Sunesis Advisors, LLC
- SEC CIK
- 0001748269
- 最新申報
- 2026/7/10
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/10/20 申報。只含多頭部位。
- 持股檔數
- 70
- 2023 年第 2 季沒有申報
- 總值
- $1.41 億
- 2023 年第 2 季沒有申報
Sunesis Advisors, LLC 沒有申報 2023 年第 2 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 276,953 | $5,883 萬 | 41.7% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 158,884 | $1,494 萬 | 10.6% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 142,645 | $623.6 萬 | 4.4% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 109,540 | $586.3 萬 | 4.2% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 108,791 | $448.9 萬 | 3.2% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 35,548 | $362.7 萬 | 2.6% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,699 | $329.1 萬 | 2.3% | – | – | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 57,246 | $250.3 萬 | 1.8% | – | – | – |
| IAUiShares Gold Trust | ETF | 52,214 | $182.7 萬 | 1.3% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 17,257 | $177.0 萬 | 1.3% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 21,096 | $160.3 萬 | 1.1% | – | – | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 14,098 | $149.7 萬 | 1.1% | – | – | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 16,355 | $147.8 萬 | 1.0% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 19,422 | $146.0 萬 | 1.0% | – | – | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 30,848 | $143.1 萬 | 1.0% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 54,401 | $130.2 萬 | 0.9% | – | – | – |
| WisdomTree Tr97717X701 | EUROPE HEDGED EQ | 32,860 | $129.8 萬 | 0.9% | – | – | – |
| DCPHDeciphera Pharmaceuticals, Inc. | COM | 96,299 | $122.5 萬 | 0.9% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,104 | $121.9 萬 | 0.9% | – | – | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 16,891 | $120.7 萬 | 0.9% | – | – | – |
| BACBank of America Corp | Stock | 42,691 | $116.9 萬 | 0.8% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 6,056 | $102.6 萬 | 0.7% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,859 | $100.2 萬 | 0.7% | – | – | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 19,898 | $99.6 萬 | 0.7% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 25,215 | $98.9 萬 | 0.7% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 26,515 | $89.1 萬 | 0.6% | – | – | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 14,694 | $84.6 萬 | 0.6% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,151 | $84.4 萬 | 0.6% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 12,029 | $83.9 萬 | 0.6% | – | – | – |
| AAPLApple Inc. | Stock | 4,775 | $81.8 萬 | 0.6% | – | – | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 18,436 | $78.6 萬 | 0.6% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 13,074 | $77.5 萬 | 0.5% | – | – | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 8,848 | $73.0 萬 | 0.5% | – | – | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 11,173 | $64.7 萬 | 0.5% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,799 | $64.5 萬 | 0.5% | – | – | – |
| NVDANVIDIA Corp | Stock | 1,422 | $61.9 萬 | 0.4% | – | – | 歷史 |
| AVBAvalonbay Communities Inc | COM | 3,489 | $59.9 萬 | 0.4% | – | – | 歷史 |
| MAAMid America Apartment Communities Inc. | COM | 4,632 | $59.6 萬 | 0.4% | – | – | 歷史 |
| CPTCamden Property Trust | REIT | 6,216 | $58.8 萬 | 0.4% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,200 | $53.4 萬 | 0.4% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,560 | $46.6 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46435G474 | FALN ANGLS USD | 17,929 | $44.5 萬 | 0.3% | – | – | – |
| PDIPIMCO Dynamic Income Fund | SHS | 22,224 | $38.4 萬 | 0.3% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 7,660 | $36.5 萬 | 0.3% | – | – | – |
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 21,043 | $35.5 萬 | 0.3% | – | – | – |
| BITBlackRock Multi-Sector Income Trust | COM | 24,490 | $35.4 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 4,462 | $32.9 萬 | 0.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,017 | $32.1 萬 | 0.2% | – | – | 歷史 |
| USALiberty All Star Equity Fund | SH BEN INT | 52,909 | $31.3 萬 | 0.2% | – | – | 歷史 |
| Exchange Traded Concepts Tru301505707 | ROBO GLB ETF | 6,110 | $30.8 萬 | 0.2% | – | – | – |
| WisdomTree Tr97717W448 | GERMANY HEDEQ FD | 8,429 | $29.6 萬 | 0.2% | – | – | – |
| iShares Tr46435G342 | MORTGE REL ETF | 12,642 | $28.2 萬 | 0.2% | – | – | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 6,024 | $27.4 萬 | 0.2% | – | – | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 2,596 | $26.2 萬 | 0.2% | – | – | – |
| iShares Tr464287861 | EUROPE ETF | 5,452 | $26.0 萬 | 0.2% | – | – | – |
| ASMLASML Holding NV | ADR | 428 | $25.2 萬 | 0.2% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 22,492 | $24.6 萬 | 0.2% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 2,281 | $24.6 萬 | 0.2% | – | – | – |
| GDGeneral Dynamics Corp | Stock | 1,006 | $22.2 萬 | 0.2% | – | – | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,518 | $21.2 萬 | 0.2% | – | – | – |
| IFNAberdeen India Fund, Inc. | COM | 12,109 | $21.1 萬 | 0.1% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,415 | $21.0 萬 | 0.1% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 500 | $20.7 萬 | 0.1% | – | – | – |
| CPCanadian Pacific Kansas City Ltd | COM | 2,770 | $20.6 萬 | 0.1% | – | – | 歷史 |
| BABoeing Co | Stock | 1,067 | $20.5 萬 | 0.1% | – | – | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 5,112 | $20.3 萬 | 0.1% | – | – | – |
| CALYCallaway Golf Co | COM | 14,554 | $20.1 萬 | 0.1% | – | – | 歷史 |
| CIMChimera Investment Corp | COM NEW | 30,140 | $16.5 萬 | 0.1% | – | – | 歷史 |
| PSECProspect Capital Corp | COM | 22,246 | $13.5 萬 | 0.1% | – | – | 歷史 |
| AQMSAqua Metals, Inc. | COM | 50,000 | $5.65 萬 | <0.1% | – | – | 歷史 |