Sunesis Advisors

Sunesis Advisors as of Dec. 31, 2022

Portfolio Holdings for Sunesis Advisors

Sunesis Advisors holds 41 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 34.9 $55M 285k 191.19
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 10.1 $16M 407k 38.89
Ishares Tr Core Us Aggbd Et (AGG) 9.0 $14M 146k 96.99
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 5.2 $8.1M 160k 50.67
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.7 $7.3M 175k 41.97
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.6 $5.6M 109k 51.72
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 3.3 $5.2M 94k 55.44
Ishares Tr Iboxx Inv Cp Etf (LQD) 2.8 $4.3M 41k 105.43
Ishares Core Msci Emkt (IEMG) 2.2 $3.4M 74k 46.70
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.1 $3.2M 41k 77.51
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $1.9M 4.9k 382.43
Ishares Tr Tips Bd Etf (TIP) 1.2 $1.8M 17k 106.44
Ishares Tr National Mun Etf (MUB) 1.2 $1.8M 17k 105.52
Ishares Gold Tr Ishares New (IAU) 1.2 $1.8M 52k 34.59
Ishares Msci Jpn Etf New (EWJ) 1.1 $1.8M 33k 54.44
Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.1 $1.7M 34k 51.38
Deciphera Pharmaceuticals (DCPH) 1.0 $1.6M 96k 16.39
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.0 $1.5M 64k 23.67
Spdr Ser Tr Bloomberg High Y (JNK) 1.0 $1.5M 17k 90.00
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.9 $1.5M 19k 75.19
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.9 $1.5M 14k 100.80
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.9 $1.4M 14k 102.81
Bank of America Corporation (BAC) 0.9 $1.4M 42k 33.12
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.9 $1.4M 30k 46.44
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.8 $1.3M 23k 57.82
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.8 $1.2M 17k 70.37
Pepsi (PEP) 0.7 $1.1M 6.0k 180.66
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $1.0M 26k 38.98
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $933k 3.0k 308.90
Ishares Tr Sp Smcp600vl Etf (IJS) 0.6 $860k 9.4k 91.31
Bank of New York Mellon Corporation (BK) 0.5 $839k 18k 45.52
Ishares Tr S&p Mc 400gr Etf (IJK) 0.5 $837k 12k 68.30
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $812k 11k 71.84
Ishares Tr Jpmorgan Usd Emg (EMB) 0.5 $745k 8.8k 84.59
Ishares Tr S&P SML 600 GWT (IJT) 0.4 $658k 6.1k 108.07
Ishares Tr Core Total Usd (IUSB) 0.4 $647k 14k 44.93
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $329k 4.5k 73.63
General Dynamics Corporation (GD) 0.2 $250k 1.0k 248.11
NVIDIA Corporation (NVDA) 0.1 $208k 1.4k 146.14
Boeing Company (BA) 0.1 $203k 1.1k 190.49
Yellow Corp (YELLQ) 0.0 $67k 27k 2.51