Sunesis Advisors, LLC
62 holdingsFiling period: 2026-06-30Current AUM: $242.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 263.2K | $97.4M | $98.1M | 40.41% | -3,437 | 2026-06-30 |
| 2 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 27 | $20.2M | $20.2M | 8.32% | -- | 2026-06-30 |
| 3 | AGG | ISHARES TR | 201.3K | $19.9M | $19.3M | 7.95% | -3,614 | 2026-06-30 |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 223.3K | $15.9M | $16.0M | 6.58% | -17,560 | 2026-06-30 |
| 5 | VXUS | VANGUARD STAR FDS | 142.2K | $12.2M | $12.2M | 5.02% | +791 | 2026-06-30 |
| 6 | BSV | VANGUARD BD INDEX FDS | 76.4K | $6.0M | $5.9M | 2.41% | +76 | 2026-06-30 |
| 7 | BIV | VANGUARD BD INDEX FDS | 77.4K | $5.9M | $5.7M | 2.36% | +3 | 2026-06-30 |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 6.5K | $4.8M | $4.9M | 2.02% | -65 | 2026-06-30 |
| 9 | BUSE | FIRST BUSEY CORP | 156.9K | $4.6M | $4.8M | 1.97% | -- | 2026-06-30 |
| 10 | BND | VANGUARD BD INDEX FDS | 52.2K | $3.8M | $3.7M | 1.53% | +750 | 2026-06-30 |
| 11 | IUSB | ISHARES TR | 75.7K | $3.5M | $3.4M | 1.39% | +631 | 2026-06-30 |
| 12 | MBB | ISHARES TR | 34.3K | $3.2M | $3.1M | 1.29% | +6 | 2026-06-30 |
| 13 | PSBD | PALMER SQUARE CAPITAL BDC IN | 299.0K | $3.1M | $3.0M | 1.25% | -- | 2026-06-30 |
| 14 | ISTB | ISHARES TR | 55.0K | $2.7M | $2.6M | 1.08% | -- | 2026-06-30 |
| 15 | SPYV | SPDR SERIES TRUST | 43.1K | $2.6M | $2.7M | 1.11% | -- | 2026-06-30 |
| 16 | NVDA | NVIDIA CORPORATION | 12.3K | $2.5M | $2.6M | 1.08% | -120 | 2026-06-30 |
| 17 | VTEB | VANGUARD MUN BD FDS | 47.6K | $2.4M | $2.3M | 0.94% | -1,031 | 2026-06-30 |
| 18 | VOO | VANGUARD INDEX FDS | 3.0K | $2.0M | $2.1M | 0.85% | -44 | 2026-06-30 |
| 19 | VTWO | VANGUARD SCOTTSDALE FDS | 16.2K | $2.0M | $1.9M | 0.77% | -- | 2026-06-30 |
| 20 | VTES | VANGUARD WELLINGTON FD | 18.5K | $1.9M | $1.8M | 0.76% | +7.8K | 2026-06-30 |
| 21 | XLK | SELECT SECTOR SPDR TR | 9.3K | $1.8M | $1.7M | 0.70% | -- | 2026-06-30 |
| 22 | VWO | VANGUARD INTL EQUITY INDEX F | 25.2K | $1.5M | $1.5M | 0.61% | -- | 2026-06-30 |
| 23 | IAU | ISHARES GOLD TR | 19.8K | $1.5M | $1.6M | 0.66% | -1,028 | 2026-06-30 |
| 24 | SPYG | SPDR SERIES TRUST | 12.2K | $1.5M | $1.5M | 0.60% | -- | 2026-06-30 |
| 25 | BK | BANK OF NY MELLON CORP | 9.8K | $1.4M | $1.4M | 0.58% | -8,674 | 2026-06-30 |
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