Sunesis Advisors, LLC
- SEC CIK
- 0001748269
- Latest filing
- Jul 10, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 26, 2021. Long positions only.
- Positions
- 32
- No 13F data for Q4 2020
- Portfolio value
- $125.1M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 0 | $56.6M | 45.2% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 93,956 | $10.7M | 8.5% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 135,939 | $8.52M | 6.8% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 111,677 | $5.48M | 4.4% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 41,033 | $5.34M | 4.3% | – | – | – |
| DCPHDeciphera Pharmaceuticals, Inc. | COM | 96,299 | $4.32M | 3.5% | – | – | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 41,339 | $3.85M | 3.1% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 34,206 | $3.04M | 2.4% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,039 | $2.39M | 1.9% | – | – | History |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 39,317 | $2.21M | 1.8% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 41,727 | $2.17M | 1.7% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 17,288 | $2.17M | 1.7% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 65,224 | $2.07M | 1.7% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 17,257 | $2.00M | 1.6% | – | – | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 14,098 | $1.81M | 1.4% | – | – | – |
| IAUiShares Gold Trust | ISHARES | 104,428 | $1.70M | 1.4% | – | – | History |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 9,488 | $1.69M | 1.4% | – | – | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 22,777 | $1.40M | 1.1% | – | – | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 9,745 | $1.06M | 0.8% | – | – | – |
| BACBank of America Corp | Stock | 23,054 | $892.0K | 0.7% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 3,482 | $890.0K | 0.7% | – | – | History |
| BNYBank of New York Mellon Corp | Stock | 18,436 | $872.0K | 0.7% | – | – | History |
| iShares Tr46434V613 | CORE UNIVRSL USD | 14,403 | $760.0K | 0.6% | – | – | – |
| LMRKLandmark Infrastructure Partners LP | COM UNIT LTD | 61,815 | $731.0K | 0.6% | – | – | History |
| PEPPepsiCo Inc | Stock | 3,263 | $462.0K | 0.4% | – | – | History |
| iShares Tr464288513 | IBOXX HI YD ETF | 4,462 | $389.0K | 0.3% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 4,024 | $341.0K | 0.3% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 3,530 | $291.0K | 0.2% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,042 | $268.0K | 0.2% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,121 | $248.0K | 0.2% | – | – | – |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 26,669 | $243.0K | 0.2% | – | – | History |
| NVDANVIDIA Corp | Stock | 404 | $216.0K | 0.2% | – | – | History |