Bakala Capital Management as of Dec. 31, 2023
Portfolio Holdings for Bakala Capital Management
Bakala Capital Management holds 10 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Russell 3000 Etf (IWV) | 27.7 | $2.0M | 7.4k | 273.75 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 21.7 | $1.6M | 33k | 47.90 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 13.9 | $1.0M | 2.3k | 436.71 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 7.0 | $513k | 13k | 41.10 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 6.7 | $489k | 4.9k | 99.25 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 6.6 | $480k | 6.2k | 77.36 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 5.3 | $386k | 9.1k | 42.22 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 4.0 | $292k | 5.9k | 49.37 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 4.0 | $290k | 5.6k | 52.20 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 3.1 | $226k | 972.00 | 232.62 |
