Bakala Capital as of March 31, 2025
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 | 101k | 50.83 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 17.6 | $3.1M | 6.0k | 513.88 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 9.8 | $1.7M | 38k | 45.26 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 9.3 | $1.6M | 17k | 98.92 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 9.3 | $1.6M | 21k | 78.94 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 7.3 | $1.3M | 30k | 42.52 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 5.6 | $983k | 37k | 26.89 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 5.5 | $952k | 20k | 48.82 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 3.8 | $668k | 2.6k | 258.63 | |
| Vanguard Index Fds Small Cp Etf (VB) | 2.3 | $400k | 1.8k | 221.73 |
