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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 $18,521,316
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 90,121 $5,400,078 29.16%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 5,806 $3,555,766 19.2%
3.
Vanguard Intl Equity Index Funds
 VWO 34,091 $1,847,030 9.97%
4.
Ishares Trust
 IEF 16,372 $1,641,273 8.86%
5.
Vanguard Scottsdale Funds
 20,321 $1,624,262 8.77%
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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