Sunesis Advisors, LLC

data from 30/09/2025

Capitalization

$ 214.069 M ^{100.00 %}

Average holding period

1 ans

Performance

$ 36.402 M ^{35.93 %}

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Sunesis Advisors, LLC

Date	Ticket	Name	Weight	Capitalization	Share number	First added
2025/09/30	VTI	VANGUARD INDEX FDS	41.49%	88.826 M $	270670	2025/09/30
2025/09/30	BRK-A	BERKSHIRE HATHAWAY INC DEL	7.75%	16.592 M $	22	2025/09/30
2025/09/30	AGG	ISHARES TR	7.70%	16.477 M $	164358	2025/09/30
2025/09/30	VEA	VANGUARD TAX-MANAGED FDS	6.87%	14.707 M $	245450	2025/09/30
2025/09/30	VXUS	VANGUARD STAR FDS	4.88%	10.454 M $	142311	2025/09/30
2025/09/30	BIV	VANGUARD BD INDEX FDS	3.03%	6.477 M $	82944	2025/09/30
2025/09/30	BSV	VANGUARD BD INDEX FDS	3.02%	6.463 M $	81902	2025/09/30
2025/09/30	SPY	SPDR S&P 500 ETF TR	2.05%	4.392 M $	6593	2025/09/30
2025/09/30	MBB	ISHARES TR	1.81%	3.872 M $	40692	2025/09/30
2025/09/30	PSBD	PALMER SQUARE CAPITAL BDC IN	1.71%	3.668 M $	298959	2025/09/30
2025/09/30	BND	VANGUARD BD INDEX FDS	1.67%	3.570 M $	48005	2025/09/30
2025/09/30	IUSB	ISHARES TR	1.53%	3.284 M $	70312	2025/09/30
2025/09/30	NVDA	NVIDIA CORPORATION	1.21%	2.583 M $	13845	2025/09/30
2025/09/30	VTEB	VANGUARD MUN BD FDS	1.20%	2.572 M $	51378	2025/09/30
2025/09/30	SPYV	SPDR SERIES TRUST	1.11%	2.387 M $	43133	2025/09/30
2025/09/30	IAU	ISHARES GOLD TR	0.96%	2.052 M $	28203	2025/09/30
2025/09/30	SPHY	SPDR SERIES TRUST	0.94%	2.010 M $	83957	2025/09/30
2025/09/30	BK	BANK NEW YORK MELLON CORP	0.94%	2.009 M $	18436	2025/09/30
2025/09/30	VOO	VANGUARD INDEX FDS	0.88%	1.889 M $	3085	2025/09/30
2025/09/30	VTWO	VANGUARD SCOTTSDALE FDS	0.77%	1.642 M $	16790	2025/09/30
2025/09/30	VWO	VANGUARD INTL EQUITY INDEX F	0.64%	1.366 M $	25219	2025/09/30
2025/09/30	XLK	SELECT SECTOR SPDR TR	0.61%	1.308 M $	4642	2025/09/30
2025/09/30	SPYG	SPDR SERIES TRUST	0.60%	1.277 M $	12221	2025/09/30
2025/09/30	BRK-B	BERKSHIRE HATHAWAY INC DEL	0.56%	1.209 M $	2404	2025/09/30
2025/09/30	VTES	VANGUARD WELLINGTON FD	0.51%	1.088 M $	10674	2025/09/30
2025/09/30	DFIV	DIMENSIONAL ETF TRUST	0.49%	1.045 M $	22653	2025/09/30
2025/09/30	HDV	ISHARES TR	0.45%	962.335 K $	7859	2025/09/30
2025/09/30	SCHD	SCHWAB STRATEGIC TR	0.38%	819.246 K $	30009	2025/09/30
2025/09/30	QQQ	INVESCO QQQ TR	0.37%	784.083 K $	1306	2025/09/30
2025/09/30	VGK	VANGUARD INTL EQUITY INDEX F	0.36%	775.496 K $	9718	2025/09/30
2025/09/30	CB	CHUBB LIMITED	0.33%	700.827 K $	2483	2025/09/30
2025/09/30	AAPL	APPLE INC	0.30%	640.649 K $	2516	2025/09/30
2025/09/30	MSFT	MICROSOFT CORP	0.26%	560.422 K $	1082	2025/09/30
2025/09/30	EMB	ISHARES TR	0.22%	460.720 K $	4840	2025/09/30
2025/09/30	VSS	VANGUARD INTL EQUITY INDEX F	0.20%	425.084 K $	2982	2025/09/30
2025/09/30	SCHE	SCHWAB STRATEGIC TR	0.20%	423.732 K $	12698	2025/09/30
2025/09/30	LLY	ELI LILLY & CO	0.20%	423.465 K $	555	2025/09/30
2025/09/30	GOOGL	ALPHABET INC	0.18%	379.236 K $	1560	2025/09/30
2025/09/30	EMR	EMERSON ELEC CO	0.17%	366.255 K $	2792	2025/09/30
2025/09/30	MUNI	PIMCO ETF TR	0.16%	347.035 K $	6638	2025/09/30
2025/09/30	XOM	EXXON MOBIL CORP	0.16%	343.775 K $	3049	2025/09/30
2025/09/30	RTX	RTX CORPORATION	0.15%	328.134 K $	1961	2025/09/30
2025/09/30	IBM	INTERNATIONAL BUSINESS MACHS	0.12%	261.280 K $	926	2025/09/30
2025/09/30	IJJ	ISHARES TR	0.12%	256.456 K $	1977	2025/09/30
2025/09/30	GD	GENERAL DYNAMICS CORP	0.12%	248.589 K $	729	2025/09/30
2025/09/30	EWJ	ISHARES INC	0.11%	237.742 K $	2964	2025/09/30
2025/09/30	BA	BOEING CO	0.11%	230.291 K $	1067	2025/09/30
2025/09/30	LHX	L3HARRIS TECHNOLOGIES INC	0.10%	222.644 K $	729	2025/09/30
2025/09/30	HEDJ	WISDOMTREE TR	0.10%	221.760 K $	4400	2025/09/30
2025/09/30	VUG	VANGUARD INDEX FDS	0.10%	216.304 K $	451	2025/09/30
2025/09/30	IEMG	ISHARES INC	0.10%	212.196 K $	3219	2025/09/30