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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, VEA, VXUS, SPYV, and represent 58.46% of Sunesis Advisors's stock portfolio.
Added to shares of these 10 stocks: BSV, BIV, VTEB, MBB, AVB, CPT, MAA, SPHY, VTES, VEA.
Started 8 new stock positions in VTEB, SPHY, EFA, VTES, BSV, MBB, ACN, BIV.
Reduced shares in these 10 stocks: AGG, MUB, LQD, , JNK, , , BND, MUNI, ISTB.
Sold out of its positions in MUB, HYG, JNK, BND, VGSH, VCSH, VCIT, Wisdomtree Tr germany hedeq.
Sunesis Advisors was a net buyer of stock by $9.5M.
Sunesis Advisors has $164M in assets under management (AUM), dropping by 16.37%.
Central Index Key (CIK): 0001748269

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Portfolio Holdings for Sunesis Advisors

Sunesis Advisors holds 70 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	40.1	$66M		277k	237.22	View chart
Ishares Tr Core Us Aggbd Et (AGG)	7.0	$12M	-26%	116k	99.25	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.3	$7.1M	+4%	149k	47.90	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	3.9	$6.4M		111k	57.96	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	3.1	$5.1M		109k	46.63	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.6	$4.3M	NEW	56k	77.02	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.6	$4.3M	NEW	56k	76.38	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.2	$3.7M		7.7k	475.31	View chart
AvalonBay Communities (AVB)	1.9	$3.2M	+382%	17k	187.22	View chart
Camden Ppty Tr Sh Ben Int (CPT)	1.9	$3.1M	+403%	31k	99.29	View chart
Mid-America Apartment (MAA)	1.9	$3.1M	+393%	23k	134.46	View chart
Ishares Tr Core Total Usd (IUSB)	1.7	$2.8M	+5%	60k	46.07	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.6	$2.7M	NEW	52k	51.05	View chart
Ishares Tr Mbs Etf (MBB)	1.6	$2.6M	NEW	28k	94.08	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.3	$2.2M	-44%	20k	110.66	View chart
Ishares Gold Tr Ishares New (IAU)	1.2	$2.0M		52k	39.03	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	1.2	$1.9M	NEW	81k	23.38	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.0	$1.6M		14k	115.03	View chart
Deciphera Pharmaceuticals (DCPH)	0.9	$1.6M		96k	16.13	View chart
Bank of America Corporation (BAC)	0.9	$1.4M		42k	33.67	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.9	$1.4M		33k	42.85	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.8	$1.4M		17k	81.10	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$1.4M		3.1k	436.85	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.8	$1.4M		55k	24.79	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.7	$1.2M	NEW	12k	101.41	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$1.0M		25k	41.10	View chart
Pepsi (PEP)	0.6	$1.0M		6.1k	169.84	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$1.0M		2.9k	356.66	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.6	$996k		27k	37.56	View chart
Select Sector Spdr Tr Technology (XLK)	0.6	$992k		5.2k	192.48	View chart
Bank of New York Mellon Corporation (BK)	0.6	$960k		18k	52.05	View chart
Apple (AAPL)	0.6	$911k		4.7k	192.53	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.5	$890k	-39%	19k	47.56	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.5	$851k		13k	65.06	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.5	$782k		8.8k	89.06	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$737k		1.8k	409.52	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.4	$720k		11k	64.48	View chart
NVIDIA Corporation (NVDA)	0.4	$704k		1.4k	495.22	View chart
Amazon (AMZN)	0.4	$638k		4.2k	151.94	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$497k		3.6k	139.69	View chart
Ishares Tr Faln Angls Usd (FALN)	0.3	$473k		18k	26.40	View chart
Pimco Dynamic Income SHS (PDI)	0.2	$399k		22k	17.95	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$387k		7.7k	50.58	View chart
Microsoft Corporation (MSFT)	0.2	$382k		1.0k	376.04	View chart
Principal Exchange Traded Spectrum Pfd (PREF)	0.2	$369k		21k	17.51	View chart
Blackrock Multi-sector Incom other (BIT)	0.2	$367k		25k	15.00	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$351k	-66%	6.6k	52.80	View chart
Exchange Traded Concepts Tr Robo Glb Etf (ROBO)	0.2	$350k		6.1k	57.30	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.2	$338k		53k	6.38	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$324k		6.0k	53.84	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$324k		428.00	756.92	View chart
Ishares Tr Mortge Rel Etf (REM)	0.2	$298k		13k	23.59	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$296k		2.6k	114.04	View chart
Ishares Tr Europe Etf (IEV)	0.2	$288k		5.5k	52.86	View chart
Boeing Company (BA)	0.2	$278k		1.1k	260.66	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$268k		5.1k	52.37	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$267k		2.3k	117.22	View chart
General Dynamics Corporation (GD)	0.2	$261k		1.0k	259.67	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.2	$258k		23k	11.47	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$251k		2.4k	104.00	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.1	$242k		500.00	484.00	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$238k		1.5k	156.89	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$227k	NEW	647.00	350.91	View chart
India Fund (IFN)	0.1	$222k		12k	18.29	View chart
Canadian Pacific Kansas City (CP)	0.1	$219k		2.8k	79.06	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$215k	NEW	2.9k	75.35	View chart
Callaway Golf Company (MODG)	0.1	$209k		15k	14.34	View chart
Chimera Invt Corp Com New (CIM)	0.1	$150k		30k	4.99	View chart
Prospect Capital Corporation (PSEC)	0.1	$133k		22k	5.99	View chart
Aqua Metals (AQMS)	0.0	$38k		50k	0.76	View chart

Past Filings by Sunesis Advisors

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

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
Sunesis Advisors 2020 Q2 filed July 22, 2020
Sunesis Advisors 2020 Q1 filed April 27, 2020
Sunesis Advisors 2019 Q4 filed Jan. 27, 2020

View all past filings

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