Bakala Capital as of Dec. 31, 2024
Portfolio Holdings for Bakala Capital
Bakala Capital holds 11 positions in its portfolio as reported in the December 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) | 23.6 | $3.9M | 82k | 47.82 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 17.7 | $2.9M | 5.5k | 538.85 | |
| Ishares Tr Russell 3000 Etf (IWV) | 12.1 | $2.0M | 6.0k | 334.25 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 8.6 | $1.4M | 33k | 44.04 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 8.0 | $1.3M | 17k | 78.01 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 7.9 | $1.3M | 14k | 96.90 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 6.5 | $1.1M | 25k | 42.61 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 4.8 | $799k | 16k | 49.05 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 4.7 | $781k | 30k | 25.83 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 3.8 | $625k | 2.4k | 264.17 | |
| Vanguard Index Fds Small Cp Etf (VB) | 2.4 | $393k | 1.6k | 240.33 |
