0001911067-23-000002.txt : 20230413 0001911067-23-000002.hdr.sgml : 20230413 20230413141021 ACCESSION NUMBER: 0001911067-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230413 DATE AS OF CHANGE: 20230413 EFFECTIVENESS DATE: 20230413 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: 23817988 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 03-31-2023 03-31-2023 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 04-13-2023 0 82 284384157 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 644346 4043 SH SOLE 4043 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 675369 2363 SH SOLE 2363 0 0 ALPHABET INC CAP STK CL A 02079K305 491784 4741 SH SOLE 4741 0 0 ALPHABET INC CAP STK CL C 02079K107 357760 3440 SH SOLE 3440 0 0 AMAZON COM INC COM 023135106 699273 6770 SH SOLE 6770 0 0 AMGEN INC COM 031162100 649582 2687 SH SOLE 2687 0 0 APPLE INC COM 037833100 8922828 54110 SH SOLE 54110 0 0 APPLIED MATLS INC COM 038222105 227236 1850 SH SOLE 1850 0 0 ASTRAZENECA PLC SPONSORED ADR 046353108 402578 5800 SH SOLE 5800 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 863629 2797 SH SOLE 2797 0 0 BLACKSTONE INC COM 09260D107 444292 5058 SH SOLE 5058 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 326450 4710 SH SOLE 4710 0 0 BROADCOM INC COM 11135F101 2029147 3163 SH SOLE 3163 0 0 BRUNSWICK 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DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 35907399 1248084 SH SOLE 1248084 0 0 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 4373513 203514 SH SOLE 203514 0 0 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 740747 32123 SH SOLE 32123 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 272335 2823 SH SOLE 2823 0 0 EXXON MOBIL CORP COM 30231G102 254930 2325 SH SOLE 2325 0 0 HOME DEPOT INC COM 437076102 611489 2072 SH SOLE 2072 0 0 ISHARES TR CALIF MUN BD ETF 464288356 4142107 72137 SH SOLE 72137 0 0 ISHARES GOLD TR ISHARES NEW 464285204 222688 5959 SH SOLE 5959 0 0 ISHARES TR NATIONAL MUN ETF 464288414 328499 3049 SH SOLE 3049 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 389951 1596 SH SOLE 1596 0 0 JOHNSON & JOHNSON COM 478160104 1800358 11615 SH SOLE 11615 0 0 JPMORGAN CHASE & CO COM 46625H100 1021635 7840 SH SOLE 7840 0 0 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 1358436 24879 SH SOLE 24879 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 359011 7134 SH SOLE 7134 0 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