Notify me when Sunesis Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 53 | $220,829,075 | +$7,922,424 | -$4,422,424 | +$3,500,000 | VTI, AGG, BRKA, VEA, VXUS | 13F-HR | 02 Feb 2026, 11:22 |
| Q3 2025 | 51 | $214,068,844 | +$15,109,928 | -$7,214,702 | +$7,895,226 | VTI, BRKA, AGG, VEA, VXUS | 13F-HR | 05 Nov 2025, 21:24 |
| Q1 2025 | 44 | $184,334,991 | +$24,394,085 | -$1,774,031 | +$22,620,054 | VTI, BERKSHIRE HATHAWAY INC DEL, AGG, VXUS, VEA | 13F-HR | 22 Apr 2025, 18:03 |
| Q4 2024 | 40 | $164,510,957 | +$5,346,345 | -$5,119,459 | +$226,886 | VTI, AGG, VXUS, VEA, BSV | 13F-HR | 24 Jan 2025, 14:03 |
| Q3 2024 | 43 | $165,831,557 | +$2,077,457 | -$13,196,550 | -$11,119,093 | VTI, AGG, VXUS, VEA, BIV | 13F-HR | 29 Oct 2024, 12:11 |
| Q2 2024 | 46 | $168,269,667 | +$2,490,304 | -$7,325,236 | -$4,834,932 | VTI, AGG, VXUS, VEA, BSV | 13F-HR | 16 Jul 2024, 16:17 |
| Q1 2024 | 49 | $170,875,675 | +$11,824,118 | -$14,080,958 | -$2,256,840 | VTI, AGG, VXUS, VEA, SPYV | 13F-HR | 29 Apr 2024, 10:49 |
| Q4 2023 | 70 | $164,102,295 | +$25,373,450 | -$15,905,865 | +$9,467,585 | VTI, AGG, VEA, VXUS, SPYV | 13F-HR | 19 Jan 2024, 10:43 |
| Q3 2023 | 70 | $141,022,458 | +$5,950,523 | -$3,544,873 | +$2,405,650 | VTI, AGG, VEA, VXUS, SPYV | 13F-HR | 20 Oct 2023, 14:59 |
| Q1 2023 | 73 | $138,979,886 | +$16,751,184 | -$42,158,719 | -$25,407,535 | VTI, AGG, VEA, VXUS, SPYV | 13F-HR | 27 Apr 2023, 11:46 |
| Q4 2022 | 41 | $156,278,061 | +$1,110,037 | -$89,477 | +$1,020,560 | VTI, SPYV, AGG, SPYG, VEA | 13F-HR | 02 Feb 2023, 11:06 |
| Q3 2022 | 39 | $145,303,000 | +$5,353,600 | -$5,290,667 | +$62,933 | VTI, AGG, SPYV, SPYG, VEA | 13F-HR | 02 Nov 2022, 10:27 |
| Q2 2022 | 40 | $153,890,000 | +$6,595,015 | -$2,187,741 | +$4,407,274 | VTI, SPYV, AGG, SPYG, VXUS | 13F-HR | 26 Jul 2022, 17:39 |
| Q1 2022 | 43 | $172,682,000 | +$44,978,918 | -$947,329 | +$44,031,589 | VTI, SPYV, AGG, SPYG, VXUS | 13F-HR | 04 May 2022, 18:19 |
| Q4 2021 | 32 | $136,412,000 | +$4,013,777 | -$630,797 | +$3,382,980 | VTI, AGG, VXUS, VEA, LQD | 13F-HR | 11 Feb 2022, 15:41 |
| Q3 2021 | 29 | $129,493,000 | +$3,292,203 | -$2,687,715 | +$604,488 | VTI, AGG, VXUS, VEA, LQD | 13F-HR | 27 Oct 2021, 11:25 |
| Q2 2021 | 31 | $130,640,000 | +$63,296,715 | -$1,787,956 | +$61,508,759 | VTI, AGG, VXUS, VEA, LQD | 13F-HR | 28 Jul 2021, 14:22 |
| Q1 2021 | 31 | $68,522,000 | +$65,013 | -$54,176,319 | -$54,111,306 | AGG, VXUS, VEA, LQD, DCPH | 13F-HR | 26 Apr 2021, 13:12 |
| Q4 2020 | 32 | $123,625,000 | +$160,170 | -$392,863 | -$232,693 | VTI, AGG, VXUS, LQD, DCPH | 13F-HR | 28 Jan 2021, 17:48 |
| Q3 2020 | 32 | $112,428,000 | +$851,476 | -$1,702,613 | -$851,137 | VTI, AGG, VXUS, LQD, DCPH | 13F-HR | 09 Nov 2020, 10:45 |
| Q2 2020 | 30 | $108,654,000 | +$9,681 | -$5,401,385 | -$5,391,704 | VTI, AGG, VXUS, DCPH, LQD | 13F-HR | 22 Jul 2020, 09:22 |
| Q1 2020 | 31 | $99,415,000 | +$8,128,723 | -$538,759 | +$7,589,964 | VTI, AGG, VXUS, LQD, BRKA | 13F-HR | 27 Apr 2020, 11:16 |
| Q4 2019 | 29 | $109,863,000 | +$7,347,228 | -$1,439,655 | +$5,907,573 | VTI, AGG, VXUS, DCPH, LQD | 13F-HR | 27 Jan 2020, 15:49 |
| Q3 2019 | 28 | $96,355,000 | +$2,423,611 | -$839,823 | +$1,583,788 | VTI, AGG, VXUS, LQD, VEA | 13F-HR | 28 Oct 2019, 16:31 |
| Q2 2019 | 28 | $93,321,000 | +$437,099 | -$8,909,658 | -$8,472,559 | VTI, AGG, VXUS, LQD, VEA | 13F-HR | 05 Aug 2019, 12:20 |
| Q1 2019 | 29 | $99,227,000 | +$2,280,635 | -$2,292,420 | -$11,785 | VTI, AGG, VXUS, LQD, VEA | 13F-HR | 29 Apr 2019, 13:26 |
| Q4 2018 | 27 | $91,663,000 | +$5,491,535 | -$3,660,517 | +$1,831,018 | VTI, AGG, VXUS, LQD, VEA | 13F-HR | 25 Jan 2019, 15:14 |
| Q3 2018 | 28 | $99,108,000 | +$28,654,738 | -$12,624,700 | +$16,030,038 | VTI, AGG, VXUS, LQD, DCPH | 13F-HR | 29 Oct 2018, 11:10 |
| Q2 2018 | 18 | $81,512,000 | $0 | $0 | $0 | VTI, IBDK, AGG, VXUS, LQD | 13F-HR | 06 Aug 2018, 14:39 |