Bakala Capital Management LLC Top Holdings and 13F Report (2025) About Bakala Capital Management LLCInvestment ActivityBakala Capital Management LLC has $17.45 million in total holdings as of March 31, 2025.Bakala Capital Management LLC owns shares of 10 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 15.20% of the portfolio was purchased this quarter.About 11.52% of the portfolio was sold this quarter.This quarter, Bakala Capital Management LLC has purchased 11 new stocks and bought additional shares in 10 stocks.Bakala Capital Management LLC sold shares of 0 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $5,150,997Vanguard S&P 500 ETF $3,064,802Vanguard FTSE Emerging Markets ETF $1,704,508iShares Core U.S. Aggregate Bond ETF $1,628,280Vanguard Short-Term Corporate Bond ETF $1,620,524 Largest Purchases this Quarter Vanguard FTSE Developed Markets ETF 19,285 shares (about $980.25K)iShares Core U.S. Aggregate Bond ETF 2,967 shares (about $293.49K)Vanguard Short-Term Corporate Bond ETF 3,510 shares (about $277.07K)Vanguard S&P 500 ETF 492 shares (about $252.83K)Vanguard FTSE Emerging Markets ETF 5,186 shares (about $234.72K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBakala Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVEAVanguard FTSE Developed Markets ETF$5,150,997$980,254 ▲23.5%101,33829.5%ETFVOOVanguard S&P 500 ETF$3,064,802$252,831 ▲9.0%5,96417.6%ETFVWOVanguard FTSE Emerging Markets ETF$1,704,508$234,721 ▲16.0%37,6609.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,628,280$293,488 ▲22.0%16,4619.3%FinanceVCSHVanguard Short-Term Corporate Bond ETF$1,620,524$277,073 ▲20.6%20,5299.3%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$1,274,582$192,744 ▲17.8%29,9767.3%ETFSCHPSchwab U.S. TIPS ETF$983,255$170,240 ▲20.9%36,5665.6%ETFBNDXVanguard Total International Bond ETF$952,204$156,569 ▲19.7%19,5045.5%ETFVOVanguard Mid-Cap ETF$667,773$55,863 ▲9.1%2,5823.8%ETFVBVanguard Small-Cap ETF$399,780$37,472 ▲10.3%1,8032.3%ETFIWViShares Russell 3000 ETF$0$2,009,511 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
