Bakala Capital LLC
Q2 2025 13F Holdings
- Locationgreenville, SC
- Num holdings
10
- Value ($000)
$17,416
- Date Filed08/14/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $5.11M | 29 % | 89,693 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $3.29M | 19 % | 5,789 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $1.68M | 10 % | 33,916 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $1.56M | 9 % | 15,709 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $1.55M | 9 % | 19,475 | ||
SHYG ISHARES TR | 0-5YR HI YL CP | 46434V407 | $1.25M | 7 % | 28,862 | ||
SCHP SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | $930.08K | 5 % | 34,861 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $926.73K | 5 % | 18,718 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $700.99K | 4 % | 2,505 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $427.24K | 3 % | 1,803 |
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