Sunesis Advisors

Sunesis Advisors as of March 31, 2025

Portfolio Holdings for Sunesis Advisors

Sunesis Advisors holds 44 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 39.5 $73M 265k 274.84
Berkshire Hathaway Inc Del Cl A (BRK.A) 9.5 $18M 22.00 798441.59
Ishares Tr Core Us Aggbd Et (AGG) 8.0 $15M 149k 98.92
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.8 $8.8M 142k 62.10
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.5 $8.3M 164k 50.83
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.6 $6.7M 85k 78.28
Vanguard Bd Index Fds Intermed Term (BIV) 3.6 $6.6M 86k 76.57
Palmer Square Capital Bdc In Com Shs (PSBD) 3.4 $6.3M 472k 13.32
Ishares Tr Mbs Etf (MBB) 2.2 $4.0M 43k 93.78
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.1 $3.8M 6.9k 559.39
Ishares Tr Core Total Usd (IUSB) 1.6 $3.0M 65k 46.08
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.4 $2.6M 52k 49.62
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.2 $2.2M 43k 51.07
Ishares Gold Tr Ishares New (IAU) 1.2 $2.2M 37k 58.96
Spdr Ser Tr Portfli High Yld (SPHY) 1.1 $2.0M 84k 23.42
Bank of America Corporation (BAC) 1.0 $1.9M 45k 41.73
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $1.8M 3.6k 513.87
Bank of New York Mellon Corporation (BK) 0.8 $1.5M 18k 83.87
NVIDIA Corporation (NVDA) 0.8 $1.5M 14k 108.38
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.7 $1.4M 17k 80.65
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.3M 2.4k 532.58
Vanguard Wellington Short Trm Tax Ex (VTES) 0.7 $1.2M 12k 100.51
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $1.1M 25k 45.26
Ishares Tr Core High Dv Etf (HDV) 0.5 $983k 8.1k 121.12
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.5 $982k 12k 80.37
Select Sector Spdr Tr Technology (XLK) 0.5 $981k 4.8k 206.48
Pepsi (PEP) 0.5 $938k 6.3k 149.94
Dimensional Etf Trust Internatnal Val (DFIV) 0.5 $892k 23k 39.36
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $850k 30k 27.96
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.4 $682k 9.7k 70.21
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $620k 1.3k 468.92
Apple (AAPL) 0.3 $559k 2.5k 222.13
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $439k 4.8k 90.59
Microsoft Corporation (MSFT) 0.2 $406k 1.1k 375.39
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $350k 13k 27.57
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $345k 3.0k 115.60
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $342k 6.6k 51.55
Raytheon Technologies Corp (RTX) 0.1 $260k 2.0k 132.46
Alphabet Cap Stk Cl A (GOOGL) 0.1 $241k 1.6k 154.64
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $237k 2.0k 119.73
Eli Lilly & Co. (LLY) 0.1 $224k 271.00 825.91
Amazon (AMZN) 0.1 $209k 1.1k 190.26
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.1 $209k 4.4k 47.48
Ishares Msci Jpn Etf New (EWJ) 0.1 $203k 3.0k 68.56