Bakala Capital as of June 30, 2026
Portfolio Holdings for Bakala Capital
Bakala Capital holds 11 positions in its portfolio as reported in the June 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) | 29.0 | $6.6M | 93k | 71.25 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 17.8 | $4.1M | 5.9k | 686.79 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 9.2 | $2.1M | 35k | 59.69 | |
| Ishares Tr Russell 3000 Etf (IWV) | 8.2 | $1.9M | 4.4k | 426.40 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 7.4 | $1.7M | 17k | 98.98 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 7.4 | $1.7M | 21k | 79.03 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 6.1 | $1.4M | 33k | 42.41 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 4.6 | $1.0M | 39k | 26.50 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 4.3 | $975k | 20k | 48.43 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 3.6 | $827k | 10k | 80.57 | |
| Vanguard Index Fds Small Cp Etf (VB) | 2.4 | $559k | 1.8k | 303.16 |
