAN CHASE & CO COM 46625H100 1042827 7776 SH SOLE 7776 0 0 MCDONALDS CORP COM 580135101 519945 1973 SH SOLE 1973 0 0 MERCK & CO INC COM 58933Y105 318094 2867 SH SOLE 2867 0 0 MICROSOFT CORP COM 594918104 2792902 11646 SH SOLE 11646 0 0 MONDELEZ INTL INC CL A 609207105 351846 5279 SH SOLE 5279 0 0 OCCIDENTAL PETE CORP COM 674599105 291014 4620 SH SOLE 4620 0 0 PEPSICO INC COM 713448108 538186 2979 SH SOLE 2979 0 0 PFIZER INC COM 717081103 256866 5013 SH SOLE 5013 0 0 PHILLIPS 66 COM 718546104 377810 3630 SH SOLE 3630 0 0 PIMCO MUN INCOME FD II COM 72200W106 216960 24000 SH SOLE 24000 0 0 PROCTER AND GAMBLE CO COM 742718109 1280814 8451 SH SOLE 8451 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 203152 2013 SH SOLE 2013 0 0 SAMSARA INC COM CL A 79589L106 125444 10092 SH SOLE 10092 0 0 SCHWAB STRATEGIC TR US REIT ETF 808524847 707441 36674 SH SOLE 36674 0 0 SCHWAB STRATEGIC TR INTERNL DIVID 808524672 464190 20704 SH SOLE 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