Bakala Capital as of June 30, 2025
Portfolio Holdings for Bakala Capital
Bakala Capital holds 10 positions in its portfolio as reported in the June 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) | 29.4 | $5.1M | 90k | 57.01 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 18.9 | $3.3M | 5.8k | 568.00 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 9.6 | $1.7M | 34k | 49.46 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 8.9 | $1.6M | 16k | 99.20 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 8.9 | $1.5M | 20k | 79.50 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 7.1 | $1.2M | 29k | 43.14 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 5.3 | $930k | 35k | 26.68 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 5.3 | $927k | 19k | 49.51 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 4.0 | $701k | 2.5k | 279.84 | |
| Vanguard Index Fds Small Cp Etf (VB) | 2.5 | $427k | 1.8k | 236.96 |
