Sunesis Advisors, LLC
- SEC CIK
- 0001748269
- 最新申報
- 2026/7/10
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/6 申報。只含多頭部位。
- 持股檔數
- 51
- 2025 年第 2 季沒有申報
- 總值
- $2.14 億
- 2025 年第 2 季沒有申報
Sunesis Advisors, LLC 沒有申報 2025 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 | 270,670 | $8,883 萬 | 41.5% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 22 | $1,659 萬 | 7.8% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 164,358 | $1,648 萬 | 7.7% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 245,450 | $1,471 萬 | 6.9% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 142,311 | $1,045 萬 | 4.9% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 82,944 | $647.7 萬 | 3.0% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 81,902 | $646.3 萬 | 3.0% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,593 | $439.2 萬 | 2.1% | – | – | 歷史 |
| iShares Tr464288588 | MBS ETF | 40,692 | $387.2 萬 | 1.8% | – | – | – |
| PSBDPalmer Square Capital BDC Inc. | COM SHS | 298,959 | $366.8 萬 | 1.7% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 48,005 | $357.0 萬 | 1.7% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 70,312 | $328.4 萬 | 1.5% | – | – | – |
| NVDANVIDIA Corp | Stock | 13,845 | $258.3 萬 | 1.2% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 51,378 | $257.2 萬 | 1.2% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 43,133 | $238.7 萬 | 1.1% | – | – | – |
| IAUiShares Gold Trust | ETF | 28,203 | $205.2 萬 | 1.0% | – | – | 歷史 |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 83,957 | $201.0 萬 | 0.9% | – | – | – |
| BNYBank of New York Mellon Corp | Stock | 18,436 | $200.9 萬 | 0.9% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,085 | $188.9 萬 | 0.9% | – | – | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 16,790 | $164.2 萬 | 0.8% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 25,219 | $136.6 萬 | 0.6% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,642 | $130.8 萬 | 0.6% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 12,221 | $127.7 萬 | 0.6% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,404 | $120.9 萬 | 0.6% | – | – | 歷史 |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 10,674 | $108.8 萬 | 0.5% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 22,653 | $104.5 萬 | 0.5% | – | – | – |
| iShares Core High Dividend ETF46429B663 | ETF | 7,859 | $96.2 萬 | 0.4% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 30,009 | $81.9 萬 | 0.4% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,306 | $78.4 萬 | 0.4% | – | – | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 9,718 | $77.5 萬 | 0.4% | – | – | – |
| CBChubb Ltd | Stock | 2,483 | $70.1 萬 | 0.3% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 2,516 | $64.1 萬 | 0.3% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,082 | $56.0 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 4,840 | $46.1 萬 | 0.2% | – | – | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 2,982 | $42.5 萬 | 0.2% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 12,698 | $42.4 萬 | 0.2% | – | – | – |
| LLYEli Lilly & Co | Stock | 555 | $42.3 萬 | 0.2% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,560 | $37.9 萬 | 0.2% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 2,792 | $36.6 萬 | 0.2% | – | – | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 6,638 | $34.7 萬 | 0.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 3,049 | $34.4 萬 | 0.2% | – | – | 歷史 |
| RTXRTX Corp | Stock | 1,961 | $32.8 萬 | 0.2% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 926 | $26.1 萬 | 0.1% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 1,977 | $25.6 萬 | 0.1% | – | – | – |
| GDGeneral Dynamics Corp | Stock | 729 | $24.9 萬 | 0.1% | – | – | 歷史 |
| iShares Inc46434G822 | MSCI JAPAN ETF | 2,964 | $23.8 萬 | 0.1% | – | – | – |
| BABoeing Co | Stock | 1,067 | $23.0 萬 | 0.1% | – | – | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 729 | $22.3 萬 | 0.1% | – | – | 歷史 |
| WisdomTree Tr97717X701 | EUROPE HEDGED EQ | 4,400 | $22.2 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 451 | $21.6 萬 | 0.1% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 3,219 | $21.2 萬 | 0.1% | – | – | – |