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Ishares Tr s^p aggr all shares owned by Spinnaker Investment Group

Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by Spinnaker Investment Group from 13F filings

Historical chart of Spinnaker Investment Group investment in Ishares Tr s^p aggr all

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr s^p aggr all held by Spinnaker Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr s^p aggr all by Spinnaker Investment Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $200k 2.2k 89.56
2022-03-31 $222k 3.2k 70.10
2021-12-31 $290k 4.1k 71.25

More positions owned by Spinnaker Investment Group

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ssga Active Tr State Street Dou (STOT)
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Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Apple (AAPL)
Broadcom (AVGO)
RBB Us Treas 3 Mnth (TBIL)
RBB Us Trsry 6 Mnth (XBIL)

View all positions for Spinnaker Investment Group

Top funds holding Ishares Tr s^p aggr all

NorthStar Asset Management
Rockefeller Capital Management
LPL Financial
Wells Fargo & Company
Assetmark
Jim Saulnier & Associates
Foundations Investment Advisors
Ellenbecker Investment Group
Mesirow Financial Investment Management International Equity
Cambridge Investment Research Advisors
Stifel Financial
Raymond James Financial
Warren Averett Asset Management
LBMC Investment Advisors
Patton Albertson & Miller

View all funds holding Ishares Tr s^p aggr all