SPINNAKER TRUST Q2 2023 Filing

Filed August 1, 2023

Portfolio Value

$1376.7T

Holdings

257

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (257 positions)

#StockSharesValue% PortfolioType
1
ESGDiShares ESG MSCI EAFE ETF
1,164,688$84.9T6.17%
2
XLKTechnology Select Sector SPDR
451,520$78.5T5.70%
3
SUSAiShares MSCI USA ESG Select ETF
817,991$76.6T5.56%
4
DDECFirst Trust CBOE US Equity Deep
1,858,231$62.7T4.56%
5
VGSHVanguard Short Term Treasury ET
936,668$54.1T3.93%
6
MMM3M Company
503,990$50.4T3.66%
7
AAPLApple Inc
214,835$41.7T3.03%
8
MSFTMicrosoft Corp
114,712$39.1T2.84%
9
TLTiShares 20 Year Treasury Bond E
373,638$38.5T2.79%
10
XLVHealthcare Select Sector SPDR
273,249$36.3T2.63%
11
VCSHVanguard Short-Term Corporate B
442,576$33.5T2.43%
12
GEMGoldman Sachs ActiveBeta Emergi
1,084,865$32.4T2.36%
13
BRK/BBerkshire Hathaway Inc - CL B
86,694$29.6T2.15%
14
SPSMSPDR Portfolio S&P 600 Small Ca
585,099$22.7T1.65%
15
XLYConsumer Discretionary Select S
130,818$22.2T1.61%
16
BILSPDR Bloomberg 1-3 month T Bill
238,700$21.9T1.59%
17
NDQInvesco QQQ Trust
48,216$17.8T1.29%
18
SPLVInvesco S&P 500 Low Volatility
275,469$17.3T1.26%
19
IAU*iShares Gold Trust
399,534$14.5T1.06%
20
HDHome Depot Inc
45,874$14.3T1.04%
21
GOOGAlphabet Inc Cl C
111,573$13.5T0.98%
22
VSSVanguard FTSE All-World ex-US S
118,629$13.1T0.95%
23
VSGXVanguard ESG International Stoc
241,378$12.8T0.93%
24
LLYEli Lilly & Co
27,052$12.7T0.92%
25
ESGUiShares ESG Aware MSCI USA ETF
121,914$11.9T0.86%
26
SPYSPDR S&P 500 ETF Trust
26,773$11.9T0.86%
27
XLFFinancial Select Sector SPDR
332,124$11.2T0.81%
28
JPMJPMorgan Chase & Co
73,908$10.7T0.78%
29
SPYXSPDR S&P 500 Fossil Fuel Reserv
269,928$9.8T0.71%
30
KRBNKraneShares Global Carbon ETF
246,618$9.4T0.68%
31
EWTiShares MSCI Taiwan ETF
198,648$9.3T0.68%
32
ICLNiShares Global Clean Energy
504,082$9.3T0.67%
33
URAGlobal X Uranium ETF
420,258$9.1T0.66%
34
TXNTexas Instruments Inc
50,081$9.0T0.65%
35
AMZNAmazon Com Inc
68,748$9.0T0.65%
36
EWZiShares MSCI Brazil ETF
261,943$8.5T0.62%
37
UPSUnited Parcel Service Inc Cl B
46,875$8.4T0.61%
38
XOMExxon Mobil Corp
78,072$8.4T0.61%
39
RTXRaytheon Technologies Corp
84,018$8.2T0.60%
40
XLFIConsumer Staples Select Sector
109,936$8.2T0.59%
41
FXYInvesco CurrencyShares Japanese
125,691$8.1T0.59%
42
NSRGYNestle S A Sponsored ADR
65,033$7.8T0.57%
43
NEENextEra Energy Inc.
104,903$7.8T0.57%
44
CVXChevron Corporation
48,756$7.7T0.56%
45
PLDPrologis Inc COM
61,581$7.6T0.55%
46
VVisa Inc - Class A Shares
30,354$7.2T0.52%
47
