0001085146-24-000326.txt : 20240119 0001085146-24-000326.hdr.sgml : 20240119 20240119104301 ACCESSION NUMBER: 0001085146-24-000326 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240119 DATE AS OF CHANGE: 20240119 EFFECTIVENESS DATE: 20240119 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sunesis Advisors, LLC CENTRAL INDEX KEY: 0001748269 ORGANIZATION NAME: IRS NUMBER: 452497630 STATE OF INCORPORATION: KS FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18858 FILM NUMBER: 24544219 BUSINESS ADDRESS: STREET 1: 6750 W 93RD STREET CITY: OVERLAND PARK STATE: KS ZIP: 66212 BUSINESS PHONE: 913-815-4460 MAIL ADDRESS: STREET 1: 6750 W 93RD STREET CITY: OVERLAND PARK STATE: KS ZIP: 66212 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001748269 XXXXXXXX 12-31-2023 12-31-2023 false Sunesis Advisors, LLC

6750 W 93RD STREET OVERLAND PARK KS 66212

13F HOLDINGS REPORT 028-18858 000173220 801-110161 N Chad Battison 913 815-4661 /s/Chad Battison Overland Park KS 01-19-2024 0 70 164102295 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ACCENTURE PLC IRELAND SHS CLASS A G1151C101 227039 647 SH SOLE 0 0 647 ALPHABET INC CAP STK CL A 02079K305 497296 3560 SH SOLE 0 0 3560 AMAZON COM INC COM 023135106 638148 4200 SH SOLE 0 0 4200 APPLE INC COM 037833100 910859 4731 SH SOLE 0 0 4731 AQUA METALS INC COM 03837J101 38000 50000 SH SOLE 0 0 50000 ARK ETF TR INNOVATION ETF 00214Q104 267715 5112 SH SOLE 0 0 5112 ASML HOLDING N V N Y REGISTRY SHS N07059210 323962 428 SH SOLE 0 0 428 AVALONBAY CMNTYS INC COM 053484101 3150351 16827 SH SOLE 0 0 16827 BANK AMERICA CORP COM 060505104 1429123 42445 SH SOLE 0 0 42445 BANK NEW YORK MELLON CORP COM 064058100 959594 18436 SH SOLE 0 0 18436 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1019691 2859 SH SOLE 0 0 2859 BLACKROCK MULTI SECTOR INC T COM 09258A107 367350 24490 SH SOLE 0 0 24490 BOEING CO COM 097023105 278124 1067 SH SOLE 0 0 1067 CAMDEN PPTY TR SH BEN INT 133131102 3104600 31268 SH SOLE 0 0 31268 CANADIAN PACIFIC KANSAS CITY COM 13646K108 218996 2770 SH SOLE 0 0 2770 CHIMERA INVT CORP COM NEW 16934Q208 150399 30140 SH SOLE 0 0 30140 DECIPHERA PHARMACEUTICALS IN COM 24344T101 1553303 96299 SH SOLE 0 0 96299 EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 301505707 350103 6110 SH SOLE 0 0 6110 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 324332 6024 SH SOLE 0 0 6024 GENERAL DYNAMICS CORP COM 369550108 261228 1006 SH SOLE 0 0 1006 INDIA FD INC COM 454089103 221474 12109 SH SOLE 0 0 12109 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 257983 22492 SH SOLE 0 0 22492 INVESCO QQQ TR UNIT SER 1 46090E103 736728 1799 SH SOLE 0 0 1799 ISHARES GOLD TR ISHARES NEW 464285204 2037912 52214 SH SOLE 0 0 52214 ISHARES INC CORE MSCI EMKT 46434G103 387443 7660 SH SOLE 0 0 7660 ISHARES TR CORE 1 5 YR USD 46432F859 889610 18705 SH SOLE 0 0 18705 ISHARES TR CORE TOTAL USD 46434V613 2783182 60412 SH SOLE 0 0 60412 ISHARES TR CORE US AGGBD ET 464287226 11540391 116276 SH SOLE 0 0 116276 ISHARES TR EUROPE ETF 464287861 288193 5452 SH SOLE 0 0 