The Analysis of Bakala Capital LLC's Holdings


Currently, Bakala Capital LLC holds 10 types of securities in its portfolio with a total value $18.5M. In the most recent quarter, they have increased their positions in SHYG (+1.7K shares, valued at $72.1K), VCSH (+846 shares, valued at $67.6K), AGG (+663 shares, valued at $66.5K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VEA VANGUARD TAX-MANAGED FDS90.1K shares0.48%2025-09-302025-11-14history
VOO VANGUARD INDEX FDS5.8K shares0.29%2025-09-302025-11-14history
VWO VANGUARD INTL EQUITY INDEX F34.1K shares0.52%2025-09-302025-11-14history
AGG ISHARES TR16.4K shares4.22%2025-09-302025-11-14history
VCSH VANGUARD SCOTTSDALE FDS20.3K shares4.34%2025-09-302025-11-14history
SHYG ISHARES TR30.5K shares5.77%2025-09-302025-11-14history
SCHP SCHWAB STRATEGIC TR37.1K shares6.51%2025-09-302025-11-14history
BNDX VANGUARD CHARLOTTE FDS18.8K shares0.65%2025-09-302025-11-14history
Sponsored
VO VANGUARD INDEX FDS2.5K shares0.40%2025-09-302025-11-14history
VB VANGUARD INDEX FDS1.8K shares0.33%2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available