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Size ($ in 1000's)
At 03/31/2024: $170,872
At 12/31/2023: $164,095
Sunesis Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sunesis Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Sunesis Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Sunesis Advisors LLC.
In the Sunesis Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Sunesis Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Sunesis Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VTI) |
281,226 |
+3,964 |
$73,091 | | VTI | 281,226 | +3,964 | $73,091 | | ISHARES TR (AGG) |
127,239 |
+10,963 |
$12,462 | | AGG | 127,239 | +10,963 | $12,462 | | VANGUARD STAR FDS (VXUS) |
139,809 |
+28,777 |
$8,430 | | VXUS | 139,809 | +28,777 | $8,430 | | VANGUARD TAX MANAGED FDS (VEA) |
159,584 |
+10,986 |
$8,006 | | VEA | 159,584 | +10,986 | $8,006 | | SPDR SER TR (SPYV) |
108,791 |
UNCH |
$5,450 | | SPYV | 108,791 | UNCH | $5,450 | | VANGUARD BD INDEX FDS (BSV) |
67,198 |
+11,703 |
$5,152 | | BSV | 67,198 | +11,703 | $5,152 | | VANGUARD BD INDEX FDS (BIV) |
67,684 |
+11,904 |
$5,103 | | BIV | 67,684 | +11,904 | $5,103 | | SPDR S&P 500 ETF TR (SPY) |
6,856 |
-843 |
$3,586 | | SPY | 6,856 | -843 | $3,586 | | AVALONBAY CMNTYS INC |
19,205 |
+2,378 |
$3,564 | | AVB | 19,205 | +2,378 | $3,564 | | CAMDEN PPTY TR |
35,697 |
+4,429 |
$3,513 | | CPT | 35,697 | +4,429 | $3,513 | | MID AMER APT CMNTYS INC |
26,162 |
+3,320 |
$3,442 | | MAA | 26,162 | +3,320 | $3,442 | | ISHARES TR (MBB) |
32,530 |
+4,839 |
$3,006 | | MBB | 32,530 | +4,839 | $3,006 | | ISHARES TR (IUSB) |
60,691 |
+279 |
$2,767 | | IUSB | 60,691 | +279 | $2,767 | | SPDR SER TR (SPHY) |
113,434 |
+32,395 |
$2,661 | | SPHY | 113,434 | +32,395 | $2,661 | | VANGUARD MUN BD FDS (VTEB) |
51,998 |
UNCH |
$2,631 | | VTEB | 51,998 | UNCH | $2,631 | | ISHARES TR (LQD) |
19,683 |
UNCH |
$2,144 | | LQD | 19,683 | UNCH | $2,144 | | ISHARES GOLD TR (IAU) |
42,548 |
-9,666 |
$1,787 | | IAU | 42,548 | -9,666 | $1,787 | | BANK AMERICA CORP |
43,811 |
+1,366 |
$1,661 | | BAC | 43,811 | +1,366 | $1,661 | | DECIPHERA PHARMACEUTICALS IN |
96,299 |
UNCH |
$1,515 | | DCPH | 96,299 | UNCH | $1,515 | | VANGUARD INDEX FDS (VOO) |
3,104 |
UNCH |
$1,492 | | VOO | 3,104 | UNCH | $1,492 | | VANGUARD SCOTTSDALE FDS (VTWO) |
16,891 |
UNCH |
$1,437 | | VTWO | 16,891 | UNCH | $1,437 | | NVIDIA CORPORATION |
1,422 |
UNCH |
$1,285 | | NVDA | 1,422 | UNCH | $1,285 |  BERKSHIRE HATHAWAY INC DEL |
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$1,209 | | BRK.B | 2,874 | +15 | $1,209 | | VANGUARD WELLINGTON FD (VTES) |
11,984 |
UNCH |
$1,207 | | VTES | 11,984 | UNCH | $1,207 | | PEPSICO INC |
6,156 |
+100 |
$1,077 | | PEP | 6,156 | +100 | $1,077 | | BANK NEW YORK MELLON CORP |
18,436 |
UNCH |
$1,062 | | BK | 18,436 | UNCH | $1,062 | | VANGUARD INTL EQUITY INDEX F (VWO) |
25,217 |
UNCH |
$1,053 | | VWO | 25,217 | UNCH | $1,053 | | SELECT SECTOR SPDR TR (XLK) |
4,752 |
-399 |
$990 | | XLK | 4,752 | -399 | $990 | | SPDR SER TR (SPYG) |
13,074 |
UNCH |
$956 | | SPYG | 13,074 | UNCH | $956 | | ISHARES TR (HDV) |
8,383 |
+8,383 |
$924 | | HDV | 8,383 | +8,383 | $924 | | ISHARES TR (ISTB) |
19,416 |
+711 |
$921 | | ISTB | 19,416 | +711 | $921 | | DIMENSIONAL ETF TRUST (DFIV) |
22,653 |
+22,653 |
$832 | | DFIV | 22,653 | +22,653 | $832 | | SCHWAB STRATEGIC TR |
10,133 |
+10,133 |
$817 | | SCHD | 10,133 | +10,133 | $817 | | VANGUARD INTL EQUITY INDEX F (VGK) |
11,173 |
UNCH |
$752 | | VGK | 11,173 | UNCH | $752 | | INVESCO QQQ TR |
1,322 |
-477 |
$587 | | QQQ | 1,322 | -477 | $587 | | ISHARES TR (EMB) |
4,859 |
-3,919 |
$436 | | EMB | 4,859 | -3,919 | $436 | | MICROSOFT CORP |
1,017 |
UNCH |
$428 | | MSFT | 1,017 | UNCH | $428 | | ISHARES INC (IEMG) |
7,660 |
UNCH |
$395 | | IEMG | 7,660 | UNCH | $395 | | APPLE INC |
2,081 |
-2,650 |
$357 | | AAPL | 2,081 | -2,650 | $357 | | PIMCO ETF TR (MUNI) |
6,638 |
UNCH |
$348 | | MUNI | 6,638 | UNCH | $348 | | VANGUARD INTL EQUITY INDEX F (VSS) |
2,982 |
-11,129 |
$348 | | VSS | 2,982 | -11,129 | $348 | | SCHWAB STRATEGIC TR |
12,698 |
-41,776 |
$321 | | SCHE | 12,698 | -41,776 | $321 | | ISHARES TR (IJJ) |
2,596 |
UNCH |
$307 | | IJJ | 2,596 | UNCH | $307 | | GENERAL DYNAMICS CORP |
1,006 |
UNCH |
$284 | | GD | 1,006 | UNCH | $284 | | ALPHABET INC |
1,560 |
-2,000 |
$235 | | GOOGL | 1,560 | -2,000 | $235 | | WISDOMTREE TR |
4,400 |
-28,460 |
$213 | | HEDJ | 4,400 | -28,460 | $213 | | ISHARES INC (EWJ) |
2,964 |
+2,964 |
$211 | | EWJ | 2,964 | +2,964 | $211 | | ELI LILLY & CO |
271 |
+271 |
$211 | | LLY | 271 | +271 | $211 |
See Full List: All Stocks Held By Sunesis Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Sunesis Advisors LLC
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