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CIK: 0001748269
Total reported value
$241.9M
$241.9M
40 檔
47.8%
The Q4 2024 SEC filing reveals that Sunesis Advisors, LLC held a total portfolio value of $241.9M, covering 40 public equity positions.
In Q4 2024, Sunesis Advisors, LLC displayed an active expansion posture, initiating 0 new positions and adding to 15 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, AGG, VXUS) accounted for 47.8% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 47.48% | +1.61% | -2.22% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 8.83% | -0.96% | +7.00% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 5.10% | +0.10% | +0.05% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.88% | -0.40% | +3.15% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.00% | -0.25% | +23.53% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.92% | -0.25% | +24.14% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.57% | +0.08% | — | |
| 8 | MBB | Ishares Mbs ETF | ETF-Other | 2.37% | -0.13% | +27.33% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.71% | -0.13% | +1.06% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.58% | -0.11% | -0.13% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.34% | -0.02% | — | |
| 12 | BAC | Bank Of America CORP | Stock-Financials | 1.20% | — | +3.19% | |
| 13 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.20% | -0.03% | -25.85% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.18% | +0.03% | +0.03% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.14% | +0.04% | — | |
| 16 | IAU | Ishares Gold Trust | ETF-Commodities | 1.10% | -0.21% | — | |
| 17 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.92% | +0.08% | +0.01% | |
| 18 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.86% | -0.41% | — | |
| 19 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.73% | +0.29% | — | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.68% | — | +0.01% | |
| 21 | XLK | Ss Technology Select Sector | ETF-Tech | 0.67% | +0.17% | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | -0.05% | — | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.65% | +0.06% | — | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.58% | — | +1.62% | |
| 25 | HDV | Ishares Core High Dividend E | ETF-Other | 0.57% | -0.03% | — | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.51% | -0.03% | +200.02% | |
| 27 | DFIV | Dimensional International Va | ETF-Other | 0.49% | -0.03% | — | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.41% | +0.06% | — | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.39% | +0.06% | +22.10% | |
| 30 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.37% | — | — | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.28% | -0.08% | +6.39% | |
| 32 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.26% | — | — | |
| 33 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.21% | — | — | |
| 34 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.21% | -0.01% | — | |
| 35 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.21% | — | — | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | +0.03% | — | |
| 37 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.15% | — | — | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.15% | — | — | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.14% | -0.02% | — | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.13% | -0.02% | — |
According to official SEC Form 13F filings, Sunesis Advisors, LLC reported a total U.S. public equity portfolio value of $241.9M across 40 disclosed positions in Q4 2024.
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Top Position Liquidated / Trimmed
LQD
前期市值: $2.2M
During Q4 2024, Sunesis Advisors, LLC's top holdings by market value included VTI (47.5%)、AGG (8.8%)、VXUS (5.1%). The largest single position, VTI, represented 47.5% of total portfolio value.
In Q4 2024, Sunesis Advisors, LLC made 21 total portfolio adjustments, initiating 0 new buys, adding to 15 positions, trimming 3 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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