Bakala Capital as of Dec. 31, 2025
Portfolio Holdings for Bakala Capital
Bakala Capital holds 11 positions in its portfolio as reported in the December 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) | 27.2 | $5.8M | 92k | 62.47 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 17.4 | $3.7M | 5.9k | 627.17 | |
| Ishares Tr Russell 3000 Etf (IWV) | 9.4 | $2.0M | 5.2k | 386.85 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 8.9 | $1.9M | 35k | 53.76 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 7.9 | $1.7M | 17k | 99.88 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 7.8 | $1.7M | 21k | 79.73 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 6.4 | $1.3M | 31k | 42.87 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 4.8 | $1.0M | 38k | 26.49 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 4.4 | $941k | 20k | 48.32 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 3.5 | $740k | 2.5k | 290.26 | |
| Vanguard Index Fds Small Cp Etf (VB) | 2.2 | $473k | 1.8k | 257.94 |
