Sunesis Advisors

Sunesis Advisors as of June 30, 2024

Portfolio Holdings for Sunesis Advisors

Sunesis Advisors holds 46 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 43.9 $74M 276k 267.51
Ishares Tr Core Us Aggbd Et (AGG) 7.6 $13M 132k 97.07
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 5.0 $8.4M 140k 60.30
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.7 $7.8M 159k 49.42
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.1 $5.2M 68k 76.70
Vanguard Bd Index Fds Intermed Term (BIV) 3.0 $5.1M 68k 74.89
AvalonBay Communities (AVB) 2.4 $4.0M 19k 206.89
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.3 $3.9M 7.2k 544.22
Camden Ppty Tr Sh Ben Int (CPT) 2.3 $3.9M 36k 109.11
Mid-America Apartment (MAA) 2.2 $3.7M 26k 142.61
Ishares Tr Mbs Etf (MBB) 1.8 $3.0M 33k 91.81
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.7 $2.8M 58k 48.74
Ishares Tr Core Total Usd (IUSB) 1.6 $2.8M 61k 45.22
Spdr Ser Tr Portfli High Yld (SPHY) 1.6 $2.6M 113k 23.23
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.5 $2.6M 52k 50.11
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.3 $2.1M 20k 107.12
NVIDIA Corporation (NVDA) 1.0 $1.8M 14k 123.54
Bank of America Corporation (BAC) 1.0 $1.7M 44k 39.77
Ishares Gold Tr Ishares New (IAU) 1.0 $1.6M 37k 43.93
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $1.6M 3.1k 500.20
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.8 $1.4M 17k 81.97
Vanguard Wellington Short Trm Tax Ex (VTES) 0.7 $1.2M 12k 100.07
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.1M 2.8k 406.80
Bank of New York Mellon Corporation (BK) 0.7 $1.1M 18k 59.89
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $1.1M 25k 43.76
Select Sector Spdr Tr Technology (XLK) 0.6 $1.1M 4.8k 226.23
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.6 $1.0M 13k 80.13
Pepsi (PEP) 0.6 $1.0M 6.2k 164.93
Ishares Tr Core High Dv Etf (HDV) 0.5 $911k 8.4k 108.70
Dimensional Etf Trust Internatnal Val (DFIV) 0.5 $814k 23k 35.94
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $788k 10k 77.76
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.4 $746k 11k 66.77
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $633k 1.3k 479.11
Microsoft Corporation (MSFT) 0.3 $455k 1.0k 446.95
Apple (AAPL) 0.3 $438k 2.1k 210.62
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $428k 4.8k 88.48
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $350k 3.0k 117.49
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $346k 6.6k 52.06
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $337k 13k 26.56
Alphabet Cap Stk Cl A (GOOGL) 0.2 $284k 1.6k 182.15
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $256k 2.3k 113.46
Eli Lilly & Co. (LLY) 0.1 $245k 271.00 905.38
Ishares Core Msci Emkt (IEMG) 0.1 $229k 4.3k 53.53
Amazon (AMZN) 0.1 $213k 1.1k 193.25
General Dynamics Corporation (GD) 0.1 $212k 729.00 290.14
Ishares Msci Jpn Etf New (EWJ) 0.1 $202k 3.0k 68.24