Bakala Capital as of March 31, 2026
Portfolio Holdings for Bakala Capital
Bakala Capital holds 11 positions in its portfolio as reported in the March 2026 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) | 28.5 | $5.9M | 92k | 64.08 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 16.9 | $3.5M | 5.9k | 597.55 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 9.1 | $1.9M | 35k | 54.05 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 8.0 | $1.7M | 17k | 99.27 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 8.0 | $1.7M | 21k | 79.27 | |
| Ishares Tr Russell 3000 Etf (IWV) | 7.9 | $1.6M | 4.4k | 370.68 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 6.5 | $1.3M | 32k | 42.31 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 4.9 | $1.0M | 38k | 26.61 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 4.5 | $939k | 20k | 48.05 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 3.5 | $735k | 2.6k | 287.18 | |
| Vanguard Index Fds Small Cp Etf (VB) | 2.3 | $482k | 1.8k | 261.89 |