5452 ISHARES TR FALN ANGLS USD 46435G474 473326 17929 SH SOLE 0 0 17929 ISHARES TR IBOXX INV CP ETF 464287242 2178121 19683 SH SOLE 0 0 19683 ISHARES TR JPMORGAN USD EMG 464288281 781769 8778 SH SOLE 0 0 8778 ISHARES TR MBS ETF 464288588 2605169 27691 SH SOLE 0 0 27691 ISHARES TR MORTGE REL ETF 46435G342 298225 12642 SH SOLE 0 0 12642 ISHARES TR MSCI EAFE ETF 464287465 214825 2851 SH SOLE 0 0 2851 ISHARES TR MSCI INTL QUALTY 46434V456 995903 26515 SH SOLE 0 0 26515 ISHARES TR MSCI USA MMENTM 46432F396 238159 1518 SH SOLE 0 0 1518 ISHARES TR S&P MC 400VL ETF 464287705 296048 2596 SH SOLE 0 0 2596 ISHARES TR SELECT DIVID ETF 464287168 267379 2281 SH SOLE 0 0 2281 LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104 337559 52909 SH SOLE 0 0 52909 MICROSOFT CORP COM 594918104 382433 1017 SH SOLE 0 0 1017 MID-AMER APT CMNTYS INC COM 59522J103 3071335 22842 SH SOLE 0 0 22842 NVIDIA CORPORATION COM 67066G104 704203 1422 SH SOLE 0 0 1422 PEPSICO INC COM 713448108 1028551 6056 SH SOLE 0 0 6056 PIMCO DYNAMIC INCOME FD SHS 72201Y101 398921 22224 SH SOLE 0 0 22224 PIMCO ETF TR INTER MUN BD ACT 72201R866 350486 6638 SH SOLE 0 0 6638 PRINCIPAL EXCHANGE TRADED FD SPECTRUM PFD 74255Y888 368463 21043 SH SOLE 0 0 21043 PROSPECT CAP CORP COM 74348T102 133254 22246 SH SOLE 0 0 22246 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1350398 54474 SH SOLE 0 0 54474 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 991464 5151 SH SOLE 0 0 5151 SPDR S&P 500 ETF TR TR UNIT 78462F103 3659412 7699 SH SOLE 0 0 7699 SPDR SER TR PORTFLI HIGH YLD 78468R606 1894692 81039 SH SOLE 0 0 81039 SPDR SER TR PRTFLO S&P500 GW 78464A409 850594 13074 SH SOLE 0 0 13074 SPDR SER TR PRTFLO S&P500 VL 78464A508 5072924 108791 SH SOLE 0 0 108791 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 251160 2415 SH SOLE 0 0 2415 TOPGOLF CALLAWAY BRANDS CORP COM 131193104 208704 14554 SH SOLE 0 0 14554 VANGUARD BD INDEX FDS INTERMED TERM 921937819 4260463 55780 SH SOLE 0 0 55780 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 4274225 55495 SH SOLE 0 0 55495 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1355974 3104 SH SOLE 0 0 3104 VANGUARD INDEX FDS TOTAL STK MKT 922908769 65772025 277262 SH SOLE 0 0 277262 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1036405 25217 SH SOLE 0 0 25217 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 720435 11173 SH SOLE 0 0 11173 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1623136 14111 SH SOLE 0 0 14111 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2654498 51998 SH SOLE 0 0 51998 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 1369881 16891 SH SOLE 0 0 16891 VANGUARD STAR FDS VG TL INTL STK F 921909768 6435436 111032 SH SOLE 0 0 111032 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 7117863 148598 SH SOLE 0 0 148598 VANGUARD WELLINGTON FD SHORT TRM TAX EX 921935870 1215297 11984 SH SOLE 0 0 11984 VANGUARD WORLD FDS INF TECH ETF 92204A702 242000 500 SH SOLE 0 0 500 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 1408051 32860 SH SOLE 0 0 32860