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Sunesis Advisors

Latest statistics and disclosures from Sunesis Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, AGG, VXUS, VEA, SPYV, and represent 62.88% of Sunesis Advisors's stock portfolio.
Added to shares of these 10 stocks: VXUS, AGG, VTI, HDV, BIV, BSV, DFIV, SCHD, SPHY, VEA.
Started 5 new stock positions in HDV, LLY, EWJ, DFIV, SCHD.
Reduced shares in these 10 stocks: HEDJ, VSS, SCHE, IQLT, AMZN, FALN, AAPL, SPY, IAU, .
Sold out of its positions in ARKK, AMZN, AQMS, BIT, MODG, CP, CIM, ROBO, CIBR, IFN.
Sunesis Advisors was a net seller of stock by $-2.3M.
Sunesis Advisors has $171M in assets under management (AUM), dropping by 4.13%.
Central Index Key (CIK): 0001748269

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Positions held by Sunesis Advisors consolidated in one spreadsheet with up to 7 years of data

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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	View chart
Ishares Tr Core Us Aggbd Et (AGG)	7.3	$13M	+9%	127k	97.94	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	4.9	$8.4M	+25%	140k	60.30	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.7	$8.0M	+7%	160k	50.17	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	3.2	$5.5M		109k	50.10	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.0	$5.2M	+21%	67k	76.67	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	3.0	$5.1M	+21%	68k	75.40	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.1	$3.6M	-10%	6.9k	523.07	View chart
AvalonBay Communities (AVB)	2.1	$3.6M	+14%	19k	185.56	View chart
Camden Ppty Tr Sh Ben Int (CPT)	2.1	$3.5M	+14%	36k	98.40	View chart
Mid-America Apartment (MAA)	2.0	$3.4M	+14%	26k	131.58	View chart
Ishares Tr Mbs Etf (MBB)	1.8	$3.0M	+17%	33k	92.42	View chart
Ishares Tr Core Total Usd (IUSB)	1.6	$2.8M		61k	45.59	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	1.6	$2.7M	+39%	113k	23.46	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.5	$2.6M		52k	50.60	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.3	$2.1M		20k	108.92	View chart
Ishares Gold Tr Ishares New (IAU)	1.0	$1.8M	-18%	43k	42.01	View chart
Bank of America Corporation (BAC)	1.0	$1.7M	+3%	44k	37.92	View chart
Deciphera Pharmaceuticals (DCPH)	0.9	$1.5M		96k	15.73	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$1.5M		3.1k	480.76	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.8	$1.4M		17k	85.06	View chart
NVIDIA Corporation (NVDA)	0.8	$1.3M		1.4k	903.56	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$1.2M		2.9k	420.52	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.7	$1.2M		12k	100.70	View chart
Pepsi (PEP)	0.6	$1.1M		6.2k	175.01	View chart
Bank of New York Mellon Corporation (BK)	0.6	$1.1M		18k	57.62	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$1.1M		25k	41.77	View chart
Select Sector Spdr Tr Technology (XLK)	0.6	$990k	-7%	4.8k	208.27	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.6	$956k		13k	73.15	View chart
Ishares Tr Core High Dv Etf (HDV)	0.5	$924k	NEW	8.4k	110.21	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.5	$921k	+3%	19k	47.44	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$833k	NEW	23k	36.75	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$817k	NEW	10k	80.63	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.4	$752k		11k	67.34	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$587k	-26%	1.3k	444.01	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$436k	-44%	4.9k	89.67	View chart
Microsoft Corporation (MSFT)	0.3	$428k		1.0k	420.72	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$395k		7.7k	51.60	View chart
Apple (AAPL)	0.2	$357k	-56%	2.1k	171.48	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$348k	-78%	3.0k	116.84	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$348k		6.6k	52.47	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$321k	-76%	13k	25.25	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$307k		2.6k	118.29	View chart
General Dynamics Corporation (GD)	0.2	$284k		1.0k	282.49	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$236k	-56%	1.6k	150.93	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.1	$213k	-86%	4.4k	48.30	View chart
Ishares Msci Jpn Etf New (EWJ)	0.1	$212k	NEW	3.0k	71.35	View chart
Eli Lilly & Co. (LLY)	0.1	$211k	NEW	271.00	777.96	View chart
Boeing Company (BA)	0.1	$206k		1.1k	192.99	View chart

Past Filings by Sunesis Advisors

SEC 13F filings are viewable for Sunesis Advisors going back to 2018

Sunesis Advisors 2024 Q1 filed April 29, 2024
Sunesis Advisors 2023 Q4 filed Jan. 19, 2024
Sunesis Advisors 2023 Q3 filed Oct. 20, 2023
Sunesis Advisors 2023 Q1 filed April 27, 2023
Sunesis Advisors 2022 Q4 filed Feb. 2, 2023
Sunesis Advisors 2022 Q3 filed Nov. 2, 2022
Sunesis Advisors 2022 Q2 filed July 27, 2022
Sunesis Advisors 2022 Q1 filed May 5, 2022
Sunesis Advisors 2021 Q4 filed Feb. 11, 2022
Sunesis Advisors 2021 Q3 filed Oct. 27, 2021
Sunesis Advisors 2021 Q2 filed July 28, 2021
Sunesis Advisors 2021 Q1 filed April 26, 2021
Sunesis Advisors 2020 Q4 filed Jan. 29, 2021
Sunesis Advisors 2020 Q3 filed Nov. 9, 2020
Sunesis Advisors 2020 Q2 filed July 22, 2020
Sunesis Advisors 2020 Q1 filed April 27, 2020

View all past filings

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