Sunesis Advisors, LLC
60 holdingsFiling period: 2026-03-31Current AUM: $240.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 266.7K | $85.5M | $98.2M | 40.86% | +1.0K | 2026-03-31 |
| 2 | AGG | ISHARES TR | 205.0K | $20.3M | $20.0M | 8.30% | +22.3K | 2026-03-31 |
| 3 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 27 | $19.4M | $19.4M | 8.07% | +5 | 2026-03-31 |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 240.9K | $15.4M | $17.0M | 7.08% | +3.7K | 2026-03-31 |
| 5 | VXUS | VANGUARD STAR FDS | 141.4K | $10.9M | $12.0M | 4.98% | -913 | 2026-03-31 |
| 6 | BSV | VANGUARD BD INDEX FDS | 76.4K | $6.0M | $5.9M | 2.47% | -8,105 | 2026-03-31 |
| 7 | BIV | VANGUARD BD INDEX FDS | 77.4K | $6.0M | $5.8M | 2.43% | -8,131 | 2026-03-31 |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 6.5K | $4.3M | $4.9M | 2.03% | -20 | 2026-03-31 |
| 9 | BUSE | FIRST BUSEY CORP | 156.9K | $4.0M | $4.8M | 2.01% | -- | 2026-03-31 |
| 10 | BND | VANGUARD BD INDEX FDS | 51.5K | $3.8M | $3.7M | 1.55% | +1.0K | 2026-03-31 |
| 11 | IUSB | ISHARES TR | 75.0K | $3.5M | $3.4M | 1.42% | +2.5K | 2026-03-31 |
| 12 | MBB | ISHARES TR | 34.3K | $3.3M | $3.2M | 1.33% | -7,479 | 2026-03-31 |
| 13 | PSBD | PALMER SQUARE CAPITAL BDC IN | 299.0K | $2.9M | $2.9M | 1.19% | -- | 2026-03-31 |
| 14 | SPYV | SPDR SERIES TRUST | 43.1K | $2.4M | $2.7M | 1.11% | -- | 2026-03-31 |
| 15 | VTEB | VANGUARD MUN BD FDS | 48.6K | $2.4M | $2.4M | 1.00% | -1,847 | 2026-03-31 |
| 16 | BK | BANK NEW YORK MELLON CORP | 18.4K | $2.2M | $2.2M | 0.91% | -- | 2026-03-31 |
| 17 | NVDA | NVIDIA CORPORATION | 12.4K | $2.2M | $2.5M | 1.04% | -1,187 | 2026-03-31 |
| 18 | IAU | ISHARES GOLD TR | 20.8K | $1.8M | $1.6M | 0.66% | -7,375 | 2026-03-31 |
| 19 | VOO | VANGUARD INDEX FDS | 3.0K | $1.8M | $2.1M | 0.86% | -14 | 2026-03-31 |
| 20 | VTWO | VANGUARD SCOTTSDALE FDS | 16.2K | $1.6M | $1.9M | 0.79% | -608 | 2026-03-31 |
| 21 | VWO | VANGUARD INTL EQUITY INDEX F | 25.2K | $1.4M | $1.5M | 0.62% | -25 | 2026-03-31 |
| 22 | XLK | SELECT SECTOR SPDR TR | 9.3K | $1.2M | $1.6M | 0.68% | -- | 2026-03-31 |
| 23 | SPYG | SPDR SERIES TRUST | 12.2K | $1.2M | $1.4M | 0.60% | -- | 2026-03-31 |
| 24 | VTES | VANGUARD WELLINGTON FD | 10.7K | $1.1M | $1.1M | 0.45% | -- | 2026-03-31 |
| 25 | HDV | ISHARES TR | 7.9K | $1.1M | $1.1M | 0.47% | -- | 2026-03-31 |
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