Sunesis Advisors, LLC Q1 2025 Filing
Filed April 23, 2025
Portfolio Value
$184.3B
Holdings
44
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (44 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 264,854 | $72.8B | 39.49% | |
| 2 | BRK-BBERKSHIRE HATHAWAY INC DEL | 22 | $17.6B | 9.53% | |
| 3 | AGGISHARES TR | 149,426 | $14.8B | 8.02% | |
| 4 | VXUSVANGUARD STAR FDS | 142,393 | $8.8B | 4.80% | |
| 5 | VEAVANGUARD TAX-MANAGED FDS | 164,191 | $8.3B | 4.53% | |
| 6 | BSVVANGUARD BD INDEX FDS | 85,215 | $6.7B | 3.62% | |
| 7 | BIVVANGUARD BD INDEX FDS | 86,286 | $6.6B | 3.58% | |
| 8 | PSBDPALMER SQUARE CAPITAL BDC IN | 472,034 | $6.3B | 3.41% | |
| 9 | MBBISHARES TR | 42,508 | $4.0B | 2.16% | |
| 10 | SPYSPDR S&P 500 ETF TR | 6,850 | $3.8B | 2.08% | |
| 11 | IUSBISHARES TR | 65,038 | $3.0B | 1.63% | |
| 12 | VTEBVANGUARD MUN BD FDS | 51,727 | $2.6B | 1.39% | |
| 13 | SPYVSPDR SER TR | 43,133 | $2.2B | 1.19% | |
| 14 | IAU*ISHARES GOLD TR | 36,471 | $2.2B | 1.17% | |
| 15 | SPHYSPDR SER TR | 84,111 | $2.0B | 1.07% | |
| 16 | BACBANK AMERICA CORP | 45,041 | $1.9B | 1.02% | |
| 17 | VOOVANGUARD INDEX FDS | 3,599 | $1.8B | 1.00% | |
| 18 | BKBANK NEW YORK MELLON CORP | 18,436 | $1.5B | 0.84% | |
| 19 | NVDANVIDIA CORPORATION | 13,937 | $1.5B | 0.82% | |
| 20 | VTWOVANGUARD SCOTTSDALE FDS | 16,893 | $1.4B | 0.74% | |
| 21 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,424 | $1.3B | 0.70% | |
| 22 | VTESVANGUARD WELLINGTON FD | 11,984 | $1.2B | 0.65% | |
| 23 | VWOVANGUARD INTL EQUITY INDEX F | 25,219 | $1.1B | 0.62% | |
| 24 | HDVISHARES TR | 8,118 | $983.3M | 0.53% | |
| 25 | SPYGSPDR SER TR | 12,221 | $982.2M | 0.53% | |
| 26 | XLKSELECT SECTOR SPDR TR | 4,752 | $981.2M | 0.53% | |
| 27 | PEPPEPSICO INC | 6,256 | $938.0M | 0.51% | |
| 28 | DFIVDIMENSIONAL ETF TRUST | 22,653 | $891.6M | 0.48% | |
| 29 | SCHDSCHWAB STRATEGIC TR | 30,414 | $850.4M | 0.46% | |
| 30 | VGKVANGUARD INTL EQUITY INDEX F | 9,718 | $682.3M | 0.37% | |
| 31 | NDQINVESCO QQQ TR | 1,322 | $619.9M | 0.34% | |
| 32 | AAPLAPPLE INC | 2,516 | $558.9M | 0.30% | |
| 33 | EMBISHARES TR | 4,840 | $438.5M | 0.24% | |
| 34 | MSFTMICROSOFT CORP | 1,082 | $406.2M | 0.22% | |
| 35 | SCHESCHWAB STRATEGIC TR | 12,698 | $350.1M | 0.19% | |
| 36 | VSSVANGUARD INTL EQUITY INDEX F | 2,982 | $344.7M | 0.19% | |
| 37 | MUNIPIMCO ETF TR | 6,638 | $342.2M | 0.19% | |
| 38 | RTXRTX CORPORATION | 1,961 | $259.8M | 0.14% | |
| 39 | GOOGLALPHABET INC | 1,560 | $241.2M | 0.13% | |
| 40 | IJJISHARES TR | 1,977 | $236.7M | 0.13% | |
| 41 | LLYELI LILLY & CO | 271 | $223.8M | 0.12% | |
| 42 | AMZNAMAZON COM INC | 1,100 | $209.3M | 0.11% | |
| 43 | HEDJWISDOMTREE TR | 4,400 | $208.9M | 0.11% | |
| 44 | EWJISHARES INC | 2,964 | $203.2M | 0.11% |