$109 Million is the total value of Sunesis Advisors, LLC's 30 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BIV | Buy | VANGUARD BD INDEX FD INCintermed term | $3,188,000 | +4.4% | 34,206 | +0.0% | 2.93% | -4.5% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,659,000 | +18.1% | 41,871 | +0.0% | 1.53% | +8.1% |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $1,138,000 | +26.0% | 9,859 | +0.6% | 1.05% | +15.3% |
| BAC | Buy | BANK AMER CORP | $475,000 | +12.3% | 20,004 | +0.5% | 0.44% | +2.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-22
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.