Sunesis Advisors, LLC: 13F holdings
CIK 17482692026Q2
| Positions | 61 |
|---|---|
| Reported value | $241.9m |
| Filed | 2026-07-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VTI VANGUARD INDEX FDS | 263,225 | $97.4m | 40.3% |
| BRK.A BERKSHIRE HATHAWAY INC DEL | 27 | $20.2m | 8.4% |
| AGG ISHARES TR | 201,340 | $19.9m | 8.2% |
| VEA VANGUARD TAX-MANAGED FDS | 223,301 | $15.9m | 6.6% |
| VXUS VANGUARD STAR FDS | 142,206 | $12.2m | 5.0% |
| BSV VANGUARD BD INDEX FDS | 76,433 | $6.0m | 2.5% |
| BIV VANGUARD BD INDEX FDS | 77,398 | $5.9m | 2.5% |
| SPY STATE STR SPDR S&P 500 ETF T | 6,472 | $4.8m | 2.0% |
| BUSE FIRST BUSEY CORP | 156,862 | $4.6m | 1.9% |
| BND VANGUARD BD INDEX FDS | 52,221 | $3.8m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1748269")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.