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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 $22,830,713
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 92,853 $6,615,810 28.98%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 5,910 $4,058,938 17.78%
3.
Vanguard Intl Equity Index Funds
 VWO 35,009 $2,089,674 9.15%
4.
Ishares Trust
 IEF 4,405 $1,878,292 8.23%
5.
Ishares Trust
 IEF 17,184 $1,700,876 7.45%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.