Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUNESIS ADVISORS LLC | 04-29-2024 | 03-31-2024 | 49 | 170,875,675 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $73,090,688 | 281,226 | 0.04 | 0.04 | 3,964 | 1.43 | 03-31-2024 |
| ISHARES TR | CORE US AGGBD ET | 2 | $12,461,793 | 127,239 | 0.01 | 0.01 | 10,963 | 9.43 | 03-31-2024 |
| VANGUARD STAR FDS | VG TL INTL STK F | 3 | $8,430,500 | 139,809 | 0.00 | 0.00 | 28,777 | 25.92 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 4 | $8,006,308 | 159,584 | 0.00 | 0.00 | 10,986 | 7.39 | 03-31-2024 |
