The Analysis of Bakala Capital LLC's Holdings


Currently, Bakala Capital LLC holds 11 types of securities in its portfolio with a total value $21.1M. In the most recent quarter, they have increased their positions in IWV (+5.2K shares, valued at $2.0M), VEA (+2.1K shares, valued at $129.9K), VWO (+876 shares, valued at $47.1K); initiated new positions in IWV (+5.2K shares, valued at $2.0M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VEA VANGUARD TAX-MANAGED FDS92.2K shares2.31%2025-12-312026-02-13history
VANGUARD INDEX FDS VANGUARD INDEX FDS5.9K shares1.17%2025-12-312026-02-13history
IWV ISHARES TR5.2K sharesnew addition2025-12-312026-02-13history
VWO VANGUARD INTL EQUITY INDEX F35.0K shares2.57%2025-12-312026-02-13history
AGG ISHARES TR16.7K shares1.93%2025-12-312026-02-13history
VCSH VANGUARD SCOTTSDALE FDS20.8K shares2.13%2025-12-312026-02-13history
SHYG ISHARES TR31.4K shares2.97%2025-12-312026-02-13history
SCHP SCHWAB STRATEGIC TR38.0K shares2.30%2025-12-312026-02-13history
Sponsored
BNDX VANGUARD CHARLOTTE FDS19.5K shares3.32%2025-12-312026-02-13history
VO VANGUARD INDEX FDS2.5K shares1.31%2025-12-312026-02-13history
VB VANGUARD INDEX FDS1.8K shares1.27%2025-12-312026-02-13history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available