Sunesis Advisors, LLC
CIK 1748269 · Holdings on Dec 31, 2023 · First reported Jan 19, 2024
Top ten holdings
Q4 2023- VTI40.08%
- AGG7.03%
- VEA4.34%
- VXUS3.92%
- SPYV3.09%
- BSV2.60%
- BIV2.60%
- SPY2.23%
- AVB1.92%
- CPT1.89%
Share classes counted separately69.70%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $65.77M | 40.08% | 277.26K shares | — | ↗▾ | |
| 02 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $11.54M | 7.03% | 116.28K shares | — | ↗▾ | |
| 03 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $7.12M | 4.34% | 148.60K shares | — | ↗▾ | |
| 04 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $6.44M | 3.92% | 111.03K shares | — | ↗▾ | |
| 05 | SPYVSS SPDR P S&P 500 VALUE ETFPRTFLO S&P500 VL View history and evidence | $5.07M | 3.09% | 108.79K shares | — | ↗▾ | |
| 06 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $4.27M | 2.60% | 55.49K shares | — | ↗▾ | |
| 07 | BIVVANGUARD INTERMEDIATE-TERM BINTERMED TERM View history and evidence | $4.26M | 2.60% | 55.78K shares | — | ↗▾ | |
| 08 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $3.66M | 2.23% | 7.70K shares | — | ↗▾ | |
| 09 | AVBAVALONBAY COMMUNITIES INC View history and evidence | $3.15M | 1.92% | 16.83K shares | — | ↗▾ | |
| 10 | CPTCAMDEN PROPERTY TRUSTSH BEN INT View history and evidence | $3.10M | 1.89% | 31.27K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 8
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MUB ISHARES NATIONAL MUNI BOND E | Non-derivative | — | — | SEC filing ↗ | |
| VCIT VANGUARD INT-TERM CORPORATE | Non-derivative | — | — | SEC filing ↗ | |
| JNK SS SPDR BB HIGH YIELD BOND | Non-derivative | — | — | SEC filing ↗ |
3 / 8 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1748269 · Period Dec 31, 2023
Data loaded Oct 15, 2026 · First reported Jan 19, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 164102295
}Research all 70 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.