$91.7 Million is the total value of Sunesis Advisors, LLC's 27 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DVY | Exit | ISHARES TRselect divid etf | $0 | – | -2,000 | -100.0% | -0.20% | – |
| ADBE | Exit | ADOBE SYS INC | $0 | – | -754 | -100.0% | -0.21% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -187 | -100.0% | -0.22% | – |
| NVDA | Exit | NVIDIA CORP | $0 | – | -792 | -100.0% | -0.22% | – |
| V | Exit | VISA INC | $0 | – | -1,609 | -100.0% | -0.24% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -143 | -100.0% | -0.29% | – |
| SCHE | Exit | SCHWAB STRATEGIC TRemrg mkteq etf | $0 | – | -65,690 | -100.0% | -1.70% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 21 | Q3 2023 | 47.2% |
| ISHARES TR | 21 | Q3 2023 | 14.4% |
| VANGUARD STAR FDS | 21 | Q3 2023 | 7.3% |
| ISHARES TR | 21 | Q3 2023 | 5.8% |
| DECIPHERA PHARMACEUTICALS IN | 21 | Q3 2023 | 5.5% |
| VANGUARD SCOTTSDALE FDS | 21 | Q3 2023 | 3.6% |
| PIMCO ETF TR | 21 | Q3 2023 | 3.2% |
| ISHARES TR | 21 | Q3 2023 | 2.3% |
| VANGUARD INTL EQUITY INDEX F | 21 | Q3 2023 | 2.3% |
| VANGUARD INTL EQUITY INDEX F | 21 | Q3 2023 | 2.3% |
View Sunesis Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-10-27 |
View Sunesis Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.