StockDriftsStockDriftsTop 50 Sunesis Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 38.66% | 266.7K | $85.5M | +0.38%(+1.02K) | $139.38(+163.59%) | 2026-03-31 | |
| AGG | ISHARES TR | 9.2% | 205.0K | $20.3M | +12.18%(+22.25K) | $102.24(-3.52%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 8.76% | 27 | $19.4M | +22.73%(+5) | $739086.37(-1.61%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.98% | 240.9K | $15.4M | +1.56%(+3.71K) | $47.83(+47.51%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 4.93% | 141.4K | $10.9M | -0.64%(-913) | $54.81(+55.11%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 2.71% | 76.4K | $6.0M | -9.60%(-8.11K) | $76.66(+1.69%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 2.7% | 77.4K | $6.0M | -9.51%(-8.13K) | $75.12(+1.92%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.92% | 6.5K | $4.3M | -0.31%(-20) | $337.30(+121.81%) | 2026-03-31 | |
| BUSE | FIRST BUSEY CORP | 1.79% | 156.9K | $4.0M | +0.00%(+0) | $23.47(+11.42%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 1.71% | 51.5K | $3.8M | +2.01%(+1.01K) | $74.01(-1.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.60% | +31.64% |
| Top 20 Holdings Unweighted | +7.48% | +24.15% |
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