Bakala Capital LLC
Q1 2025 13F Holdings
- Locationgreenville, SC
- Num holdings
10
- Value ($000)
$17,447
- Date Filed05/14/2025
- Form type13F-HR
- CIK0001976751
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $5.15M | 30 % | 101,338 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $3.06M | 18 % | 5,964 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $1.70M | 10 % | 37,660 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $1.63M | 9 % | 16,461 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $1.62M | 9 % | 20,529 | ||
SHYG ISHARES TR | 0-5YR HI YL CP | 46434V407 | $1.27M | 7 % | 29,976 | ||
SCHP SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | $983.25K | 6 % | 36,566 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $952.20K | 6 % | 19,504 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $667.77K | 4 % | 2,582 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $399.78K | 2 % | 1,803 |
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