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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 $214,068,844
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 270,670 $88,825,662 41.49%
2.
Berkshire Hathaway Inc
 BRK.A 22 $16,592,400 7.75%
3.
Ishares Trust
 IEF 164,358 $16,476,845 7.7%
4.
Vanguard Tax-Managed Fds
 245,450 $14,707,341 6.87%
5.
Vanguard Star Fds
 142,311 $10,454,155 4.88%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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