Sunesis Advisors

Sunesis Advisors as of Dec. 31, 2024

Portfolio Holdings for Sunesis Advisors

Sunesis Advisors holds 40 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 47.5 $78M 270k 289.81
Ishares Tr Core Us Aggbd Et (AGG) 8.8 $15M 150k 96.90
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 5.1 $8.4M 143k 58.93
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.9 $8.0M 168k 47.82
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.0 $6.6M 85k 77.27
Vanguard Bd Index Fds Intermed Term (BIV) 3.9 $6.4M 86k 74.73
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.6 $4.2M 7.2k 586.08
Ishares Tr Mbs Etf (MBB) 2.4 $3.9M 43k 91.68
Ishares Tr Core Total Usd (IUSB) 1.7 $2.8M 62k 45.20
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.6 $2.6M 52k 50.13
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.3 $2.2M 43k 51.14
Bank of America Corporation (BAC) 1.2 $2.0M 45k 43.95
Spdr Ser Tr Portfli High Yld (SPHY) 1.2 $2.0M 84k 23.47
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $1.9M 3.6k 538.75
NVIDIA Corporation (NVDA) 1.1 $1.9M 14k 134.29
Ishares Gold Tr Ishares New (IAU) 1.1 $1.8M 37k 49.51
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.9 $1.5M 17k 89.33
Bank of New York Mellon Corporation (BK) 0.9 $1.4M 18k 76.83
Vanguard Wellington Short Trm Tax Ex (VTES) 0.7 $1.2M 12k 100.25
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $1.1M 25k 44.04
Select Sector Spdr Tr Technology (XLK) 0.7 $1.1M 4.8k 232.52
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.1M 2.4k 453.28
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.7 $1.1M 12k 87.90
Pepsi (PEP) 0.6 $951k 6.3k 152.06
Ishares Tr Core High Dv Etf (HDV) 0.6 $941k 8.4k 112.26
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $831k 30k 27.32
Dimensional Etf Trust Internatnal Val (DFIV) 0.5 $804k 23k 35.48
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $676k 1.3k 511.23
Apple (AAPL) 0.4 $636k 2.5k 250.42
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.4 $617k 9.7k 63.47
Microsoft Corporation (MSFT) 0.3 $456k 1.1k 421.50
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $431k 4.8k 89.04
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $343k 6.6k 51.73
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $341k 3.0k 114.48
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $338k 13k 26.63
Alphabet Cap Stk Cl A (GOOGL) 0.2 $295k 1.6k 189.30
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $247k 2.0k 124.96
Amazon (AMZN) 0.1 $241k 1.1k 219.39
Raytheon Technologies Corp (RTX) 0.1 $227k 2.0k 115.72
Eli Lilly & Co. (LLY) 0.1 $209k 271.00 772.00