The Analysis of Sunesis Advisors, LLC's Holdings
Currently, Sunesis Advisors, LLC holds 53 types of securities in its portfolio with a total value $220.8M. In the most recent quarter, they have increased their positions in BUSE (+156.9K shares, valued at $3.7M), AGG (+18.3K shares, valued at $1.8M), XLK (+4.6K shares, valued at $668.3K); decreased their positions in VTI (-5.0K shares, valued at $1.7M), SPHY (-51.6K shares, valued at $1.2M), VEA (-8.3K shares, valued at $518.1K); initiated new positions in BUSE (+156.9K shares, valued at $3.7M), FBTC (+6.1K shares, valued at $467.5K), FETH (+7.6K shares, valued at $224.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS265.6K shares-1.86%2025-12-312026-02-02
AGG ISHARES TR182.7K shares11.16%2025-12-312026-02-02 BRK.A BERKSHIRE HATHAWAY INC DEL22 shares0.00%2025-12-312026-02-02 VEA VANGUARD TAX-MANAGED FDS237.2K shares-3.38%2025-12-312026-02-02 VXUS VANGUARD STAR FDS142.3K shares0.01%2025-12-312026-02-02 BIV VANGUARD BD INDEX FDS85.5K shares3.11%2025-12-312026-02-02 BSV VANGUARD BD INDEX FDS84.5K shares3.13%2025-12-312026-02-02 SPY SPDR S&P 500 ETF TR6.6K shares-0.55%2025-12-312026-02-02 MBB ISHARES TR41.8K shares2.69%2025-12-312026-02-02 BND VANGUARD BD INDEX FDS50.5K shares5.11%2025-12-312026-02-02 BUSE FIRST BUSEY CORP156.9K sharesnew addition2025-12-312026-02-02 PSBD PALMER SQUARE CAPITAL BDC IN299.0K shares0.00%2025-12-312026-02-02 IUSB ISHARES TR72.5K shares3.08%2025-12-312026-02-02 NVDA NVIDIA CORPORATION13.6K shares-1.57%2025-12-312026-02-02 VTEB VANGUARD MUN BD FDS50.4K shares-1.81%2025-12-312026-02-02 SPYV SPDR SERIES TRUST43.1K shares0.00%2025-12-312026-02-02 BK BANK NEW YORK MELLON CORP18.4K shares0.00%2025-12-312026-02-02 VTWO VANGUARD SCOTTSDALE FDS16.8K shares0.00%2025-12-312026-02-02 VWO VANGUARD INTL EQUITY INDEX F25.2K shares0.00%2025-12-312026-02-02 XLK SELECT SECTOR SPDR TR9.3K shares100.00%2025-12-312026-02-02 SPYG SPDR SERIES TRUST12.2K shares0.00%2025-12-312026-02-02 DFIV DIMENSIONAL ETF TRUST22.7K shares0.00%2025-12-312026-02-02 VTES VANGUARD WELLINGTON FD10.7K shares0.00%2025-12-312026-02-02 HDV ISHARES TR7.9K shares0.00%2025-12-312026-02-02 SCHD SCHWAB STRATEGIC TR30.0K shares0.00%2025-12-312026-02-02 VGK VANGUARD INTL EQUITY INDEX F9.7K shares0.00%2025-12-312026-02-02 CB CHUBB LIMITED2.5K shares0.00%2025-12-312026-02-02 SPHY SPDR SERIES TRUST32.4K shares-61.41%2025-12-312026-02-02 AAPL APPLE INC2.5K shares0.00%2025-12-312026-02-02 LLY ELI LILLY & CO555 shares0.00%2025-12-312026-02-02 MSFT MICROSOFT CORP1.1K shares0.00%2025-12-312026-02-02 ALPHABET INC ALPHABET INC1.6K shares0.00%2025-12-312026-02-02 FBTC FIDELITY WISE ORIGIN BITCOIN6.1K sharesnew addition2025-12-312026-02-02 VSS VANGUARD INTL EQUITY INDEX F3.0K shares0.00%2025-12-312026-02-02 SCHE SCHWAB STRATEGIC TR12.7K shares0.00%2025-12-312026-02-02 EMR EMERSON ELEC CO2.8K shares0.00%2025-12-312026-02-02 XOM EXXON MOBIL CORP3.0K shares0.00%2025-12-312026-02-02 RTX RTX CORPORATION2.0K shares0.00%2025-12-312026-02-02 IBM INTERNATIONAL BUSINESS MACHS926 shares0.00%2025-12-312026-02-02 IJJ ISHARES TR2.0K shares0.00%2025-12-312026-02-02 EWJ ISHARES INC3.0K shares0.00%2025-12-312026-02-02 HEDJ WISDOMTREE TR4.4K shares0.00%2025-12-312026-02-02 BA BOEING CO1.1K shares0.00%2025-12-312026-02-02 FETH FIDELITY ETHEREUM FD7.6K sharesnew addition2025-12-312026-02-02 VUG VANGUARD INDEX FDS451 shares0.00%2025-12-312026-02-02 IEMG ISHARES INC3.2K shares0.00%2025-12-312026-02-02 LHX L3HARRIS TECHNOLOGIES INC729 shares0.00%2025-12-312026-02-02 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available