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Home > Institutional Investor > Bakala Capital Management Llc > Profile

Instuitional Investor - Bakala Capital Management Llc

Fund Profile
Filing Period:
Fund Name: Bakala Capital Management Llc
Portfolio Value $17,415,776
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 89,693 $5,113,408 29.36%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 5,789 $3,288,151 18.88%
3.
Vanguard Intl Equity Index Funds
 VWO 33,916 $1,677,483 9.63%
4.
Ishares Trust
 IEF 15,709 $1,558,330 8.95%
5.
Vanguard Scottsdale Funds
 19,475 $1,548,243 8.89%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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