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Sunesis Advisors, LLC

13F
Sunesis Advisors, LLC
Last update 2024-10-29 43 Stocks (1 new)
Value $166.00 Mil Turnover 2 %
Countries:
Top Holdings: VTI(47.06%)AGG(8.55%)VXUS(5.56%)VEA(5.19%)BIV(3.28%)
Portfolio Report
Summary Stock Picks Current Portfolio
Sunesis Advisors, LLC Top Holdings of 2024-09-30 View Full List
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
275,609
78041.440
-0.20%
47.060
-0.09%
0.020
+13.34%
+25.08%
440602.207
 
AGG 		iShares Core U.S. Aggregate Bond ETF
140,085
14186.380
+6.44%
8.550
+0.52%
0.010
-0.71%
-0.76%
118747.259
 
VXUS 		Vanguard Total International Stock
142,403
9219.200
+1.85%
5.560
+0.10%
0.010
+4.06%
+7.06%
74616.454
 
VEA 		Vanguard FTSE Developed Markets ETF
162,902
8602.840
+2.74%
5.190
+0.14%
0.010
+3.12%
+4.91%
137683.596
 
BIV 		Vanguard Intermediate-Term Bond ETF
69,497
5446.480
+2.23%
3.280
+0.07%
0.030
-1.04%
-0.65%
18841.535
 
BSV 		Vanguard Short-Term Bond ETF
68,979
5427.960
+2.20%
3.270
+0.07%
0.020
-0.41%
+0.55%
33159.948
 
SPY 		S&P 500 ETF TRUST ETF
7,207
4135.090
0%
2.490
0%
0.000
+12.73%
+25.85%
618697.219
 
MBB 		iShares MBS ETF
33,382
3198.330
+2.11%
1.930
+0.04%
0.010
-1.06%
-1.05%
33437.604
 
IUSB 		iShares Core Total USD Bond Market ETF
61,628
2903.890
+0.77%
1.750
+0.01%
0.010
-0.52%
-0.37%
33341.671
 
SPHY 		SPDR Portfolio High Yield Bond ETF
113,434
2728.090
0%
1.650
0%
0.050
+2.01%
+2.05%
5807.524
 

Sunesis Advisors, LLC's Historical Top Holdings Breakdowns

Sunesis Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AVB 		AvalonBay Communities Inc2024-09-30Sold Out
-2.36%
●
200.95 ($216) 234.75
$233.75
8.22%
Sold Out
0
-19,205
CPT 		Camden Property Trust2024-09-30Sold Out
-2.31%
●
107.5 ($118.28) 126.88
$121.74
2.93%
Sold Out
0
-35,697
MAA 		Mid-America Apartment Communities Inc2024-09-30Sold Out
-2.22%
●
138.8 ($152.41) 166.65
$159.14
4.42%
Sold Out
0
-26,162
AGG 		iShares Core U.S. Aggregate Bond ETF2024-09-30Add
+0.52%
●
96.25 ($99.77) 101.98
$98.50
-1.27%
Add 6.44%
140,085
8,471
SPYV 		SPDR Portfolio S&P 500 Value ETF2024-09-30Reduce
-0.44%
●
48.51 ($50.89) 52.86
$54.14
6.39%
Reduce -26.04%
43,133
-15,186
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+0.35%
●
25.67 ($27.24) 28.35
$29.08
6.75%
Add 200.09%
30,408
6,758
VOO 		Vanguard S&P 500 ETF2024-09-30Add
+0.16%
●
475.2 ($508.3) 527.7
$549.95
8.19%
Add 15.91%
3,598
494
RTX 		RTX Corp2024-09-30New Buy
+0.14%
●
99.55 ($114.05) 123.34
$123.55
8.33%
New holding
1,961
1,961
VEA 		Vanguard FTSE Developed Markets ETF2024-09-30Add
+0.14%
●
47.6 ($50.85) 53.31
$50.25
-1.18%
Add 2.74%
162,902
4,339
IEMG 		iShares Core MSCI Emerging Markets ETF2024-09-30Sold Out
-0.14%
●
50.72 ($54.13) 58.37
$55.83
3.14%
Sold Out
0
-4,278

Sunesis Advisors, LLC Total Holding History ($B)

To

Sunesis Advisors, LLC's Asset Allocation

To

Sunesis Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Sunesis Advisors, LLC's Hypothetical Growth since 2024-09-30

Sunesis Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Sunesis Advisors, LLC's Holdings Heat Map

Size field:

Sunesis Advisors, LLC's Holdings Bubble Chart

Sunesis Advisors, LLC News

  • 1

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