Titelia

Holdings of Sunesis Advisors, LLC

56 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 79.8 % of the equity sleeve

Sector breakdown

  • Financials 10.2 %
  • Funds 2.4 %
  • Technology 1.6 %
  • Industrials 0.8 %
  • Health care 0.3 %
  • Energy 0.2 %
  • Communication 0.2 %
  • Consumer staples 0.2 %
  • Materials 0.1 %
  • Consumer discretionary 0.1 %
  • Unattributed 83.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US56220M $100.00 %

Positions

RankCompanySharesValueWeight
1Vanguard Total Stock Market ETF 266,66285.5M $
2iShares Core U.S. Aggregate Bond ETF 204,95420.3M $
3Berkshire Hathaway Inc 2719.4M $
4Vanguard FTSE Developed Markets ETF 240,86115.4M $
5Vanguard Total International S 141,41510.9M $
6Vanguard Short-term Bond Etf 76,3576M $
7Vanguard Bond Index Funds 77,3956M $
8State Street SPDR S&P 500 ETF Trust 6,5374.3M $
9First Busey Corp 156,8624M $
10Vanguard Total Bond Market ETF 51,4713.8M $
11iShares Trust 75,0243.5M $
12iShares MBS ETF 34,3083.3M $
13Palmer Square Capital BDC Inc 298,9592.9M $
14SPDR Series Trust 43,1332.4M $
15Vanguard Tax-Exempt Bond Index ETF 48,5992.4M $
16Bank of New York Mellon Corp/The 18,4362.2M $
17NVIDIA Corp 12,4402.2M $
18Ishares Gold Trust 20,8281.8M $
19Vanguard S&P 500 ETF 3,0091.8M $
20Vanguard Scottsdale Funds 16,1821.6M $
21Vanguard International Equity Index Funds 25,1951.4M $
22SELECT SECTOR SPDR TRUST (THE) 9,2841.2M $
23SPDR Series Trust 12,2211.2M $
24Vanguard Short-Term Tax-Exempt Bond ETF 10,6741.1M $
25iShares Core High Dividend ETF 7,8591.1M $
26Schwab US Dividend Equity ETF 30,009920.7K $
27Berkshire Hathaway Inc 1,851887K $
28Dimensional International Value ETF 16,314861.1K $
29Fidelity Wise Origin Bitcoin Fund 13,761812.3K $
30Vanguard FTSE Europe ETF 9,718801.1K $
31State Street SPDR Portfolio High Yield Bond ETF 32,395755.5K $
32Invesco QQQ Trust Series 1 1,306753.8K $
33Apple Inc 2,516638.5K $
34Microsoft Corp 1,507557.8K $
35Exxon Mobil Corp 3,049517.3K $
36Eli Lilly & Co 555510.5K $
37iShares Core MSCI EAFE ETF 5,601507.1K $
38Alphabet Inc 1,560448.6K $
39Vanguard FTSE All World ex-US 2,982434.7K $
40Schwab Emerging Markets Equity ETF 12,698418.4K $
41Costco Wholesale Corp 408406.5K $
42RTX Corp 1,961378.3K $
43Emerson Electric Co. 2,792365.8K $
44Republic Services Inc 1,606351.7K $
45iShares Short-Term National Muni Bond ETF 3,275348.8K $
46Sherwin-Williams Co/The 957306.8K $
47iShares S&P Mid-Cap 400 Value ETF 1,977262K $
48L3Harris Technologies Inc 729251.6K $
49iShares MSCI Japan ETF 2,964250.3K $
50General Dynamics Corp 729250.2K $
51WISDOMTREE TRUST WISDOMTREE CHINA EX-STATE-OWNED ENTERPRISES FUND 4,400230.1K $
52iShares Core MSCI Emerging Markets ETF 3,219224.5K $
53International Business Machines Corp. 919222.6K $
54Johnson & Johnson 888217.1K $
55Boeing Co/The 1,067212.4K $
56Home Depot Inc/The 616202.6K $