Sunesis Advisors

Sunesis Advisors as of Sept. 30, 2024

Portfolio Holdings for Sunesis Advisors

Sunesis Advisors holds 43 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 47.1 $78M 276k 283.16
Ishares Tr Core Us Aggbd Et (AGG) 8.6 $14M 140k 101.27
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 5.6 $9.2M 142k 64.74
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.2 $8.6M 163k 52.81
Vanguard Bd Index Fds Intermed Term (BIV) 3.3 $5.4M 70k 78.37
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.3 $5.4M 69k 78.69
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.5 $4.1M 7.2k 573.76
Ishares Tr Mbs Etf (MBB) 1.9 $3.2M 33k 95.81
Ishares Tr Core Total Usd (IUSB) 1.8 $2.9M 62k 47.12
Spdr Ser Tr Portfli High Yld (SPHY) 1.6 $2.7M 113k 24.05
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.6 $2.7M 52k 51.12
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.4 $2.3M 43k 52.86
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.3 $2.2M 20k 112.98
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $1.9M 3.6k 527.74
Ishares Gold Tr Ishares New (IAU) 1.1 $1.8M 37k 49.70
Bank of America Corporation (BAC) 1.0 $1.7M 44k 39.68
NVIDIA Corporation (NVDA) 1.0 $1.7M 14k 121.44
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.9 $1.5M 17k 89.36
Bank of New York Mellon Corporation (BK) 0.8 $1.3M 18k 71.86
Vanguard Wellington Short Trm Tax Ex (VTES) 0.7 $1.2M 12k 101.42
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $1.2M 25k 47.85
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.1M 2.4k 460.26
Select Sector Spdr Tr Technology (XLK) 0.6 $1.1M 4.8k 225.76
Pepsi (PEP) 0.6 $1.0M 6.2k 170.05
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.6 $1.0M 12k 82.94
Ishares Tr Core High Dv Etf (HDV) 0.6 $986k 8.4k 117.62
Dimensional Etf Trust Internatnal Val (DFIV) 0.5 $863k 23k 38.08
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $857k 10k 84.53
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.4 $691k 9.7k 71.10
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $645k 1.3k 488.07
Apple (AAPL) 0.3 $485k 2.1k 233.00
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $453k 4.8k 93.58
Microsoft Corporation (MSFT) 0.3 $438k 1.0k 430.30
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $376k 3.0k 125.96
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $371k 13k 29.18
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $352k 6.6k 52.98
Alphabet Cap Stk Cl A (GOOGL) 0.2 $259k 1.6k 165.85
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $244k 2.0k 123.62
Eli Lilly & Co. (LLY) 0.1 $240k 271.00 885.94
Raytheon Technologies Corp (RTX) 0.1 $238k 2.0k 121.16
General Dynamics Corporation (GD) 0.1 $220k 729.00 302.20
Ishares Msci Jpn Etf New (EWJ) 0.1 $212k 3.0k 71.54
Amazon (AMZN) 0.1 $205k 1.1k 186.33