Sunesis Advisors

Sunesis Advisors as of March 31, 2020

Portfolio Holdings for Sunesis Advisors

Sunesis Advisors holds 31 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market ETF (VTI) 37.0 $37M 285k 128.91
iShares Lehman Aggregate Bond (AGG) 11.0 $11M 94k 115.37
Vanguard Star Fd Intl Stk Idxf (VXUS) 5.8 $5.7M 136k 41.96
iShares IBoxx $ Invest Grade Corp Bd (LQD) 5.1 $5.1M 41k 123.51
Berkshire Hathaway (BRK.A) 4.9 $4.9M 18.00 272000.00
Deciphera Pharmaceuticals (DCPH) 4.0 $4.0M 96k 41.17
Vanguard Europe Pacific ETF (VEA) 3.8 $3.8M 113k 33.34
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 3.6 $3.6M 41k 87.08
Vanguard Intermediate-Term Bond ETF (BIV) 3.1 $3.1M 34k 89.32
PIMCO Intermediate Mun Bond Strat Fund (MUNI) 2.3 $2.3M 42k 54.55
iShares Barclays TIPS Bond Fund (TIP) 2.0 $2.0M 17k 117.94
iShares S&P Natl AMTFr Mncpl Bd (MUB) 2.0 $1.9M 17k 113.00
Spdr S&p 500 Etf (SPY) 1.6 $1.6M 6.4k 257.78
Vanguard Sht Term Govt Bond ETF (VGSH) 1.6 $1.6M 26k 62.36
iShares Gold Trust 1.6 $1.6M 104k 15.07
Vanguard Emerging Markets ETF (VWO) 1.4 $1.4M 42k 33.56
Schwab Emerging Markets Equity ETF (SCHE) 1.4 $1.3M 65k 20.68
Vanguard FTSE All Wld Ex USSml Cap (VSS) 1.2 $1.2M 15k 78.27
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 1.0 $959k 9.9k 96.66
Vanguard Scottsdale Fds vng rus2000idx (VTWO) 0.9 $903k 9.8k 92.16
Ishares Tr core tl usd bd (IUSB) 0.8 $756k 14k 52.49
Landmark Infrastructure 0.7 $653k 62k 10.56
Berkshire Hathaway (BRK.B) 0.6 $637k 3.5k 182.94
Bank of New York Mellon Corporation (BK) 0.6 $621k 18k 33.68
Bank of America Corporation (BAC) 0.4 $423k 20k 21.25
Vanguard Value ETF (VTV) 0.4 $395k 4.4k 89.04
Vanguard Total Bond Market ETF (BND) 0.4 $355k 4.2k 85.36
Pepsi (PEP) 0.3 $291k 2.4k 120.00
Vanguard Short Term Corporate Bond ETF (VCSH) 0.3 $275k 3.5k 78.98
Vanguard Mid-Cap ETF (VO) 0.3 $267k 2.0k 131.53
Plains All American Pipeline (PAA) 0.1 $141k 27k 5.29