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Sunesis Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Sunesis Advisors, LLC

报告期 2026-03-31 · CIK 0001748269

持仓数

59

前50大市值合计

$219.3M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$85.5M

266,662

39.0%

AGG ISHARES TR

CORE US AGGBD ET

$20.3M

204,954

9.3%

BRK/A BERKSHIRE HATHAWAY INC DEL

CL A

$19.4M

27

8.8%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$15.4M

240,861

7.0%

VXUS VANGUARD STAR FDS

VG TL INTL STK F

$10.9M

141,415

5.0%

BSV VANGUARD BD INDEX FDS

SHORT TRM BOND

$6.0M

76,357

2.7%

BIV VANGUARD BD INDEX FDS

INTERMED TERM

$6.0M

77,395

2.7%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$4.3M

6,537

1.9%

BUSE FIRST BUSEY CORP

COM NEW

$4.0M

156,862

1.8%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$3.8M

51,471

1.7%

IUSB ISHARES TR

CORE UNIVRSL USD

$3.5M

75,024

1.6%

MBB ISHARES TR

MBS ETF

$3.3M

34,308

1.5%

PSBD PALMER SQUARE CAPITAL BDC IN

COM SHS

$2.9M

298,959

1.3%

SPYV SPDR SERIES TRUST

STATE STREET SPD

$2.4M

43,133

1.1%

VTEB VANGUARD MUN BD FDS

TAX EXEMPT BD

$2.4M

48,599

1.1%

BNY BANK NEW YORK MELLON CORP

COM

$2.2M

18,436

1.0%

NVDA NVIDIA CORPORATION

COM

$2.2M

12,440

1.0%

IAU ISHARES GOLD TR

ISHARES NEW

$1.8M

20,828

0.8%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$1.8M

3,009

0.8%

VTWO VANGUARD SCOTTSDALE FDS

VNG RUS2000IDX

$1.6M

16,182

0.7%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$1.4M

25,195

0.6%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$1.2M

9,284

0.6%

SPYG SPDR SERIES TRUST

STATE STREET SPD

$1.2M

12,221

0.5%

VTES VANGUARD WELLINGTON FD

SHORT TRM TAX EX

$1.1M

10,674

0.5%

HDV ISHARES TR

CORE HIGH DV ETF

$1.1M

7,859

0.5%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$920.7K

30,009

0.4%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$887.0K

1,851

0.4%

DFIV DIMENSIONAL ETF TRUST

INTERNATNAL VAL

$861.1K

16,314

0.4%

FBTC FIDELITY WISE ORIGIN BITCOIN

SHS

$812.3K

13,761

0.4%

VGK VANGUARD INTL EQUITY INDEX F

FTSE EUROPE ETF

$801.1K

9,718

0.4%

SPHY SPDR SERIES TRUST

STATE STREET SPD

$755.5K

32,395

0.3%

QQQ INVESCO QQQ TR

UNIT SER 1

$753.8K

1,306

0.3%

— CHUBB LTD SWITZ

COM

$746.9K

2,292

0.3%

AAPL APPLE INC

COM

$638.5K

2,516

0.3%

MSFT MICROSOFT CORP

COM

$557.8K

1,507

0.3%

— EXXON MOBIL CORP

COM

$517.3K

3,049

0.2%

LLY ELI LILLY & CO

COM

$510.5K

555

0.2%

IEFA ISHARES TR

CORE MSCI EAFE

$507.1K

5,601

0.2%

GOOGL ALPHABET INC

CAP STK CL A

$448.6K

1,560

0.2%

VSS VANGUARD INTL EQUITY INDEX F

FTSE SMCAP ETF

$434.7K

2,982

0.2%

SCHE SCHWAB STRATEGIC TR

EMRG MKTEQ ETF

$418.4K

12,698

0.2%

COST COSTCO WHOLESALE CORPORATION

COM

$406.5K

408

0.2%

RTX RTX CORPORATION

COM

$378.3K

1,961

0.2%

FETH FIDELITY ETHEREUM FD

SHS

$367.4K

17,596

0.2%

EMR EMERSON ELEC CO

COM

$365.8K

2,792

0.2%

RSG REPUBLIC SVCS INC

COM

$351.7K

1,606

0.2%

SUB ISHARES TR

SHRT NAT MUN ETF

$348.8K

3,275

0.2%

SHW SHERWIN WILLIAMS CO

COM

$306.8K

957

0.1%

IJJ ISHARES TR

S&P MC 400VL ETF

$262.0K

1,977

0.1%

LHX L3HARRIS TECHNOLOGIES INC

COM

$251.6K

729

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

72%前 6 大占比

VTI39.0%AGG9.3%BRK/A8.8%VEA7.0%VXUS5.0%BSV2.7%