BLKCHFBlackRock, Inc.
10,362$7.2T0.52%
48
XLIIndustrial Select Sector SPDR
65,714$7.1T0.51%
49
JNJJohnson & Johnson
42,368$7.0T0.51%
50
INDAiShares MSCI India
156,121$6.8T0.50%
51
NKENike Inc Cl B
60,719$6.7T0.49%
52
VGKVanguard European Stock ETF
106,917$6.6T0.48%
53
CRMSalesforce.com, Inc.
31,022$6.6T0.48%
54
UNHUnitedhealth Group Inc
13,594$6.5T0.47%
55
PGProcter & Gamble Co
42,593$6.5T0.47%
56
VBRVanguard Small-Cap Value ETF
38,491$6.4T0.46%
57
STLDSteel Dynamics, Inc.
56,463$6.2T0.45%
58
USXFiShares ESG Advanced MSCI USA E
170,953$6.1T0.45%
59
PEPPepsico Inc
31,497$5.8T0.42%
60
BRK-BBerkshire Hathaway Inc
11$5.7T0.41%
61
CATCaterpillar Inc Del
22,944$5.6T0.41%
62
GOOGLAlphabet Inc CL A
44,743$5.4T0.39%
63
DEDeere & Co
13,037$5.3T0.38%
64
VEUVanguard FTSE All-World Ex-US I
96,314$5.2T0.38%
65
CHTRCharter Communications, Inc.
14,247$5.2T0.38%
66
WMTWal Mart Stores Inc
32,310$5.1T0.37%
67
ADPAutomatic Data Processing Inc
22,283$4.9T0.36%
68
CHDChurch & Dwight Inc
48,723$4.9T0.35%
69
COSTCostco Wholesale Corp
9,036$4.9T0.35%
70
ABTAbbott Laboratories
44,362$4.8T0.35%
71
MRKMerck & Co Inc New Com
41,264$4.8T0.35%
72
NVDANVIDIA Corporation
11,019$4.7T0.34%
73
IDXXIdexx Laboratories Inc.
8,772$4.4T0.32%
74
SPGPInvesco S&P 500 GARP ETF
47,878$4.3T0.32%
75
MCDMcDonalds Corp
14,067$4.2T0.30%
76
AQLTiShares Core MSCI EAFE
60,726$4.1T0.30%
77
CSCOCisco Systems Inc
76,686$4.0T0.29%
78
VOVanguard Mid-Cap ETF
17,925$3.9T0.29%
79
FBNDFidelity Total Bond ETF
86,043$3.9T0.28%
80
IJRiShares S&P SmallCap 600 Index
36,318$3.6T0.26%
81
AAXJiShares MSCI All Country Asia e
53,059$3.5T0.26%
82
IJHiShares Core S&P Mid-Cap ETF
12,664$3.3T0.24%
83
COWZPacer US Cash Cows 100 ETF
68,074$3.3T0.24%
84
CVSCVS Health Corporation
45,370$3.1T0.23%
85
NEARiShares Short Maturity Bond
61,040$3.0T0.22%
86
WELLWelltower Inc.
36,731$3.0T0.22%
87
ASHRXtrackers Harvest CSI 300 China
102,691$2.7T0.20%
88
DOWDow Inc.
49,174$2.6T0.19%
89
ELEstee Lauder Companies Inc.
13,264$2.6T0.19%
90
BMYBristol Myers Squibb Co
40,547$2.6T0.19%
91
MAMastercard Inc CL A
6,450$2.5T0.18%
92
MFCManulife Finl Corp
130,443$2.5T0.18%
93
WEXWEX Inc
13,470$2.5T0.18%
94
HONHoneywell International Inc
11,562$2.4T0.17%
95
MDYSPDR S&P Midcap 400 ETF Tr Ser
4,922$2.4T0.17%
96
KMIKinder Morgan Inc
135,438$2.3T0.17%
97
MDTMedtronics PLC
25,826$2.3T0.17%
98
ABBVAbbVie Inc.
15,981$2.2T0.16%
99
TAT&T Inc
130,562$2.1T0.15%
100
8CWCrown Castle International Corp
18,225$2.1T0.15%
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