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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001748269

Sunesis Advisors, LLC

OVERLAND PARK, KS · File #028-18858

Latest AUM
$220.8M
Positions
53
Top-10 Concentration
79.5%
Filings
10

Sector Allocation

Financials
2.6%$5.7M
Technology
1.7%$3.7M
Industrials
0.5%$1.2M
Healthcare
0.3%$596,447
Energy
0.2%$366,917

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS922908769265,643$89.1M40.45%
2ISHARES TR464287226182,703$18.2M8.29%
3BERKSHIRE HATHAWAY INC DELBRK-A22$16.6M7.54%
4VANGUARD TAX-MANAGED FDS921943858237,156$14.8M6.73%
5VANGUARD STAR FDS921909768142,328$10.7M4.88%
6VANGUARD BD INDEX FDS92193781985,526$6.7M3.02%
7VANGUARD BD INDEX FDS92193782784,462$6.7M3.02%
8SPDR S&P 500 ETF TRSPY6,557$4.5M2.03%
9ISHARES TR46428858841,787$4.0M1.81%
10VANGUARD BD INDEX FDS92193783550,456$3.7M1.70%
11FIRST BUSEY CORPBUSEP156,862$3.7M1.69%
12PALMER SQUARE CAPITAL BDC INPSBD298,959$3.6M1.66%
13ISHARES TR46434V61372,477$3.4M1.53%
14NVIDIA CORPORATIONNVDA13,627$2.5M1.15%
15VANGUARD MUN BD FDS92290774650,446$2.5M1.15%
16SPDR SERIES TRUST78464A50843,133$2.5M1.11%
17ISHARES GOLD TRIAU28,203$2.3M1.04%
18BANK NEW YORK MELLON CORP06405810018,436$2.1M0.97%
19VANGUARD INDEX FDS9229083633,023$1.9M0.86%
20VANGUARD SCOTTSDALE FDS92206C66416,790$1.7M0.76%