The Analysis of Sunesis Advisors, LLC's Holdings
Currently, Sunesis Advisors, LLC holds 51 types of securities in its portfolio with a total value $214.1M. In the most recent quarter, they have increased their positions in VEA (+81.3K shares, valued at $4.9M), BND (+48.0K shares, valued at $3.6M), VTI (+5.8K shares, valued at $1.9M); decreased their positions in PSBD (-173.1K shares, valued at $2.1M), IAU (-8.3K shares, valued at $601.7K), VOO (-514 shares, valued at $314.8K); initiated new positions in BND (+48.0K shares, valued at $3.6M), CB (+2.5K shares, valued at $700.8K), EMR (+2.8K shares, valued at $366.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS270.7K shares2.20%2025-09-302025-11-06
BRK.A BERKSHIRE HATHAWAY INC DEL22 shares0.00%2025-09-302025-11-06 AGG ISHARES TR164.4K shares9.99%2025-09-302025-11-06 VEA VANGUARD TAX-MANAGED FDS245.4K shares49.49%2025-09-302025-11-06 VXUS VANGUARD STAR FDS142.3K shares-0.06%2025-09-302025-11-06 BIV VANGUARD BD INDEX FDS82.9K shares-3.87%2025-09-302025-11-06 BSV VANGUARD BD INDEX FDS81.9K shares-3.89%2025-09-302025-11-06 SPY SPDR S&P 500 ETF TR6.6K shares-3.75%2025-09-302025-11-06 MBB ISHARES TR40.7K shares-4.27%2025-09-302025-11-06 PSBD PALMER SQUARE CAPITAL BDC IN299.0K shares-36.67%2025-09-302025-11-06 BND VANGUARD BD INDEX FDS48.0K sharesnew addition2025-09-302025-11-06 IUSB ISHARES TR70.3K shares8.11%2025-09-302025-11-06 NVDA NVIDIA CORPORATION13.8K shares-0.66%2025-09-302025-11-06 VTEB VANGUARD MUN BD FDS51.4K shares-0.67%2025-09-302025-11-06 SPYV SPDR SERIES TRUST43.1K shares0.00%2025-09-302025-11-06 IAU ISHARES GOLD TR28.2K shares-22.67%2025-09-302025-11-06 SPHY SPDR SERIES TRUST84.0K shares-0.18%2025-09-302025-11-06 BK BANK NEW YORK MELLON CORP18.4K shares0.00%2025-09-302025-11-06 VOO VANGUARD INDEX FDS3.1K shares-14.28%2025-09-302025-11-06 VTWO VANGUARD SCOTTSDALE FDS16.8K shares-0.61%2025-09-302025-11-06 VWO VANGUARD INTL EQUITY INDEX F25.2K shares0.00%2025-09-302025-11-06 XLK SELECT SECTOR SPDR TR4.6K shares-2.31%2025-09-302025-11-06 SPYG SPDR SERIES TRUST12.2K shares0.00%2025-09-302025-11-06 BRK.B BERKSHIRE HATHAWAY INC DEL2.4K shares-0.83%2025-09-302025-11-06 VTES VANGUARD WELLINGTON FD10.7K shares-10.93%2025-09-302025-11-06 DFIV DIMENSIONAL ETF TRUST22.7K shares0.00%2025-09-302025-11-06 HDV ISHARES TR7.9K shares-3.19%2025-09-302025-11-06 SCHD SCHWAB STRATEGIC TR30.0K shares-1.33%2025-09-302025-11-06 QQQ INVESCO QQQ TR1.3K shares-1.21%2025-09-302025-11-06 VGK VANGUARD INTL EQUITY INDEX F9.7K shares0.00%2025-09-302025-11-06 CB CHUBB LIMITED2.5K sharesnew addition2025-09-302025-11-06 AAPL APPLE INC2.5K shares0.00%2025-09-302025-11-06 MSFT MICROSOFT CORP1.1K shares0.00%2025-09-302025-11-06 EMB ISHARES TR4.8K shares0.00%2025-09-302025-11-06 VSS VANGUARD INTL EQUITY INDEX F3.0K shares0.00%2025-09-302025-11-06 SCHE SCHWAB STRATEGIC TR12.7K shares0.00%2025-09-302025-11-06 LLY ELI LILLY & CO555 shares104.80%2025-09-302025-11-06 GOOGL ALPHABET INC1.6K shares0.00%2025-09-302025-11-06 EMR EMERSON ELEC CO2.8K sharesnew addition2025-09-302025-11-06 MUNI PIMCO ETF TR6.6K shares0.00%2025-09-302025-11-06 XOM EXXON MOBIL CORP3.0K sharesnew addition2025-09-302025-11-06 RTX RTX CORPORATION2.0K shares0.00%2025-09-302025-11-06 IBM INTERNATIONAL BUSINESS MACHS926 sharesnew addition2025-09-302025-11-06 IJJ ISHARES TR2.0K shares0.00%2025-09-302025-11-06 GD GENERAL DYNAMICS CORP729 sharesnew addition2025-09-302025-11-06 EWJ ISHARES INC3.0K shares0.00%2025-09-302025-11-06 BA BOEING CO1.1K sharesnew addition2025-09-302025-11-06 LHX L3HARRIS TECHNOLOGIES INC729 sharesnew addition2025-09-302025-11-06 HEDJ WISDOMTREE TR4.4K shares0.00%2025-09-302025-11-06 VUG VANGUARD INDEX FDS451 sharesnew addition2025-09-302025-11-06 IEMG ISHARES INC3.2K sharesnew addition2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available