Filer Name: SUNESIS ADVISORS, LLC
CIK: 1748269
Period: 2024-12-31
Filed At: 2025-01-24
Number of Holdings: 40
Portfolio Value: $0.16B

Sunesis Advisors, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VTI US VANGUARD TOTAL STOCK MKT ETF 269,496 $78M 47.48% -2.2% -
AGG US ISHARES CORE U.S. AGGREGATE 149,885 $15M 8.83% 7.0% -
VXUS US VANGUARD TOTAL INTL STOCK 142,472 $8M 5.10% 0.0% -
VEA US VANGUARD FTSE DEVELOPED ETF 168,029 $8M 4.88% 3.1% -
BSV US VANGUARD SHORT-TERM BOND ETF 85,207 $7M 4.00% 23.5% -
BIV US VANGUARD INTERMEDIATE-TERM B 86,277 $6M 3.92% 24.1% -
SPY US SPDR S&P 500 ETF TRUST 7,207 $4M 2.57% - -
MBB US ISHARES MBS ETF 42,504 $4M 2.37% 27.3% -
IUSB US ISHARES CORE TOTAL BOND ETF 62,283 $3M 1.71% 1.1% -
VTEB US VANGUARD TAX-EXEMPT BOND ETF 51,928 $3M 1.58% -0.1% -
SPYV US SPDR PORT S&P 500 VALUE 43,133 $2M 1.34% - -
SPHY US SPDR PORTFOLIO HIGH YIELD BO 84,111 $2M 1.20% -25.9% -
BAC US BANK OF AMERICA CORP 45,082 $2M 1.20% 3.2% -
VOO US VANGUARD S&P 500 ETF 3,599 $2M 1.18% 0.0% -
NVDA US NVIDIA CORP 13,972 $2M 1.14% - -
IAU US ISHARES GOLD TRUST 36,471 $2M 1.10% - -
VTWO US VANGUARD RUSSELL 2000 ETF 16,893 $2M 0.92% 0.0% -
BK US BANK OF NEW YORK MELLON CORP 18,436 $1M 0.86% - -
VTES US VANGUARD SH TERM TAX-EX BOND 11,984 $1M 0.73% - -
VWO US VANGUARD FTSE EMERGING MARKE 25,219 $1M 0.68% 0.0% -
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