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Home > Institutional Investor > Sunesis Advisors, Llc > Profile

Instuitional Investor - Sunesis Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Sunesis Advisors, Llc
Portfolio Value $184,334,991
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 264,854 $72,792,368 39.49%
2.
Berkshire Hathaway Inc
 BRK.A 22 $17,565,715 9.53%
3.
Ishares Trust
 IEF 149,426 $14,781,219 8.02%
4.
Vanguard Star Fds
 142,393 $8,842,636 4.8%
5.
Vanguard Tax-Managed Fds
 164,191 $8,345,837 4.53%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)