Bakala Capital Management

Latest statistics and disclosures from Bakala Capital's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VEA, VOO, VWO, AGG, VCSH, and represent 75.48% of Bakala Capital's stock portfolio.
  • Added to shares of these 10 stocks: VEA, AGG, VCSH, VOO, VWO, SHYG, SCHP, BNDX, VO, VB.
  • Reduced shares in these 1 stock: IWV.
  • Sold out of its position in IWV.
  • Bakala Capital was a net buyer of stock by $642k.
  • Bakala Capital has $17M in assets under management (AUM), dropping by 4.91%.
  • Central Index Key (CIK): 0001976751

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Portfolio Holdings for Bakala Capital

Bakala Capital holds 10 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 29.5 $5.2M +23% 101k 50.83
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 17.6 $3.1M +8% 6.0k 513.88
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 9.8 $1.7M +15% 38k 45.26
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Ishares Tr Core Us Aggbd Et (AGG) 9.3 $1.6M +21% 17k 98.92
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 9.3 $1.6M +20% 21k 78.94
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 7.3 $1.3M +17% 30k 42.52
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Schwab Strategic Tr Us Tips Etf (SCHP) 5.6 $983k +20% 37k 26.89
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 5.5 $952k +19% 20k 48.82
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Vanguard Index Fds Mid Cap Etf (VO) 3.8 $668k +9% 2.6k 258.63
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Vanguard Index Fds Small Cp Etf (VB) 2.3 $400k +10% 1.8k 221.73
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Past Filings by Bakala Capital

SEC 13F filings are viewable for Bakala Capital going back to 2023