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Sunesis Advisors, LLC13F | |
| Sunesis Advisors, LLC | |
| Last update 2025-04-23 | 44 Stocks (4 new) |
| Value $184.00 Mil | Turnover 13 % |
Sunesis Advisors, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 264,854 | 72,792.4 | -1.72% | 39.490 | -0.82% | 0.010 | +23.10% | +7.67% | 478,041.5 | ||
BRK.A | Berkshire Hathaway Inc | 22 | 17,565.7 | New Holding | 9.530 | +9.53% | 0.000 | -6.55% | +4.37% | 1,021,890.6 | Insurance | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 149,426 | 14,781.2 | -0.31% | 8.020 | -0.03% | 0.010 | +2.15% | +3.55% | 128,370.8 | ||
VXUS | Vanguard Total International Stock | 142,393 | 8,842.6 | -0.06% | 4.800 | 0% | 0.010 | +14.54% | +19.11% | 92,531.2 | ||
VEA | Vanguard FTSE Developed Markets ETF | 164,191 | 8,345.8 | -2.28% | 4.530 | -0.11% | 0.010 | +13.55% | +20.49% | 158,337.4 | ||
BSV | Vanguard Short-Term Bond ETF | 85,215 | 6,670.6 | +0.01% | 3.620 | 0% | 0.020 | +1.21% | +3.40% | 38,492.0 | ||
BIV | Vanguard Intermediate-Term Bond ETF | 86,286 | 6,606.9 | +0.01% | 3.580 | 0% | 0.030 | +2.55% | +4.83% | 23,197.0 | ||
PSBD | Palmer Square Capital BDC Inc | 472,034 | 6,287.5 | New Holding | 3.410 | +3.41% | 1.450 | +14.59% | -2.52% | 453.2 | Asset Management | |
MBB | iShares MBS ETF | 42,508 | 3,986.4 | +0.01% | 2.160 | 0% | 0.010 | +2.11% | +3.39% | 39,027.2 | ||
SPY | SPDR S&P 500 ETF Trust | 6,850 | 3,831.8 | -4.95% | 2.080 | -0.13% | 0.000 | +23.04% | +8.21% | 646,200.7 |
Sunesis Advisors, LLC's Historical Top Holdings Breakdowns
Sunesis Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +9.53% | 663000 ($729331) 801950 | $710,696.12 | -2.56% | New holding | 22 | 22 | |
PSBD | Palmer Square Capital BDC Inc | 2025-03-31 | New Buy New Buy | +3.41% | 13.32 ($15.28) 15.98 | $14.00 | -8.38% | New holding | 472,034 | 472,034 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Reduce Reduce | -0.82% | 271.18 ($290.53) 303.12 | $310.01 | 6.71% | Reduce -1.72% | 264,854 | -4,642 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -0.13% | 551.42 ($587.78) 612.93 | $630.42 | 7.25% | Reduce -4.95% | 6,850 | -357 | |
EWJ | iShares MSCI Japan ETF | 2025-03-31 | New Buy New Buy | +0.11% | 65.24 ($68.76) 71.7 | $72.58 | 5.56% | New holding | 2,964 | 2,964 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Reduce Reduce | -0.11% | 47.4 ($50.6) 52.99 | $56.90 | 12.46% | Reduce -2.28% | 164,191 | -3,838 | |
HEDJ |
WisdomTree Europe Hedged Equity Fund
WisdomTree Europe Hedged Equity Fund
| 2025-03-31 | New Buy New Buy | +0.11% | 43.6 ($47.68) 49.84 | $48.50 | 1.72% | New holding | 4,400 | 4,400 | |
IUSB |
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
| 2025-03-31 | Add Add | +0.07% | 44.72 ($45.57) 46.25 | $45.91 | 0.75% | Add 4.42% | 65,038 | 2,755 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-03-31 | Reduce Reduce | -0.03% | 95.85 ($97.76) 99.25 | $98.46 | 0.72% | Reduce -0.31% | 149,426 | -459 | |
HDV | iShares Core High Dividend ETF | 2025-03-31 | Reduce Reduce | -0.02% | 110.86 ($116.87) 121.12 | $119.04 | 1.86% | Reduce -3.16% | 8,118 | -265 |
Sunesis Advisors, LLC Total Holding History ($B)
Sunesis Advisors, LLC's Asset Allocation
Sunesis Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Sunesis Advisors, LLC's Hypothetical Growth since 2025-03-31
Sunesis Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Sunesis Advisors, LLC's Holdings Heat Map
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Sunesis Advisors, LLC's Holdings Bubble Chart
Sunesis Advisors, LLC News
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