Asset Manager
← All Institutions
Sunesis Advisors, LLC
Market Value
$0
-100.0%
Holdings
44
New Purchases
0
Added To
0
Closed
44
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 17 | $0 | 0% |
| Large Cap | 22 | $0 | 0% |
| Mid Cap | 2 | $0 | 0% |
| Small Cap | 3 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$677.7B
Median Market Cap
$81.6B
Avg P/E
25.5
Median P/E
26.9
Avg Dividend Yield
0.02%
Avg Beta
0.91
# Stocks
13
# ETFs / Funds
31
Top Holdings (44 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-A | —% | — | — | — | -$18M | -22 | -100.0% | SOLD |
| 2 | BAC | —% | — | — | — | -$2M | -45,041 | -100.0% | SOLD |
| 3 | PSBD | —% | — | — | — | -$6M | -472,034 | -100.0% | SOLD |
| 4 | LLY | —% | — | — | — | -$224K | -271 | -100.0% | SOLD |
| 5 | RTX | —% | — | — | — | -$260K | -1,961 | -100.0% | SOLD |
| 6 | AMZN | —% | — | — | — | -$209K | -1,100 | -100.0% | SOLD |
| 7 | AAPL | —% | — | — | — | -$559K | -2,516 | -100.0% | SOLD |
| 8 | MBB | —% | — | — | — | -$4M | -42,508 | -100.0% | SOLD |
| 9 | BSV | —% | — | — | — | -$7M | -85,215 | -100.0% | SOLD |
| 10 | MUNI | —% | — | — | — | -$342K | -6,638 | -100.0% | SOLD |
| 11 | IJJ | —% | — | — | — | -$237K | -1,977 | -100.0% | SOLD |
| 12 | PEP | —% | — | — | — | -$938K | -6,256 | -100.0% | SOLD |
| 13 | SPYV | —% | — | — | — | -$2M | -43,133 | -100.0% | SOLD |
| 14 | VTI | —% | — | — | — | -$73M | -264,854 | -100.0% | SOLD |
| 15 | VGK | —% | — | — | — | -$682K | -9,718 | -100.0% | SOLD |
| 16 | VTES | —% | — | — | — | -$1M | -11,984 | -100.0% | SOLD |
| 17 | VSS | —% | — | — | — | -$345K | -2,982 | -100.0% | SOLD |
| 18 | VEA | —% | — | — | — | -$8M | -164,191 | -100.0% | SOLD |
| 19 | BIV | —% | — | — | — | -$7M | -86,286 | -100.0% | SOLD |
| 20 | VTEB | —% | — | — | — | -$3M | -51,727 | -100.0% | SOLD |
| 21 | AGG | —% | — | — | — | -$15M | -149,426 | -100.0% | SOLD |
| 22 | HDV | —% | — | — | — | -$983K | -8,118 | -100.0% | SOLD |
| 23 | IAU | —% | — | — | — | -$2M | -36,471 | -100.0% | SOLD |
| 24 | SCHD | —% | — | — | — | -$850K | -30,414 | -100.0% | SOLD |
| 25 | SPYG | —% | — | — | — | -$982K | -12,221 | -100.0% | SOLD |
| 26 | SPY | —% | — | — | — | -$4M | -6,850 | -100.0% | SOLD |
| 27 | DFIV | —% | — | — | — | -$892K | -22,653 | -100.0% | SOLD |
| 28 | EMB | —% | — | — | — | -$438K | -4,840 | -100.0% | SOLD |
| 29 | EWJ | —% | — | — | — | -$203K | -2,964 | -100.0% | SOLD |
| 30 | GOOGL | —% | — | — | — | -$241K | -1,560 | -100.0% | SOLD |
| 31 | MSFT | —% | — | — | — | -$406K | -1,082 | -100.0% | SOLD |
| 32 | IUSB | —% | — | — | — | -$3M | -65,038 | -100.0% | SOLD |
| 33 | QQQ | —% | — | — | — | -$620K | -1,322 | -100.0% | SOLD |
| 34 | NVDA | —% | — | — | — | -$2M | -13,937 | -100.0% | SOLD |
| 35 | VWO | —% | — | — | — | -$1M | -25,219 | -100.0% | SOLD |
| 36 | XLK | —% | — | — | — | -$981K | -4,752 | -100.0% | SOLD |
| 37 | SPHY | —% | — | — | — | -$2M | -84,111 | -100.0% | SOLD |
| 38 | SCHE | —% | — | — | — | -$350K | -12,698 | -100.0% | SOLD |
| 39 | BRK-B | —% | — | — | — | -$1M | -2,424 | -100.0% | SOLD |
| 40 | VOO | —% | — | — | — | -$2M | -3,599 | -100.0% | SOLD |
| 41 | VXUS | —% | — | — | — | -$9M | -142,393 | -100.0% | SOLD |
| 42 | VTWO | —% | — | — | — | -$1M | -16,893 | -100.0% | SOLD |
| 43 | BK | —% | — | — | — | -$2M | -18,436 | -100.0% | SOLD |
| 44 | HEDJ | —% | — | — | — | -$209K | -4,400 | -100.0% | SOLD |