Spinnaker Investment Group’s Schwab Government Money Market ETF SGVT Stock Holding History

Spinnaker Investment Group’s Portfolio SGVT Stock Details SGVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-12,977	Closed	-$1.31M	–	180
2025 Q3	$1.31M	Buy	+12,977	New	+$1.3M	0.25%	31

Other funds holding SGVT

North Berkeley Wealth Management Berkeley, California $189M AUM 19.77% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $501M AUM 14.52% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Addison Capital Conshohocken, Pennsylvania $562M AUM 18.57% 1-Year Est. Return

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

Stone Loft Wealth Management West Chester, Pennsylvania $140M AUM