Bakala Capital as of Sept. 30, 2024
Portfolio Holdings for Bakala Capital
Bakala Capital holds 10 positions in its portfolio as reported in the September 2024 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) | 28.4 | $4.3M | 81k | 52.81 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 19.1 | $2.9M | 5.4k | 527.68 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 10.1 | $1.5M | 32k | 47.85 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 9.0 | $1.3M | 13k | 101.27 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 8.9 | $1.3M | 17k | 79.42 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 7.2 | $1.1M | 25k | 43.42 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 5.4 | $804k | 15k | 53.63 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 5.3 | $798k | 16k | 50.28 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 4.1 | $622k | 2.4k | 263.80 | |
| Vanguard Index Fds Small Cp Etf (VB) | 2.6 | $385k | 1.6k | 237.27 |
