Sunesis Advisors, LLC Top Holdings and 13F Report (2025) About Sunesis Advisors, LLCInvestment ActivitySunesis Advisors, LLC has $164.51 million in total holdings as of December 31, 2024.Sunesis Advisors, LLC owns shares of 40 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 3.25% of the portfolio was purchased this quarter.About 3.11% of the portfolio was sold this quarter.This quarter, Sunesis Advisors, LLC has purchased 43 new stocks and bought additional shares in 15 stocks.Sunesis Advisors, LLC sold shares of 3 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $78,102,498iShares Core U.S. Aggregate Bond ETF $14,523,821Vanguard Total International Stock ETF $8,395,869Vanguard FTSE Developed Markets ETF $8,035,131Vanguard Short-Term Bond ETF $6,583,947 Largest Purchases this Quarter Vanguard Intermediate-Term Bond ETF 16,780 shares (about $1.25M)Vanguard Short-Term Bond ETF 16,228 shares (about $1.25M)iShares Core U.S. Aggregate Bond ETF 9,800 shares (about $949.62K)iShares MBS ETF 9,122 shares (about $836.30K)Schwab US Dividend Equity ETF 20,274 shares (about $553.89K) Largest Sales this Quarter Vanguard Total Stock Market ETF 6,113 shares (about $1.77M)SPDR Portfolio High Yield Bond ETF 29,323 shares (about $688.21K)Vanguard Tax-Exempt Bond ETF 70 shares (about $3.51K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSunesis Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$78,102,498$1,771,605 ▼-2.2%269,49647.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$14,523,821$949,618 ▲7.0%149,8858.8%FinanceVXUSVanguard Total International Stock ETF$8,395,869$4,066 ▲0.0%142,4725.1%ETFVEAVanguard FTSE Developed Markets ETF$8,035,131$245,173 ▲3.1%168,0294.9%ETFBSVVanguard Short-Term Bond ETF$6,583,947$1,253,938 ▲23.5%85,2074.0%ETFBIVVanguard Intermediate-Term Bond ETF$6,447,505$1,253,974 ▲24.1%86,2773.9%ETFSPYSPDR S&P 500 ETF Trust$4,223,8790.0%7,2072.6%FinanceMBBiShares MBS ETF$3,896,745$836,300 ▲27.3%42,5042.4%ETFIUSBiShares Core Total USD Bond Market ETF$2,815,182$29,606 ▲1.1%62,2831.7%ManufacturingVTEBVanguard Tax-Exempt Bond ETF$2,603,151$3,509 ▼-0.1%51,9281.6%ETFSPYVSPDR Portfolio S&P 500 Value ETF$2,205,8220.0%43,1331.3%ETFBACBank of America$1,981,372$61,267 ▲3.2%45,0821.2%FinanceSPHYSPDR Portfolio High Yield Bond ETF$1,974,085$688,211 ▼-25.9%84,1111.2%ETFVOOVanguard S&P 500 ETF$1,938,970$539 ▲0.0%3,5991.2%ETFNVDANVIDIA$1,876,3000.0%13,9721.1%Computer and TechnologyIAUiShares Gold Trust$1,805,6790.0%36,4711.1%FinanceVTWOVanguard Russell 2000 ETF$1,509,010$89 ▲0.0%16,8930.9%ETFBKBank of New York Mellon$1,416,4380.0%18,4360.9%FinanceVTESVanguard Short-Term Tax-Exempt Bond ETF$1,201,3960.0%11,9840.7%ETFVWOVanguard FTSE Emerging Markets ETF$1,110,625$88 ▲0.0%25,2190.7%ETFXLKTechnology Select Sector SPDR Fund$1,104,9350.0%4,7520.7%ETFBRK.BBerkshire Hathaway$1,098,7510.0%2,4240.7%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$1,074,2260.0%12,2210.7%ETFPEPPepsiCo$951,287$15,206 ▲1.6%6,2560.6%Consumer StaplesHDViShares Core High Dividend ETF$941,0760.0%8,3830.6%ETFSCHDSchwab US Dividend Equity ETF$830,809$553,891 ▲200.0%30,4100.5%ETFDFIVDimensional International Value ETF$803,7280.0%22,6530.5%ETFQQQInvesco QQQ$675,8520.0%1,3220.4%FinanceAAPLApple$636,317$115,193 ▲22.1%2,5410.4%Computer and TechnologyVGKVanguard FTSE Europe ETF$616,8010.0%9,7180.4%ETFMSFTMicrosoft$456,063$27,398 ▲6.4%1,0820.3%Computer and TechnologyEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$430,9540.0%4,8400.3%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$343,3840.0%6,6380.2%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$341,3790.0%2,9820.2%ETFSCHESchwab Emerging Markets Equity ETF$338,1480.0%12,6980.2%ETFGOOGLAlphabet$295,3080.0%1,5600.2%Computer and TechnologyIJJiShares S&P Mid-Cap 400 Value ETF$247,0460.0%1,9770.2%ETFAMZNAmazon.com$241,3290.0%1,1000.1%Retail/WholesaleRTXRTX$226,9270.0%1,9610.1%AerospaceLLYEli Lilly and Company$209,2120.0%2710.1%MedicalLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$0$2,223,785 ▼-100.0%00.0%FinanceGDGeneral Dynamics$0$220,304 ▼-100.0%00.0%AerospaceEWJiShares MSCI Japan ETF$0$212,045 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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