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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 $17,446,705
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 101,338 $5,150,997 29.52%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 5,964 $3,064,802 17.57%
3.
Vanguard Intl Equity Index Funds
 VWO 37,660 $1,704,508 9.77%
4.
Ishares Trust
 IEF 16,461 $1,628,280 9.33%
5.
Vanguard Scottsdale Funds
 20,529 $1,620,524 9.29%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)