Bakala Capital LLC
Q4 2024 13F Holdings
- Locationgreenville, SC
- Num holdings
11
- Value ($000)
$16,630
- Date Filed02/14/2025
- Form type13F-HR
- CIK0001976751
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $3.92M | 24 % | 82,053 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $2.95M | 18 % | 5,472 | ||
IWV ISHARES TR | RUSSELL 3000 ETF | 464287689 | $2.01M | 12 % | 6,012 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $1.43M | 9 % | 32,474 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $1.33M | 8 % | 17,019 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $1.31M | 8 % | 13,494 | ||
SHYG ISHARES TR | 0-5YR HI YL CP | 46434V407 | $1.08M | 7 % | 25,443 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $799.39K | 5 % | 16,297 | ||
SCHP SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | $780.97K | 5 % | 30,235 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $625.02K | 4 % | 2,366 |
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