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Sunesis Advisors

Latest statistics and disclosures from Sunesis Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, AGG, VXUS, VEA, BIV, and represent 69.65% of Sunesis Advisors's stock portfolio.
Added to shares of these 10 stocks: AGG, VOO, RTX, VEA, VXUS, BIV, BSV, MBB, IUSB, SCHD.
Started 1 new stock position in RTX.
Reduced shares in these 10 stocks: AVB, CPT, MAA, SPYV, , BRK.B, VTI, VGK, SPYG, IJJ.
Sold out of its positions in AVB, CPT, IEMG, MAA.
Sunesis Advisors was a net seller of stock by $-11M.
Sunesis Advisors has $166M in assets under management (AUM), dropping by -1.45%.
Central Index Key (CIK): 0001748269

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Positions held by Sunesis Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Sunesis Advisors

Sunesis Advisors holds 43 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	47.1	$78M		276k	283.16	View chart
Ishares Tr Core Us Aggbd Et (AGG)	8.6	$14M	+6%	140k	101.27	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	5.6	$9.2M		142k	64.74	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.2	$8.6M	+2%	163k	52.81	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	3.3	$5.4M	+2%	70k	78.37	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.3	$5.4M	+2%	69k	78.69	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.5	$4.1M		7.2k	573.76	View chart
Ishares Tr Mbs Etf (MBB)	1.9	$3.2M	+2%	33k	95.81	View chart
Ishares Tr Core Total Usd (IUSB)	1.8	$2.9M		62k	47.12	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	1.6	$2.7M		113k	24.05	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.6	$2.7M		52k	51.12	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	1.4	$2.3M	-26%	43k	52.86	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.3	$2.2M		20k	112.98	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$1.9M	+15%	3.6k	527.74	View chart
Ishares Gold Tr Ishares New (IAU)	1.1	$1.8M		37k	49.70	View chart
Bank of America Corporation (BAC)	1.0	$1.7M		44k	39.68	View chart
NVIDIA Corporation (NVDA)	1.0	$1.7M		14k	121.44	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.9	$1.5M		17k	89.36	View chart
Bank of New York Mellon Corporation (BK)	0.8	$1.3M		18k	71.86	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.7	$1.2M		12k	101.42	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$1.2M		25k	47.85	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$1.1M	-13%	2.4k	460.26	View chart
Select Sector Spdr Tr Technology (XLK)	0.6	$1.1M		4.8k	225.76	View chart
Pepsi (PEP)	0.6	$1.0M		6.2k	170.05	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.6	$1.0M	-6%	12k	82.94	View chart
Ishares Tr Core High Dv Etf (HDV)	0.6	$986k		8.4k	117.62	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$863k		23k	38.08	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$857k		10k	84.53	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.4	$691k	-13%	9.7k	71.10	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$645k		1.3k	488.07	View chart
Apple (AAPL)	0.3	$485k		2.1k	233.00	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$453k		4.8k	93.58	View chart
Microsoft Corporation (MSFT)	0.3	$438k		1.0k	430.30	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$376k		3.0k	125.96	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$371k		13k	29.18	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$352k		6.6k	52.98	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$259k		1.6k	165.85	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$244k	-12%	2.0k	123.62	View chart
Eli Lilly & Co. (LLY)	0.1	$240k		271.00	885.94	View chart
Raytheon Technologies Corp (RTX)	0.1	$238k	NEW	2.0k	121.16	View chart
General Dynamics Corporation (GD)	0.1	$220k		729.00	302.20	View chart
Ishares Msci Jpn Etf New (EWJ)	0.1	$212k		3.0k	71.54	View chart
Amazon (AMZN)	0.1	$205k		1.1k	186.33	View chart

Past Filings by Sunesis Advisors

SEC 13F filings are viewable for Sunesis Advisors going back to 2018

Sunesis Advisors 2024 Q3 filed Oct. 29, 2024
Sunesis Advisors 2024 Q2 filed July 16, 2024
Sunesis Advisors 2024 Q1 filed April 29, 2024
Sunesis Advisors 2023 Q4 filed Jan. 19, 2024
Sunesis Advisors 2023 Q3 filed Oct. 20, 2023
Sunesis Advisors 2023 Q1 filed April 27, 2023
Sunesis Advisors 2022 Q4 filed Feb. 2, 2023
Sunesis Advisors 2022 Q3 filed Nov. 2, 2022
Sunesis Advisors 2022 Q2 filed July 27, 2022
Sunesis Advisors 2022 Q1 filed May 5, 2022
Sunesis Advisors 2021 Q4 filed Feb. 11, 2022
Sunesis Advisors 2021 Q3 filed Oct. 27, 2021
Sunesis Advisors 2021 Q2 filed July 28, 2021
Sunesis Advisors 2021 Q1 filed April 26, 2021
Sunesis Advisors 2020 Q4 filed Jan. 29, 2021
Sunesis Advisors 2020 Q3 filed Nov. 9, 2020

View all past filings

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