Sunesis Advisors

Sunesis Advisors as of March 31, 2024

Portfolio Holdings for Sunesis Advisors

Sunesis Advisors holds 49 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 42.8 $73M 281k 259.90
Ishares Tr Core Us Aggbd Et (AGG) 7.3 $13M 127k 97.94
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.9 $8.4M 140k 60.30
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.7 $8.0M 160k 50.17
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 3.2 $5.5M 109k 50.10
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.0 $5.2M 67k 76.67
Vanguard Bd Index Fds Intermed Term (BIV) 3.0 $5.1M 68k 75.40
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.1 $3.6M 6.9k 523.07
AvalonBay Communities (AVB) 2.1 $3.6M 19k 185.56
Camden Ppty Tr Sh Ben Int (CPT) 2.1 $3.5M 36k 98.40
Mid-America Apartment (MAA) 2.0 $3.4M 26k 131.58
Ishares Tr Mbs Etf (MBB) 1.8 $3.0M 33k 92.42
Ishares Tr Core Total Usd (IUSB) 1.6 $2.8M 61k 45.59
Spdr Ser Tr Portfli High Yld (SPHY) 1.6 $2.7M 113k 23.46
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.5 $2.6M 52k 50.60
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.3 $2.1M 20k 108.92
Ishares Gold Tr Ishares New (IAU) 1.0 $1.8M 43k 42.01
Bank of America Corporation (BAC) 1.0 $1.7M 44k 37.92
Deciphera Pharmaceuticals 0.9 $1.5M 96k 15.73
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $1.5M 3.1k 480.76
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.8 $1.4M 17k 85.06
NVIDIA Corporation (NVDA) 0.8 $1.3M 1.4k 903.56
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.2M 2.9k 420.52
Vanguard Wellington Short Trm Tax Ex (VTES) 0.7 $1.2M 12k 100.70
Pepsi (PEP) 0.6 $1.1M 6.2k 175.01
Bank of New York Mellon Corporation (BK) 0.6 $1.1M 18k 57.62
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $1.1M 25k 41.77
Select Sector Spdr Tr Technology (XLK) 0.6 $990k 4.8k 208.27
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.6 $956k 13k 73.15
Ishares Tr Core High Dv Etf (HDV) 0.5 $924k 8.4k 110.21
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.5 $921k 19k 47.44
Dimensional Etf Trust Internatnal Val (DFIV) 0.5 $833k 23k 36.75
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $817k 10k 80.63
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.4 $752k 11k 67.34
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $587k 1.3k 444.01
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $436k 4.9k 89.67
Microsoft Corporation (MSFT) 0.3 $428k 1.0k 420.72
Ishares Core Msci Emkt (IEMG) 0.2 $395k 7.7k 51.60
Apple (AAPL) 0.2 $357k 2.1k 171.48
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $348k 3.0k 116.84
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $348k 6.6k 52.47
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $321k 13k 25.25
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $307k 2.6k 118.29
General Dynamics Corporation (GD) 0.2 $284k 1.0k 282.49
Alphabet Cap Stk Cl A (GOOGL) 0.1 $236k 1.6k 150.93
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.1 $213k 4.4k 48.30
Ishares Msci Jpn Etf New (EWJ) 0.1 $212k 3.0k 71.35
Eli Lilly & Co. (LLY) 0.1 $211k 271.00 777.96
Boeing Company (BA) 0.1 $206k 1.1k 192.99