Bakala Capital as of Sept. 30, 2025
Portfolio Holdings for Bakala Capital
Bakala Capital holds 10 positions in its portfolio as reported in the September 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) | 29.2 | $5.4M | 90k | 59.92 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 19.2 | $3.6M | 5.8k | 612.43 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 10.0 | $1.8M | 34k | 54.18 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 8.9 | $1.6M | 16k | 100.25 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 8.8 | $1.6M | 20k | 79.93 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 7.1 | $1.3M | 31k | 43.30 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 5.4 | $1.0M | 37k | 26.95 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 5.0 | $932k | 19k | 49.46 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 4.0 | $739k | 2.5k | 293.70 | |
| Vanguard Index Fds Small Cp Etf (VB) | 2.5 | $460k | 1.8k | 254.25 |
