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 |
