Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUNESIS ADVISORS LLC | 01-19-2024 | 12-31-2023 | 70 | 164,102,295 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $65,772,025 | 277,262 | 0.04 | 0.04 | 309 | 0.11 | 12-31-2023 |
| ISHARES TR | CORE US AGGBD ET | 2 | $11,540,391 | 116,276 | 0.01 | 0.01 | -42,608 | -26.82 | 12-31-2023 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 3 | $7,117,863 | 148,598 | 0.00 | 0.00 | 5,953 | 4.17 | 12-31-2023 |
| VANGUARD STAR FDS | VG TL INTL STK F | 4 | $6,435,436 | 111,032 | 0.00 | 0.00 | 1,492 | 1.36 | 12-31-2023 |
