|
|
Name: |
Sunesis Advisors LLC |
City: |
OVERLAND PARK |
State: |
KS |
Zip: |
66212 |
|
|
|
Achive
data |
View
Filing Period: |
|
|
|
|
|
|
Download |
|
|
|
|
|
Free Registration Required For Full Results
|
|
|
Holdings
Found :
16 |
|
View All Holdings |
Currently
Viewing:
Increased Positions |
|
|
Page 1 of 1 |
Menu
|
Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
VTI |
Vanguard Total Stock Market... |
1 |
- |
$261.87 |
$73,091,000 |
281,226 |
42.78% |
7,319,000 |
3,964 |
0.028 |
Closed - End Fund - E... |
|
AGG |
iShares Barclays Agency Bond |
2 |
- |
$96.58 |
$12,462,000 |
127,239 |
7.29% |
922,000 |
10,963 |
0.002 |
Closed - End Fund - E... |
|
VXUS |
Vanguard Total Internationa... |
3 |
- |
$61.64 |
$8,431,000 |
139,809 |
4.93% |
1,996,000 |
28,777 |
0.024 |
Closed - End Fund - E... |
|
VEA |
Vanguard Europe Pacific ETF |
4 |
- |
$49.56 |
$8,006,000 |
159,584 |
4.69% |
888,000 |
10,986 |
0.007 |
Closed - End Fund - F... |
|
BSV |
Vanguard Short-Term Bond |
6 |
- |
$76.29 |
$5,152,000 |
67,198 |
3.02% |
878,000 |
11,703 |
0.013 |
Closed - End Fund - E... |
|
BIV |
Vanguard Intermediate-Term ... |
7 |
- |
$74.36 |
$5,103,000 |
67,684 |
2.99% |
843,000 |
11,904 |
0.042 |
Closed - End Fund - Debt |
|
AVB |
AvalonBay Communities |
9 |
- |
$195.34 |
$3,564,000 |
19,205 |
2.09% |
414,000 |
2,378 |
0.014 |
REIT - Housing/Apartm... |
|
CPT |
Camden Property Trust |
10 |
- |
$103.60 |
$3,513,000 |
35,697 |
2.06% |
408,000 |
4,429 |
0.034 |
REIT - Housing/Apartm... |
|
MAA |
Mid America Apartment Commu... |
11 |
- |
$133.20 |
$3,442,000 |
26,162 |
2.01% |
371,000 |
3,320 |
0.023 |
REIT - Diversified |
|
MBB |
iShares Barclays MBS Bond |
12 |
- |
$91.06 |
$3,006,000 |
32,530 |
1.76% |
401,000 |
4,839 |
0.004 |
Closed - End Fund - E... |
|
IUSB |
Ishares Core Total Usd Bond... |
13 |
- |
$0.00 |
$2,767,000 |
60,691 |
1.62% |
-16,000 |
279 |
0.002 |
N/A |
|
XOVR |
Spdr Bofa Merrill Lynch Cro... |
14 |
- |
$23.24 |
$2,661,000 |
113,434 |
1.56% |
766,000 |
32,395 |
0.11 |
N/A |
|
BAC |
Bank of America Corp |
18 |
- |
$39.70 |
$1,661,000 |
43,811 |
0.97% |
232,000 |
1,366 |
0.001 |
Domestic Money Center... |
|
BRK.B |
Berkshire Hathaway B |
23 |
- |
$407.41 |
$1,209,000 |
2,874 |
0.71% |
189,000 |
15 |
0 |
Property & Casualty I... |
|
PEP |
Pepsico Inc |
25 |
- |
$177.99 |
$1,077,000 |
6,156 |
0.63% |
48,000 |
100 |
0 |
Beverage Soft Drinks... |
|
ISTB |
Ishares Core Short Term Us ... |
31 |
- |
$47.19 |
$921,000 |
19,416 |
0.54% |
31,000 |
711 |
0.002 |
N/A |
|