$124 Million is the total value of Sunesis Advisors, LLC's 32 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,091,000 | +15.9% | 41,726 | +0.0% | 1.69% | +5.4% |
| BAC | Buy | BANK AMER CORP | $653,000 | +31.1% | 21,554 | +4.4% | 0.53% | +19.2% |
| PEP | Buy | PEPSICO INC | $501,000 | +45.6% | 3,381 | +36.1% | 0.40% | +32.4% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $290,000 | +0.7% | 3,483 | +0.0% | 0.24% | -8.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-29
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.