Sunesis Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SA Sunesis Advisors, LLC | Institutional Filer | ▲ 0.20% | $221.3M | 59 |
Current Portfolio Holdings
Showing all 59 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | — | 267K | $85.5M | 38.66% |
| 2 | AGG | ISHARES TR | — | 205K | $20.3M | 9.20% |
| 3 | BRKA | BERKSHIRE HATHAWAY INC DEL | — | 27 | $19.4M | 8.76% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | — | 241K | $15.4M | 6.98% |
| 5 | VXUS | VANGUARD STAR FDS | — | 141K | $10.9M | 4.93% |
| 6 | BSV | VANGUARD BD INDEX FDS | — | 76K | $6.0M | 2.71% |
| 7 | BIV | VANGUARD BD INDEX FDS | — | 77K | $6.0M | 2.70% |
| 8 | SPY | SPDR S&P 500 ETF Trust | — | 7K | $4.3M | 1.92% |
| 9 | BUSE | First Busey Corporation | Financial Services | 157K | $4.0M | 1.79% |
| 10 | BND | VANGUARD BD INDEX FDS | — | 51K | $3.8M | 1.71% |
| 11 | IUSB | ISHARES TR | — | 75K | $3.5M | 1.57% |
| 12 | MBB | ISHARES TR | — | 34K | $3.3M | 1.47% |
| 13 | PSBD | Palmer Square Capital BDC Inc. | Financial Services | 299K | $2.9M | 1.32% |
| 14 | SPYV | SPDR SERIES TRUST | — | 43K | $2.4M | 1.10% |
| 15 | VTEB | VANGUARD MUN BD FDS | — | 49K | $2.4M | 1.10% |
Showing 1 to 15 of 59 holdings