Bakala Capital Management as of June 30, 2024
Portfolio Holdings for Bakala Capital Management
Bakala Capital Management holds 10 positions in its portfolio as reported in the June 2024 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) | 28.2 | $3.9M | 79k | 49.42 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 19.2 | $2.7M | 5.3k | 500.15 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 9.8 | $1.4M | 31k | 43.76 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 9.1 | $1.3M | 16k | 77.27 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 9.1 | $1.3M | 13k | 97.07 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 7.3 | $1.0M | 24k | 42.20 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 5.5 | $757k | 15k | 52.01 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 5.4 | $754k | 16k | 48.67 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 4.0 | $556k | 2.3k | 242.14 | |
| Vanguard Index Fds Small Cp Etf (VB) | 2.5 | $346k | 1.6k | 218.07 |
