Bakala Capital LLC
CIK: 0001976751SEC EDGAR →
Portfolio Value
$21.1M
Holdings
11
As of
Q4 2025
New Positions
0
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 92,201 | $5.8M | 27.23% |
| 2 | VANGUARD INDEX FDS | 5,874 | $3.7M | 17.41% |
| 3 | ISHARES TR | 5,165 | $2.0M | 9.45% |
| 4 | VANGUARD INTL EQUITY INDEX F | 34,967 | $1.9M | 8.88% |
| 5 | ISHARES TR | 16,688 | $1.7M | 7.88% |
| 6 | VANGUARD SCOTTSDALE FDS | 20,754 | $1.7M | 7.82% |
| 7 | ISHARES TR | 31,435 | $1.3M | 6.37% |
| 8 | SCHWAB STRATEGIC TR | 37,984 | $1.0M | 4.76% |
| 9 | VANGUARD CHARLOTTE FDS | 19,465 | $940K | 4.44% |
| 10 | VANGUARD INDEX FDS | 2,548 | $739K | 3.49% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 11 | $21.1M | 100.0% |