Bakala Capital LLC 13F Holdings
CIK 0001976751 · Greenville, SC
As of Sep 30, 2025, Bakala Capital LLC reported 10 positions worth
CIK 0001976751 · Greenville, SC
As of Sep 30, 2025, Bakala Capital LLC reported 10 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 90,121 | $5.4M | 29.16% |
| VANGUARD 500 INDEX FUND | VOO | — | 5,806 | $3.6M | 19.20% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 34,091 | .8M | 9.97% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 16,372 | .6M | 8.86% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 20,321 | .6M | 8.77% |
| ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | SHYG | — | 30,528 | .3M | 7.14% |
| SCHWAB US TIPS ETF | SCHP | — | 37,129 | .0M | 5.40% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 18,840 | $931.8K | 5.03% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 2,515 | $738.6K | 3.99% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 1,809 | $459.9K | 2.48% |