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  Name: Sunesis Advisors LLC
  City: OVERLAND PARK
  State: KS
  Zip: 66212
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $170,873,000
  Total Value Change : $6,778,000
  Securities Held Change : -21
   
All Securities Held : 49
  New Positions : 5
  Closed Positions : 26
  Increased Positions : 16
  Unchanged Positions : 18
  Decreased Positions : 10

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Holdings Found : 16     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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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)1 Year Chart         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)1 Year Chart         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)1 Year Chart         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)1 Year Chart         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)1 Year Chart         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)1 Year Chart         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)1 Year Chart         AVB AvalonBay Communities 9 - $195.34 $3,564,000 19,205 2.09% 414,000 2,378 0.014    REIT - Housing/Apartm...
   (CPT)1 Year Chart         CPT Camden Property Trust 10 - $103.60 $3,513,000 35,697 2.06% 408,000 4,429 0.034    REIT - Housing/Apartm...
   (MAA)1 Year Chart         MAA Mid America Apartment Commu... 11 - $133.20 $3,442,000 26,162 2.01% 371,000 3,320 0.023    REIT - Diversified
   (MBB)1 Year Chart         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)1 Year Chart         IUSB Ishares Core Total Usd Bond... 13 - $0.00 $2,767,000 60,691 1.62% -16,000 279 0.002    N/A
   (XOVR)1 Year Chart         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)1 Year Chart         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)1 Year Chart         BRK.B Berkshire Hathaway B 23 - $407.41 $1,209,000 2,874 0.71% 189,000 15 0    Property & Casualty I...
   (PEP)1 Year Chart         PEP Pepsico Inc 25 - $177.99 $1,077,000 6,156 0.63% 48,000 100 0    Beverage Soft Drinks...
   (ISTB)1 Year Chart         ISTB Ishares Core Short Term Us ... 31 - $47.19 $921,000 19,416 0.54% 31,000 711 0.002    N/A

      16 Records Found
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