13F HOLDINGS REPORT
Sunesis Advisors, LLC
Quarter ended Q1 2025 · Filed April 23, 2025 · Accession 0001085146-25-002233
Total Value
$184.3M
Positions
44
Other Managers
0
Confidential Omitted
No
Holdings (44)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 264,854 | $72.8M | 39.49% |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 22 | $17.6M | 9.53% |
| 3 | ISHARES TR | 464287226 | 149,426 | $14.8M | 8.02% |
| 4 | VANGUARD STAR FDS | 921909768 | 142,393 | $8.8M | 4.80% |
| 5 | VANGUARD TAX-MANAGED FDS | 921943858 | 164,191 | $8.3M | 4.53% |
| 6 | VANGUARD BD INDEX FDS | 921937827 | 85,215 | $6.7M | 3.62% |
| 7 | VANGUARD BD INDEX FDS | 921937819 | 86,286 | $6.6M | 3.58% |
| 8 | PALMER SQUARE CAPITAL BDC IN | PSBD | 472,034 | $6.3M | 3.41% |
| 9 | ISHARES TR | 464288588 | 42,508 | $4.0M | 2.16% |
| 10 | SPDR S&P 500 ETF TR | SPY | 6,850 | $3.8M | 2.08% |
| 11 | ISHARES TR | 46434V613 | 65,038 | $3.0M | 1.63% |
| 12 | VANGUARD MUN BD FDS | 922907746 | 51,727 | $2.6M | 1.39% |
| 13 | SPDR SER TR | 78464A508 | 43,133 | $2.2M | 1.19% |
| 14 | ISHARES GOLD TR | IAU | 36,471 | $2.2M | 1.17% |
| 15 | SPDR SER TR | 78468R606 | 84,111 | $2.0M | 1.07% |
| 16 | BANK AMERICA CORP | 060505104 | 45,041 | $1.9M | 1.02% |
| 17 | VANGUARD INDEX FDS | 922908363 | 3,599 | $1.8M | 1.00% |
| 18 | BANK NEW YORK MELLON CORP | 064058100 | 18,436 | $1.5M | 0.84% |
| 19 | NVIDIA CORPORATION | NVDA | 13,937 | $1.5M | 0.82% |
| 20 | VANGUARD SCOTTSDALE FDS | 92206C664 | 16,893 | $1.4M | 0.74% |
| 21 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,424 | $1.3M | 0.70% |
| 22 | VANGUARD WELLINGTON FD | 921935870 | 11,984 | $1.2M | 0.65% |
| 23 | VANGUARD INTL EQUITY INDEX F | 922042858 | 25,219 | $1.1M | 0.62% |
| 24 | ISHARES TR | 46429B663 | 8,118 | $983,252 | 0.53% |
| 25 | SPDR SER TR | 78464A409 | 12,221 | $982,202 | 0.53% |
| 26 | SELECT SECTOR SPDR TR | 81369Y803 | 4,752 | $981,193 | 0.53% |
| 27 | PEPSICO INC | PEP | 6,256 | $938,025 | 0.51% |
| 28 | DIMENSIONAL ETF TRUST | 25434V807 | 22,653 | $891,622 | 0.48% |
| 29 | SCHWAB STRATEGIC TR | 808524797 | 30,414 | $850,373 | 0.46% |
| 30 | VANGUARD INTL EQUITY INDEX F | 922042874 | 9,718 | $682,301 | 0.37% |
| 31 | INVESCO QQQ TR | IVZ | 1,322 | $619,917 | 0.34% |
| 32 | APPLE INC | AAPL | 2,516 | $558,879 | 0.30% |
| 33 | ISHARES TR | 464288281 | 4,840 | $438,456 | 0.24% |
| 34 | MICROSOFT CORP | MSFT | 1,082 | $406,172 | 0.22% |
| 35 | SCHWAB STRATEGIC TR | 808524706 | 12,698 | $350,084 | 0.19% |
| 36 | VANGUARD INTL EQUITY INDEX F | 922042718 | 2,982 | $344,719 | 0.19% |
| 37 | PIMCO ETF TR | 72201R866 | 6,638 | $342,189 | 0.19% |
| 38 | RTX CORPORATION | RTX | 1,961 | $259,754 | 0.14% |
| 39 | ALPHABET INC | GOOG | 1,560 | $241,238 | 0.13% |
| 40 | ISHARES TR | 464287705 | 1,977 | $236,706 | 0.13% |
| 41 | ELI LILLY & CO | LLY | 271 | $223,822 | 0.12% |
| 42 | AMAZON COM INC | AMZN | 1,100 | $209,286 | 0.11% |
| 43 | WISDOMTREE TR | WT | 4,400 | $208,912 | 0.11% |
| 44 | ISHARES INC | 46434G822 | 2,964 | $203,212 | 0.11% |