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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 $164,510,957
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 269,496 $78,102,498 47.47%
2.
Ishares Trust
 IEF 149,885 $14,523,821 8.82%
3.
Vanguard Star Fds
 142,472 $8,395,869 5.1%
4.
Vanguard Tax-Managed Fds
 168,029 $8,035,131 4.88%
5.
Vanguard Bond Index Funds
 BND 85,207 $6,583,947 4%
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)